Search Results for: client experience

Fidelity's eMoney Advisor Rolls Out First Mobile App
Business Fintech News

eMoney Advisor Launches Personalized Onboarding Experience for New Users

Fintech News Desk
by Fintech News Desk0
eMoney Advisor (eMoney), a leading provider of technology solutions and services that help people talk about money, announced the Getting Started Program, an expansion of its robust onboarding, training and coaching services. Available now to all new eMoney clients, the Getting Started Program provides personalized onboarding with strategically aligned training......
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......
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......
InsurTech Leader Delivers Industry's First Commercial Submissions Platform to Agency and Carrier Design Partners
Fintech InsurTech News

Independent Agents Equipped to Deliver a Modern Digital Experience to Insurance Consumers With Vertafore’s InsurLink

Fintech News Desk
by Fintech News Desk0
New web- and mobile-enabled solution provides end-insureds with real-time, 24/7 self-service access to policy documents, claims info & more Vertafore announced the launch of its new InsurLink portal that enables independent agents to offer end-insureds direct, real-time access to their insurance policy documents and data. Read More: Finhabits Launches Microlearning Journeys......
nChain Acquires Leading Development Outfit CREA - Solidifies Status as the Most Experienced Team in Blockchain Tech
Blockchain Fintech News

nChain Acquires Leading Development Outfit CREA – Solidifies Status as the Most Experienced Team in Blockchain Tech

Fintech News Desk
by Fintech News Desk0
nChain, a European provider of enterprise-grade public blockchain solutions, announces that it has acquired CREA, European software development and implementation firm with deep expertise in Bitcoin and IT security. The acquisition further solidifies nChain’s leading position in its field and creates one of the largest Bitcoin development teams in the......
Australian Neobank, Xinja, Helps Transform Customer Experience With Box
Fintech Mobile Banking News

Australian Neobank, Xinja, Helps Transform Customer Experience With Box

Fintech News Desk
by Fintech News Desk0
Box, a leader in cloud content management, announced that Xinja – a leading Australian neobank – has chosen Box to enhance its customer interactions via the Xinja mobile application. Xinja customers’ bank statements and account data will now be delivered through a portal which is powered by Box’s cloud Platform.......
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,......
AvaTrade Introduces Best Options Mobile Trading Experience
Business Fintech News Risk Management

AvaTrade Introduces Best Options Mobile Trading Experience

Fintech News Desk
by Fintech News Desk0
AvaTrade clients can now trade on AvaOptions – an advanced new platform comprising FX and Options trading and more. In turbulent times like these, AvaTrade, a leading award winning CFD broker, is not only maintaining business as usual, but also stepping up its game by introducing the most high tech, innovative......
Canoe Intelligence Wins Family Wealth Report’s 2020 Award for Most Innovative Client Solution
Fintech Investment Services News

Canoe Intelligence Wins Family Wealth Report’s 2020 Award for Most Innovative Client Solution

Fintech News Desk
by Fintech News Desk0
Award-winning provider is recognized for its innovative cloud-based, multi-layer encryption and enhanced delivery of alternative investment reporting data  Canoe Intelligence, a financial technology company on a mission to automate and improve alternative investment operations, announced it has been named most Innovative Client Solution in Family Wealth Report’s 2020 awards program.......
New ACCA Report: Accountants "deeply concerned" about social and environmental impact
Fintech News

Fiserv to Enhance Omni-commerce Experience With Acquisition of Bypass Mobile

Fintech News Desk
by Fintech News Desk0
Combination will build on existing integration and facilitate new digital commerce use cases Fiserv, a leading global provider of payments and financial services technology solutions, announced the acquisition of Bypass Mobile (“Bypass”), an independent software vendor (ISV) and leading innovator in enterprise point-of-sale systems. The acquisition of Bypass will help......
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