Search Results for: client experience

AdvicePay and Valmark Financial Group Announce Strategic Partnership to Offer Innovative Service that will Streamline the Client Experience for Valmark Member Firms
Banking Fintech Funding News

AdvicePay and Valmark Financial Group Announce Strategic Partnership to Offer Innovative Service that will Streamline the Client Experience for Valmark Member Firms

Fintech News Desk
by Fintech News Desk0915
New Partnership Will Allow Valmark Member Firms to Modernize and Simplify the Billing Process for Financial Planning Services and Better Serve Clients’ Changing Needs AdvicePay, the only fee-for-service billing and payment platform designed exclusively for financial advisors, and Valmark Financial Group, one of the  leading independent full-service life insurance agency,......
Citi GPS: Cross-Border Payments to Transform Financial Industry, Ushering Best-in-Class Experiences for Clients
Digital Payments News

Citi GPS: Cross-Border Payments to Transform Financial Industry, Ushering Best-in-Class Experiences for Clients

Business Wire
by Business Wire0299
Citi has launched its latest Global Perspectives & Solutions (Citi GPS) report titled: ‘FUTURE OF CROSS-BORDER PAYMENTS — Who Will Be Moving $250 Trillion in the Next Five Years?’ Its findings indicate that the expected increase of cross-border payments presents a major opportunity for players in this space. Latest Fintech Interview......
Finastra’s ESG Service Will Support Banks in Delivering a Sustainable Lending Experience to Corporate Clients
Lending News

Finastra’s ESG Service Will Support Banks in Delivering a Sustainable Lending Experience to Corporate Clients

PR Newswire
by PR Newswire0277
SaaS-based service will allow banks to benefit from fast deployment of a highly flexible and comprehensive sustainability-linked lending solution designed in tandem with ESG lender banks Finastra announced the availability of its ESG Service, a cloud-native SaaS solution that streamlines sustainability-linked lending. Open and scalable, ESG Service facilitates the integration of......
Wells Fargo’s Vantage Platform Enhances Commercial and Corporate Clients’ Digital Experience
Artificial Intelligence Banking News

Wells Fargo’s Vantage Platform Enhances Commercial and Corporate Clients’ Digital Experience

Fintech News Desk
by Fintech News Desk0404
Persona-driven design and AI are at center of new banking platform Wells Fargo & Company unveiled Vantage, a new digital banking platform for Commercial Banking and Corporate & Investment Banking clients. Previously known as the Commercial Electronic Office – or CEO Portal – Vantage offers enhanced features to drive a......
Santander Bank Teams Up with Rocket Mortgage to Provide Clients with Digitally Driven Home Loan Experience
Banking Mortgage News

Santander Bank Teams Up with Rocket Mortgage to Provide Clients with Digitally Driven Home Loan Experience

Fintech News Desk
by Fintech News Desk0446
The bank’s nearly 2 million clients will receive home loan discounts from the country’s largest mortgage lender Rocket Mortgage, America’s largest mortgage lender and a part of Rocket Companies and Santander Bank, N.A. (“Santander Bank,” “Santander” or “the Bank”), one of the country’s leading retail and commercial banks, today announced Rocket Mortgage......
Indagare Offers Luxury Travel Experiences to Bank of America Clients
Banking News

Indagare Offers Luxury Travel Experiences to Bank of America Clients

Fintech News Desk
by Fintech News Desk0385
Expanded Loyalty Program Provides Ultra High-Net-Worth Clients Access to World-Renowned Locations Bank of America announced the availability of exclusive travel experiences for ultra-high-net-worth clients through Indagare, a members-only, boutique travel-planning company. The relationship offers clients, including Merrill and Private Bank clients, behind-the-scenes access to unforgettable locations, as well as unique......
Baskin Wealth Management Selects Appway to Streamline Client Onboarding Experience
Fintech Investment Services News

Baskin Wealth Management Selects Appway to Streamline Client Onboarding Experience

Fintech News Desk
by Fintech News Desk0511
Appway’s onboarding solution, purpose-built for the Canadian market, will allow Baskin Wealth Management to rapidly deliver a new-and-improved experience to its clients and relationship managers Appway, the leader in onboarding solutions for financial services, announced that Baskin Wealth Management has selected Appway’s Client Onboarding for Wealth solution. This solution is purpose-built for......
Carver Federal Savings Bank to Leverage Moody's Analytics CreditLens Solution to Elevate Customer Experience for its Business Clientele
Banking Business Fintech News

Carver Federal Savings Bank to Leverage Moody’s Analytics CreditLens Solution to Elevate Customer Experience for its Business Clientele

Fintech News Desk
by Fintech News Desk0718
– The agreement with Moody’s Analytics is part of the ongoing commitment by its parent company, Moody’s Corporation, to support Minority Depository Institutions such as Carver and foster economic empowerment in diverse communities throughout the nation Carver Federal Savings Bank (“Carver”), a certified Minority Depository Institution (“MDI”), announced that it......
Concierge.io Announces New Exclusive Experiences to its Luxury Travel Service For Elite Crypto Clientele
Cryptocurrency News

Concierge.io Announces New Exclusive Experiences to its Luxury Travel Service For Elite Crypto Clientele

Fintech News Desk
by Fintech News Desk0461
The Travala.com-backed premium travel service brings the dreams of crypto’s most successful investors to life with exclusive vacations, including a seven-star igloo experience in Antarctica and a Japanese castle Concierge.io, an exclusive travel service backed by Travala.com and built for crypto’s most successful investors, announced it has added new luxury......
Capitalise.ai and ErisX Partner to Provide ErisX Clients With A Unique And Innovative Trading Experience
Analytics News Trading

Capitalise.ai and ErisX Partner to Provide ErisX Clients With A Unique And Innovative Trading Experience

Fintech News Desk
by Fintech News Desk0602
ErisX, a crypto spot and U.S. regulated futures market, selects Capitalise.ai to offer their Members a rich set of trading automation tools to easily research, analyze, and automate execution of their trading strategies – no coding required Capitalise.ai, a leading global provider of a groundbreaking trading analytics and automation platform,......
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