Search Results for: client experience

First Citizens Bank Extends Sagent Partnership for Five Years to Enhance Community Banking Vision with Scalable Servicing Tech
Banking Digital Fintech News

First Citizens Bank Extends Sagent Partnership for Five Years to Enhance Community Banking Vision with Scalable Servicing Tech

Fintech News Desk
Partnership empowers borrowers with self-service tools to take control of their mortgage loans throughout future market cycles Sagent, a fintech company modernizing mortgage and consumer loan servicing for America’s top banks and lenders, announced a five-year partnership extension with North Carolina-headquartered First Citizens Bank. The extension marks two decades of......
Citi Launches Automated Securities Lending Solution for Wealth Managers in Partnership with Fintech Sharegain
Digital Fintech News

Citi Launches Automated Securities Lending Solution for Wealth Managers in Partnership with Fintech Sharegain

Fintech News Desk
Citi has launched the first fully automated securities lending solution for wealth management firms they custody, in partnership with fintech firm Sharegain. “Partnering with Sharegain allows us to provide a digital securities lending solution that is flexible, scalable and easily integrates with our clients’ existing systems.” Through Citi’s solution, wealth......
Voya Launches Advisor Managed Accounts Program
Finance Fintech Investment Services Investments News

Voya Launches Advisor Managed Accounts Program

Fintech News Desk
New service introduced as Voya data finds 76% of working Americans want access to a financial professional for savings and investment advice Voya Financial, Inc., announced the launch of its new advisor managed accounts advisory program in collaboration with Morningstar Investment Management LLC. As one of the latest services within......
Broadridge Partners with AccessFintech to Transform Resolution of Settlement Fails
Fintech News

Broadridge Partners with AccessFintech to Transform Resolution of Settlement Fails

Fintech News Desk
Collaborative workflow solution powered by Broadridge’s post-trade data provides operational efficiency, risk reduction and cost savings for sell side Broadridge Financial Solutions, Inc., a global Fintech leader, has partnered with AccessFintech to deliver a new Strategic Gateway for Settlement Workflow that offers efficiencies in resolving multi-party settlement fails. The solution is powered......
Kingswood US Launches Digital Alternative Investments Platform
Fintech Investment Services Investments News

Kingswood US Launches Digital Alternative Investments Platform, Powered by WealthForge and Altigo

Fintech News Desk
All-Digital Platform for Fast-Growing Independent Wealth Management Firm Reduces Paperwork, Allows Seamless Document Delivery and Signature Collection Elevates Financial Advisor Support While Empowering the Delivery of Widest Possible Spectrum of Institutional Quality Investment Solutions to Address Fast-Changing Client Needs Kingswood U.S., a network of wealth management firms that oversees more......
FX and Crypto Trading Technology Specialist Gold-i Expands its Partnership Program in the Middle East
Business Fintech News

FX and Crypto Trading Technology Specialist Gold-i Expands its Partnership Program in the Middle East

Fintech News Desk
  Award-winning FX and Crypto trading technology specialist, Gold-i is expanding in the Middle East and India through a partnership with EMEA Global Financial Consultancy, a United Arab Emirates (UAE) based firm which has a strong network of financial institutions, including retail FX broker clients, across the region. FX and crypto trading technology......
Arteria AI Raises $11 Million on Oversubscribed Series a From a Syndicate LED by Information Venture Partners
Fintech News

Arteria AI Raises $11 Million on Oversubscribed Series a From a Syndicate LED by Information Venture Partners

Fintech News Desk
Arteria AI Inc., a global leader in enterprise digital contracting, is pleased to announce that it has closed an oversubscribed Series A funding round, led by Information Venture Partners and Illuminate Financial Management (“Illuminate”), with participation from Golden Ventures and StandUp Ventures. Arteria will use these funds to scale its......
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