Search Results for: client experience

Cambridge and INVENT.us Reimagining and Redesigning Digital Business Environment for Independent Financial Professionals
Business Fintech News

Cambridge and INVENT.us Reimagining and Redesigning Digital Business Environment for Independent Financial Professionals

Fintech News Desk
by Fintech News Desk0
Cambridge, among the leading financial solutions firms, and INVENT.us, an innovative cloud technology and consulting firm, announced today that Cambridge has selected INVENT.us and its consulting arm, INVENT Elite, to reimagine and redesign Cambridge’s financial professional experience through its comprehensive CLIC digital business environment. Read More: Voyager Digital Continues Servicing......
Botkeeper Announces "Botkeeper For Dummies" Book to Drive Scale and Innovation in the Accounting Industry
Artificial Intelligence Fintech News

Botkeeper Announces “Botkeeper For Dummies” Book to Drive Scale and Innovation in the Accounting Industry

Fintech News Desk
by Fintech News Desk0
Botkeeper, a trailblazer and leading provider of human-assisted AI bookkeeping solutions for CPAs, today announced the upcoming release of Botkeeper For Dummies, an educational best-practices guide for CPAs and Bookkeeping teams to successfully automate the back-office bookkeeping processes, transform their firms through automation, and differentiate in the accounting landscape. Additionally, the......
Fintech Fintech Funding News

AppFolio Announces Sale of MyCase to Funds Advised by Apax Partners

Fintech News Desk
by Fintech News Desk0
AppFolio, Inc. (NASDAQ: APPF) (“AppFolio” or the “Company”), a leading provider of cloud-based business software solutions, services and data analytics, today announced that it has entered into a definitive agreement to sell 100% of the equity interest of its wholly-owned subsidiary, MyCase, Inc., which provides legal practice and case management......
Chris Boyle, Former Freddie Mac Executive, Named to Roostify C-Suite
Fintech News

Chris Boyle, Former Freddie Mac Executive, Named to Roostify C-Suite

Fintech News Desk
by Fintech News Desk0
The nation’s most trusted digital lending platform, Roostify, announced that Chris Boyle has been appointed President of Home Lending, effective immediately. Drawing on her extensive experience in the mortgage lending industry, Boyle will work alongside Roostify Co-Founder and CEO Rajesh Bhat to make the company an agile, innovative digital lending......
iTrustCapital Reports XRP Top Volume Asset So Far in 2020
Fintech Investment Services News

iTrustCapital: 401(k) Investors Flee Wall Street, Favoring Bitcoin & Gold

Fintech News Desk
by Fintech News Desk0
iTrustCapital, the leading investment platform for alternative assets – including cryptocurrency and gold – has completed more than 10,000 transactions so far this year. They identify this growth as coming from investors moving their 401(k) and IRA retirement accounts from financial institutions focused on traditional securities to companies that provide......
Hearsay Systems Appoints Mike Boese as CEO; Founder Clara Shih Transitions to Executive Chairperson
Fintech News

Hearsay Systems Appoints Mike Boese as CEO; Founder Clara Shih Transitions to Executive Chairperson

Fintech News Desk
by Fintech News Desk0
Key leadership hires address surge in platform demand and utilization, prepare company for next stage of growth Hearsay Systems, trusted leader in compliant human-client experience for the financial services industry,  announced that Mike Boese has been named CEO. Clara Shih, who with Steve Garrity founded the company on September 1,......
Banco Del Sol, the Digital Bank of Grupo Sancor Seguros, Argentina’s Largest Insurance Company, Goes Live With Temenos Transact to Offer Innovative Services
Banking Fintech InsurTech News

Banco Del Sol, the Digital Bank of Grupo Sancor Seguros, Argentina’s Largest Insurance Company, Goes Live With Temenos Transact to Offer Innovative Services

Fintech News Desk
by Fintech News Desk0
Temenos cloud-native, cloud agnostic core banking technology supports Banco del Sol to quickly launch a new bank Temenos (SIX: TEMN), the banking software company, today announced that Banco del Sol has gone live with Temenos Transact, the next generation in core banking, Temenos Financial Crime Mitigation, and Temenos Analytics. Temenos’ cloud-native......
Sterling National Bank and Cashfac Announce Strategic Business Alliance for Launch of New Escrow Account Platform
Banking Business Fintech News

Sterling National Bank and Cashfac Announce Strategic Business Alliance for Launch of New Escrow Account Platform

Fintech News Desk
by Fintech News Desk0
Cashfac, a global provider of back-office cash management software, and Sterling National Bank (“Sterling”), the wholly-owned operating bank subsidiary of Sterling Bancorp, announced a strategic agreement to expand Sterling’s Escrow account origination and servicing capabilities. The partnership will deploy Cashfac’s flagship Virtual Bank Technology (VBT) platform, delivered remotely via the......
Banking Fintech Fintech Startups Interviews

Global Fintech Interview with Clara Shih, CEO and Founder at Hearsay Systems

Paroma Sen
by Paroma Sen0
Today’s customers want the speed and convenience of digital services combined with the empathy and trust of their finance or bank relationship manager. Now especially during the pandemic, financial services customers are demanding more authentic engagement with their financial advisors, bankers, and mortgage consultants. How can fintechs and FIs keep......
Canopy Expands Board of Directors Bench
Fintech News

Canopy Expands Board of Directors Bench

Fintech News Desk
by Fintech News Desk0
Canopy, the leading cloud-based practice management platform for accounting professionals, announced the appointment of Brian Crofts to its board of directors, effective immediately. Crofts is a recognized leader in product strategy, currently serving as Chief Product Officer at Pendo. Read More: Four Benefits of Buy Now Pay Later for Ecommerce......
1