Search Results for: relationship management

Levitate Partners With HawkSoft Agency Management System to Offer Complete Contact Management and Communication Solution
Fintech News

Levitate Partners With HawkSoft Agency Management System to Offer Complete Contact Management and Communication Solution

Fintech News Desk
by Fintech News Desk0
Agencies using HawkSoft can now seamlessly integrate with Levitate’s keep-in-touch tools. Levitate and HawkSoft have partnered to help independent insurance agents focus on what they do best: building relationships. Read More: GlobalFintechSeries Interview with Tim Kelly, CEO & Founder at BitOoda With the launch of API integration, HawkSoft’s customers gain the......
LexisNexis Risk Solutions Named 'Best Anti-Fraud Solution (Established)' by Card Not Present
Fintech News

LexisNexis Juris Financial Management Solution and ClientPay Team up to Reduce the Time and Cost of Credit Card Processing and Improve the Payment Acceptance Process for Law Firms

Fintech News Desk
by Fintech News Desk0
Juris, a premier billing, accounting, and financial management software for law firms, has officially endorsed ClientPay, an award-winning cloud-based credit card and eCheck payment platform, as the premier choice for Juris users. Law firms can now provide their clients with the capabilities to pay their invoices in less time, without mailing......
Tier1 Acquires Compliance and Financial Crime Prevention Software Solution, Alessa
Banking Fintech News

Tier1 Financial Solutions Expands Buy-Side Product Suite With Conference Management Capabilities

Fintech News Desk
by Fintech News Desk0
New events management system addresses evolving corporate access needs of the buy side Tier1 Financial Solutions, a leading global relationship management technology provider for capital markets and banking, has expanded its buy-side product line with the release of conference management capabilities. The Tier1 corporate access events management system provides buy-side......
FileTrail Expands Global Account Management and Business Development Team in the Us and UK
Fintech News Risk Management

FileTrail Expands Global Account Management and Business Development Team in the Us and UK

Fintech News Desk
by Fintech News Desk0
Legal tech industry veteran Keith Schneider joins FileTrail as Strategic Account Manager FileTrail, the leader in next-generation information governance and records management software for law firms, announced that the company has hired Keith Schneider, a senior sales executive formerly with NetDocuments and LexisNexis, as a strategic account manager. In addition, the company has......
InsurTech Leader's Distribution and Compliance Management Solution Sees Rapid Adoption Among Carriers
Fintech News

InsurTech Leader’s Distribution and Compliance Management Solution Sees Rapid Adoption Among Carriers

Fintech News Desk
by Fintech News Desk0
Vertafore’s 2019 acquisition of Vue Software is simplifying insurance distribution Following its acquisition of Vue Software last spring, Vertafore announced a year of record growth for its distribution and compliance management (DCM) offerings for carriers, agencies and states. The company also introduced Steve Cox as the new general manager for its......
Tech CU Expands Its Commercial Banking Relationship With Keep IT Simple
Banking Fintech News

Tech CU Expands Its Commercial Banking Relationship With Keep IT Simple

Fintech News Desk
by Fintech News Desk0
Keep IT Simple Adopts Tech CU’s Full Suite of Commercial Banking Products  Tech CU (Technology Credit Union) announced that it has expanded its commercial banking relationship with Keep IT Simple, a company focused on helping other businesses solve complex IT challenges. Based in the Bay Area for more than 30......
Simpliance Bespoke Audit Management tool streamlines audit process for organisations
News Risk Management

Simpliance Bespoke Audit Management tool streamlines audit process for organisations

Fintech News Desk
by Fintech News Desk0
The cloud-based tool increases productivity by 75% for vendors, stakeholders and businesses Simpliance Technologies, India’s largest integrated digital Governance, Risk and Compliance (GRC) platform helps organisations to fulfil their audit requirements with Simpliance Bespoke Audit Management tool. The cloud-based tool offered by Simpliance, a key subsidiary of India’s leading business services provider Quess Corp, can be customized as per......
Admiral Group Extends Guidewire Relationship to Support Digital Engagement With Customers and Producers
InsurTech News

Admiral Group Extends Guidewire Relationship to Support Digital Engagement With Customers and Producers

Fintech News Desk
by Fintech News Desk0
Motor insurer deploys Guidewire digital applications to enhance operational efficiency and improve business agility Admiral Group plc, one of the largest motor insurance providers in the UK, and Guidewire Software, Inc., provider of the industry platform general insurers rely upon, announced that Admiral has successfully deployed Guidewire InsurancePlatform Digital products,......
Leading Asset Management Consultant Joins Bay Street Advisors
Banking Capital Markets News

Leading Asset Management Consultant Joins Bay Street Advisors

Fintech News Desk
by Fintech News Desk0
Bay Street Advisors is pleased to announce the appointment of Patricia Muller as Partner to build and lead the firm’s Asset Management Practice. Bay Street Advisors, a leading advisory and executive recruiting firm specializing in financial services, is pleased to announce the appointment of Patricia Muller as Partner and Head of the......
Intuit ProConnect Announces Karbon Partnership to Deliver Intuit Practice Management to Tax Professionals
Business Fintech News

Intuit ProConnect Announces Karbon Partnership to Deliver Intuit Practice Management to Tax Professionals

Fintech News Desk
by Fintech News Desk0
Intuit adds new partner to advance capabilities in ProConnect Tax Online and Lacerte, deliver automated tasks and optimize workflows for tax professionals Intuit ProConnect is announcing Intuit Practice Management powered by Karbon, to continue accelerating software capabilities for tax professionals. Karbon, a practice management solution and advanced work and communications......
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