Search Results for: client experience

60 Percent of Consumers Turn to Fintech Apps Before Accountants as Digital Adoption Soars
Finance Fintech News

60 Percent of Consumers Turn to Fintech Apps Before Accountants as Digital Adoption Soars

Business Wire
Capterra research reveals that banking and payment apps are the most popular, but consumers still seek pros for more complex tasks Fintech apps have simplified financial management and their capabilities are expected to be amplified with AI. According to Capterra’s 2023 Fintech Survey of over 870 consumer fintech users, 60% of respondents......
Introducing HipFinity: Pioneering Fintech and Payment Solutions, Exceeding Expectations with an Unmatched Customer Focus
Artificial Intelligence Digital Payments Fintech News

Introducing HipFinity: Pioneering Fintech and Payment Solutions, Exceeding Expectations with an Unmatched Customer Focus

PR Newswire
Today heralds the thrilling launch of HipFinity, a trailblazing brand ready to challenge and reshape the conventional landscape of payment and financial service providers. Rooted firmly in a promise to deliver VIP service, unrivaled security, and straightforward usability, HipFinity is poised to change payments into a seamless and exceptional experience......
Fearless Investing Summit Returns, Focuses on AUM Growth Education
Fintech Investment Services News

Fearless Investing Summit Returns, Focuses on AUM Growth Education

Business Wire
Top wealth management conference to share best-practices for marketing, client acquisition and client satisfaction Riskalyze, the industry-leading growth platform for wealth management firms, announced the return of its annual Fearless Investing Summit. Taking place at the JW Marriott Turnberry in Miami, FL from October 2-4, this year’s event will provide......
Colt Launches Breakthrough Multicast Data in the Cloud for Capital Markets
Capital Markets News

Colt Launches Breakthrough Multicast Data in the Cloud for Capital Markets

Fintech News Desk
Now available following successful Proof of Concept with Amazon Web Services Colt Technology Services, the digital infrastructure company, announced the global availability of Colt Market Data in the Cloud, its multicast data service for Capital Markets, with leading cloud provider Amazon Web Services (AWS). The service solves a complex challenge......
Arcesium and Confluence Partner to Deliver Efficiencies for the Buyside
Investment Services News

Arcesium and Confluence Partner to Deliver Efficiencies for the Buyside

PR Newswire
Arcesium, a leading global financial technology firm, and Confluence, a leading global technology solutions provider for the investment management industry, announced a partnership to deliver an integrated data management and analytics solution for middle/back-office operations for asset managers, built to bring workflow efficiency in performance, risk, and regulatory reporting. The......
LPL Financial Welcomes Blue Sky Wealth Management
Finance Fintech News

LPL Financial Welcomes Blue Sky Wealth Management

GlobeNewswire
LPL Financial LLC announced that financial advisors Joe Di Biasi and Greg McElheny, along with the team at Blue Sky Wealth Management, have joined LPL Financial’s broker-dealer, RIA and custodial platforms. They reported having served approximately $275 million in advisory, brokerage and retirement plan assets*, and join LPL from Woodbury,......
tru Independence Launches $500 Million Sykon Capital
Fintech News

tru Independence Launches $500 Million Sykon Capital

Business Wire
tru Independence, (“tru”) a $10 billion and growing national independent advisory community, announces the launch of Sykon Capital (“Sykon”), the latest firm to join tru’s growing roster of independent advisory businesses. Sykon is the second group from the New York City area to partner with tru in the past three months and signifies......
Citi TTS Selects Pismo to Enrich Global Demand Deposit Account Solutions
Banking Digital Payments News

Citi TTS Selects Pismo to Enrich Global Demand Deposit Account Solutions

Business Wire
Citi Treasury and Trade Solutions (TTS) and Pismo, the next-gen banking and payments software company, jointly announced their relationship in which Citi will use Pismo’s technology platform to help strengthen Citi’s corporate demand deposit accounts (DDA), to clients worldwide. Latest Fintech Interview: Global Fintech Interview with Paul Monk, Chief Executive......
Banking Featured Fintech Fintech Primers Technology

The Fintech Revolution: Accelerating Bank Performance In The Dynamic Landscape Of 2023

Pooja Choudhary
“Banks can partner with fintech to build an ecosystem where the size of the pie grows for the banks and third parties.” – Mike Henry, Scotiabank Banks need to heavily invest in fintech solutions and implement digital strategies to keep up with the ever-changing competitive landscape. This blog has highlighted that......
Growth-Minded Foundations Financial Partners Chooses Commonwealth
Finance News

Growth-Minded Foundations Financial Partners Chooses Commonwealth

Business Wire
Firm with $881 million in assets will take advantage of Entrepreneurial Capital program to support its acquisition and succession plans Commonwealth Financial Network, a national firm dedicated to providing financial advisors with holistic, integrated business solutions, announces the addition of Foundations Financial Partners of Doylestown, Pennsylvania, to its network of......
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