Search Results for: client experience

Orion Enhances Its TAMP to Excite Prospects and Ignite Long-Term Advisor-Client Success
Business Fintech News

Orion Enhances Its TAMP to Excite Prospects and Ignite Long-Term Advisor-Client Success

Fintech News Desk
by Fintech News Desk0
Integrated marketing tools, expanded relationships with Schwab and Fidelity Institutional, and all-new risk rubric elevate Orion’s platform experience Orion Advisor Solutions, the premier provider of the tech-enabled fiduciary framework that empowers financial advisors to Prospect, Plan, Invest, and Achieve within a single, connected experience, today is announcing a flurry of......
Intelligent Contacts and Payscout Announce Strategic Partnership to Provide Financial Services Industry a Consumer-Focused End-To-End Payment Experience
Fintech News

Intelligent Contacts and Payscout Announce Strategic Partnership to Provide Financial Services Industry a Consumer-Focused End-To-End Payment Experience

Fintech News Desk
by Fintech News Desk0
Intelligent Contacts, a leading provider of Cloud Contact Center software and consumer-centric online payment solutions for the healthcare and accounts receivable industries, today announced a product integration partnership with Payscout, an award-winning global payment processing provider. Payscout supports over 3,000 global merchants across all merchant risk verticals and processes billions of......
H&R Block Study Reveals Majority of Small Business Owners Need Personal Advice to Recover from Pandemic
Fintech Startups News

H&R Block Adds Chief Product and Experience Officer and Chief Financial Services Officer to Its Senior Leadership Team

Fintech News Desk
by Fintech News Desk0
H&R Block (NYSE: HRB) today announced that Julius Lai and Les Whiting have joined the company as chief product and experience officer and chief financial services officer, respectively, and will be members of the company’s senior leadership team reporting directly to President and Chief Executive Officer Jeff Jones. Lai will......
YCharts Expands Executive Leadership Team to Fuel Continued Rapid Growth
Fintech News

LPL Financial Adds YCharts to Vendor Affinity Program To Strengthen Advisor Investment Research and Client Communication Toolset

Fintech News Desk
by Fintech News Desk0
YCharts, investment research, analytics, and client communications platform, announced it has been selected for inclusion in LPL Financial (“LPL”) Vendor Affinity Program. Read More: GlobalFintechSeries Interview with Erwan Gelebart, CEO at Veon’s JazzCash “Today’s investors want more communication from their financial advisors and they want those engagements to be increasingly......
Home Captain Launches Preeminent Suite of Products to Increase Bank and Lending Customer Experience
Banking Fintech News

Home Captain Launches Preeminent Suite of Products to Increase Bank and Lending Customer Experience

Fintech News Desk
by Fintech News Desk0
Home Captain announced the launch of the “Home Captain Hub,” a new suite of innovative products and services tailored to dramatically increase the lifetime engagement and satisfaction of mortgage service and banking customers who are purchasing, selling or refinancing their home. This announcement follows the company’s recent acquisition announcement of......
iCapital Network and Pershing Enhance Technology Integration to Improve Alternative Investing Experience for Advisors
Capital Markets Fintech Investment Services News

iCapital Network and Pershing Enhance Technology Integration to Improve Alternative Investing Experience for Advisors

Fintech News Desk
by Fintech News Desk0
iCapital Network, the leading financial technology platform driving access and efficiency in alternative investing for the asset and wealth management industries, announced an enhanced technology integration with BNY Mellon’s Pershing (“Pershing”) that will simplify the process for advisors accessing alternative investments. Read More: GlobalFintechSeries Interview with Erwan Gelebart, CEO at......
Listerhill Credit Union Enhances Member Experience with Matica Technologies Financial Instant Issuance Solutions
Fintech News

Listerhill Credit Union Enhances Member Experience with Matica Technologies Financial Instant Issuance Solutions

Fintech News Desk
by Fintech News Desk0
Listherhill Credit Union has increased member satisfaction by implementing Matica Technologies Cards on the Spot™ financial instant issuance solutions in 17 branch locations throughout Alabama and Tennessee. Read More: AssetMark Launches eService Team and Expands Digital Servicing Tools As Listerhill Credit Union continues to focus on member services and experiences, it is also......
Schwab Introduces Free Digital Financial Planning for Clients Seeking to Manage Their Retirement Goals
Fintech News

Schwab Introduces Free Digital Financial Planning for Clients Seeking to Manage Their Retirement Goals

Fintech News Desk
by Fintech News Desk0
Launch of Schwab PlanTM Gives All Schwab Clients a Modern Way to Access a Personalized Financial Plan Regardless of Asset Level As part of its ongoing commitment to democratize access to investing and financial planning, Charles Schwab announced the launch of Schwab Plan, a free digital financial plan designed to......
InsurTech News Risk Management

Aon urges the re/insurance industry to bring capital closer to clients’ needs as the firm launches its Virtual Reinsurance Renewal Season

Fintech News Desk
by Fintech News Desk0
Aon plc, a leading global professional services firm providing a broad range of risk, retirement and health solutions, today launches its Virtual Reinsurance Renewal Season, calling for the re/insurance industry to collaborate to bring capital closer to clients’ needs and drive growth across the global insurance ecosystem. Read More: Vitesse, a Fintech......
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