Search Results for: automation platform

Mogo Establishes new Referral Agreement with EQ Bank for Savings Plus Account
Fintech Mobile Banking News

Mogo Establishes new Referral Agreement with EQ Bank for Savings Plus Account

Fintech News Desk
by Fintech News Desk0
Mogo to promote EQ Bank’s award-winning Savings Plus Account to its member base Mogo, one of Canada’s leading financial technology companies, announced that it has established a new referral agreement with EQ Bank, the digital banking platform offered by Equitable Bank, through which Mogo will offer access to EQ Bank’s......
YCharts Expands Executive Leadership Team to Fuel Continued Rapid Growth
Fintech News

LPL Financial Adds YCharts to Vendor Affinity Program To Strengthen Advisor Investment Research and Client Communication Toolset

Fintech News Desk
by Fintech News Desk0
YCharts, investment research, analytics, and client communications platform, announced it has been selected for inclusion in LPL Financial (“LPL”) Vendor Affinity Program. Read More: GlobalFintechSeries Interview with Erwan Gelebart, CEO at Veon’s JazzCash “Today’s investors want more communication from their financial advisors and they want those engagements to be increasingly......
News

FICO Appoints New EVPs for Sales and Corporate Strategy

Fintech News Desk
by Fintech News Desk0
Stephanie Covert will lead Sales and Marketing; Tab Bowers will lead Corporate Strategy HIGHLIGHTS: Stephanie Covert named executive vice president, Sales and Marketing, effective October 1 Tab Bowers named executive vice president, Corporate Strategy Covert replaces Wayne Huyard who is transitioning to a new part-time advisory position at FICO Read More: GlobalFintechSeries Interview......
Fintech News

Cedar Chooses Waystar As Strategic Partner to Offer Pre-Visit Price Estimates and Payments

Fintech News Desk
by Fintech News Desk0
With new pre-visit capabilities, providers will be able to empower patients about their financial responsibilities and turn price transparency into a competitive advant Cedar, a pioneering patient engagement and payment technology platform, and Waystar, a leading provider of revenue cycle technology for the healthcare industry, today announced a strategic partnership to......
1st United Credit Union Builds Relationship with Jack Henry
Business Fintech News

1st United Credit Union Builds Relationship with Jack Henry

Fintech News Desk
by Fintech News Desk0
Credit union enhances its core and digital strategy to elevate the financial offerings, service experience available to members(Jack Henry ) Jack Henry & Associates, is a leading provider of technology solutions and payment processing services primarily for the financial services industry. Its Symitar division announced that California-based 1st United Credit Union has......
Bill.com and KeyBank introduce Key CashFlowsm, a Streamlined Payments Solution for Small and Midsize Businesses
Business Fintech News

Bill.com and KeyBank introduce Key CashFlowsm, a Streamlined Payments Solution for Small and Midsize Businesses

Fintech News Desk
by Fintech News Desk0
Bill.com, a leading provider of cloud-based software that simplifies, digitizes and automates complex back-office financial operations for small and midsize businesses (SMBs,) and KeyBank introduce Key CashFlowsm, an online banking solution that streamlines payments for small businesses (SMBs) and commercial customers. Read More: COVID-19 and Automation are Changing Finance for Good......
CyberCX Selects FinancialForce to Consolidate 15 Business Units and Bring Core Business Data onto a Single System
Fintech News

CyberCX Selects FinancialForce to Consolidate 15 Business Units and Bring Core Business Data onto a Single System

Fintech News Desk
by Fintech News Desk0
Fast growing cybersecurity firm selects agile business platform to support strategic consulting and world-class managed services offering FinancialForce, provider of the only modern ERP suite and the #1 professional services automation (PSA), today announced that CyberCX, a leading cybersecurity provider based in Australia, is integrating its business on a single platform powered by......
Instant ID Verification Provider Berbix Raises $9 Million Series A Led by Mayfield
Fintech News

Instant ID Verification Provider Berbix Raises $9 Million Series A Led by Mayfield

Fintech News Desk
by Fintech News Desk0
Berbix, an instant identity verification platform founded by former Airbnb Trust and Safety team members, announced a $9 million Series A round of financing led by Mayfield, with participation from existing investors including Initialized Capital, Y Combinator and Fika Ventures. Patrick Salyer, Mayfield partner, joins the board, with the capital being earmarked......
What Is a Quote Management Software and Top Quote Management Software Providers With In-Demand Features?
Featured Fintech

What Is a Quote Management Software and a Few Top Quote Management Software Providers

Fintech News Desk
by Fintech News Desk0
“Great salespeople are relationship builders who provide value and help their customers win” – Jefferey Gitomer Good sales numbers are critical for the growth of an organization and a healthy pipeline or the state of it can define and determine future sales. Talking about marketing and sales, things mostly are......
Copper Banking Announces $4.3 Million in Funding Led by PSL Ventures
Banking Fintech Fintech Funding Mobile Banking News

Copper Banking Announces $4.3 Million in Funding Led by PSL Ventures

Fintech News Desk
by Fintech News Desk0
Copper Banking, a digital bank for teens that helps them build financial literacy, announced $4.3 million in seed funding, led by PSL Ventures, with participation from Jack Brody, of Snap Inc and Mana Ventures and Western Technology Investment. Copper includes an app for iPhone and Android and a debit card......
1