Search Results for: client experience

CapIntel Establishes Strategic Relationship with Canada Life to Enhance Client Experience and Outcomes
Fintech News

CapIntel Establishes Strategic Relationship with Canada Life to Enhance Client Experience and Outcomes

Fintech News Desk
by Fintech News Desk0
CapIntel’s digital application will now support approximately 3,000 advisors at Canada Life CapIntel, a leading financial technology company that connects wealth advisors and their clients using an intuitive sales platform, announced a strategic relationship with The Canada Life Assurance Company (Canada Life). The new strategic relationship will enable Canada Life’s......
Omnichannel Payment Platform Qolo Continues Expansion - Adding Four Senior Leadership Positions In Business Development, Client Experience, Marketing and Human Resources
Digital Payments Fintech News

Omnichannel Payment Platform Qolo Continues Expansion – Adding Four Senior Leadership Positions In Business Development, Client Experience, Marketing and Human Resources

Fintech News Desk
by Fintech News Desk0
The Announcement Follows the Recent Addition of Two C-Suite Executives, Furthering Qolo’s 2021 Momentum  Qolo, the omnichannel payments platform for Fintech, announced its continued company expansion, adding four senior leadership positions: Patrick Crosson, SVP of Business Development, Bethany Buscher as VP of Implementation, Pamela Kohl as VP of Product Management......
Near-Record Revenues in 2020 Provide Opportunity for Investment Banks to Restructure and Enhance the Client Experience, According to Accenture Report
Finance Fintech Investments News

Near-Record Revenues in 2020 Provide Opportunity for Investment Banks to Restructure and Enhance the Client Experience, According to Accenture Report

Fintech News Desk
by Fintech News Desk0
Pandemic-driven rebound could help capital markets industry accelerate technology investments to protect against disruption With near-record revenue levels in 2020 for investment banks (sell-side) and strong assets under management (AUM) growth for wealth and asset managers (buy-side), the capital markets industry faces a critical opportunity to accelerate technology investments to......
SafeSend Announces Release of New Client Experience User Interface
Business Fintech News

SafeSend Announces Release of New Client Experience User Interface

Fintech News Desk
by Fintech News Desk0
SafeSend has released a redesigned and even more intuitive client experience user interface (UI), for firm clients receiving completed tax returns on the SafeSend Returns platform. SafeSend has released a redesigned and even more intuitive client experience user interface (UI), for firm clients receiving completed tax returns on the SafeSend Returns platform.......
Lion Introduces MT5 Trading System to Enhance Client Experience in the Global Financial Market
Fintech Investment Services News Trading

Lion Introduces MT5 Trading System to Enhance Client Experience in the Global Financial Market

Fintech News Desk
by Fintech News Desk0
Lion Group Holding Ltd., operator of an all-in-one trading platform that offers a wide spectrum of products and services with a focus on Chinese investors, announced that Lion Brokers, a leading online retail platform owned by the Company, has expanded its trading platform system offerings from MetaTrader 4 (“MT4”) to......
Lifeworks Advisors Launches Technology-Driven Advisor Platform for Growth Minded Advisors to Deliver a Complete, Fee-based Financial Planning Client Experience
Fintech News

Lifeworks Advisors Launches Technology-Driven Advisor Platform for Growth Minded Advisors to Deliver a Complete, Fee-based Financial Planning Client Experience

Fintech News Desk
by Fintech News Desk0
Unified technology stack combined with proven financial planning system and digital marketing tools provide an all-inclusive, end-to-end platform to enable fast growth for today’s modern advisor Lifeworks Advisors, a fast-growing independent RIA firm, announced the launch of a complete and unified financial advisor technology platform intentionally designed from the ground......
Ameriprise Financial Welcomes Advisors from Morgan Stanley and Wells Fargo with $259 Million in Assets
Fintech News

Compelling Digital Client Experience Draws Advisor Team to Ameriprise Financial

Fintech News Desk
by Fintech News Desk0
Former NYLIFE team excited to leverage ‘smartly designed’ client-facing technology to keep focus on clients and building practice A team of financial advisors recently joined the franchise channel of Ameriprise Financial Inc. (NYSE: AMP) from NYLIFE Securities with $114 million in client assets. The team, called Oak Bridge Financial, includes......
Hearsay Systems Announces New Integrations, Partnership, and Investment to Meet Growing Demand for Last-Mile, Human Client Experience for Financial Services
Business Fintech Investment Services News

Hearsay Systems Announces New Integrations, Partnership, and Investment to Meet Growing Demand for Last-Mile, Human Client Experience for Financial Services

Fintech News Desk
by Fintech News Desk0
Hearsay Systems, a trusted leader in compliant digital communications for the financial services industry, announced a deeper partnership with Salesforce to provide compliance at scale for heavily regulated financial services firms to deliver a human client experience across digital channels. With Salesforce, Hearsay will continue to reinvent the advisor-client experience......
Thryv, Inc., Leading Small Business Software Provider, Announces New App Market, Integrating Everyday Tools to Its Award-Winning Client Experience Platform
Business Fintech News

Thryv, Inc., Leading Small Business Software Provider, Announces New App Market, Integrating Everyday Tools to Its Award-Winning Client Experience Platform

Fintech News Desk
by Fintech News Desk0
After months of development, Thryv, the leading small business software provider, announced today the launch of a robust App Market to support its flagship product Thryv. Thryv is one of the fastest-growing end-to-end client experience platforms that enables small business owners to get the job, manage the job and get credit. Read More: Analyticom Introduces a......
Orion Leverages Financial Planning Acquisition to Drive Advisor Growth and Elevate the Client Experience
Banking Fintech News

Orion Leverages Financial Planning Acquisition to Drive Advisor Growth and Elevate the Client Experience

Fintech News Desk
by Fintech News Desk0
Enhancements to the Advizr Platform Empower Advisors to Seamlessly Connect Financial Goals With Investment Performance, Better Protect Their Clients From Cyber Threats, and Ultimately Grow Their Businesses Orion Advisor Tech (“Orion”), a division of Orion Advisor Solutions and the premier provider of financial advisor technology and enhanced investment solutions, announced......
1