Search Results for: relationship management

New Kasasa Offering Facilitates Online Account Opening Anywhere, Anytime
Fintech News

Kasasa’s Insights Demonstrate the Importance of Maximizing Channels in a Digital Marketing Program

Fintech News Desk
Financial institutions that focus on creating a personalized, cohesive experience across channels deepen relationships with consumers Kasasa, an award-winning financial technology and marketing provider, verified the importance of maximizing each digital marketing channel in creating a cohesive customer experience to improve financial institutions’ relationships with consumers. “If a consumer’s journey through......
Bitcoin IRA Poll: Majority of Investors Believe Bitcoin Will Rebound Past $8,000 in a Few Weeks
Fintech News Risk Management

CoinShares Group CEO Provides Update on Current Market Volatility

Fintech News Desk
Jean-Marie Mognetti, CEO of CoinShares Group, a leading digital asset management firm, commented on recent market volatility and CoinShares Group’s operational continuity. Mognetti states, “In light of recent developments in both traditional and digital asset markets, we want to address our clients and the larger community about its operational continuity......
AdvisorTouch Announces the Integration of Their Workflow System Into Wealthbox CRM
Business Fintech News

AdvisorTouch Announces the Integration of Their Workflow System Into Wealthbox CRM

Fintech News Desk
Formerly Fox Financial Planning Network AdvisorTouch, formerly known as Fox Financial Planning Network, officially announced today the completion of the integration of AdvisorTouch’s custom workflow templates and system into Wealthbox CRM.  The integration will enable wealth management firms to work more efficiently and profitably, devote more time to client relationships......
Netgain and RSM Provide Lease Accounting & Fixed Asset Solutions
Fintech News

Netgain and RSM Provide Lease Accounting & Fixed Asset Solutions

Fintech News Desk
Netgain, an advanced accounting application developer, is announcing an arrangement with RSM US LLP  – the leading provider of audit, tax and consulting services focused on the middle market. The arrangement allows RSM clients to leverage NetLease, a robust lease accounting solution, and NetAsset, an advanced asset accounting tool. NetLease was......
Interior Savings Credit Union Moves to Fiserv to Enable Digital Transformation and Expand Innovation
Banking Fintech News

Interior Savings Credit Union Moves to Fiserv to Enable Digital Transformation and Expand Innovation

Fintech News Desk
Sixty percent of Canadian credit unions over $100 million in assets now leverage a core platform from Fiserv Fiserv, Inc., a leading global provider of financial services technology solutions, announced that Interior Savings Credit Union, based in Kelowna, British Columbia, will drive innovation in an increasingly digital banking environment using......
smartTrade’s Solution Awarded Best Multi-Asset EMS System by Markets Media
Business Fintech News

Desjardins Selects smartTrade To Enhance Its FX Services

Fintech News Desk
smartTrade Technologies, a global leader in multi-asset electronic trading solutions, announces that Desjardins, leading Canadian financial services company, has selected LiquidityFX, smartTrade’s fully hosted and managed Foreign Exchange (FX) platform, to provide enhanced FX services to its clients. Desjardins was looking for an end-to-end e-FX trading solution to automate its......
Citi Announces New Impact Fund Investments in Seven Companies
Banking News

Citi Announces Changes to Its Foreign Exchange Vendor Platform Requirements

Fintech News Desk
All foreign exchange platform vendors are required to sign the FX Global Code to achieve ‘priority’ status Citi announced a new set of requirements for its FX vendor platforms. Citi’s foreign exchange business is requiring foreign exchange platform vendors it connects through to commit to the principles of best practice......
Today’s Most Innovative Fintech Solution: A Refresh of an Industry Mainstay
Banking Fintech Fintech Radar Guest Posts Mobile Banking

Today’s Most Innovative Fintech Solution: A Refresh of an Industry Mainstay

Matt Withey
Debit presents an opportunity to drive customer engagement and loyalty. Imagine a future where the average consumer has three or more debit accounts and the experience of banking is both personalized and seamlessly integrated into our lives. One account is similar to a traditional bank account. The second they keep......
FinMason Expands Sales Team
Investment Services News

FinMason Expands Sales Team

Fintech News Desk
FinMason, an investment analytics provider that enables WealthTech platforms to accelerate development and time-to-market, announced the addition of two industry veterans to their senior sales staff: Elizabeth Lewis and Wes Graves. They will be responsible for identifying business opportunities, managing client accounts and relationships, and recognizing pain points that FinMason can ease......
1