Search Results for: personalized services

Inc. Names Growth Equity Firm Edison Partners A Founder-Friendly Investor
Fintech Investment Services News

Inc. Names Growth Equity Firm Edison Partners A Founder-Friendly Investor

Business Wire
by Business Wire0
Accolade Highlights Firm’s Ability to Accelerate Portfolio Companies’ Growth Edison Partners is honored to announce it has been named as a 2023 Founder-Friendly Investor by Inc. The award recognizes private equity, venture capital and debt firms with the strongest track records of successfully partnering with founders, who shared data on......
TodayPay Joins Visa's Fintech Fast Track Program
Fintech News

TodayPay Joins Visa’s Fintech Fast Track Program

PR Newswire
by PR Newswire0
TodayPay Offers Merchants and Consumers a Better Refund Alternative with Multiple Payment Options powered by Visa TodayPay , a technology company pioneering a new category in payments called Refunds as a Service, announced that it has joined the Visa Fintech Fast Track Program. This provides TodayPay with the ability to......
Wealthbox Releases Integration with LPL Financial's ClientWorks Platform
Fintech News

Wealthbox Releases Integration with LPL Financial’s ClientWorks Platform

PR Newswire
by PR Newswire0
Wealthbox, the highest-rated CRM software for financial advisors, announced its live integration with ClientWorks, LPL Financial’s advisor technology platform. Starting , the integration with ClientWorks provides LPL-affiliated advisors with visibility into client account information and demographic data from directly within Wealthbox to help streamline their work. “We’re grateful for our......
Financial Synergies Wealth Advisors Earns Prestigious Ranking on Forbes List of America's Top RIA Firms 2023
Finance Fintech News

Financial Synergies Wealth Advisors Earns Prestigious Ranking on Forbes List of America’s Top RIA Firms 2023

PR Newswire
by PR Newswire0
Financial Synergies Wealth Advisors, a leading financial advisory and wealth management firm, is proud to announce its inclusion in the highly coveted Forbes ranking of America’s Top RIA Firms for 2023. This prestigious recognition reflects Financial Synergies’ unwavering commitment to delivering excellence in financial services and underscores the firm’s dedication......
Highnote Expands Payment Platform to Power Consumer Credit Programs
Digital Payments News

Highnote Expands Payment Platform to Power Consumer Credit Programs

GlobeNewswire
by GlobeNewswire0
Setting the standard in payments, Highnote’s modern platform and robust program management now support consumer credit capabilities to transform the end-to-end credit experience Highnote is proud to announce the expansion of our industry-leading debit, prepaid, and fleet issuing card platform to power consumer credit card products. Designed and developed by Highnote’s......
Life insurance industry unprepared for $7.8 trillion wealth transfer to beneficiaries by 2040
Finance Fintech

Life insurance industry unprepared for $7.8 trillion wealth transfer to beneficiaries by 2040

Business Wire
by Business Wire0
60% of individuals aged 65 or older have not sought professional financial advice to prepare for retirement or to transfer their wealth Three-in-four consumers are interested in innovative life insurance offerings to help them age well, but insurers lack the product development capabilities The Capgemini Research Institute’s World Life Insurance......
Infosys Highest ever large and mega deal wins with TCV of $7.7 billion lay solid foundation for future
Fintech News

Highest Ever Large and Mega Deal Wins With TCV of $7.7 Billion Lay Solid Foundation for Future

PR Newswire
by PR Newswire0
Q2 growth at 2.3% sequentially with resilient margins of 21.2%. Revenue guidance revised to 1.0%- 2.5% Infosys, a global leader in next-generation digital services and consulting, delivered $4,718 million in Q2 revenues with year-on-year growth of 2.5% and sequential growth of 2.3% in constant currency. Large deal TCV for the quarter was $7.7 billion,......
FinTech Venture Studio, Surge Ventures Launches Its Inaugural Company, RegVerse and Unveils an Industry First Generative AI-Powered Regulatory Management Platform
Fintech News

FinTech Venture Studio, Surge Ventures Launches Its Inaugural Company, RegVerse and Unveils an Industry First Generative AI-Powered Regulatory Management Platform

PR Newswire
by PR Newswire0
Avery, the Regulatory Co-Pilot, Is Designed to Offer 24/7 Personalized Regulatory and Enforcement Action Insights to Minimize Risk Of Non-Compliance, All While Saving Time And Money For SEC, FINRA and State-Board Regulated Firms Surge Ventures, a FinTech Venture Studio, proudly announces the launch of its inaugural venture, RegVerse which focuses on......
Glia's Digital Interaction Solutions Now Available within Lumin's Digital Banking Platform via New Partnership
Banking News

Glia’s Digital Interaction Solutions Now Available within Lumin’s Digital Banking Platform via New Partnership

PR Newswire
by PR Newswire0
Collaboration redefines how credit unions serve and support members in the digital domain Glia, the customer interaction leader unifying Digital Customer Service (DCS), phone and automated self-service on a single platform, has partnered with Lumin Digital, the leader in cloud-native digital banking solutions, to streamline digital-first member service. Glia’s DCS capabilities are now......
Biz2X Announces Partnership with Republic Bank of Arizona
Banking News

Biz2X Announces Partnership with Republic Bank of Arizona

GlobeNewswire
by GlobeNewswire0
Biz2X announced a new partnership with Republic Bank of Arizona (RBAZ), a locally-owned community business bank dedicated to serving the State of Arizona. Since 2007, RBAZ has provided local leadership, decision-making and personalized service to the community in and around the Greater Phoenix area, and recently was the only bank in......
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