Search Results for: client experience

Financial Advisors Reflect on Successful Transition to Ameriprise Despite Uncertain Times
Business Fintech News

Financial Advisors Reflect on Successful Transition to Ameriprise Despite Uncertain Times

Fintech News Desk
by Fintech News Desk0
Six months after moving their practice, former Stifel advisors say Ameriprise’s dedicated support and seamless technology facilitated a smooth transition Financial advisors Donald Henriquez III and Scott Cirelli joined the employee channel of Ameriprise Financial in Florham Park, N.J. after spending almost nine years at Stifel Financial Corp. The advisors,......
Fintech News

Equitable Names Connie Weaver Chief Marketing Officer

Fintech News Desk
by Fintech News Desk0
Seasoned industry executive to lead marketing and client experience for financial services provider with iconic American brand Equitable, a leading financial services company and subsidiary of Equitable Holdings (NYSE: EQH), today named Connie Weaver as Chief Marketing Officer. Weaver becomes a member of the company’s Operating Committee and reports to Nick......
Fintech Mobile Banking News

BigTime Software Introduces Secure, Integrated Payment Platform

Fintech News Desk
by Fintech News Desk0
BigTime Wallet will streamline faster payments, improve cash flow, and enhance its personalized client experience BigTime Software, a leading provider of cloud-based software for professional services firms, today introduced BigTime Wallet, a new feature within its product designed to facilitate online payments between professional service firms and the clients they......
Cryptocurrency News

SS&C Technologies Helps Vitra Gestão De Patrimônio Ltda Streamline Portfolio Management

Fintech News Desk
by Fintech News Desk0
Brazilian asset manager will use Advent Portfolio Exchange® to manage multi-currency, multi-asset portfolio SS&C Technologies Holdings, Inc. (Nasdaq: SSNC) today announced that Vitra Gestão De Patrimônio Ltda (Vitra) has implemented SS&C’s Advent Portfolio Exchange® (APX) for tailored portfolio management and reporting. Vitra is also leveraging Advent Outsourcing Services for cloud delivery. Read......
Fintech News

AffiniPay Brings on High-Profile Technology Executive as Chief Marketing Officer

Fintech News Desk
by Fintech News Desk0
Meg Swanson joins the fast-paced Austin fintech company to support continued growth AffiniPay, the industry leader in payment technology for professional services, is excited to announce a new addition to their executive leadership team. Proven Austin executive Meg Swanson recently joined the AffiniPay team in the role of chief marketing......
17a-4’s Compliance Suite for Microsoft’s Azure Blob Storage now available
Artificial Intelligence Fintech Investment Services News

MSCI Announces Strategic Alliance With Microsoft to Accelerate Innovation in the Global Investment Industry

Fintech News Desk
by Fintech News Desk0
MSCI and Microsoft Corp. have formed a strategic alliance to accelerate innovation among the global investment industry. By bringing together the power of Microsoft’s cloud and AI technologies with MSCI’s global reach through its portfolio of investment decision support tools, the companies will unlock new innovations for the industry and......
Banking Featured Fintech Mobile Banking

Award-winning Digital Banking Apps that Have Made Banking a Whole Lot Easier

Fintech News Desk
by Fintech News Desk0
Banks around the world have had to evolve with time and have now created their digital footprints with their banking apps. Digital banking apps are already set to reshape the whole banking industry. Remarkably in a very short span of time, the banking industry went through a digital revolution. Today,......
Fenergo Wins 'Best CLM Solution' Award By Asian Private Banker
Fintech News

Celent Awards Fenergo for Excellence in KYC Technology

Fintech News Desk
by Fintech News Desk0
Fenergo, the leading provider of digital transformation, customer journey and client lifecycle management (CLM) solutions for financial institutions, announces its win of the Breadth of Functionality category at the prestigious xCelent Award 2020. The award features in Celent latest Know Your Customer (KYC) systems vendor analysis report entitled, Know your......
Banking Capital Markets Fintech News Risk Management

Vanguard And Infosys Announce Strategic Partnership

Fintech News Desk
by Fintech News Desk0
Partnership will advance digital transformation of Vanguard’s defined contribution recordkeeping business Vanguard announced it will partner with Infosys (NYSE: INFY) as part of its ongoing strategy to enhance and evolve its full-service defined contribution (DC) business. This strategic partnership will deliver a technology-driven approach to plan administration and fundamentally reshape the corporate retirement......
Ameriprise Financial Welcomes Advisors from Morgan Stanley and Wells Fargo with $259 Million in Assets
Fintech News

Ameriprise Financial Welcomes Advisors from Morgan Stanley and Wells Fargo with $259 Million in Assets

Fintech News Desk
by Fintech News Desk0
Two teams of financial advisors with $259 million in combined client assets have joined the employee channel of Ameriprise Financial. Jeffery Davis joined from Morgan Stanley in Plano, Texas. Separately, Glen Wilk joined from Wells Fargo in Duluth, Georgia. Both teams were looking for a firm that is strategically focused......
1