Search Results for: client experience

Planswell Fills C-Suite with Eye Towards Global Expansion
Business Fintech News Risk Management

The Behavioral Investing Institute Expands Advisor Training Program through Syntoniq Partnership

Fintech News Desk
by Fintech News Desk0
The Behavioral Investing Institute proudly announces its partnership with Syntoniq, creator of the my3B assessment tool and a provider of behavioral finance and risk assessment technology. The Behavioral Investing Institute is a multifaceted behavioral training and coaching service for financial advisors, sponsored and offered by Toews Asset Management. Read More: GlobalFintechSeries Interview......
Truist Insurance Continues Its Expansion with the Acquisition of Insurtech Wellington
Business Fintech News

Truist Introduces Vinoo Vijay as Chief Marketing Officer

Fintech News Desk
by Fintech News Desk0
Visionary marketer and purpose-driven leader brings rich financial sector experience to nation’s sixth-largest bank Truist Financial Corporation (NYSE: TFC) today announced Vinoo Vijay has been hired as the company’s chief marketing officer. Vijay will oversee all of marketing, including brand strategy, line of business marketing, multicultural marketing, sports and entertainment marketing, digital marketing,......
Linedata Unveils Asset Management Platform - AMP
Business Fintech News

Linedata Unveils Asset Management Platform – AMP

Fintech News Desk
by Fintech News Desk0
The cloud-based suite of tools delivers smart, trouble-free access to software, data and services Linedata (Paris:LIN) (LIN:FP), a global provider of credit and asset management technology, data and services, unveiled its latest innovation, Asset Management Platform – Linedata AMP. The dynamic suite of tools provides asset managers with an always-on......
Fenergo Wins 'Best CLM Solution' Award By Asian Private Banker
Business Fintech News

Fenergo Awarded for Best On-Boarding and Best Compliance at Wealthbriefing European Awards 2020

Fintech News Desk
by Fintech News Desk0
Fenergo, the leading provider of digital transformation, customer journey and client lifecycle management (CLM) solutions has won awards for ‘Best On-Boarding’ and ´Best Compliance` at the 8th Annual WealthBriefing European Awards.  Read More: High Performance Accounting Software Company Changes Name to AccountingWare Showcasing best of breed providers in the global private......
Zywave Announces Partnership with Partners&
Business Fintech InsurTech News

Zywave Announces Partnership with Partners&

Fintech News Desk
by Fintech News Desk0
Insurance tech provider Zywave is pleased to announce a new partnership with Partners&, the new venture led by Phil Barton and Stuart Reid. The business will leverage Zywave’s industry-leading insurance tech solution, Broker Briefcase, which optimises prospecting efforts with resources that support brokerages through each stage of the sales cycle, revolutionising the way brokers......
Bridge Launches Powerful New Version of Wealth Management Data and Portfolio Accounting Platform
Fintech News

Bridge Launches Powerful New Version of Wealth Management Data and Portfolio Accounting Platform

Fintech News Desk
by Fintech News Desk0
Next-gen data engine expands platform benefits, increases efficiency, accuracy and speed of advisors’ operations, coincides with new FinTech industry partnerships Bridge Financial Technology (“Bridge”), provider of an automation-driven portfolio management platform that simplifies and streamlines back-office functions for advisors and wealth managers, launched the next generation of its powerful core......
Asset-Map and Wealthbox CRM Team Up to Increase Advisor Productivity and Reduce Data Entry
Business Fintech News

Asset-Map and Wealthbox CRM Team Up to Increase Advisor Productivity and Reduce Data Entry

Fintech News Desk
by Fintech News Desk0
Asset-Map, the premier visualized financial planning engagement experience for financial professionals, today announced a new software integration with Wealthbox, one of the leading CRM solutions for financial advisors. This new integration creates a unified technology experience for advisors who use both systems to manage client relationships and engage in compelling planning......
FIDx Announces the Launch of FIDx Protection Intelligence to Radically Expand Annuity Distribution
Fintech News

FIDx Announces the Launch of FIDx Protection Intelligence to Radically Expand Annuity Distribution

Fintech News Desk
by Fintech News Desk0
The Proprietary Platform Enables Customizable Access to Annuities for Any Enterprise or Partner FIDx, a product-agnostic platform that connects annuities with wealth management platforms and other solution providers, announced the launch of its proprietary platform, FIDx Protection Intelligence. The launch enables direct integration for any distribution entity to offer access......
People's United Bank Treasury Management Enhances Technology Suite with Addition of Electronic Billing and Payment Capabilities
Banking Fintech News

People’s United Bank Treasury Management Enhances Technology Suite with Addition of Electronic Billing and Payment Capabilities

Fintech News Desk
by Fintech News Desk0
People’s United Bank, N.A. a subsidiary of People’s United Financial, announced it continues to expand its Treasury Management offering by partnering with Transactis, a Mastercard company, to deliver digital Accounts Receivables capabilities that replace traditionally paper-based processes. With the Accounts Receivables solution, People’s United Treasury Management clients can provide their customers......
nCino Bank Operating System® selected by Barclays
Banking Business Capital Markets Fintech Fintech Funding Investment Services Mobile Banking News

Arbuthnot Specialist Finance Limited Adopts nCino to Complement its Relationship-led Approach with Best-in-Class Technology

Fintech News Desk
by Fintech News Desk0
Real estate finance specialist is utilising nCino’s cloud-based Bank Operating System® to deliver unparalleled broker and client lending experience nCino, Inc. (NASDAQ: NCNO), a pioneer in cloud banking and digital transformation solutions for the global financial services industry, today announced that Arbuthnot Specialist Finance Limited (ASFL), the short-term property finance arm of Arbuthnot Latham,......
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