Search Results for: relationship management

Norwood Bank Partners with ZSuite Technologies to Expand Digital Offerings and Grow Deposits
Banking Digital Fintech News

Norwood Bank Partners with ZSuite Technologies to Expand Digital Offerings and Grow Deposits

Fintech News Desk
by Fintech News Desk0
Community financial institution now offering ZRent and ZDeposit ZSuite Technologies, a financial technology company offering digital tools that help businesses and individuals automate collection of recurring payments and manage security deposits, has partnered with Mass.-based Norwood Bank. By working with ZSuite, Norwood will enhance its digital offerings as consumer expectations continue......
Envestnet Expands Variable Annuity Program on Envestnet Insurance Exchange
InsurTech News

Envestnet Expands Variable Annuity Program on Envestnet Insurance Exchange

Fintech News Desk
by Fintech News Desk0
Insurance Exchange Combines Technology, Data & Service to Deliver ‘Annuities Made Easy’ to Envestnet-Empowered Advisors Envestnet, Inc. announced that its Variable Annuity Program is being expanded to become the Envestnet Insurance Exchange, powered by Fiduciary Exchange, LLC (FIDx). This innovation provides access to all types of annuities, enabling advisors to......
Burkland Launches New Dedicated Practice for Financial Technology Startups
Blockchain Fintech News

Burkland Launches New Dedicated Practice for Financial Technology Startups

Fintech News Desk
by Fintech News Desk0
Dream team of Fractional CFOs, Controllers and Accountants provides strategic financial guidance from Pre-Seed to Series C and beyond Burkland, a full service fractional CFO and accounting provider for startups, announced a new dedicated Financial Technology practice team. Specifically developed to meet the needs and address the challenges facing Financial......
Envestnet Enhances Client Portal Experience with Acquisition of Technology Solutions from Apprise Labs
Digital Finance Fintech News

Envestnet Enhances Client Portal Experience with Acquisition of Technology Solutions from Apprise Labs

Fintech News Desk
by Fintech News Desk0
– Technologies to Power a New Intelligently Connected Client Portal Experience – MoneyGuide unveils Wealth Studios, Offering Cash Flow and Estate Planning Envestnet announced it has acquired technology from Apprise Labs to advance Envestnet’s roadmap to deliver a reimagined client portal experience that will focus on helping clients achieve financial......
Global Fintech Interview with Kimberly, at LexisNexis Risk Solutions
Banking Business Fintech Interviews Risk Management

Global Fintech Interview with Kimberly Sutherland, Vice President of Fraud & Identity Strategy at LexisNexis Risk Solutions

Paroma Sen
by Paroma Sen0
[To share your insights on Fintech trends and analysis, please write to us at sghosh@martechseries.com]...
EBS Collaborates with TORA to Provide Improved FX Liquidity for Multi-Asset Hedge Fund and Buy-Side Community
Fintech Markets Trading

EBS Collaborates with TORA to Provide Improved FX Liquidity for Multi-Asset Hedge Fund and Buy-Side Community

Fintech News Desk
by Fintech News Desk0
EBS, the leading global provider of electronic trading platforms and technology services in foreign exchange markets, announced a collaboration with TORA, provider of the industry’s most advanced cloud-based, multi-asset order and execution management system (OEMS), to link EBS Market and EBS Direct’s FX liquidity with TORA’s multi-asset platform. Market participants......
SEI's Collective Investment Trust Business Experiences Significant Growth
Fintech Primers Investments News

SEI’s Collective Investment Trust Business Experiences Significant Growth

Fintech News Desk
by Fintech News Desk0
Target-Date Fund CITs Gaining Momentum, SEI’s CIT Business Benefits from U.S. Retirement Market Trends SEI, a leading global provider of investment processing, investment management, and investment operations solutions, announced today that its collective investment trust (CIT) business has surpassed $100 billion in assets under administration   (AUA) as of Dec. 31, 2020, representing a......
MK Decision Partners with First Bank of Alabama for Credit Card Origination System
Digital Finance Fintech News

MK Decision Partners with First Bank of Alabama for Credit Card Origination System

Fintech News Desk
by Fintech News Desk0
Bank sees 200 percent growth in application volume and cuts underwriting time in half MK Decision (MK), a FinTech provider of digital account opening and loan origination, partnered with First Bank of Alabama, a $719 million-asset community bank in Alabama, to transform their institution’s credit card program from paper applications to digital customer onboarding. After......
Liz Heitner joins Penn Mutual as Vice President of Human Resources
Fintech InsurTech News

Liz Heitner joins Penn Mutual as Vice President of Human Resources

Fintech News Desk
by Fintech News Desk0
The Penn Mutual Life Insurance Company, a Fortune 1000 company, announces that Liz Heitner has joined the company as vice president, human resources, reporting to president and chief operating officer David O’Malley. Heitner comes to Penn Mutual with more than 15 years of leadership experience in all aspects of human resources management. “Liz......
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