Search Results for: relationship management

Digital Onboarding, Inc. Raises Series A Round to Help Banks and Credit Unions Build More Engaged and Profitable Relationships
Fintech Investment Services News

Digital Onboarding, Inc. Raises Series A Round to Help Banks and Credit Unions Build More Engaged and Profitable Relationships

Fintech News Desk
by Fintech News Desk0
 Digital Onboarding, a SaaS technology company that provides a fully automated customer and member engagement platform, announced that it has closed its Series A investment. The round included investments from Detroit Venture Partners and other institutional and individual investors. In connection with the financing, John Philpott, a Partner at FINTOP......
Chemcel Federal Credit Union Selects Cardtronics for ATM Managed Services
Fintech News

Cardtronics takes over management of Triodos Bank’s ATM network

Fintech News Desk
by Fintech News Desk0
Cardtronics, the world’s largest ATM owner/operator announced it has taken over the management of Triodos Bank’s ATM network to provide the bank with a cost-effective way to maintain cash access for its customers.  The outsourcing agreement between Triodos Bank and Cardtronics, which came into effect this month, sees the bank......
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US Stocks Poised For Further Upside According to Plotinus Asset Management

Fintech News Desk
by Fintech News Desk0
Economic nationalism worldwide will favor ongoing strength in US-traded stocks, as global investors shift their attention to the most stable economies, argues a new white paper by Plotinus Asset Management. The US is the most sensible opportunity amid geopolitical uncertainty. Read More: Curb Debuts Taxi PaaS Solution with City of Chicago......
InsurTech Leader Delivers Industry's First Commercial Submissions Platform to Agency and Carrier Design Partners
Fintech InsurTech News

Insurance Carriers Poised for Growth & Efficiency with Vertafore’s New InsurTech Solutions to Power Distribution Management

Fintech News Desk
by Fintech News Desk0
As part of its strategic vision to simplify and modernize insurance distribution, Vertafore announced a slate of new products to help carriers transform their agent experience, streamline insurance distribution, and unlock the power of data to uncover avenues for growth and profitability. Read More: GlobalFintechSeries Interview with Erwan Gelebart, CEO......
Fintech News

Widely-Used Early Childhood Platform Rolls Out New Family Billing Solution, Simplifying Childcare Management

Fintech News Desk
by Fintech News Desk0
Tadpoles selects BlueSnap to modernize and simplify payments for childcare centers and families by offering cards and ACH. BlueSnap, the All-in-One Payment Solution for Platforms, today announced its partnership with Tadpoles, an early childhood program management and communication platform that connects over 43,000 families and serves nearly 500,000 children, to......
Wealthtech Platforms Will Help Reshape Wealth Management : A Few Examples of Top Innovators in Wealthtech
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Wealthtech Platforms Will Help Reshape Wealth Management: A Few Examples of Top Innovators in Wealthtech

Tanika Mehrotra
by Tanika Mehrotra0
Wealthtech (Wealth Technology) is a subset of fintech. Wealthtech companies offer digital solutions to enhance personal and professional wealth management. Wealthtech uses pioneering technologies such as artificial intelligence and big data to provide improved customer services through Robo Advisors, digital brokerage systems, portfolio management and more to manage risk and......
Fintech News

BRG and Azimuth Announce Strategic Relationship, Leveraging Technology to Help Financial Institutions With Compliance Challenges

Fintech News Desk
by Fintech News Desk0
Berkeley Research Group (BRG) and Azimuth GRC are excited to announce the signing of a strategic relationship to deliver unique products to help financial institutions address pain points in their operations and regulatory compliance functions. As a part of the relationship, BRG clients will have access to Azimuth GRC’s software......
KBC Bank Chooses Finastra for Libor Transition
InsurTech News

HawkSoft Partners with Rocket Referrals to Automate Maintaining Relationships with Insureds

Fintech News Desk
by Fintech News Desk0
Agencies can automate activities that nurture long-term relationships with insureds, such as welcome letters, engaging at-risk clients, online review collection, and NPS® surveys. Successful independent agencies know that their best source of new business is their existing clients. This is a philosophy shared between HawkSoft and Iowa-based Rocket Referrals, a leader......
Fintech Investment Services News

Marlborough Investment Management Ltd Switch to AQMetrics from CME/NEX Abide for MiFID II Transaction Reporting

Fintech News Desk
by Fintech News Desk0
AQMetrics, a leading global platform for risk and regulatory compliance, has onboarded UK asset manager, Marlborough Investment Management Ltd, for its MiFID II transaction reporting. The partnership follows a number of other MiFID II client wins for AQMetrics in recent months, with the Irish firm set to onboard several more......
Western & Southern Financial Group Expands Relationship with DXC Technology to Advance Life Insurance Solutions and Long-Term Growth Strategy
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Western & Southern Financial Group Expands Relationship with DXC Technology to Advance Life Insurance Solutions and Long-Term Growth Strategy

Fintech News Desk
by Fintech News Desk0
Western & Southern Financial Group, a leading provider of a wide range of insurance, investment and retirement solutions, has adopted DXC Assure for Life and Wealth to add new worksite and retail life insurance products to its array of offerings. Under a new five-year agreement, DXC Technology will provide software-enabled business process services,......
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