Search Results for: client experience

Ameriprise Financial Reports 96% Satisfaction Rate as Company Engages Record Number of Clients in Compelling Digital Experience
Fintech News

Ameriprise Financial Reports 96% Satisfaction Rate as Company Engages Record Number of Clients in Compelling Digital Experience

Fintech News Desk
In the midst of an unpredictable year, clients of Ameriprise Financial are overwhelmingly pleased with the experience the firm provides to help them stay in control of their financial lives. Ninety-six percent of clients surveyed said they are “highly satisfied,” and Ameriprise provides the advice that addresses their needs. Ninety-two......
PayBright's New Campaign Highlights Commitment to Giving Canadians More Financial Flexibility
Fintech News

PayBright Partners with Sephora Canada to Offer Clients a More Flexible Shopping Experience

Fintech News Desk
Today, PayBright, Canada’s leading provider of installment payment plans, announces its partnership with Sephora Canada, the leading prestige beauty retailer to enhance the brand’s flexible payment offering. By choosing PayBright as their payment method on sephora.ca, Canadian clients can now buy their cosmetics, fragrances, beauty tools, and skincare products today, and pay......
LemonadeLXP Experiences Growth in First Half of 2020, Increases Client Roster
Fintech News

LemonadeLXP Experiences Growth in First Half of 2020, Increases Client Roster

Fintech News Desk
LemonadeLXP, the all-in-one learning experience platform for financial institutions (FIs), reports growth in its client base by 81 percent during the first half of 2020. The company also expanded its partnerships and experienced an increase in overall client engagement. Read More: Thimble Launches Certificate Manager to Improve Oversight of Vendor......
Bridge Financial Technology Expands Leadership Team, Names Industry Veteran Christopher Haley as Board Chairman
Big Data Fintech Investment Services News Risk Management

Private Client Resources (PCR) and FINARTIS team to deliver a complete Front-to-Back Experience to Private Banks, Asset Managers and Family Offices internationally

Fintech News Desk
Global Solution integrates PCR’s data aggregation capabilities with FINARTIS’s comprehensive Investment Management platform Private Client Resources (PCR), the leading provider of total wealth data aggregation services to ultra-high net worth (UHNW) families and institutions announced a partnership with FINARTIS SA, the leading Swiss-Based provider of investment management and risk reporting......
The Entrust Group Launches Their New Client Portal Delivering A Seamless Experience For Self-Directed IRA Investors
Fintech News

The Entrust Group Launches Their New Client Portal Delivering A Seamless Experience For Self-Directed IRA Investors

The Entrust Group (“Entrust”), a national, Self-Directed IRA administrator headquartered in Oakland, California, announces the launch of its new client portal. The self-service, account management portal is available exclusively to Entrust clients with the goal of helping them self-direct their account online seamlessly. Read More: bitFlyer: Confidence in Cryptocurrency Increases Across European......
FactSet-Unveils-Intelligent-Platform-Initiative-to-Supercharge-Client-Workflows
Finance Fintech News

FactSet Unveils Intelligent Platform Initiative to Supercharge Client Workflows

GlobeNewswire
Introducing a Platform-Level GenAI Search Agent for Buy- and Sell-Side Clients FactSet, a global financial digital platform and enterprise solutions provider, announced its Intelligent Platform initiative, introducing the integration of conversational AI at the platform level. The Intelligent Platform will connect an enhanced FactSet Mercury, the company’s conversational knowledge engine,......
Alviere Expands Cash-to-Cash Embedded Remittance Capabilities for Enterprise Clients
Finance Fintech News

Alviere Expands Cash-to-Cash Embedded Remittance Capabilities for Enterprise Clients

PR Newswire
Cash pickup available in 100+ countries, plus money transmitter licenses (MTLs) enable cash-funding options throughout the United States Alviere, the leading embedded finance platform provider, announces that its enterprise clients can now offer cash-to-cash cross-border remittance capabilities to their end customers with cash pickup in 100+ countries. As a licensed money......
KUBRA Launches Next-Gen POS Solution for Enhanced In-Person Payment Experience
Finance Fintech News

KUBRA Launches Next-Gen POS Solution for Enhanced In-Person Payment Experience

Business Wire
KUBRA, a leading provider of customer experience management solutions for some of the largest utility, insurance, and government entities, is thrilled to announce the next generation of point-of-sale (POS) solutions through its relationship with Ingenico. This collaboration offers seamless and secure transactions for customers who prefer to pay in person.......
Docupace Unveils Reimagined User Experience and Enhanced Platform Empowering Users Like Never Before
Banking Fintech News

Docupace Unveils Reimagined User Experience and Enhanced Platform Empowering Users Like Never Before

PR Newswire
New Modern, Intuitive and Intelligent Experience will Accelerate Delivery, Increase Adoption and Boost Operational Scale Docupace, the trailblazer in back-office automation software for wealth management enterprises, proudly announces the launch of its next-generation user interface (UI) and user experience (UX) initiative – a leap forward designed to turbocharge productivity, fuel......
BetaNXT Modernizes Corporate Actions Experience
Finance Fintech News

BetaNXT Modernizes Corporate Actions Experience

PR Newswire
Leveraging the power of the combined BetaNXT capabilities, the end-to-end, modular solution enhances operational efficiency, reduces errors and ensures compliance and transparency BetaNXT, a provider of wealth management infrastructure solutions with real-time data capabilities and an enhanced advisor experience, has unveiled a suite of capabilities designed to address the complexities......
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