Search Results for: client experience

B2B Banking Compliance management Digital Featured Fintech Primers Technology

Understanding The Role Of Decentralized KYC Solutions For Today’s Businesses

Pooja Choudhary
All banks rely heavily on the Know Your Customer (KYC) procedure to confirm the identification of their clients. KYC verification is essential to stop criminal elements from using banks for money laundering schemes like drug trafficking, terrorism, and other crimes. Currently, the widely used manual KYC method is out-of-date, time-consuming,......
Sherry Riano and Stephen Votino Join Forces to Open Clear Mortgage Branches Nationwide
Lending Mortgage News

Sherry Riano and Stephen Votino Join Forces to Open Clear Mortgage Branches Nationwide

Business Wire
Mortgage and real estate sales industry leaders Sherry Riano and Stephen Votino announce a partnership to launch a series of Clear Mortgage branches, aimed at revolutionizing the lending landscape and providing unparalleled financial solutions to clients nationwide. Latest Fintech Interview Global Fintech Interview with Stefania Di Bartolomeo, Founder and CEO......
Steward Partners Welcomes Oswego Crest Financial Group
Finance News

Steward Partners Welcomes Oswego Crest Financial Group

PR Newswire
$230 Million team formerly with Commonwealth Financial specializes in retirement planning Steward Partners Global Advisory, LLC, an employee-owned, full-service independent partnership, welcomes Oswego Crest Financial Group affiliated with Steward Partners, based in Lake Oswego, OR, and formerly affiliated with Commonwealth Financial. The four-person team is made up of Partners and Wealth Managers......
Pinnacle Private Wealth Advisors Launches With Support From LPL Financial
Fintech News

Pinnacle Private Wealth Advisors Launches With Support From LPL Financial

Business Wire
LPL Financial LLC announced that financial advisors Matt Tabler, Mark Eberle and Mark Allison have joined LPL Financial to launch a new independent practice, Pinnacle Private Wealth Advisors. They chose to affiliate with LPL’s supported independence model, LPL Strategic Wealth Services, and reported having served approximately $650 million in advisory, brokerage......
First Hawaiian Bank Selects Q2 to Transform its Commercial Lending Business
Banking Lending News

First Hawaiian Bank Selects Q2 to Transform its Commercial Lending Business

Business Wire
Q2’s premier relationship pricing and profitability solution, Q2 PrecisionLender, enables First Hawaiian Bank to strengthen client relationships and maximize profitability Q2 Holdings, a leading provider of digital transformation solutions for banking and lending, announced that First Hawaiian Bank (“FHB”), the principal subsidiary of First Hawaiian, has selected Q2 PrecisionLender™, Q2’s......
B2B Banking Featured Fintech Primers Technology

Trust in Banking Explained With 10 Live Examples

Pooja Choudhary
This blog compiles what is trust in banking and how reliable is it for all of us as a layman. Are banks really necessary or we can manage without banks if trust is being betrayed? Let us have a brief look on the pillars of trust in the banking system......
GoLogiq Signs to Acquire Vietnam-Based Payroll and HR Fintech Platform, Symplefy, for $30 Million
Fintech News

GoLogiq Signs to Acquire Vietnam-Based Payroll and HR Fintech Platform, Symplefy, for $30 Million

GlobeNewswire
Symplefy CEO, Stephen Jones, Appointed CFO of GoLogiq as Part of All-Stock Transaction GoLogiq, a U.S.-based global provider of fintech and consumer data analytics, has signed a definitive agreement to acquire Symplefy, a provider of innovative payroll and end-to-end human resource (HR) management solutions based in Ho Chi Minh City,......
Artificial Intelligence Business Digital Featured Recommended Technology

Top 15 Business AI Tools For You

Pooja Choudhary
Technologies based on artificial intelligence (AI) have created a plethora of brand-new prospects for businesses of all sizes worldwide. There are several technologies that may enhance your company operations, whether you are a freelancer running a one-person operation or in control of several personnel. In this blog, I will be......
Global Survey Shows Wealth Management Ecosystem at Inflection Point
Investment Services News

Global Survey Shows Wealth Management Ecosystem at Inflection Point

Business Wire
Uncertainties about the outlook for global growth driving change Client experience and Digital delivery remains top priority Regulatory environment remains top challenge for industry Preference for outsourcing technology development New research from Citi Business Advisory Services, in partnership with Citi Securities Services, released highlights the need to transform business and......
Nexpay Expands Services with SWIFT Payments in 23 Currencies
Banking Digital Payments News

Nexpay Expands Services with SWIFT Payments in 23 Currencies

Fintech News Desk
Nexpay, a Lithuanian Electronic Money Institution (EMI), has expanded its service offerings for digital businesses by providing SWIFT payments in 23 currencies in addition to existing SEPA payment support Nexpay, a leading Lithuanian Electronic Money Institution (EMI) providing business banking solutions for digital companies, has announced its enhanced service offering......
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