Search Results for: relationship management

Guided Insurance Solutions Selects Total Expert to Surface New Opportunities and Grow Insurance Practice
InsurTech News Risk Management

Guided Insurance Solutions Selects Total Expert to Surface New Opportunities and Grow Insurance Practice

Fintech News Desk
by Fintech News Desk0
Rapidly growing insurance brokerage firm taps platform to modernize marketing and strengthen sales relationships with new and existing customers Guided Insurance Solutions, LLC, an indirect subsidiary of BRP Group, Inc., has decided to collaborate with Total Expert to deploy its customer engagement platform across its insurance operations. The platform will enable......
AdvizorStack Adds Zephyr to Their Financial Advisor Tech Stack
Finance Investment Services News

AdvizorStack Adds Zephyr to Their Financial Advisor Tech Stack

Fintech News Desk
by Fintech News Desk0
Innovative financial tech stack designed to allow advisors to scale efficiencies and increase growth Zephyr, a subsidiary of Informa plc and a recognized leader in investment management technology for wealth managers and advisors, is now available within AdvizorStack’s innovative Financial Advisor Tech Stack. AdvizorStack is a connected dashboard that streamlines operations......
FinWise Bank Announces Appointment of Robert Keil as SVP, Chief Fintech Officer
Banking News

FinWise Bank Announces Appointment of Robert Keil as SVP, Chief Fintech Officer

Fintech News Desk
by Fintech News Desk0
FinWise Bank, a subsidiary of FinWise Bancorp, is proud to announce the addition of Robert Keil as Senior Vice President and Chief Fintech Officer, reporting to James Noone. Keil will be responsible for supporting existing customers, business line strategy, and growth initiatives within the bank’s Strategic Programs line of business. “FinWise remains......
HDFC Life Policyholders Can Now Pay Premiums With NPCI’s UPI 123PAY
Digital Payments News

HDFC Life Policyholders Can Now Pay Premiums With NPCI’s UPI 123PAY

Fintech News Desk
by Fintech News Desk0
HDFC Life and National Payments Corporation of India (NPCI), have collaborated to offer a first – UPI 123PAY. This is a unique voice-based premium payment service that further simplifies the premium payment process for HDFC Life policyholders. UPI123PAY is a payment facility through a pre-defined IVR (Interactive Voice Response). This......
RelPro Partners with Rivel, Enabling Banks & Credit Unions to Increase SMB Growth and Business Development Efficiency
Banking News

RelPro Partners with Rivel, Enabling Banks & Credit Unions to Increase SMB Growth and Business Development Efficiency

Fintech News Desk
by Fintech News Desk0
RelPro’s Business Development & Relationship Management platform combines with Rivel’s customer perception data, enabling Banks to focus SMB growth & go-to-market efficiency initiatives RelPro, the fast-growing business development and relationship management solution for Financial Services professionals, announced its latest partnership with Rivel Inc., a Management Consulting firm that uses data......
Blockchain Cryptocurrency DeFi News

New Solution Simplifies Tax Time For Crypto Funds

Fintech News Desk
by Fintech News Desk0
Crypto Fund Tax, a full suite of tax services, including tax allocations, reporting, and filings for funds invested in digital assets, is now available from Formidium, a global leader in providing third-party fund administration and back-office technology solutions. Crypto Fund Tax is the ideal solution for managers and funds worldwide......
Daily Fintech Series Roundup: Top Fintech News, Analytics and Insights 1st March 2023
Fintech News

Daily Fintech Series Roundup: Top Fintech News, Analytics and Insights

Fintech Staff Writer
by Fintech Staff Writer0
FTS Daily Roundup starts today! We are covering the top updates from around the world. The updates will feature state-of-the-art capabilities in Fintech insights, Trending fintech news, Crypto, Fintech SaaS, Fintech Cloud, Analytics and AI ML. We will cover the role of FTS Daily Roundup and its application in various industries and......
PlatformPay.io Releases New Services to the Market
Business Finance News

PlatformPay.io Releases New Services to the Market

Fintech News Desk
by Fintech News Desk0
Platform Pay (PlatformPay.io) Releases New Billing and BPO Services for 2023 In the ever-evolving digital world, businesses of all sizes are looking for ways to improve their customer relationship management processes. Platform Pay (PlatformPay.io) is leading the charge in offering new services to the market that can help businesses streamline their operations.......
Genesis Bank Announces Launch of Homeowners Association Banking Division
Banking News

Genesis Bank Announces Launch of Homeowners Association Banking Division

Fintech News Desk
by Fintech News Desk0
Genesis Bank, announced the formal launch of its Homeowners Association Banking division, which focuses on providing a full suite of banking products, services, and solutions that are tailored to meet the banking and operational needs of property management companies, homeowners associations, condo associations, as well as their boards of directors.......
Onezero Expands Its Ecosystem; Adds Cboe FX And State Street
News Trading

Onezero Expands Its Ecosystem; Adds Cboe FX And State Street

Fintech News Desk
by Fintech News Desk0
Marks expansion of oneZero’s liquidity provision oneZero, a global leader in multi-asset enterprise trading technology solutions, announced two major additions to the vast network of liquidity providers and venues within its EcoSystem, namely Cboe FX and State Street. Read: Lets Understand Crypto In A Laymans Language Each of the firms now......
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