Search Results for: client

Wyndham Capital Mortgage Selects Homebot to Help Loan Officers Build Client-For-Life Relationships
Fintech News

Homeowners Financial Group Selects Homebot to Help Its Licensed Mortgage Professionals Build Client-For-Life Relationships

Fintech News Desk
by Fintech News Desk0
Homeowners Financial Group can now deliver powerful home finance insights to their clients throughout the homeownership lifecycle Homeowners Financial Group (HFG), an Arizona-based mortgage company, announced a partnership with Homebot, provider of the award-winning client-for-life portal that empowers consumers to build wealth through homeownership. This partnership will enable every Homeowners Financial Group......
eBrevia, a DFIN Company, Helps Clients Prepare for Fast-Approaching LIBOR Transition With Latest Software Release
Fintech News

eBrevia, a DFIN Company, Helps Clients Prepare for Fast-Approaching LIBOR Transition With Latest Software Release

Fintech News Desk
by Fintech News Desk0
eBrevia, a Donnelley Financial Solutions company, announced its latest software release focused on helping financial institutions transition from the London Inter-Bank Offered Rate (LIBOR), a globally recognized base rate for financial services. Read More: Finhabits Launches Microlearning Journeys to Help Diverse Communities Build Healthy Financial Habits “Our clients are heavily leveraging......
SmartAsset Launches ‘Live Connections,’ a New Client Acquisition Program for Financial Advisors With a 100% Contact Rate
Business Fintech News

SmartAsset Launches ‘Live Connections,’ a New Client Acquisition Program for Financial Advisors With a 100% Contact Rate

Fintech News Desk
by Fintech News Desk0
White Glove Match-Making Service Allows Real-Time Connections Between Financial Advisors and Validated Prospects Across America SmartAsset, an award-winning financial technology company that helps more than 65 million people each month make smart financial decisions, announced the official launch of ‘Live Connections,’ a service that allows a Financial Advisor to connect......
Business Fintech News

Holistiplan Helps Financial Advisors Reassure Clients and Find Planning Opportunities

Fintech News Desk
by Fintech News Desk0
Award-winning software created by financial planners provides comprehensive tax planning tool, announces new “Solve for Max” feature No matter what happens with the pandemic and the markets, taxes will be due this year, next year, every year. Providing insights on tax strategies could be especially helpful for financial planners and......
SGX Partners with Cassini Systems to Help Market Participants Prepare for Uncleared Margin Rules (UMR)
Fintech News Risk Management

Cassini Systems Partners With Acadiasoft to Help Clients Manage Initial Margin Requirements

Fintech News Desk
by Fintech News Desk0
Cassini Margin Analytics Platform Now Integrated within AcadiaSoft’s Initial Margin Exposure Manager Cassini Systems, the leading provider of pre- and post-trade margin analytics for derivatives market participants, announced a new initial margin (IM) partnership with AcadiaSoft Inc., the leading industry provider of risk and collateral management services for the non-cleared......
Charles River Appoints Dmitriy Ilyin to Lead SaaS Operations and Support
Fintech Investment Services News

Charles River Investment Management Solution (IMS) Now Client-Ready on Microsoft® Azure

Fintech News Desk
by Fintech News Desk0
Charles River Development, a State Street Company, announced that its strategic cloud solution, Charles River Investment Management Solution (Charles River IMS), has achieved platform and operational readiness on Microsoft Azure. The offering utilizes Microsoft’s scale and security capabilities to provide investment firms with a platform that enables innovation and helps......
Thryv, Inc., Leading Small Business Software Provider, Announces New App Market, Integrating Everyday Tools to Its Award-Winning Client Experience Platform
Business Fintech News

Thryv, Inc., Leading Small Business Software Provider, Announces New App Market, Integrating Everyday Tools to Its Award-Winning Client Experience Platform

Fintech News Desk
by Fintech News Desk0
After months of development, Thryv, the leading small business software provider, announced today the launch of a robust App Market to support its flagship product Thryv. Thryv is one of the fastest-growing end-to-end client experience platforms that enables small business owners to get the job, manage the job and get credit. Read More: Analyticom Introduces a......
Black Knight Issues White Paper on Managing COVID-19 Challenges for Clients Using MSP Servicing System
Fintech News

Black Knight Issues White Paper on Managing COVID-19 Challenges for Clients Using MSP Servicing System

Fintech News Desk
by Fintech News Desk0
Robust business intelligence reporting enables servicers using MSP to gain visibility into key, event-driven statuses for all loans in their portfolios Black Knight, announced the release of a white paper, “Servicing Impacts of COVID-19,” for users of the industry-leading MSP loan servicing system. The paper provides Black Knight’s MSP clients with......
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......
i2c Appoints Banking Executive Tracy Seng to Lead Client Success
Banking Fintech News

i2c Appoints Banking Executive Tracy Seng to Lead Client Success

Fintech News Desk
by Fintech News Desk0
Award Winning Financial Services Veteran to Support Expansion of i2c in the U.S. and Around the World i2c Inc., a leading provider of payment and open banking technology, announced the appointment of banking veteran Tracy Seng as EVP, Head of Global Client Success at i2c, responsible for leading account management,......
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