Search Results for: client experience

FullCircl Partners With Codat to Create a Frictionless and Personalised Experience for Financial Service Providers Onboarding and Serving SME Customers
B2B News

FullCircl Partners With Codat to Create a Frictionless and Personalised Experience for Financial Service Providers Onboarding and Serving SME Customers

Fintech News Desk
by Fintech News Desk0
FullCircl, the Customer Lifecycle Intelligence (CLI) platform that helps B2B companies in financially regulated industries do better business, faster, is delighted to announce a partnership with Codat, the universal API for small business data. Latest Fintech News: Lucinity & Experian Partner to Tackle Financial Crime and Drive Enhanced Levels of KYB......
Policygenius and Impact Announce Partnership to Simplify and Streamline Term Life Insurance for Impact Advisors and Clients
InsurTech News

Policygenius and Impact Announce Partnership to Simplify and Streamline Term Life Insurance for Impact Advisors and Clients

Fintech News Desk
by Fintech News Desk0
Impact Partnership plans to leverage Policygenius Pro to empower its member firms to dramatically reduce the time spent placing term life coverage and increase overall profitability Policygenius and Impact Partnership announced a joint partnership to bring term life fulfillment platform Policygenius Pro to Impact’s network of financial advisory and broker-dealer......
Generation Z are More Conservative Investors Than You May Think Data from Financial Platforms Moomoo and Futubull Shows
Finance News

Truist debuts new Client-Centered Innovation and Technology Center in Charlotte

Fintech News Desk
by Fintech News Desk0
Will house new emerging technologies program with founding partners AWS, Verizon and Unqork Truist Financial Corporation announced the grand opening of its Innovation and Technology Center, a space designed to reimagine the client experience for the more than 6 million interactions that take place daily at Truist. The 100,000-square-foot, state-of-the-art......
The RoboMarkets Group Starts RM Investment Bank for Asian Clients
Fintech InsurTech News

The RoboMarkets Group Starts RM Investment Bank for Asian Clients

Fintech News Desk
by Fintech News Desk0
The RoboMarkets Group has started a bank for Asian clients with headquarters in the Financial Park Complex in Labuan. Latest Fintech News: Insurtech Accelerant Announces Doors Open in Brussels RM Investment Bank is an investment bank operating under Labuan FSA licence No. 210138BI RM Investment Bank Ltd, a member of......
Act! Partners with Performance Insights to Deliver Enhanced Client Management Solutions
Analytics News

Act! Partners with Performance Insights to Deliver Enhanced Client Management Solutions

Fintech News Desk
by Fintech News Desk0
Act!, a leading customer relationship management (CRM) and marketing automation solution for small businesses, announced the availability of Act! Solutions for Financial Services in partnership with Performance Insights – a sales performance consultancy for the banking industry. Act! will now offer industry-specific analytics and automated document collection to optimize sales operations for small......
Zoovu Secures $169 Million Funding
Analytics Artificial Intelligence B2B E-commerce News

Zoovu Secures $169 Million Funding to enhance Data-driven Product Discovery Experiences

Fintech News Desk
by Fintech News Desk0
AI-driven E-commerce experiences rule the market. Today, Fintech applications are part of the global e-commerce market. In the latest funding news, Zoovu, an AI-powered discovery experience platform for B2B and B2C e-commerce, announced that it has raised $169 million in Series C funding. Zoovu will use the new funding to......
Michael Ganucheau Leads Service to High Net Worth Clients for Dempsey & Siders Insurance Agency
InsurTech News

Michael Ganucheau Leads Service to High Net Worth Clients for Dempsey & Siders Insurance Agency

Fintech News Desk
by Fintech News Desk0
Dempsey & Siders Insurance Agency, Inc. is pleased to announce that Michael Ganucheau, licensed insurance agent, is leading the agency as a Sales Executive, focused on managing the personal insurance needs of high net worth and affluent clients. Latest Fintech News: Habi Raises $75 Million in Additional Credit Lines One Month......
Rbc and Envestnet Data and Analytics Announce Agreement to Provide Clients With Greater Control Over Their Financial Data
Finance News

RBC and Envestnet Data and Analytics Announce Agreement to Provide Clients With Greater Control Over Their Financial Data

Fintech News Desk
by Fintech News Desk0
For the first time, more than 14 million RBC clients have direct connection to Envestnet | Yodlee’s 1,500+ apps and services RBC is pleased to announce a data access agreement with Envestnet | Yodlee, a leading data aggregation and analytics platform, to address the needs of an increasingly digital customer......
ISG Launches Advisory Business to Help Clients Explore and Prepare for Web3, Metaverse Opportunities
Business News

ISG Launches Advisory Business to Help Clients Explore and Prepare for Web3, Metaverse Opportunities

Fintech News Desk
by Fintech News Desk0
ISG will advise clients on strategies, business models and technology Information Services Group (ISG)a leading global technology research and advisory firm, said today it is launching a new advisory business to help clients understand the technology and business implications of Web3 and the metaverse, the next phase of the internet’s......
Signature Bank Appoints Five Private Client Banking Teams and Names Group Director to Existing Team Throughout the Metropolitan New York Marketplace
Banking News

Signature Bank Appoints Five Private Client Banking Teams and Names Group Director to Existing Team Throughout the Metropolitan New York Marketplace

Fintech News Desk
by Fintech News Desk0
Signature Bank a New York-based, full-service commercial bank, announced the appointment of five private client banking teams throughout the metropolitan New York area as well as a group director assigned to an existing team. Latest Fintech News: Coastal Community Bank Joins Newly Launched Banking as a Service (BaaS) Association John Madigan......
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