Search Results for: financial assistant

Dylan Isaacs Joins Sanctuary Wealth as Regional Director, West Coast
Capital Markets News

Dylan Isaacs Joins Sanctuary Wealth as Regional Director, West Coast

Fintech News Desk
Sanctuary Hires Former Director and Assistant Market Head with UBS Wealth Management Sanctuary Wealth, home to the next generation of elite advisors, welcomes Dylan Isaacs to the firm as a Regional Director. In this role, he will partner with and support Sanctuary Wealth teams on the West Coast, as well as recruit......
First Bank & Trust Company Expands Trust & Wealth Management
Fintech News

First Bank & Trust Company Expands Trust & Wealth Management

Fintech News Desk
Julie Eades is Promoted to Assistant Vice President and Wealth Management Officer First Bank & Trust Company announces the promotion of Julie Eades to Assistant Vice President in Bristol, Tennessee. Eades was selected to become a wealth management officer and financial consultant. Eades’s promotion is one of the bank’s many initiatives to support......
Large Banks Raising Stakes to Compete with Fintech Challengers, Says Keynova Group’s Q4 Online Banker Report
Fintech News

Large Banks Raising Stakes to Compete with Fintech Challengers, Says Keynova Group’s Q4 Online Banker Report

Fintech News Desk
Bank of America Continues Its Winning Scorecard Streak, Delivering Market Leading Online Banking Customer Best Practices Keynova Group, the principal competitive intelligence source for digital financial services firms, announced the results of its Q4 Banker Scorecard benchmark measuring online banking capabilities. Bank of America continued its lengthy winning streak, ranking......
Cetelem uses DRUID’s conversational technology to simplify the process of updating personal data
Fintech News Technology Uncategorized

Cetelem Uses DRUID’s Conversational Technology to Simplify the Process of Updating Personal Data

Fintech News Desk
BNP Paribas Personal Finance Bucharest Branch has chosen a DRUID AI virtual assistant to simplify the process of updating personal data for Cetelem customers, the bank’s commercial brand. Top Globalfintechseries.com Insights: Alida Recognized on the 2021 List of Best Workplaces in Technology in Canada The chatbot, available on the company’s website, provides an......
Kasisto Names Lindsay Soergel as its First Chief Customer Experience Officer
Banking Fintech News

Kasisto Names Lindsay Soergel as its First Chief Customer Experience Officer

Fintech News Desk
As financial organizations of all sizes rapidly accelerate their adoption of digital assistants, the customer experience has become the centerpiece of the digital strategy across the banking industry Kasisto, creators of KAI, the leading digital experience platform for the financial services industry, today announced that banking technology veteran Lindsay Soergel has joined the......
MIT Sloan and Asia School of Business Collaborate on Master of Central Banking Program
Banking Fintech News

MIT Sloan and Asia School of Business Collaborate on Master of Central Banking Program

Fintech News Desk
MIT Sloan welcomes inaugural class of central bankers to MIT campus  MIT Sloan School of Management has welcomed to its campus the inaugural class of the Asia School of Business (ASB) Master of Central Banking (MCB) program. The MCB class, consisting of central bankers from across the globe, will engage in six weeks of courses......
Ping Identity Names Shalini Sharma New Chief Legal Officer
Fintech News

Ping Identity Names Shalini Sharma New Chief Legal Officer

Fintech News Desk
Shalini Sharma replaces former Chief Legal Officer, Lauren Romer, to help guide the company through its next phase of growth Ping Identity, the Intelligent Identity solution for the enterprise, appointed Shalini Sharma its new Chief Legal Officer, effective January 10, 2022. She will head the company’s legal department and serve......
Tipalti Announces Expansion of Finance Operations Capabilities with Mobile App Experience and Invoice-based Collaboration
Fintech News

Tipalti Announces Expansion of Finance Operations Capabilities with Mobile App Experience and Invoice-based Collaboration

Fintech News Desk
Integrations with expense management and tax filing partners extend Tipalti’s value Tipalti, the leading global payables automation company,  announced at Illuminate, its inaugural conference, the expansion of its financial operations capabilities. This follows the announcements on day one of the conference of an AP-controlled corporate payment card, a procurement and payables integrated......
Cryptocurrency News

Crypto.com Launches Campaign Introducing Platform to Global Consumers

Fintech News Desk
Today Crypto.com, the world’s fastest-growing cryptocurrency platform, rolled out a global ad campaign supported by recent sponsorship announcements, to formally introduce the platform to consumers around the world. Founded in 2016, Crypto.com serves over 10 million customers with the world’s fastest growing crypto app, along with the Crypto.com Visa Card......
Amica Selects Shift Technology
Fintech InsurTech News

Amica Selects Shift Technology

Fintech News Desk
Shift Technology, a provider of AI-driven decision automation and optimization solutions for the global insurance industry, announced that Amica, the longest-standing mutual insurer of automobiles in the United States, will deploy three solutions from the Shift Insurance Suite. The insurer will use Shift Claims Fraud Detection and Shift Subrogation Detection to help ensure customers’ claims are settled......
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