Search Results for: client experience

Carver Edison Expands Senior Leadership Team
Artificial Intelligence Banking Fintech News

Bottomline Technologies, Numerated, Bank of America and Citibank Win 2020 Monarch Innovation Awards

Fintech News Desk
by Fintech News Desk0
Bottomline Technologies, Numerated, Bank of America and Citibank are winners in Barlow Research’s 2020 Monarch Innovation Awards. The winners were chosen based on their innovative products and features. Read More: Executives Explore Disruptions in Fraud Trends, Securing Online Channels and Mobility Payments in Transit The Monarch Innovation Awards (www.MonarchInnovationAwards.com) are unique......
Lyle Weintraub, CFP Joins Bleakley Financial
Fintech News

Lyle Weintraub, CFP Joins Bleakley Financial

Fintech News Desk
by Fintech News Desk0
Bleakley Financial has added 24 year industry veteran Lyle G Weintraub, CFP, CLU, ChFC as a Managing Director and Wealth Management Advisor to their Fairfield, NJ headquarters. Mr. Weintraub will also hold office space in Manhattan. Weintraub becomes the 6th new member to affiliate with Bleakley in the last 12 months. Read More: Remitly......
Global Fintech Launches InvestCloud White to Deliver End-to-End Digital for RIAs, TAMPs
Fintech News

Global Fintech Launches InvestCloud White to Deliver End-to-End Digital for RIAs, TAMPs

Fintech News Desk
by Fintech News Desk0
InvestCloud White Allows RIAs to Run Entire Business Via One Platform and TAMPs to Support Dozens of Others At its 2020 Conference, InvestCloud announced the launch of InvestCloud White, a digital platform for wealth management and turnkey asset management programs (TAMPs). InvestCloud White is a complete solution for the wealth management space,......
eMoney Advisor Enhances Advisor Branded Marketing (ABM) Solution with Automated Lead Generation Campaigns
Fintech News

eMoney Advisor Enhances Advisor Branded Marketing Solution with Automated Lead Generation Campaigns

Fintech News Desk
by Fintech News Desk0
Marketing automation capabilities streamline workflow for attracting, nurturing, converting and retaining clients in the digital age eMoney Advisor (eMoney), a leading provider of technology solutions and services that help people talk about money, expanded its Advisor Branded Marketing (ABM) tool with Automated Lead Generation campaigns, designed to help financial advisors......
Agio Enhances SEC Cybersecurity Governance Program
Business Fintech News

Agio Enhances SEC Cybersecurity Governance Program

Fintech News Desk
by Fintech News Desk0
New portal enables a real-time, streamlined interface that adapts to multiple regulatory frameworks, improving Agio’s overall cybersecurity client experience  Agio, a leading provider of cybersecurity and managed IT services for the financial services industry, has announced the rollout of its Governance Portal, a new technology platform, powered by Apptega, through which......
Ordway Raises $10 Million to Eliminate Manual Workarounds in Sales-to-Finance Operations
Fintech Funding Fintech Radar Fintech Startups News

Ordway Raises $10 Million to Eliminate Manual Workarounds in Sales-to-Finance Operations

Fintech News Desk
by Fintech News Desk0
Ordway, a billing and revenue automation platform for scaling companies, today announced a $10 million Series A investment led by CRV with participation from Clocktower Ventures and existing investors Lerer Hippeau and Revolution’s Rise of the Rest Seed Fund. Led by Sameer Gulati, a SaaS veteran at the epicenter of......
B2 Payment Solutions Becomes a New Solution Partner for Cryptomathic Group
Banking Fintech Fintech Radar News

B2 Payment Solutions Becomes a New Solution Partner for Cryptomathic Group

Fintech News Desk
by Fintech News Desk0
B2 Payment Solutions (B2), an organization providing best-in-class products and services for the payment industry, announced today that the company is partnering with Cryptomathic Group which includes both Cryptomathic, the global specialist in secure server and payments solutions; and Aconite Technology, a leading supplier of secure EMV card payment solutions.......
Nina Vellayan Joins Xeeva as its New President and Chief Executive Officer
Fintech News

Nina Vellayan Joins Xeeva as its New President and Chief Executive Officer

Fintech News Desk
by Fintech News Desk0
Xeeva, Inc., a global leader in AI-powered indirect spend management solutions, announced that the company’s Board of Directors has appointed Nina Vellayan as its new President and Chief Executive Officer (CEO). Xeeva is focused on automating indirect spend management solutions through the power of proprietary AI processes, methods, and algorithms.......
Carson Group Announces Elimination of Technology Costs for Its Partners
Fintech Fintech Radar Fintech Startups Investment Services News

Carson Group Announces Elimination of Technology Costs for Its Partners

Abhishek Upadhyay
by Abhishek Upadhyay0
One of the fastest-growing financial services companies, Carson Group recently made an announcement that the company will cover the tech costs for all its partner firms starting from the 1st of April this year. This will include software platforms Egnyte, Orion, Salesforce, and Smarsh. From thereon, wirehouse advisors, IARs and......
H&R Block Advances Transformation Strategy With New Vice Presidents
Banking Fintech News

H&R Block Advances Transformation Strategy With New Vice Presidents

Fintech News Desk
by Fintech News Desk0
US Retail and Information Technology H&R Block Executives to Improve Tax Pro Experience, Deliver Improved Virtual Client Experience and Enhance Operational Excellence To take its tax experience from industry leading to industry defining, H&R Block  has focused on elevating its talent and culture, most recently in promoting four H&R Block......
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