Search Results for: dealer experience

Ameriprise Financial Named “Top Performer” in Customer Satisfaction Ratings
Fintech News

Ameriprise Financial Named “Top Performer” in Customer Satisfaction Ratings

Fintech News Desk
Ameriprise Financial announced that it has been named a top performer in the 2020 Wants & Pricing customer satisfaction report conducted by independent research and benchmarking company Hearts & Wallets. The annual survey asked more than 5,000 households to rate their financial firms based on service dimensions that customers most......
Digital Motors Integrates eLEND Solutions’ Digital Financing Into Automotive ‘Buy From Home’ Online Retailing Solution
Business Fintech News

Digital Motors Integrates eLEND Solutions’ Digital Financing Into Automotive ‘Buy From Home’ Online Retailing Solution

Fintech News Desk
Car buyers can instantly apply for financing directly from a dealer’s online store, finalizing transactions, including F&I, from the safety and comfort of their homes Digital Motors, which is revolutionizing the way car dealerships sell their vehicles online, announced a strategic partnership with digital financing innovator eLEND Solutions to facilitate an......
Siebert Financial Corp. Partners With InvestCloud to Lead Digital Transformation
Fintech Investment Services News

Siebert Financial Corp. Partners With InvestCloud to Lead Digital Transformation

Fintech News Desk
Global FinTech firm will provide end-to-end digital transformation; automating back office operations and implementing intuitive front office functions Siebert, a leading national broker-dealer and provider of financial services, has appointed InvestCloud to design and implement its complete digital transformation. Siebert Financial Corp will implement InvestCloud’s full suite of applications, ranging from......
Banking Big Data Capital Markets Fintech Guest Posts

Leveraging Automated Accounts Payable Solutions for Business Continuity

Ernest Rolfson
Businesses across the globe are grappling with business continuity in the face of the unprecedented impact of the COVID-19 pandemic. One of the major challenges for companies is maintaining the continuity of core back-office functions such as accounts payable. As work from home mandates necessitate remote working, many companies are......
Smarsh Acquires Entreda, Leader in Cybersecurity Risk and Compliance Software for Wealth Management Industry
Fintech News Risk Management

Smarsh Acquires Entreda, Leader in Cybersecurity Risk and Compliance Software for Wealth Management Industry

Fintech News Desk
Smarsh, helping customers get ahead – and stay ahead – of the risk within their electronic communications, announced the acquisition of Entreda, the award-winning developer of integrated cybersecurity risk and compliance management software and services for the wealth management market. Entreda will continue to operate under its own brand and......
SMArtX Appoints Industry Veteran to Serve as New President and COO
Capital Markets Fintech Investment Services News

SMArtX Appoints Industry Veteran to Serve as New President and COO

Fintech News Desk
Jonathan Pincus Joins Executive Leadership Team with Deep Experience in Leading Technical Innovation Across Top Tier Financial Services Organizations SMArtX Advisory Solutions (“SMArtX”), a leading provider of managed accounts technology and operator of the SMArtX turnkey asset management platform (‘TAMP’), announced the addition of Jonathan Pincus as SMArtX’s new President and......
Equisoft Onboards Industry Veteran, David Nicolai, as Vice President, Insurance Solutions USA
Fintech InsurTech News Risk Management

Equisoft’s Accelerate Series Connects Life Insurance and Wealth Executives With Industry Thought Leaders to Fast-Forward Their Digital Transformation in the New Normal

Fintech News Desk
Global digital solutions provider Equisoft announced that they will host a complimentary series of nine interactive webinars for business and technology leaders in the life insurance and wealth management sectors. These live sessions will be presented from May 14 to September 10 (the full schedule is available here) and will......
University of Miami Herbert Business School and 2U, Inc. Launch FinTech Boot Camp
Fintech Investment Services News

Franklin Templeton Acquires Digital Wealth Leader AdvisorEngine

Acquisition Adds New Technology to Power Financial Advisor Solutions for Franklin Templeton Franklin Resources, a global investment management organization operating as Franklin Templeton, announced that it has acquired AdvisorEngine Inc., a digital wealth platform and provider of technology and consulting services to more than 1,200 financial advisory firms in the United......
Succession Resource Group Launches LendingWell Amid COVID-19 Pandemic
Fintech InsurTech Investment Services News

Succession Resource Group Launches LendingWell Amid COVID-19 Pandemic

Succession Resource Group, Inc. (SRG) is excited to announce the launch of LendingWell on Monday, May 4, 2020. LendingWell is a free online platform dedicated to helping independent Registered Investment Advisors, Registered Representatives, CPAs, and insurance agents and agencies find the right lender for their financing needs. LendingWell matches advisors with......
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