Search Results for: Customer Relationship Management

Sunbit Secures a $355 Million Debt Warehouse Facility Led by J.P. Morgan, Mizuho Bank Ltd. and Waterfall Asset Management
Fintech News

Sunbit Secures a $355 Million Debt Warehouse Facility Led by J.P. Morgan, Mizuho Bank Ltd. and Waterfall Asset Management

Business Wire
by Business Wire0
Facility to Support Strong Demand Among Consumers Driven by Merchant Adoption, Embedded Financing Partnerships, and the Expansion of Sunbit No-Fee Credit Card Sunbit, the company building financial technology for real life, announced that it closed a $355 million debt warehouse facility led by J.P. Morgan, Mizuho Bank Ltd. and Waterfall......
Procurify Launches All-New AP Automation Solution to Empower Customers with AI-Driven, End-to-End Financial Control
Artificial Intelligence Finance Fintech News Robotic Process Automation

Procurify Launches All-New AP Automation Solution to Empower Customers with AI-Driven, End-to-End Financial Control

Business Wire
by Business Wire0
Procurify today announced the launch of an all-new accounts payable automation solution to streamline AP processes, empowering customers with greater efficiency and control, thanks to support from CIBC Innovation Banking’s growth capital investment. Procurify, a pioneer in proactive spend management solutions, today announced the launch of an all-new accounts payable......
AuditBoard and Protiviti Streamline Audit Lifecycle Management With Joint Capabilities
Cloud Finance Fintech News Risk Management

AuditBoard and Protiviti Streamline Audit Lifecycle Management With Joint Capabilities

Business Wire
by Business Wire0
Companies announce expansion to technology alliance at Audit & Beyond Conference AuditBoard, the leading cloud-based platform transforming audit, risk, and compliance management, and Protiviti, a global consulting firm with market-leading expertise in internal audit, today announced new joint capabilities at Audit & Beyond, the premier event for audit, risk, and......
Zafin Launches Next-Gen Tiering Capability as Financial Institutions Intensify Competition for Customer Loyalty and Deposit Retention
Finance Fintech News

Zafin Launches Next-Gen Tiering Capability as Financial Institutions Intensify Competition for Customer Loyalty and Deposit Retention

Business Wire
by Business Wire0
In a recent Celent report, over 60% of banks in North America and Europe have identified customer retention and engagement as top strategic priorities, signaling a growing need for solutions like Zafin’s Tiering Capability to deepen customer relationships and drive long-term profitability Responding to the increasing demand for hyper-personalization in......
New Report Reveals: Customer Loyalty at Stake for Financial Institutions Due to Rise in Identity-Based Attacks
Finance Fintech News Security

New Report Reveals: Customer Loyalty at Stake for Financial Institutions Due to Rise in Identity-Based Attacks

GlobeNewswire
by GlobeNewswire0
Gap Widens Between Customer Expectations and Financial Institutions’ Cybersecurity Efforts HYPR, the Identity Assurance Company, today released its spotlight report “When Trust is Hacked: Customer Identity Security in Finance.” This report sheds light on the persistent threat of credential misuse and authentication vulnerabilities plaguing the financial industry, drawing a direct......
Banking Digital Asset Management Digital Payments Featured Finance Fintech Security

How is New-age Fintech Transforming SMB Banking and Cash Flow Management?

Prajakta Ayade
by Prajakta Ayade0
FinTech is fundamentally transforming the way small and medium-sized businesses (SMBs) manage their banking and cash flow. Traditional banking systems often fall short in catering to the unique financial needs of SMBs, such as managing limited resources, fluctuating incomes, and navigating complex regional and regulatory requirements. FinTech companies, with their......
Moxo integrates with Wealthbox to streamline client management for financial advisors
Finance Fintech News

Moxo integrates with Wealthbox to streamline client management for financial advisors

PR Newswire
by PR Newswire0
Moxo, the leading service orchestration platform for customer, vendor, and partner processes, is excited to announce a new integration with Wealthbox, a modern CRM designed for financial advisors. This powerful partnership aims to transform client management by enabling seamless data sharing between Moxo and Wealthbox, significantly enhancing operational efficiency for......
Jack Henry and Victor Offer Embedded Payments Platform for Regional and Community Financial Institutions to Better Support Business Customers
Digital Payments Finance Fintech News

Jack Henry and Victor Offer Embedded Payments Platform for Regional and Community Financial Institutions to Better Support Business Customers

PR Newswire
by PR Newswire0
Direct-to-core integration enhances deposit and non-interest fee income potential Jack Henry announces the expansion of its collaboration with Victor Technologies, Inc., a subsidiary of MVB Edge Ventures, Inc. and part of MVB Bank, Inc. The companies launched an embedded-payments management platform to help Jack Henry’s financial institution clients capitalize on......
TreviPay Expands Dealer Management Offering with Advanced API Integrations
B2B Digital Payments News

TreviPay Expands Dealer Management Offering with Advanced API Integrations

Business Wire
by Business Wire0
Enhanced integration capability for commercial equipment dealers will enable seamless, convenient onboarding and line-item transaction details for fleet programs TreviPay, the most-trusted B2B payments and invoicing network, announces enhancements for dealer management systems for commercial equipment dealers servicing fleets. In addition to providing a smooth onboarding and integration process, TreviPay’s advanced......
CSI Acquires Velocity Solutions, a Leader in Intelligent Deposit Growth and Overdraft Management Software
Fintech News

CSI Acquires Velocity Solutions, a Leader in Intelligent Deposit Growth and Overdraft Management Software

Business Wire
by Business Wire0
CSI, a leading provider of end-to-end financial software and technology, announced the acquisition of Velocity Solutions. Velocity offers financial institutions best-in-class account and deposit acquisition, customer engagement and retention solutions as well as intelligent software for serving consumer liquidity through overdraft management. “The CSI and Velocity teams are united by......
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