Search Results for: client experience

Comerica Announces New Southern California Private Wealth Management Team with $3 Billion in Client Assets
Fintech News

Comerica Announces New Southern California Private Wealth Management Team with $3 Billion in Client Assets

PR Newswire
by PR Newswire0
Comerica Incorporated is continuing to grow its Wealth Management presence with the addition of a new private wealth management team in Southern California. The team of 11 seasoned professionals, with approximately $3 billion in assets, collectively boasts more than 260 years of experience in the financial service industry. They will be based at Comerica’s office......
Praxent Helps Insurance Systems Create Compelling Digital Experiences for Insurance Companies
Digital Fintech InsurTech News

Praxent Helps Insurance Systems Create Compelling Digital Experiences for Insurance Companies

Business Wire
by Business Wire0
ISI partners with Praxent to help insurers boost efficiency, retention, and customer acquisition Praxent, a financial services digital experience consultancy and development firm with more than two decades of experience, announced that it has partnered with Insurance Systems Inc. (ISI) to offer custom digital experiences for insurers. “We’re proud to support......
KeyBank Introduces Products & Services to Help Clients Take Further Control of their Finances
Banking News

KeyBank Introduces Products & Services to Help Clients Take Further Control of their Finances

PR Newswire
by PR Newswire0
Launch of enhanced relationship benefits, Key Select Checking, Immediate Funds, and Early Pay helps move consumers forward on their unique financial journeys KeyBank is committed to helping clients move forward on their individual financial journeys, and announced new products and services to enhance the banking experience for consumers on their paths to progress. These enhancements come......
SEI Enhances Personalized Investor Experience with Values Questionnaire and Reporting Solution
Finance Investment Services News

SEI Enhances Personalized Investor Experience with Values Questionnaire and Reporting Solution

PR Newswire
by PR Newswire0
New Applications Help Advisors Connect Investors to What Matters Most SEI announced the launch of the Values Questionnaire (VQ) and Impact Report through a strategic partnership with YourStake, a top-rated financial advisor solution for environmental, social, and governance, faith-based, and values-based investing. The VQ empowers financial advisors utilizing the SEI Wealth......
Acrisure’s New York Businesses Unite to Serve Clients Across the State
Fintech News

Acrisure’s New York Businesses Unite to Serve Clients Across the State

Business Wire
by Business Wire0
Kathleen Bradley and Brian Colby to Serve as Managing Partners of New York Region Acrisure, a global Fintech leader, announced the formation of the Company’s New York Region under the Acrisure brand. The New York Region is led by Managing Partners Kathleen Bradley and Brian Colby. Latest Fintech Interview Global......
Better Cash Flow. Simpler Solutions. Regions Bank Expands Integrated Billing and Payments for Business Clients
Banking Digital Payments News

Better Cash Flow. Simpler Solutions Regions Bank Expands Integrated Billing and Payments for Business Clients

Business Wire
by Business Wire0
It’s another way Regions Treasury Management is helping companies better manage their billing and communications needs – from one platform. Regions Bank on Monday announced the latest enhancement to its digital solutions that enable business clients to manage customer billing and communications via Regions Treasury Management. Browse The Complete Interview About Fintech......
888 partners with Nuvei to enhance its payment experience in the U.S.
Fintech News

888 Partners with Nuvei to Enhance its Payment Experience in the U.S.

GlobeNewswire
by GlobeNewswire0
Leading iGaming operator is leveraging Nuvei technology and expertise to increase acceptance rates Nuvei Corporation, the Canadian fintech company, announces that it has been selected by 888, a leading global iGaming operator, to boost its card acquiring and local payment method capabilities to accelerate its growth in the large and......
SKYVIEW 1 Launches Digital Banking Platform for Financial Advisors to Provide Clients With End-to-end Service and Competitive Rates, Building More Momentum for Their Money
Banking News

SKYVIEW 1 Launches Digital Banking Platform for Financial Advisors to Provide Clients With End-to-end Service

Business Wire
by Business Wire0
White-label app and dashboard empowers advisors to provide bespoke private banking services to high-net-worth clients, including checking and savings accounts with high-yield 3.51% APY and up to $125M FDIC insurance SkyView, a leading investment bank and specialty lender dedicated to supporting the M&A goals of independent registered investment advisors (RIAs),......
Acrisure Has Protected $5 Billion in Clients’ Real Estate Transactions Using CertifID’s Technology Solution
Digital Payments Fintech News Security

Acrisure Has Protected $5 Billion in Clients’ Real Estate Transactions Using CertifID’s Technology Solution

Business Wire
by Business Wire0
CertifID, a leading wire fraud protection company, announced that it has been chosen by Acrisure, a global Fintech leader, to protect its Title Insurance clients from payments fraud. The preferred partnership includes CertifID’s fraud detection software, access to fraud recovery services, and up to $1M in payment insurance on every......
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