Search Results for: client experience

Metallicus Partners With Checkout.com To Strengthen Customer Experience In Digital Payments
Blockchain News

Metallicus Partners With Checkout.com To Strengthen Customer Experience In Digital Payments

Fintech News Desk
by Fintech News Desk0
Collaboration Between The Companies Expected To Enhance User Access To Blockchain Ecosystems Metallicus, a leader in digital asset and blockchain technologies, announced that it has entered into a strategic partnership with Checkout.com, a trusted global payments solution partner for world-leading financial services and consumer brands. This partnership allows consumers in......
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......
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......
Capital Markets Digital News

Crownpeak Finalizes Acquisition Of Attraqt To Expand Its Digital Experience Portfolio With Product Discovery Capabilities

Fintech News Desk
by Fintech News Desk0
Crownpeak, a leading digital experience platform (DXP), announced the closing of the acquisition of United Kingdom-based Attraqt, following regulatory approval. “Both customer bases can now realize a unified approach to drive content-driven commerce experiences across all digital channels.” Attraqt is a leading provider of SaaS solutions that powers exceptional product......
Origence and Eltropy Partner to Deliver Streamlined Loan Origination Experience
Lending News

Origence and Eltropy Partner to Deliver Streamlined Loan Origination Experience

Fintech News Desk
by Fintech News Desk0
Credit Union lenders can now use Eltropy within Origence arc OS to achieve higher closing rates Origence, the leading lending technology solutions provider for credit unions, announced a partnership with Eltropy, the leading digital communications platform for community financial institutions (CFIs). With the partnership, Eltropy will integrate its lending communication capabilities......
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......
Q2 Helps Johnson Financial Group Modernize Its Digital Banking Experience
Banking News

Q2 Helps Johnson Financial Group Modernize Its Digital Banking Experience

Fintech News Desk
by Fintech News Desk0
Johnson Financial Group leverages Q2’s digital banking platform and the Q2 Innovation Studio to deliver a cohesive, personalized digital experience for its customers Q2 Holdings, Inc., a leading provider of digital transformation solutions for banking and lending, announced it has helped Johnson Financial Group (“JFG”), a privately-held financial services company and......
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