Search Results for: client

Freedom Bank Partners with Newtek Insurance to Offer Clients a Full Range of Insurance Solutions
Banking InsurTech News

Freedom Bank Partners with Newtek Insurance to Offer Clients a Full Range of Insurance Solutions

Fintech News Desk
by Fintech News Desk0
Bank to Extend the Advice and Value it Provide to Clients through a Comprehensive Risk Management Approach The Freedom Bank of Virginia announced that it has partnered with Newtek Insurance to offer a full range of insurance solutions to business and consumer clients. In association with Newtek Insurance, Freedom Bank clients......
Shift Markets Launches on Hedera to Provide Yield and Asset Trading to Enterprise Clientele
News Trading

Shift Markets Launches on Hedera to Provide Yield and Asset Trading to Enterprise Clientele

Fintech News Desk
by Fintech News Desk0
Shift Markets, the enterprise technology provider, announced their product Shift Dashboard to bring Hedera-based assets and yield to their wide variety of clients. Shift will now offer trading, payments, and yield-earning opportunities to its 70+ exchanges and other Web3 clientele. Opening access to the Hedera network’s assets will allow Shift’s......
HSBC Partners With Extend, Accelerating Availability of Expense Management Solutions for Commercial Card Clients
Banking News

HSBC Partners With Extend, Accelerating Availability of Expense Management Solutions for Commercial Card Clients

Fintech News Desk
by Fintech News Desk0
Using their HSBC business cards, joint customers will be able to simplify essential processes Extend, a leading virtual card and spend management platform, announced a partnership with HSBC, one of the world’s largest banking and financial services organizations. HSBC will offer Extend solutions to its commercial card clients in the......
Freedom Bank Launches New Freedom2Earn Interest Checking Account for Consumer and Business Clients
Banking News

Freedom Bank Launches New Freedom2Earn Interest Checking Account for Consumer and Business Clients

Fintech News Desk
by Fintech News Desk0
Bank Offers Innovative Checking Account with Attractive Interest Rate and Online Account Opening The Freedom Bank of Virginia announced that it launched the Freedom2Earn interest checking account for both new consumer and business clients. This product allows new clients to earn an attractive interest rate on their operating accounts and provides......
Voyant Collaborates with Morningstar to Deliver Client-Centered Financial Planning Solutions
Finance News

Voyant Collaborates with Morningstar to Deliver Client-Centered Financial Planning Solutions

Fintech News Desk
by Fintech News Desk0
Voyant collaboration tools will help Morningstar Advisor Workstation subscribers deepen client relationships and provide best-in-class planning capabilities Voyant, Inc., announced a collaboration with Morningstar, giving Morningstar Advisor Workstation subscribers in Canada access to Voyant’s interactive financial planning tools that empower clients and advisors to work more collaboratively. “We help financial planners showcase......
BMO and Extend Bring Virtual Card Distribution and Better Spend Management Capabilities to North American Commercial Clients
Digital Payments Fintech News

BMO and Extend Bring Virtual Card Distribution and Better Spend Management Capabilities to North American Commercial Clients

Fintech News Desk
by Fintech News Desk0
Partnership gives clients rapid onboarding and offers customizable Extend API to help grow business through payment innovation BMO and Extend, a virtual card and spend management platform, announced the addition of a simple and powerful set of payments functionality to BMO Corporate Cards. Through its existing relationship with Mastercard, BMO Commercial......
Wells Fargo’s Vantage Platform Enhances Commercial and Corporate Clients’ Digital Experience
Artificial Intelligence Banking News

Wells Fargo’s Vantage Platform Enhances Commercial and Corporate Clients’ Digital Experience

Fintech News Desk
by Fintech News Desk0
Persona-driven design and AI are at center of new banking platform Wells Fargo & Company unveiled Vantage, a new digital banking platform for Commercial Banking and Corporate & Investment Banking clients. Previously known as the Commercial Electronic Office – or CEO Portal – Vantage offers enhanced features to drive a......
Banking Digital Payments News

Simpler Payments On the Go Regions Bank Launches Business Travel Solution For Corporate Banking Clients

Fintech News Desk
by Fintech News Desk0
Regions Bank on Monday announced the launch of a virtual commercial card solution to facilitate quick, easy and on-the-go business travel payments for the bank’s Treasury Management clients. The wide network of @Visa. The convenience of @RegionsBank. #MobilePayments are popular because they’re simple. Now, there’s a new way to expand them......
J.P. Morgan Launches Digital Money Coach to Help Clients Make Smart Money Decisions
Finance News

J.P. Morgan Launches Digital Money Coach to Help Clients Make Smart Money Decisions

Fintech News Desk
by Fintech News Desk0
J.P. Morgan Wealth Plan™ is available for free to all Chase customers and allows them to plan, save and invest in one place J.P. Morgan Wealth Management launched Wealth Plan, a free digital money coach that gives clients a full picture of their finances and helps them plan, save and invest,......
RBC Wealth Management's U.S. Business Increases Efficiency, Delivers on Client Expectations with Salesforce
Finance News

RBC Wealth Management’s U.S. Business Increases Efficiency, Delivers on Client Expectations with Salesforce

Fintech News Desk
by Fintech News Desk0
Using Salesforce, RBC Wealth Management is driving success and reducing maintenance costs Salesforce, the global leader in CRM, announced that RBC Wealth Management, a division of RBC Capital Markets, LLC, is using Salesforce to drive success with significant cost savings and efficiency across multiple areas of its business, while continuing......
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