Search Results for: client experience

SafeSend Reports Record-Breaking Year with 83% YoY Usage Growth: Product Innovation & Roadmap Investment to Deliver Single-Point Solution for Unmatched Client Experience
Fintech Investments News

SafeSend Reports Record-Breaking Year with 83% YoY Usage Growth: Product Innovation & Roadmap Investment to Deliver Single-Point Solution for Unmatched Client Experience

PR Newswire
by PR Newswire0135
Boosted by increased firm and client adoption, additional features within the SafeSend Suite reported massive YoY growth, the new secure file-exchange capability experienced usage growth of +2,600% and the e-signature solution reported usage growth of 90%. SafeSend, the leading provider of automation technology for tax and accounting firms, reported an......
Merit Financial Upgrades Client Experience with the Nitrogen Growth Platform
Fintech Investment Services News

Merit Financial Upgrades Client Experience with the Nitrogen Growth Platform

Business Wire
by Business Wire0231
Merit’s client base of over 16,000 high-net-worth individuals and families will immediately benefit from advanced risk and analytics capabilities Nitrogen, the company that is revolutionizing how financial advisors and wealth management firms grow, announced the deployment of its growth platform to Merit Financial Advisors (“Merit”). Merit is a national registered investment......
Encore Financial Group Joins Advisor Group to Improve Client Experience and Accelerate Growth
Finance News

Encore Financial Group Joins Advisor Group to Improve Client Experience and Accelerate Growth

PR Newswire
by PR Newswire0410
Former ONESCO Firm with $340 Million in Client Assets Affiliates with Savage and Associates, One of Advisor Group’s Largest Groups Advisor Group, one of the nation’s largest networks of independent wealth management firms, announced the affiliation of Encore Financial Group (Encore) of Cheboygan, MI, through Savage and Associates (Savage), one of Advisor Group’s largest......
B2B Cloud News

Lumiant And LibertyFi Partner To Deliver A Seamless, Fulfilling Client Experience

Fintech News Desk
by Fintech News Desk0223
Lumiant, an award-winning cloud-based advice and client engagement platform, today announced a strategic partnership with LibertyFi, LLC, a middle-office technology and operations consultancy based in Alabama, that helps growth-oriented registered investment advisors (RIA) drive revenue and scale their businesses. LibertyFi currently supports 24 firms (120 advisors servicing 33,000 accounts) and has......
Virginia Credit Union Moves Investment Program to Ameriprise Financial to Offer an Enhanced, Digitally-Enabled Client Experience
Investment Services News

Virginia Credit Union Moves Investment Program to Ameriprise Financial to Offer an Enhanced, Digitally-Enabled Client Experience

Fintech News Desk
by Fintech News Desk0306
With the new arrangement, five financial advisors with $335 million in combined assets will have access to Ameriprise’s financial planning and investment capabilities Virginia Credit Union (VACU), which serves more than 300,000 members out of 20 locations across Virginia, has moved its investment program to Ameriprise Financial from CUNA Brokerage Services.......
New Case Study Reveals How Wyth Financial Improved Client Experience with StereoLOGIC Task Mining
Banking News

New Case Study Reveals How Wyth Financial Improved Client Experience with StereoLOGIC Task Mining

Fintech News Desk
by Fintech News Desk0416
Within two months of deploying Task Mining, Canada’s leading digital bank identified numerous opportunities to accelerate back-office processing StereoLOGIC, Ltd., a leader in integrated process and task mining technology that helps companies discover inefficiencies in their business processes and suggests solutions to improve workflow and revenue, has published a new......
MCT Continues to Elevate and Deliver Unmatched Client Experience Within Mortgage Capital Markets
Capital Markets Mortgage News

MCT Continues to Elevate and Deliver Unmatched Client Experience Within Mortgage Capital Markets

Fintech News Desk
by Fintech News Desk0307
Trusted Capital Markets Partner Bolsters Client-Facing Teams with New Hires and Promotions Mortgage Capital Trading, Inc. (MCT), the industry leader in capital markets software and services,  announced it has reinforced its commitment to client profitability and success. Backed by an enhanced sales and support structure, MCT has hired industry all-stars......
Pacific Western Bank Launches Digital Learn Platform To Support Client Experience
Banking Digital News

Pacific Western Bank Launches Digital Learn Platform To Support Client Experience

Fintech News Desk
by Fintech News Desk0462
Pacific Western Bank announced the launch of a new digital learning platform  that will enhance continuing efforts to empower current and future clients throughout their journey with the Bank. Their Digital Learn Platform, powered by Horizn, will enable PWB clients to have 24/7, on-demand access to step-by-step guidance for performing frequently requested......
CIBC Selects nCino’s Platform to Deliver Enhanced Client Experience for Business Banking Clients
Banking News

CIBC Selects nCino’s Platform to Deliver Enhanced Client Experience for Business Banking Clients

Fintech News Desk
by Fintech News Desk0475
nCino, Inc., a pioneer in cloud banking and digital transformation solutions for the global financial services industry, announced that CIBC, one of Canada’s Big Six banks, has selected the nCino Bank Operating System to provide CIBC’s Business Banking team with a modern, scalable and flexible platform to enhance the experience for......
CapIntel Establishes Strategic Relationship with Canada Life to Enhance Client Experience and Outcomes
Fintech News

CapIntel Establishes Strategic Relationship with Canada Life to Enhance Client Experience and Outcomes

Fintech News Desk
by Fintech News Desk0459
CapIntel’s digital application will now support approximately 3,000 advisors at Canada Life CapIntel, a leading financial technology company that connects wealth advisors and their clients using an intuitive sales platform, announced a strategic relationship with The Canada Life Assurance Company (Canada Life). The new strategic relationship will enable Canada Life’s......
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