Search Results for: personalized services

American 1 Credit Union Empowers Members with Automated Self-Service Support and Chatbot During COVID-19 Crisis with SilverCloud’s Consumer Support Platform
Fintech News

American 1 Credit Union Empowers Members with Automated Self-Service Support and Chatbot During COVID-19 Crisis with SilverCloud’s Consumer Support Platform

Fintech News Desk
by Fintech News Desk0
Credit union’s self-service initiative proves invaluable at onset of pandemic, dedicated Coronavirus information center deployed across all digital channels SilverCloud, Inc., the only support solution built exclusively for the financial services industry, announced Jackson, Mich.-based American 1 Credit Union successfully deployed the company’s Consumer Support solution, including a chatbot, to provide members with 24/7 automated......
Raymond James Expands Relationship with Tegra118 to Build Additional UMA Functionality
Fintech Investment Services News

Tegra118 Partners With Wealth Access to Amplify Digital Experiences for Advisors and Investors

Fintech News Desk
by Fintech News Desk0
Integrated Software Solution Solves Industry’s Need for End-to-End Retirement Income Planning Tegra118, a top provider of wealth and asset management technology solutions – and a portfolio company of Motive Partners, a specialist private equity firm – is investing in its technology with strategic partnerships that meaningfully enhance the advisor experience......
Fintech Startup, Flaist, Launches New Technology that Gives Banking and Financial Institutions AI Customer Service Agents
Artificial Intelligence Banking Fintech Fintech Startups News

Fintech Startup, Flaist, Launches New Technology that Gives Banking and Financial Institutions AI Customer Service Agents

Fintech News Desk
by Fintech News Desk0
Fintech startup, Flaist, announces the launch of a new conversational AI tool – called EVA – that helps credit unions, community, and regional banks with personalized customer service. The fintech startup, Flaist, has announced the launch of a new conversational AI tool – called EVA – that helps credit unions,......
Mindset Matters – Redefining Digtial Banking Transformation in the New World
Banking Fintech Guest Posts Mobile Banking

Mindset Matters – Redefining Digital Banking Transformation in the New World

Liz High
by Liz High0
A new study by Metia involving 500 financial marketers from a cross-section of US and European banks and credit unions reveals that the old ‘ build it and they will come’ mentality of IT-led digital banking transformation will not cut it in the new banking world. COVID-19 has created a......
FactSet Surveys 200 Global Asset Managers on Technology Adoption in the Investment Industry
Fintech News

FactSet Surveys 200 Global Asset Managers on Technology Adoption in the Investment Industry

Fintech News Desk
by Fintech News Desk0
 FactSet, a global provider of integrated financial information, analytical applications, and industry-leading services, today published a report detailing the results of a survey on technology adoption in the investment industry, entitled “Transformative Technology: Exploring Innovation + Disruption in Financial Services.” Read More: BillingPlatform Increases Standing in MGI 360 Ratings Report......
New Banking Survey by Zafin Evaluates Personalization, Digitization, Loyalty Trends Across Generations
Banking Fintech News

New Banking Survey by Zafin Evaluates Personalization, Digitization, Loyalty Trends Across Generations

Fintech News Desk
by Fintech News Desk0
Survey reveals bank loyalty is more easily shaken for younger generations, Netflix-like personalization is needed among all consumers and other key generational findings  Zafin, a global banking software company making financial institutions more agile and efficient through its product and pricing solutions, announces the results of a survey exploring what......
FinLocker and HomeFree-USA Partner to Educate and Increase Homeownership Opportunities
Fintech News

FinLocker and HomeFree-USA Partner to Educate and Increase Homeownership Opportunities

Fintech News Desk
by Fintech News Desk0
FinLocker, a financial data and analytics company, is announcing a strategic relationship with HomeFree-USA, a HUD approved homeownership development organization that helps bridge financial strength and homeownership for all Americans. FinLocker, a financial data and analytics platform, assists homeowners and lenders by aggregating financial information, so all parties benefit from......
Former Senior Executives and Accomplished Women Leaders from Nuveen and ALPS to Drive Next Stage of Growth at Positivly
Fintech Investment Services News

Former Senior Executives and Accomplished Women Leaders from Nuveen and ALPS to Drive Next Stage of Growth at Positivly

Fintech News Desk
by Fintech News Desk0
Announcement adds to appointment of Anil Arora, Former CEO of Envestnet | Yodlee as Executive Co-Chairman in July. Positivly, a personalized investment matching and relationship platform built with the world’s first financial personality test, announced key additions to its leadership as the company enters a new phase of growth. Lisa Mougin (Former......
Barksdale Federal Credit Union Selects Ignite Sales Platform to Guide Members Digitally to Wise Financial Choices
Business Fintech News

Ignite Sales Partners With Royal Credit Union to Provide Members a Digital, Member-Centric Platform and Journey

Fintech News Desk
by Fintech News Desk0
Ignite Sales, Inc., the financial industry leader in customer engagement technology, announced that Royal Credit Union has selected Ignite to digitally engage and meet the needs of its members using the credit union’s online and mobile channels. The integration of the technology-based platform allows consumers to make wise financial choices......
Strengthening Its Commitment to Small Businesses, H&R Block Announces New Vice President and General Manager, Small Business
Business Fintech News

Strengthening Its Commitment to Small Businesses, H&R Block Announces New Vice President and General Manager, Small Business

Fintech News Desk
by Fintech News Desk0
H&R Block announced that Ian Hardman joined the company as vice president and general manager, small business, advancing the company’s focus on growing its services for and support of small business owners. Hardman will be responsible for building cross-functional solutions that help small business owners confidently manage their business and......
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