Search Results for: client experience

Calastone Implements Opsmatix Artificial Intelligence Solution Improving Client Handling And Efficiency Within Client Operations
Banking Fintech InsurTech Investment Services News Risk Management

Calastone Implements Opsmatix Artificial Intelligence Solution Improving Client Handling And Efficiency Within Client Operations

Fintech News Desk
by Fintech News Desk0
Opsmatix, an innovative provider of AI-powered omnichannel operations automation solutions, today announces that Calastone, the world’s largest global funds network, has implemented the Opsmatix SaaS platform to process increasing business and email volumes into Calastone’s Operations Team. Read More: Kasasa To Embed Bitcoin Tech From Nydig in Banking Package Currently, Calastone supports some 2,500 clients in 44......
The London Metal Exchange Selects Itiviti for Automated Client Onboarding as Part of Trading Infrastructure Overhaul
Fintech News Trading

London Metal Exchange Selects Itiviti for Automated Client Onboarding as Part of Trading Overhaul

Fintech News Desk
by Fintech News Desk0
The London Metal Exchange selects Itiviti for automated client onboarding Itiviti, a leading technology and service provider to financial institutions worldwide, announced that the London Metal Exchange (LME) has chosen Itiviti’s FIX Conductor and VeriFIX Enterprise solutions to automate the onboarding process for their clients. Read More: GlobalFintechSeries Interview with......
StarCompliance Named A RegTech100 Company For 2021
Banking Business Capital Markets Economy Fintech News

StarCompliance Welcomes New Client: JonesTrading Institutional Services LLC

Fintech News Desk
by Fintech News Desk0
StarCompliance to provide compliance software to one of the largest executing equity trading firms in the United States StarCompliance, a leading provider of compliance technology solutions to the financial services industry, announced its new partnership with JonesTrading—a renowned broker dealer headquartered in California—to deliver StarCompliance’s best-in-class employee conflict of interest......
Community Bank, N.A. Engages Autobooks To Support Small Business Banking Clients
Banking Business Fintech Investment Services News

Community Bank, N.A. Engages Autobooks To Support Small Business Banking Clients

Fintech News Desk
by Fintech News Desk0
Autobooks, the small business payment and accounting services platform, today announced they have partnered with Community Bank, N.A. to provide an integrated online banking experience for its small business customers. This partnership is facilitated by Jack Henry & Associates, a leading provider of turnkey financial technology solutions and services. Read......
Envestnet | MoneyGuide Adds MaxMyInterest Integration, Empowering Advisors to View and Better Optimize a Client's Full Financial Profile
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Envestnet | MoneyGuide Adds MaxMyInterest Integration, Empowering Advisors to View and Better Optimize a Client’s Full Financial Profile

Fintech News Desk
by Fintech News Desk0
Industry-leading financial planning innovator adds premier high-yield cash solution offering to help advisors plan even more holistically while guiding clients on the path to financial wellness Envestnet | MoneyGuide and MaxMyInterest (“Max”) announced an integration to give advisors more insight into clients’ held-away cash balances and provide an intelligence-driven solution......
Core Enhancements Lead Oregonians CU To Upgrade Its Digital Banking Platform
Banking Fintech News

Atlantic Financial FCU to Upgrade Its Member Experience $100M CU Selects Tyfone’s nFinia Platform for Digital Banking

Fintech News Desk
by Fintech News Desk0
The 10,000-member Atlantic Financial Federal Credit Union, based in Hunt Valley, Md., had been on its current digital banking product for more than a decade and it was beginning to show its age. According to Matt Piazza, the credit union’s President/CEO, it was clearly time for a change. Read More: Datasite......
Recognise Implements nCino to Provide Agility and Flexibility to Its Clients and Team
Banking Business Cloud Fintech News

Recognise Implements nCino to Provide Agility and Flexibility to Its Clients and Team

Fintech News Desk
by Fintech News Desk0
SME-focused challenger bank goes live on the cloud-based platform to help ensure its client interactions are relationship-led and digitally enabled  nCino, Inc., a pioneer in cloud banking and digital transformation solutions for the global financial services industry, today announced the go-live of the nCino Bank Operating System® with new SME banking......
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......
Latest Release of Doxim CEM Delivers an Engaging and Modern Digital Origination Experience
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Latest Release of Doxim CEM Delivers an Engaging and Modern Digital Origination Experience

Fintech News Desk
by Fintech News Desk0
New release features end-to-end self-service lending, expanded API connectivity, and productivity enhancements Doxim, the leading customer communications management (CCM) and engagement technology provider serving financial and regulated markets, announced the general availability of its winter release of the Doxim Customer Engagement Management Platform (CEM). Read More: Intesa Sanapolo to Hire 3500......
Marketware Partners InterGen Data to Provide Life Stage Life Event data to Clients
Artificial Intelligence B2B Business Fintech News

Marketware Partners InterGen Data to Provide Life Stage Life Event data to Clients

Fintech News Desk
by Fintech News Desk0
Marketware International collaborates with InterGen Data to help banks and financial services organizations modernize and expand their customers’ experiences by hyper-personalizing their wealth management offerings. Today, the companies announced that they are collaborating to offer InterGen Data’s proprietary Life Stage and Life Events data as well as their Artificial Intelligence......
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