Search Results for: relationship management

xQuant Named to 2020 IDC FinTech 100 Rankings
Business Fintech News

Perry Hooker Named Managing Director for Cannon Financial Institute

Fintech News Desk
by Fintech News Desk0
SVP, Perry Hooker, has been named Managing Director Enterprise Sales and Relationship Management for Cannon Financial Institute. Cannon Financial Institute announced today that SVP, Perry Hooker, has been named Managing Director Enterprise Sales and Relationship Management. In this role, Hooker will lead the business development efforts for Cannon’s business solutions......
ForwardLane Makes AI Wealthtech Accessible to RIAs and Broker-Dealers with Bridge Financial Technology Partnership
Artificial Intelligence Fintech News

ForwardLane Makes AI Wealthtech Accessible to RIAs and Broker-Dealers with Bridge Financial Technology Partnership

Fintech News Desk
by Fintech News Desk0
Advisors can harness ForwardLane’s AI technology to deliver hyper-personalized service to clients and drive up to 50% more growth in AUM ForwardLane, the award-winning wealthtech provider of personalized client insights for wealth and asset managers, has entered into a strategic partnership with Bridge Financial Technology to provide access to artificial intelligence for......
AC Milan to Join Sports Crypto Movement with Launch of $ACM Fan Token
Banking Fintech News

Choice Technology Solutions Inks Deal with Merrick Bank

Fintech News Desk
by Fintech News Desk0
Choice Technology Solutions, a financial-technology leader in back-office automation, today announced that Merrick Bank has selected the company’s Jarvis all-in-one back-office management platform for its business needs. In the battle to stay competitive and thrive, Jarvis automation helps merchant acquirers, independent sales organizations (ISOs) and sales agents streamline processes and workflows to......
Northern Virginia’s Burke & Herbert Bank Partners with 360 View as Integral Part of their CRM Strategy
Banking Business Fintech News

Northern Virginia’s Burke & Herbert Bank Partners with 360 View as Integral Part of their CRM Strategy

Fintech News Desk
by Fintech News Desk0
Virginia’s oldest bank partners with 360 View to provide the primary tool for their next evolution in customer relationship management. 360 View provides a comprehensive view of the customer, offering Burke & Herbert Bank the ability to track every customer interaction and translate the data into relevant customer care at......
Leading Payment Processor VizyPay Reaches $1B Mark in Payments Processed in Three Years; Expects to Pass $2B in 2021
Fintech News

Leading Payment Processor VizyPay Reaches $1B Mark in Payments Processed in Three Years; Expects to Pass $2B in 2021

Fintech News Desk
by Fintech News Desk0
 VizyPay, an award-winning leader in the payment processing industry, announces it has passed the $1B milestone in payments processed since its founding in 2017 and is projected to reach a collective $2B in processing in 2021. Read More: SBLI Increases Coverage to $750K for All Risk Classes With Contactless Digital......
Levitate Partners with Redtail Technology to Bring Keep-in-Touch Marketing Solution to the Finance Industry
Business Fintech News

Levitate Partners with Redtail Technology to Bring Keep-in-Touch Marketing Solution to the Finance Industry

Fintech News Desk
by Fintech News Desk0
Users of Redtail CRM can now seamlessly integrate with Levitate’s personalized marketing tools. Levitate, the keep-in-touch marketing platform started by former ShareFile founder Jesse Lipson, announced an integration partnership with Redtail Technology, the leading provider of client relationship management (CRM) solutions for financial advisors. Read More: SBLI Increases Coverage to $750K......
CheckAlt Partners with CDP to Enhance Teller Capture Solutions for Credit Unions and Banks
Banking Fintech News

Citizens Bank & Trust Selects CheckAlt As Its Lockbox Processing Partner

Fintech News Desk
by Fintech News Desk0
Citizens Bank & Trust enhances its corporate customer services with CheckAlt’s lockbox processing solution. CheckAlt, the largest independent provider of lockbox and treasury management solutions in the U.S., has been selected by Florida-based Citizens Bank & Trust to provide lockbox services as part of the bank’s strategy to further serve......
Exploring “Investor Relations” Software and Their Benefits with Mentions On Top Globally Known Providers
Featured Fintech Investment Services

Exploring Investor Relations Software and Their Benefits

Fintech News Desk
by Fintech News Desk0
Combining finance, communication and marketing, investor relations (IR) centralizes the communication between a public company, its stakeholders and the key investors. Constant upkeep of investor relations is also important because investors play a crucial role in the success of the organization. As they are crucial to the success of the......
Juniper Square Revolutionizes Fund Administration With Technology-First Solution Designed for Commercial Real Estate
Fintech Investment Services News

Juniper Square Revolutionizes Fund Administration With Technology-First Solution Designed for Commercial Real Estate

Fintech News Desk
by Fintech News Desk0
First-of-its-kind offering combines industry-leading software and expert services to deliver transparent and responsive end-to-end fund administration for investment managers Juniper Square today announced the launch of the first-ever technology-driven fund administration service designed for the commercial real estate (CRE) industry. The offering combines leading software and an expert team to seamlessly integrate......
Corcentric Recognized as Source-to-Pay Leader by Spend Matters
Fintech News

Corcentric Recognized as Source-to-Pay Leader by Spend Matters

Fintech News Desk
by Fintech News Desk0
Fall 2020 SolutionMap scores Corcentric for Spend and Procurement Analytics, Sourcing, Contract Lifecycle Management (CLM) and Supplier Relationship Management and Risk (SRM) Corcentric, a leading provider of business spend management and revenue management software and services, today announced the company has been recognized for Spend and Procurement Analytics, Sourcing, Contract Lifecycle Management (CLM) and Supplier......
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