Search Results for: personalized services

nCino and Zest AI Create Strategic Partnership to Bring More Efficiency to Financial Services
Banking Cloud News

nCino and Zest AI Create Strategic Partnership to Bring More Efficiency to Financial Services

GlobeNewswire
by GlobeNewswire0
Partnership seeks to harness the power of artificial intelligence (AI) to produce faster and more equitable lending decisions with better risk assessment for financial institutions of all sizes nCino, Inc., a pioneer in cloud banking for the global financial services industry, announced a strategic partnership with Zest AI, the leader......
Build Hyper-Personalized Fintech Experiences with Velmie
Banking Fintech News

Build Hyper-Personalized Fintech Experiences with Velmie

Fintech News Desk
by Fintech News Desk0
Velmie, a banking technology provider, released its brand new front end technology framework to enable hyper-personalized experiences for banks and fintechs. Recent studies, including one conducted by Epsilon, reveal that 80% of consumers are more likely to purchase from brands that provide personalized experiences. Additionally, a staggering 90% of consumers......
American Bank & Trust Selects Marstone’s Digital Wealth Management Services
Banking News

American Bank & Trust Selects Marstone’s Digital Wealth Management Services

Business Wire
by Business Wire0
Marstone’s Wealth Management-as-a-Service offering continues to gain traction, growing American Bank & Trust’s wealth management capabilities Marstone, Inc., a leading digital wealth technology firm, announced it has partnered with American Bank & Trust, N.A., a $500 million community bank, to provide its turnkey digital wealth management platform and Wealth Management-as-a-Service......
BetaNXT Launches Enhanced Client Communications Solutions for Financial Services Firms
Finance News

BetaNXT Launches Enhanced Client Communications Solutions for Financial Services Firms

PR Newswire
by PR Newswire0
Investor Communications Technology Improves the Advisor and Investor Experience BetaNXT, a provider of wealth management infrastructure software with real-time data capabilities and an enhanced advisor experience, announced at the SIFMA Operations Conference and Exhibition in Orlando the rollout of an enhanced Client Communications Solutions to help financial services firms digitally transform......
Legendary Financial Services Veteran Neil Greene Launches JABOY Capital Markets
Capital Markets Investment Services News

Legendary Financial Services Veteran Neil Greene Launches JABOY Capital Markets

PR Newswire
by PR Newswire0
JABOY Capital Markets To Bring New Level of Deal Flow and VIP Services To Family Offices, RIAs, BDs and HNWI In the Trusted JABOY Productions Network JABOY Capital Markets is pleased to announce its official launch of a traditional and alternative investments platform to service the family office, RIA and high-net-worth clients within the......
Mastercard Launches New Data & Services Hub in Malaysia to Serve the Asia Pacific Region
Fintech News

Mastercard Launches New Data & Services Hub in Malaysia to Serve the Asia Pacific Region

Fintech News Desk
by Fintech News Desk0
Based in Kuala Lumpur, the Mastercard Data and Services Hub will enable businesses and governments across Asia Pacific with advanced capabilities in areas such as cybersecurity, digital transformation, and credit risk Mastercard hosted Fahmi Fadzil, Malaysia’s Minister of Communications and Digital, for the opening of its new office and launch......
American Financial Exchange Appoints Veteran Financial Services Executive John Shay as CEO
Finance Lending News

American Financial Exchange Appoints Veteran Financial Services Executive John Shay as CEO

PR Newswire
by PR Newswire0
The American Financial Exchange (AFX), an electronic exchange for direct lending and borrowing for American banks and financial institutions, announced that the exchange has appointed veteran financial services executive John Shay as CEO, effective immediately. AFX recently announced that 100% of the company was acquired by 7RIDGE, a specialized growth equity firm invested......
Sheehan Wealth Partners Joins LPL Strategic Wealth Services
Fintech News

Sheehan Wealth Partners Joins LPL Strategic Wealth Services

GlobeNewswire
by GlobeNewswire0
LPL Financial LLC announced that financial advisors James Sheehan CFP, CPWA, and Shawn Tighe CFP, have joined LPL Financial’s broker-dealer, RIA and custodial platforms. They become the 30th team to join LPL Strategic Wealth Services, the firm’s modern supported independent solution that enables advisors to grow their business according to their vision.......
Hearsay Unveils Content+, the Only AI-Powered Content Solution Tailored to the Unique Needs of Financial Services Organizations
Artificial Intelligence Finance News

Hearsay Unveils Content+, the Only AI-Powered Content Solution Tailored to the Unique Needs of Financial Services Organizations

Business Wire
by Business Wire0
Hearsay breaks new ground with AI-based content recommendations and enhanced curation of third-party, compliant content Hearsay Systems, the trusted global leader in digital client engagement for the financial services industry, announced Content+. With Hearsay Content+, digital content administrators can design, manage and curate exclusive, compliant third-party content collections within Hearsay Social......
Globant Ventures Invests in Fivvy, a SaaS Platform Bringing Personalized Experience to Banking Customers
Fintech Investment Services News

Globant Ventures Invests in Fivvy, a SaaS Platform Bringing Personalized Experience to Banking Customers

PR Newswire
by PR Newswire0
Relationship will help drive reinvention of the financial industry with customized experiences for business and consumer customers Globant Ventures, Globant’s Corporate Venture Capital, announced its investment in leading SaaS financial industry platform Fivvy. The platform is designed to enable both traditional and digital banking institutions to offer personalized experiences to their customers......
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