Search Results for: client experience

Wolters Kluwer Introduces OneSumX ProViso to Help Manage Financial Institutions’ Regulatory Obligations
Capital Markets Fintech News

Wolters Kluwer’s ELM Solutions Delivers New User Experience and Easy to Create Workflows for Contract Lifecycle Management

Fintech News Desk
by Fintech News Desk0
Legal Solutions Industry Leader Launches CLM Matrix: Spring ’20 Release at Virtual Conference Wolters Kluwer ELM Solutions, the market-leading provider of enterprise legal spend and matter management, contract lifecycle management, and legal analytics solutions today announced the CLM Matrix Spring ’20 release. The solution’s intuitive visual workflow capabilities help customers......
TD Ameritrade Adds thinkorswim Web for Seamless Online Trading Experience
Fintech News Trading

TD Ameritrade Adds thinkorswim Web for Seamless Online Trading Experience

Fintech News Desk
by Fintech News Desk0
TD Ameritrade is bringing its award-winning thinkorswim® trading platform to your web browser with thinkorswim Web, a new addition to the thinkorswim suite of platforms. Retail traders can now access thinkorswim equity and derivative trading from any modern internet browser on a new streamlined platform. Read More: M Financial Group Licenses......
Envestnet Connect' Creates Deeper Digital Advisor/Client Relationships
Artificial Intelligence Big Data Fintech News

‘Envestnet Connect’ Creates Deeper Digital Advisor/Client Relationships Through Partnership with AdvisorStream & Apprise Labs

Fintech News Desk
by Fintech News Desk0
Envestnet, unveils Envestnet Connect, an artificial intelligence (AI)-driven application that integrates the client’s household financial data with relevant and personalized news content aligned with their values and financial journey progress. Envestnet has partnered with AdvisorStream and Apprise Labs to build Envestnet Connect, creating a centralized personal application designed to help clients......
New AICPA Chair: Accountants’ Experience Needed Now More Than Ever
Fintech News

New AICPA Chair: Accountants’ Experience Needed Now More Than Ever

Fintech News Desk
by Fintech News Desk0
Accounting professionals have a crucial role to play in fostering prosperity, opportunity and trust during the current crisis, according to Tracey Golden, the new chair of the American Institute of CPAs (AICPA), the world’s largest member organization representing the CPA profession. Read More: Simple Announces Launch of Tax Refund Feature to Automate Savings......
Wealth Dynamix Wins XCelent Overall Award in Celent Wealth Management Client Onboarding Report
Fintech News

Wealth Dynamix Wins XCelent Overall Award in Celent Wealth Management Client Onboarding Report

Fintech News Desk
by Fintech News Desk0
Wealth Dynamix, a global leader in Client Lifecycle Management (CLM) solutions, announced its selection by global analyst firm Celent as winner of the XCelent Overall award, for outstanding performance across all categories in their Wealth Management Client Onboarding Platforms ABCD Vendor View report. The report is an in-depth study, focusing......
Fenergo Wins RegTech Insight Award for Best KYC Software for Client Onboarding
Banking Fintech Investment Services News

Fenergo Wins RegTech Insight Award for Best KYC Software for Client Onboarding

Fintech News Desk
by Fintech News Desk0
Awarded for the third consecutive year Fenergo, the leading provider of digital transformation, customer journey and client lifecycle management (CLM) solutions for financial institutions, has been awarded Best KYC Software for Client Onboarding at the A-Team Group’s RegTech Insight Awards 2020. Read More: SIMON Markets LLC and Raymond James Launch......
DBSI+CFM Helps Financial Institutions Rapidly Shift to Safe and Touchless Experiences with ADAPTIV Transformation
Banking Fintech News

DBSI+CFM Helps Financial Institutions Rapidly Shift to Safe and Touchless Experiences with ADAPTIV Transformation

Fintech News Desk
by Fintech News Desk0
ADAPTIV is a systematic methodology and flexible kit of parts that provides an immediate and long-term strategy to emerge and excel Post COVID-19 DBSI+CFM, the leader in banking transformation, announced the launch of an expert-crafted methodology and flexible kit of parts for post-pandemic branch and HQ designs called ADAPTIV. During......
Banking Capital Markets Fintech Guest Posts

Consider Effortless Customer Experiences to Boost the Bottom Line

Point B
by Point B0
Banks are facing unprecedented disruption from all directions. Leverage this disruption to gain a competitive advantage through innovative customer interactions.  Social distancing and the effects of COVID-19 have required multiple organizations to rethink and, in some cases, accelerate their customer experience initiatives. Financial services firms are no different. Moving forward,......
Citi’s Digital Channels Play a Pivotal Role in Client Contingency Situations
Fintech News

Citi’s Digital Channels Play a Pivotal Role in Client Contingency Situations

Fintech News Desk
by Fintech News Desk0
Digital Onboarding for Citi’s Institutional Clients expanded to 37 Countries in all Regions Citi’s Treasury and Trade Solutions (TTS) has expanded the reach of the CitiDirect BE Digital Onboarding platform, making it available in 37 countries and five languages. Additionally, usage across all client-facing digital channels has dramatically grown over......
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