Search Results for: personalized services

What Is a Quote Management Software and Top Quote Management Software Providers With In-Demand Features?
Featured Fintech

What Is a Quote Management Software and a Few Top Quote Management Software Providers

Fintech News Desk
by Fintech News Desk0
“Great salespeople are relationship builders who provide value and help their customers win” – Jefferey Gitomer Good sales numbers are critical for the growth of an organization and a healthy pipeline or the state of it can define and determine future sales. Talking about marketing and sales, things mostly are......
Top Global FinTech Known for Their Banking as A Service Capability
Artificial Intelligence Featured Fintech

Top Global FinTechs Known for Their Banking-as-a-Service Capability

Fintech News Desk
by Fintech News Desk0
Given the Ubiquitous power of AI powered smart technologies, the entire banking industry is undergoing massive transformation. Fintech is a very broad term and it has further encompassed various other technologies, which are capable of catering to each segment of online banking. Let us talk about the most trending Banking-as-as-service......
Factor4 Announces Partnership with Clearent
Fintech News

Factor4 Launches Application For Verifone Engage Terminals

Fintech News Desk
by Fintech News Desk0
Elevates Consumer Experience via Omnichannel Gift Card and Loyalty Application Factor4, LLC, the fastest growing provider of gift card and loyalty solutions, is pleased to expand its partnership with Verifone, a world leader in payments and commerce solutions. Verifone’s Engage family of payment devices enables merchants to transform the point-of-sale......
WILLPORTtrust Simplifies Wealth Transfer Using Blockchain Vouchers
Blockchain Fintech Investment Services News

WILLPORTtrust Simplifies Wealth Transfer Using Blockchain Vouchers

Fintech News Desk
by Fintech News Desk0
Investment vouchers help wealth advisors reach the next generation of investors WILLPORTtrust is rolling out a line of blockchain vouchers to provide wealth advisors a new way of reaching upcoming generations of their clients by providing investment assistance to their beneficiaries. Read More: Westpac Group sells Strategic Alliances (“Vendor Finance”) business......
Digital Onboarding, Inc. Raises Series A Round to Help Banks and Credit Unions Build More Engaged and Profitable Relationships
Fintech Investment Services News

Digital Onboarding, Inc. Raises Series A Round to Help Banks and Credit Unions Build More Engaged and Profitable Relationships

Fintech News Desk
by Fintech News Desk0
 Digital Onboarding, a SaaS technology company that provides a fully automated customer and member engagement platform, announced that it has closed its Series A investment. The round included investments from Detroit Venture Partners and other institutional and individual investors. In connection with the financing, John Philpott, a Partner at FINTOP......
Fintech Investment Services News

COVID-19 Can’t Dim Advisors’ Outlook for a Brighter Tomorrow, TD Ameritrade Institutional Survey Finds

Fintech News Desk
by Fintech News Desk0
In spite of the COVID-19 pandemic, independent registered investment advisors (RIAs) are hopeful for the better days that lie ahead. According to findings from a new survey conducted for TD Ameritrade Institutional[1], advisors remain bullish on the future of the economy, the market and their businesses, and in the near-term, they’re......
Sterling National Bank Partners with IPsoft’s Amelia®--Most Human AI™--to Launch Cognitive Customer Service Agent “Skye”
Artificial Intelligence News

Sterling National Bank Partners with IPsoft’s Amelia®–Most Human AI™–to Launch Cognitive Customer Service Agent “Skye”

Fintech News Desk
by Fintech News Desk0
IPsoft, the global leader in enterprise Artificial Intelligence (AI), and Sterling National Bank, the wholly-owned operating bank subsidiary of Sterling Bancorp (NYSE: STL), announced its partnership to deploy Amelia, the industry-leading Digital Employee™. Amelia is set to accelerate Sterling´s digital transformation and provide enhanced customer service. With Amelia, Sterling National Bank......
Volterra Achieves PCI DSS Certification
Fintech News

Unique Real Estate Tech Developer ‘Terrakan’ Announces Official Web Launch – Signature Platform Helps Homeowners and Realtors Generate Reports, Perform Comprehensive Listing Research and Network with Industry Professionals

Fintech News Desk
by Fintech News Desk0
Terrakan recently announced its official launch, with the unveiling of an all-inclusive portal that brings together the protean and often equivocal world of real estate in one place. For the first time, homeowners can find and speak with professionals, ask for advice, take advantage of concierge services, read detailed property......
AssetMark Launches eService Team and Expands Digital Servicing Tools
Fintech News

AssetMark Launches eService Team and Expands Digital Servicing Tools

Fintech News Desk
by Fintech News Desk0
Latest Evolution in Long-standing Culture of Service Helps Financial Advisors Respond Faster in New Era for Remote Investor Servicing(AssetMark)  AssetMark announced its new dedicated eService team to help financial advisors meet the increasing demand for digital servicing during the pandemic while reinforcing the firm’s commitment to fostering deep relationships with its......
Tech Financial Management, a Division of Tech CU, Launches Automated Digital Investing Service Guided Wealth Portfolios
Fintech News

Tech Financial Management, a Division of Tech CU, Launches Automated Digital Investing Service Guided Wealth Portfolios

Fintech News Desk
by Fintech News Desk0
New Service Puts Your Investments on Cruise Control, Provides Access to a Financial Advisor to Ensure a High-Quality Experience(Tech Financial Management) Tech Financial Management, a division of Tech CU (Technology Credit Union), announced the launch of Guided Wealth Portfolios. Powered by LPL Financial, the new service is designed to provide consumers......
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