Search Results for: personalized services

Guided Insurance Solutions Selects Total Expert to Surface New Opportunities and Grow Insurance Practice
InsurTech News Risk Management

Guided Insurance Solutions Selects Total Expert to Surface New Opportunities and Grow Insurance Practice

Fintech News Desk
by Fintech News Desk0
Rapidly growing insurance brokerage firm taps platform to modernize marketing and strengthen sales relationships with new and existing customers Guided Insurance Solutions, LLC, an indirect subsidiary of BRP Group, Inc., has decided to collaborate with Total Expert to deploy its customer engagement platform across its insurance operations. The platform will enable......
ISG Launches Advisory Business to Help Clients Explore and Prepare for Web3, Metaverse Opportunities
Banking Digital News

ISG to Publish Report on Digital Banking Platforms

Business Wire
by Business Wire0
Upcoming ISG Provider Lens report will evaluate providers of technologies empowering banks to successfully innovate on products, business models and processes Information Services Group (ISG), a leading global technology research and advisory firm, has launched a research study examining providers of digital technologies that enable banks to adapt to rapidly......
Conduent Presents Solutions to Drive Banking Efficiencies and Improve Customer Experience at MBA Expo
Banking News

Conduent Presents Solutions to Drive Banking Efficiencies and Improve Customer Experience at MBA Expo

Fintech News Desk
by Fintech News Desk0
With 20 years of expertise in the financial industry, Conduent’s customer contact services and mortgage processing solutions bring the human touch and technology together Conduent Incorporated, a global technology-led business process solutions company, will be onsite at the Mortgage Banking Association (MBA) Servicing Solutions Conference & Expo 2023 from February 21 to......
Introducing CoinTracker Connect: The Collaboration Hub Streamlining Engagement Between Tax Professionals and Taxpayers
Cryptocurrency News

Introducing CoinTracker Connect: The Collaboration Hub Streamlining Engagement Between Tax Professionals and Taxpayers

Fintech News Desk
by Fintech News Desk0
Coinbase is the First Company to Enhance the Tax Filing Process for Tax Pros and Crypto Users Through CoinTracker Connect CoinTracker, the market leader in cryptocurrency tax and portfolio tracking for consumers, announced the launch of its newest product: CoinTracker Connect. The novel collaborative hub enables users to add their......
Opto Investments Partners with Merchant to Provide Advisors with Access to Comprehensive Private Market Investment Solution
Investment Services News

Opto Investments Partners with Merchant to Provide Advisors with Access to Comprehensive Private Market Investment Solution

Fintech News Desk
by Fintech News Desk0
Opto’s next-generation private investment platform will empower RIAs to build customized private markets portfolios using funds from distinguished investment managers Opto Investments, the technology-enabled solution that empowers independent investment advisors to confidently access private markets, announced its strategic relationship with Merchant. The engagement offers Merchant’s partner registered investment advisors (RIAs) access......
Insuretech
Featured Fintech Primers InsurTech

What is Insurtech?

Pooja Choudhary
by Pooja Choudhary0
Insurtech is the era of new technologies that are continuously transforming the insurance industry, minimizing costs for its clients and insurance companies, thereby improving efficiency, and providing its customer with a new level of satisfaction.  Understanding Insurtech    Insurtech is built on the belief that the insurance industry is mature for......
InvestCloud Partners With 55ip to Integrate Tax-Smart Technology on the InvestCloud Financial Supermarket
Investment Services News

InvestCloud Partners With 55ip to Integrate Tax-Smart Technology on the InvestCloud Financial Supermarket

Fintech News Desk
by Fintech News Desk0
55ip’s integration onto the InvestCloud Financial Supermarket™ furthers InvestCloud’s mission to transform the industry, through scalable technology aimed to deliver better financial outcomes InvestCloud, the global leader in digital transformation for the financial industry, and 55ip, the tax-smart investment platform, announce a breakthrough partnership to integrate 55ip’s tax-smart investment technology......
Meten Holding Group Ltd. Announces Introducing ChatGPT to its Under-Construction Web3 Education Platform
Blockchain News

Meten Holding Group Ltd. Announces Introducing ChatGPT to its Under-Construction Web3 Education Platform

Fintech News Desk
by Fintech News Desk0
Meten Holding Group Ltd., a leading technology-driven blockchain technology company, announced that the Company intends to introduce ChatGPT to its under-construction Web 3 education platform . We believe that ChatGPT has the potential to become a new engine for innovation and development in the education industry. 1) ChatGPT can take......
Quantalytix Launches Enterprise Bank Management Software for Credit Unions
Analytics Finance News

Quantalytix Launches Enterprise Bank Management Software for Credit Unions

Fintech News Desk
by Fintech News Desk0
Comprehensive data analytics solution provides actionable insights to enhance member experience, generate revenue Quantalytix, the provider of cloud-based Enterprise Bank Management (EBM) software for financial institutions, announced the launch of their comprehensive data analytics solution specifically tailored for credit unions. Quantalytix announces the launch of its Enterprise Bank Management software......
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