Search Results for: client experience

Visual Lease Launches VL University, an On-Demand Virtual Training Center
Fintech News

Visual Lease Launches VL University, an On-Demand Virtual Training Center

Fintech News Desk
by Fintech News Desk0
Self-service, video-based instruction helps customers maximize the use of their lease lifecycle management solutions Visual Lease, the leader in lease accounting and management software, today announced the release of its self-service online training center, VL University (“VLU”), to provide easily accessible, on-demand video resources that demonstrate how to effectively use......
FIDx and Halo Announce Partnership to Expand Annuity Distribution to Halo's Protective Investing Platform
Business Fintech Investment Services News

FIDx and Halo Announce Partnership to Expand Annuity Distribution to Halo’s Protective Investing Platform

Fintech News Desk
by Fintech News Desk0
The Integration Enables Halo Platform Users to Find a Range of Annuities to Meet Client Retirement Needs FIDx, a product-agnostic platform that seamlessly integrates insurance solutions with wealth management platforms, announced a strategic partnership with Halo Investing, a marketplace provider that connects investors to protective investment products. The integration will......
GammaRey Announces Appointment of David Crockett as Chairman of the Board of Directors
Banking Blockchain Fintech News

GammaRey Announces Appointment of David Crockett as Chairman of the Board of Directors

Fintech News Desk
by Fintech News Desk0
GammaRey, a global fintech company disrupting the remittance industry by revolutionizing the traditional banking structures through the implementation of blockchain technologies, announced the appointment of fintech industry veteran David Crockett, as Chairman of its Board of Directors (the “Board”). “I am privileged to expand my role at GammaRey as Chairman......
Temenos Names Roger Klantschi EVP of Delivery for the Americas to Drive Customer Business Value and Success
Banking Business Economy Fintech News

Temenos Names Roger Klantschi EVP of Delivery for the Americas to Drive Customer Business Value and Success

Fintech News Desk
by Fintech News Desk0
Temenos, the banking software company, announced that Roger Klantschi has been appointed as Executive Vice President of Delivery, Americas, effective immediately. In this new role, Roger will be leading Services and Support for North America and Latin America & Caribbean, with a focus on building customer value and success in......
UBS Hires Three Financial Advisors in Los Angeles and Orange County
Banking Business Fintech Investment Services News

UBS and Banco do Brasil Launch UBS BB Investment Bank and Unveil the Firm’s Leadership Team

Fintech News Desk
by Fintech News Desk0
UBS and Banco do Brasil announced the name of their strategic partnership in South America, UBS BB Investment Bank (“UBS BB”), as well as its executive leadership team and brand identity. Positioned to become the leading investment bank in the region, UBS BB will provide clients with access to M&A and advisory......
BTSE.com Launches Brave New Coin’s DeFi Index - Perpetual Swap with Leverage Trading for DeFi Exposure
Fintech News

BTSE.com Launches Brave New Coin’s DeFi Index – Perpetual Swap with Leverage Trading for DeFi Exposure

Fintech News Desk
by Fintech News Desk0
As part of the BNC/BTSE expanded partnership,the BNC-BTSE DeFi Index launch is the first of a series of innovative derivatives products to launch on BTSE this year Digital asset data infrastructure company Brave New Coin (https://bravenewcoin.com/) today announced the rollout of its long-awaited DeFi index, and made available on BTSE as a perpetual swap......
CI Financial and d1g1t Inc. Expand Strategic Alliance To Drive Accelerated Growth Across North America and Globally
Business Fintech News Risk Management

CI Financial and d1g1t Inc. Expand Strategic Alliance To Drive Accelerated Growth Across North America and Globally

Fintech News Desk
by Fintech News Desk0
CI’s Assante Wealth Management and CI Investment Services to Integrate d1g1t Inc. Technology Platform Fastest-Growing Canada-Based Enterprise Wealth Management Fintech Provider to Support Continued Scalable and Seamless RIA Acquisitions by CI Financial CI Financial Corp. (“CI”) (TSX: CIX), and d1g1t Inc., the first provider of an enterprise wealth management platform powered......
Admiral Seguros Is The First Spanish Insurer To Use Artificial Intelligence To Assess Vehicle Damage
Artificial Intelligence Fintech News

Admiral Seguros Is The First Spanish Insurer To Use Artificial Intelligence To Assess Vehicle Damage

Fintech News Desk
by Fintech News Desk0
– Admiral Seguros is pioneering the use of Artificial Intelligence in the Spanish insurance sector to assess auto damage, creating immediate payment offers to policyholders – By sending photos via Tractable while reporting an accident, policyholders can resolve claims in minutes, even while on their initial phone call For the......
North American to Join the Ensight™ Marketplace Platform
Fintech InsurTech News

North American to Join the Ensight™ Marketplace Platform

Fintech News Desk
by Fintech News Desk0
Ensight, the leading life and annuity digital sales acceleration platform for insurance carriers, distributors and financial professionals, announced a new partnership with North American Company for Life and Health Insurance® (“North American”) in a move that brings the addition of North American Indexed Universal Life (IUL), Guaranteed Universal Life (GUL)......
J.P. Morgan Asset Management Partners with SAP to Enhance Morgan Money Liquidity Platform
Fintech News Risk Management

J.P. Morgan Asset Management Partners with SAP to Enhance Morgan Money Liquidity Platform

Fintech News Desk
by Fintech News Desk0
J.P. Morgan Asset Management announced a new partnership with SAP Software Solution Partner Program. Leveraging SAP’s Cloud Platform, the firm’s liquidity management platform, Morgan Money, is now available to SAP customers through SAP Treasury Management, a solution within the SAP Intelligent Enterprise offering customers real-time cash visibility and allowing them to improve......
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