Search Results for: engagement platform

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
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......
Constellation partners with Coconut Software to provide a powerful, integrated platform
Banking Business News

Coconut Software Partners With Google to Help Financial Institutions Drive Increased Branch Traffic Through Search

Fintech News Desk
Coconut Software, the leading technology solutions provider for elevating customer engagement with banks and credit unions, is excited to announce a partnership with Google that will allow financial customers in the US to book appointments directly through Google. Read More: MUFG Union Bank Launches Real-Time Payments for Clients on the......
Churchill Mortgage Partners With Global Digital Leader Infosys to Launch Churchill Next
Banking Fintech News

Churchill Mortgage Partners With Global Digital Leader Infosys to Launch Churchill Next

Fintech News Desk
Next-Generation Mortgage Banking Platform to Deliver Modern Experience to Borrowers With the Same Level of Trust the Lender Is Known for Churchill Mortgage, a leader in the mortgage industry providing conventional, FHA, VA and USDA residential mortgages across 46 states, announced a strategic partnership with Infosys , a global leader in......
4stop Partners With Hexopay for an Innovative Link Between Identity and Payment Services
News Risk Management

4stop Partners With Hexopay for an Innovative Link Between Identity and Payment Services

Fintech News Desk
4Stop (“FourStop GmbH”), a global risk management provider, announces its exciting partnership with Hexopay, bringing together a shared ethos of single API platforms. Both companies enable merchants to integrate once and access everything they need for truly global coverage, optimisation of customer onboarding and authorisation, whilst mitigating fraud risk. This partnership firmly bridges......
Broadridge Brings Together Wealth Business Under Michael Alexander
Banking News

Broadridge Brings Together Wealth Business Under Michael Alexander

Fintech News Desk
Broadridge Financial Solutions, Inc. , a global Fintech leader and part of the S&P 500 Index,  announced that Michael Alexander has been appointed President, Wealth Management. In this newly created position, he will be responsible for bringing together Broadridge’s Wealth solutions into an integrated, market-leading Wealth Management business that will uniquely......
Alfresco and Tech Mahindra Introduce Four Jointly Developed AI/IoT Solutions for Insurance Companies
Business News

Alfresco and Tech Mahindra Introduce Four Jointly Developed AI/IoT Solutions for Insurance Companies

Fintech News Desk
Alfresco Software, an open source content, process and governance software company, and Tech Mahindra, a leading provider of digital transformation, consulting and re-engineering services and solutions, announced collaboration on four jointly-developed, transformative insurance solutions. The collaboration combines Tech Mahindra’s insurance expertise and experience in the insurance industry with Alfresco’s powerful Digital......
Intuit ProConnect Expands Partnership Ecosystem to Accelerate Software Capabilities for Tax Professionals
Banking Fintech News

Intuit ProConnect Expands Partnership Ecosystem to Accelerate Software Capabilities for Tax Professionals

Fintech News Desk
Integrations With Trusted Partners Allow Tax Professionals and Their Clients to Grow and Prosper Intuit ProConnect is announcing plans to expand the capabilities in ProConnect Tax Online, Lacerte and ProSeries with new third-party integrations. The expanding partnership ecosystem will give tax professionals access to new tools to deliver on client......
Persistent Systems and ValidSoft Deliver New Secure Digital Voice Authentication Capabilities for Banking and Credit Unions
Banking News

Persistent Systems and ValidSoft Deliver New Secure Digital Voice Authentication Capabilities for Banking and Credit Unions

Fintech News Desk
Persistent Systems and ValidSoft have jointly developed a secure digital voice authentication for continuous user validation, integrated with Persistent’s banking solutions. As part of Persistent Digital Bank Solution, Persistent will leverage ValidSoft’s Precision Voice Biometrics to ensure strong identity assurance for all individuals transacting on their platform. Pat Carroll, CEO & Executive Chairman, ValidSoft “Together Persistent......
Fenris Digital Hires Jay Bourland as Chief Technology Officer to Scale Technology Operations
Business InsurTech News

Fenris Digital Hires Jay Bourland as Chief Technology Officer to Scale Technology Operations

Fintech News Desk
High-Growth Insurance Data and Predictive Scoring Startup Hires Executive Leadership to Lead Its Next Phase of Growth Fenris Digital, a data and analytics company enabling friction-free quoting processes for financial and insurance products, announced that Jay Bourland has joined Fenris as Chief Technology Officer. “I’m excited to welcome Jay as CTO as......
Total Expert Reports a 9.6% Lift in Lead-to-Applications for Financial Services Customers Using New "Focused View" Feature
Banking Fintech Investment Services News

Total Expert Reports a 9.6% Lift in Lead-to-Applications for Financial Services Customers Using New “Focused View” Feature

Fintech News Desk
Initial Market Testing Shows That the Latest Update Has Increased Lead-To-Application Conversions by More Than Double the Initial Benchmark Total Expert, the leading marketing and customer engagement technology platform for banks, lenders, and financial services, announced a dramatic improvement in lead-to-application conversion rates for early adopters of a new feature......
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