Search Results for: personalized services

Digital Experience Drives Advisor Engagement, SS&C Report Finds
Business News

Digital Experience Drives Advisor Engagement, SS&C Report Finds

Fintech News Desk
by Fintech News Desk0
Latest Research Names Fidelity Top Digital Engagement Leader SS&C Technologies Holdings, Inc. released its annual research on the digital behaviors and expectations of financial advisors. The report identifies critical areas where asset managers can improve advisors’ digital experience and provides industry examples of best practices. The study also found that......
Phoenix Finance Receives Most Innovative Fintech E-Wealth Management Platform award at The Wealth APAC forum
Banking News

Phoenix Finance Receives Most Innovative Fintech E-Wealth Management Platform award at The Wealth APAC forum

Fintech News Desk
by Fintech News Desk0
The Wealth APAC forum – IPWM & IFWM China Awards 2019 were hosted in Shanghai by WEALTH Magazine on December 18, 2019. The forum brought together 100 well-known experts from the Asian Pacific wealth management community and executives from top financial institutions in the region who engaged in in-depth research and discussions on the current status......
New Jackson Hewitt Tax Pro From Home Makes Tax Prep More Convenient
Banking News

New Jackson Hewitt Tax Pro From Home Makes Tax Prep More Convenient

Fintech News Desk
by Fintech News Desk0
Without Leaving Home, Clients Can Get Their Taxes Done by a Pro and Ready for Review in 24 Hours, Guaranteed(1) Jackson Hewitt Tax Service announced the launch of Jackson Hewitt Tax Pro From Home, the newest addition to the company’s services that cater to clients’ changing needs. Jackson Hewitt, the......
EY TaxChat Enters Global Consumer Market for Personal Tax Filing
Banking Fintech News

EY TaxChat Enters Global Consumer Market for Personal Tax Filing

Fintech News Desk
by Fintech News Desk0
EY announces EY TaxChat, the first direct-to-consumer EY tax service, which will be available to individual taxpayers in several countries around the world. An on-demand mobile tax preparation service, EY TaxChat offers personalized service from a licensed EY professional who will prepare and file tax returns on the taxpayer’s behalf.......
PeoplesBank Selects NYMBUS SmartMarketing & SmartOnboarding Platform
Banking Fintech News

PeoplesBank Selects NYMBUS SmartMarketing & SmartOnboarding Platform

Fintech News Desk
by Fintech News Desk0
Uniquely Integrated Digital Solutions to Drive Revenue Growth & Customer Relationships NYMBUS, a provider of the world’s most advanced financial services platform, announced PeoplesBank has selected NYMBUS SmartMarketing and SmartOnboarding to unify key aspects of their marketing, onboarding and CRM. The integrated business strategy will create dynamic connections for attracting new......
Equiteq Advises Award-Winning Fintech Firm Choice Financial Solutions on Its Sale to German Fintech Firm Raisin
Fintech Funding News

Equiteq Advises Award-Winning Fintech Firm Choice Financial Solutions on Its Sale to German Fintech Firm Raisin

Fintech News Desk
by Fintech News Desk0
Equiteq, the Leading M&A Advisory Firm for Companies in the Knowledge Economy, Is Pleased to Announce That It Has Advised Choice Financial Solutions (“Choice FS”), a Leading US and European Fintech Firm Focused on Consumer Deposit Automation, on Its Sale to Raisin, a Pan-European Wealth Management Fintech Firm. Launched in......
Union Bank Partners with FIS for Next Generation Banking Technology
Banking News

Union Bank Partners with FIS for Next Generation Banking Technology

Fintech News Desk
by Fintech News Desk0
Modern Banking Platform Introduces a New Digital Era for Clients Union Bank and global technology leader FIS announced a cooperative agreement to deliver a next-generation core banking platform to power the bank through its next iteration of digital offerings. Union Bank, a member of MUFG Americas Holdings, one of the 20 largest bank......
Secfi Secures $550M from Serengeti Asset Management To Launch “Pre-Wealth Management” Financing Platform
Banking News

Secfi Secures $550M from Serengeti Asset Management To Launch “Pre-Wealth Management” Financing Platform

Fintech News Desk
by Fintech News Desk0
The New Funds Will Expand Secfi’s Options Financing Product, Helping More Startup Employees Manage Their Wealth From Offer to IPO Secfi, the first pre-wealth management platform helping startup employees navigate financial decisions from offer to IPO, announced they have secured a $550 million investment facility from Serengeti Asset Management. The......
Cedar Announces Partnership With ChristianaCare to Transform the Patient Financial and Billing Experience
B2C Fintech News

Cedar Announces Partnership With ChristianaCare to Transform the Patient Financial and Billing Experience

Fintech News Desk
by Fintech News Desk0
ChristianaCare announced a new collaboration with Cedar, a patient engagement and payment technology platform that will modernize and personalize the financial experience for ChristianaCare patients. “We’re committed to delivering optimal health and an exceptional experience to everyone we serve,” said ChristianaCare Chief Financial Officer Rob McMurray, MBA, CPA. “This collaboration represents......
LPL Acquires Fintech Firm Blaze Portfolio
Fintech Investment Services News

LPL Financial Further Enhances Technology Platform Through MoneyGuide Integration

Fintech News Desk
by Fintech News Desk0
A Leading Financial Planning Solution Is Newest Clientworks Connected Partner, Expanding Choice and Making It Easier for LPL Advisors to Deliver Personalized Advice LPL Financial LLC, a leading retail investment advisory firm and independent broker-dealer, announced that Envestnet MoneyGuide is the newest technology solution integrated with ClientWorks Connected. Advisors who......
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