Search Results for: relationship management

Vertafore Client Communications Adds Industry-Leading Communications and Reputation Management to AMS360
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Vertafore Client Communications Adds Industry-Leading Communications and Reputation Management to AMS360

Fintech News Desk
by Fintech News Desk0
Vertafore, the leader in modern insurance technology, today unveiled its modern client communications and reputation management solution for independent agencies using AMS360®. Vertafore Client Communications, powered by Rocket Referrals, will help independent agencies build stronger relationships with their clients by equipping them with tools that enable more active and meaningful client......
Skience Launches New Data Management Enhancements To Enable Digital Transformation For Wealth Management Firms
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Skience Launches New Data Management Enhancements To Enable Digital Transformation For Wealth Management Firms

Fintech News Desk
by Fintech News Desk0
Next Generation Data Consolidation and Replication Solution Solves Unmet Industry Needs, Creating a ‘Single Source of Truth’ Skience, a leading digital enablement solution and consulting provider, today announced the launch of a new Data Consolidation and Replication capability for wealth management firms. This new offering empowers wealth management firms to......
Ternary Launches Cost Management Tool for Google Cloud Platform (GCP)
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Ternary Launches Cost Management Tool for Google Cloud Platform (GCP)

Fintech News Desk
by Fintech News Desk0
Ternary closes its first round of funding and launches to the market with key partnerships including Google Premier Partners, the Google Cloud Marketplace and the FinOps Foundation. Ternary Inc., the first native FinOps Cloud Cost Management (CCM) tool built for Google Cloud Platform (GCP), raises $1.6 Million in initial funding led......
Teampay Launches Strategic Partner Program to Provide Additional Value within the Spend Management Ecosystem
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Teampay Launches Strategic Partner Program to Provide Additional Value within the Spend Management Ecosystem

Fintech News Desk
by Fintech News Desk0
Distributed Spend Management leader continues to build momentum through its industry-wide network supporting the business process around spend  Teampay, the leading distributed spend management platform, announced the launch of its Partner Program to drive additional benefits for its customers. Through this program, Teampay cements its role as the only spend......
People's United Bank Recognized by Greenwich Associates with Awards for Best Brand and Cash Management Excellence in Middle Market Banking
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People’s United Bank Recognized by Greenwich Associates with Awards for Best Brand and Cash Management Excellence in Middle Market Banking

Fintech News Desk
by Fintech News Desk0
People’s United Bank, N.A., a subsidiary of People’s United Financial, has been recognized by Greenwich Associates, a leading global provider of market intelligence and advisory services to the banking industry, with three awards for its 2020 performance in serving middle market customers. This recognition includes a national achievement in being......
ApexEdge Announces Its Affiliate Partner Program, Offers Billshark’s Bill Negotiation Services in the Financial Services Marketplace to Strengthen Customer Relationships
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ApexEdge Announces Its Affiliate Partner Program, Offers Billshark’s Bill Negotiation Services in the Financial Services Marketplace to Strengthen Customer Relationships

Fintech News Desk
by Fintech News Desk0
ApexEdge, a partner-enablement platform that offers monthly bill and subscription management solutions to support the financial health of consumers, announced today its affiliate partner program, which offers Billshark’s bill negotiation services to financial services firms in the digital marketplace. This tool, that provides immediate value to customers through the digital......
Tier1 Expands Relationship with Jefferies Bolstering the Firm's 'Client-First' Service Model
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Tier1 Expands Relationship with Jefferies Bolstering the Firm’s ‘Client-First’ Service Model

Fintech News Desk
by Fintech News Desk0
Tier1 Financial Solutions announced today that Jefferies Financial Group has signed an expanded five-year renewal contract with Tier1 Financial Solutions (“Tier1”), a leading client relationship management (“CRM”) technology provider for capital markets and banking. The multi-thousand seat agreement increases Jefferies’ licenses by 50 percent, demonstrating the firm’s client-first approach and......
Mastercard and SAP Concur to Deliver Automated Expense And Invoice Management For Apac Businesses
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Mastercard and SAP Concur to Deliver Automated Expense And Invoice Management For Apac Businesses

Fintech News Desk
by Fintech News Desk0
Mastercard has partnered with SAP Concur to deliver a faster and more efficient expense and invoice management process to banks, companies and government agencies in Asia Pacific for transactions with corporate cards. As businesses and governments seek to increase visibility across payments, optimize credit lines and leverage data to strengthen......
Cambridge Global Payments and ZipLingo Announce New Strategic Partnership
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E&I Cooperative Services & PaymentWorks Announce New Agreement for Secure Vendor Management

Fintech News Desk
by Fintech News Desk0
      PaymentWorks and E&I Cooperative Services (E&I) recently launched a competitively solicited lead public agency (LPA) contract for supplier information management (SIM) systems. This agreement creates an avenue for E&I members in higher education and K-12 to implement secure, repeatable, transparent vendor onboarding and relationship management. Read More: Curioinvest......
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