Search Results for: ustomer demand

Twenty Over Ten Partners With Redtail Technology to Enhance Customer Relations and Digital Marketing Processes for Financial Advisors
Fintech News

Twenty Over Ten Partners With Redtail Technology to Enhance Customer Relations and Digital Marketing Processes for Financial Advisors

Fintech News Desk
by Fintech News Desk0
CRM Integration Provides Two Way Sync Giving Advisors the Ability to Easily Send Personalized Marketing Communications Twenty Over Ten, an industry-leading SaaS company, announced a partnership with Redtail Technology, the leader in web-based client relationship management (CRM) solutions for financial service firms. Through this new integration, Twenty Over Ten’s Lead......
daVinci Payments Opens London Office to Meet Global Demand for Real-Time Payments
Business Fintech News

daVinci Payments Opens London Office to Meet Global Demand for Real-Time Payments

Fintech News Desk
by Fintech News Desk0
International Payments Leader Puts Down UK Roots to Accommodate Accelerating International Growth Leading fintech provider daVinci Payments announced it is opening a London office to better serve its clients. With more than 25 clients in Europe, daVinci’s UK base will help deliver payments in the UK and internationally. The new office......
TaxJar Achieves SOC 2 Compliance, Demonstrating Their Commitment to Customers and Partners in Data and Information Security
Business Fintech News

TaxJar Achieves SOC 2 Compliance, Demonstrating Their Commitment to Customers and Partners in Data and Information Security

Fintech News Desk
by Fintech News Desk0
TaxJar, the top-rated sales tax automation software, is proud to announce they have met yet another industry standard by successfully completing a Type 1 SOC 2 examination. The attestation, completed by independent CPA firm Schellman & Company, LLC found that TaxJar has an established framework to meet the rigorous SOC 2......
ScaleFactor Announces “2.020” Vision, Including Plans to Build Marketplace for On-Demand Financial Solutions
Banking Fintech News

ScaleFactor Announces “2.020” Vision, Including Plans to Build Marketplace for On-Demand Financial Solutions

Fintech News Desk
by Fintech News Desk0
New executive hires will accelerate marketplace strategy ScaleFactor is expanding its offering to include a marketplace for the specialized financial needs of small businesses ScaleFactor has added Rose Punkunus, Lori Williams, Josh Lipton, and Scott Shepherd to its executive bench to help lead the marketplace push and champion the 2.020......
Three Ways AI Enables Personalized and Engaging Customer Experiences in Financial Services
Artificial Intelligence Guest Posts

Three Ways AI Enables Personalized and Engaging Customer Experiences in Financial Services

Dr. Marlene Wolfgruber
by Dr. Marlene Wolfgruber1
A lot of data would be useless without context. Many words in the human language have multiple meanings, making it hard to understand individual phrases without being aware of its context (where it was said, from whom, what prompted its delivery). Think about the term “bank” within the context of......
Informa Financial Intelligence and Neuro-ID Partner to Remove Digital Friction in the Customer Journey
Banking Fintech News

Informa Financial Intelligence and Neuro-ID Partner to Remove Digital Friction in the Customer Journey

Fintech News Desk
by Fintech News Desk6
Neuro-ID’s Friction Index Scientifically Measures and Monitors Digital Friction to Improve Customer Experience Informa Financial Intelligence, a leading provider of solutions for financial services professionals, and subsidiary of Informa PLC  the international exhibitions, events, business intelligence and academic publishing group, announces its partnership with next-generation analytics company Neuro-ID, to empower......
Sentry Bank Selects CSI’s Core Services to Drive Customer Engagement, Support P2P Transactions and Enhance Digital Capabilities
Banking News

Sentry Bank Selects CSI’s Core Services to Drive Customer Engagement, Support P2P Transactions and Enhance Digital Capabilities

Fintech News Desk
by Fintech News Desk0
St. Joseph, Minn.-based Sentry Bank ($223 million in assets) selected Computer Services, Inc., a leading provider of financial technology solutions, as its new core processing partner and provider of digital banking solutions for customers. The full-service community bank implemented CSI’s NuPoint core processing solution along with a suite of digital banking tools,......
Cornerstone Advisors Launches Affiliate Software Company to Provide On-Demand Performance Benchmarks to Financial Institutions
Banking News

Cornerstone Advisors Launches Affiliate Software Company to Provide On-Demand Performance Benchmarks to Financial Institutions

Fintech News Desk
by Fintech News Desk0
Cornerstone Advisors announced the formation of PeerMetrix, a new company providing Performance Vault, a cloud-based platform designed to give financial institutions on-demand access to Cornerstone’s exclusive bank and credit union revenue, staffing, spending and customer service benchmarks. “For the past 18 years, Cornerstone Advisors has worked with hundreds of financial institutions......
Dominion Energy Ohio Issues Scammer Alert to Customers
Banking News

Dominion Energy Ohio Issues Scammer Alert to Customers

Fintech News Desk
by Fintech News Desk0
Dominion Energy Ohio warns customers not to provide banking or other personal information to scammers who claim such data is required to receive a new federal tax cut credit. The company reminds customers they will begin receiving those credits automatically, beginning in April 2020, in their monthly bills. The Public Utilities......
CertifID Announces Expansion of Insurance to Address Escalating Risk of Wire Fraud
Fintech InsurTech News

CertifID Announces Expansion of Insurance to Address Escalating Risk of Wire Fraud

Business Wire
by Business Wire0
The company has doubled its maximum coverage tier to $2 million per verified transaction to meet rising business demand and housing values CertifID, a leader in wire fraud protection, announced up to $2 million in direct, first-party insurance coverage on every wire transfer that is verified by the company. Thursday’s......
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