Search Results for: client experience

TFS Securities Deploys Envestnet Insurance Exchange & Strategist UMAs for its Advisors
Fintech InsurTech News

TFS Securities Deploys Envestnet Insurance Exchange & Strategist UMAs for its Advisors

Fintech News Desk
by Fintech News Desk0
TFS’s Advisors can Seamlessly Access Annuity Solutions from Top Insurance Carriers–Plus Customized UMA Portfolios Bringing Together Offerings from Top Asset Managers–on the Envestnet Wealth Platform Envestnet, Inc. (NYSE: ENV) announces that TFS Securities, Inc., through its TFS Advisory Services arm, has launched the Envestnet Insurance Exchange, an insurance network delivering access......
BenefitMall Continues to Show Brokers Its Commitment to Technology Innovation
Business Fintech News

BenefitMall Continues to Show Brokers Its Commitment to Technology Innovation

Fintech News Desk
by Fintech News Desk0
Benefits provider utilizes broker feedback to improve Agency Workspace platform BenefitMall, the leading provider of next generation broker services, today announces additional technology investments in its cutting-edge Agency Workspace that is utilized by over 8,000 active user accounts. Agency Workspace was launched in 2019 and is BenefitMall’s technology hub that......
Luma Financial Technologies Expands Presence in Latin America with StoneX Financial Inc. Signing
Fintech News Risk Management

Luma Financial Technologies Expands Presence in Latin America with StoneX Financial Inc. Signing

Fintech News Desk
by Fintech News Desk0
Luma Financial Technologies (“Luma”), an independent, multi-issuer structured products and annuities platform, announced that StoneX Financial Inc., a subsidiary of StoneX Group Inc. has selected the Luma platform to offer clients unparalleled access to the structured solutions market. StoneX Group, through its subsidiaries, is a leading provider of execution, risk......
Symend Survey: More Than Half of Americans Feel They’ve Been Tricked By Unsympathetic Bill Collectors
Fintech News

Symend Survey: More Than Half of Americans Feel They’ve Been Tricked By Unsympathetic Bill Collectors

Fintech News Desk
by Fintech News Desk0
Leader in Customer Engagement and Debt Recovery Explores Consumer Experiences and Attitudes Associated With Bill Payment  Symend, the leading science-driven engagement platform that transforms the way enterprises recover payments from customers, announced results of a survey of more than 1,000 American consumers about their experiences with debt collection, as well......
World's Leading Crypto Payments Processor CoinPayments Announces Strategic Partnership with Shopify
Big Data Blockchain Cryptocurrency Mobile Banking News

CoinPayments, Adopts Sumsub’s KYC Solution to make Identity Verification Effortless

Fintech News Desk
by Fintech News Desk0
The world’s largest cryptocurrency payments processor, CoinPayments, today announces its collaboration with Sumsub, an identity verification platform that provides an all-in-one technical and legal toolkit for KYC/KYB/AML needs. This partnership will simplify onboarding for CoinPayments users, while optimizing conversion rates, reducing costs by 30% and reducing time spent on routine......
Syntellis Expands Breadth, Depth of Comparative Data and Other Capabilities to Help Healthcare Finance Leaders More Quickly Understand Market Shifts, Respond and Adapt
B2C Fintech News

Syntellis Expands Breadth, Depth of Comparative Data and Other Capabilities to Help Healthcare Finance Leaders More Quickly Understand Market Shifts, Respond and Adapt

Fintech News Desk
by Fintech News Desk0
Analysis Tools Now Include Non-Acute Data and Information from All Budgeting Systems, Plus Rolling Forecasting and Enterprise Decision Support Enhancements that Drive Usability and Agility In a major initiative to further support finance teams confronting the COVID-19 crisis, Syntellis Performance Solutions announced today the inclusion of data from non-acute entities to......
Visual Lease Appoints Joe Fitzgerald SVP, Lease Market Strategy
Fintech News

Visual Lease Appoints Joe Fitzgerald SVP, Lease Market Strategy

Fintech News Desk
by Fintech News Desk0
Lease accounting and management consulting expert to inform product innovation and support GTM thought leadership Visual Lease, the leader in lease accounting and management software, today announced the appointment of Joe Fitzgerald as SVP, Lease Market Strategy. In his role, Fitzgerald will be responsible for informing product innovation, deepening strategic......
Banking Featured Fintech Fintech Startups

Why Do Financial Institutions Need To Boost Their Digital Reputation Today?

Paroma Sen
by Paroma Sen0
In an online selling world, as a financial service provider, your overall digital reputation and digital customer engagement strategy are your biggest assets, especially now during the Covid-19 pandemic.  Every fintech provider or financial institution needs to continuously show prospects and clients what sets them apart from their competition. With......
U.S. Bank Instant Card™ And TravelBank Partner To Revolutionize Digital Payments For Work, With An Integrated Virtual Card, Expense Management And Travel Solution
Banking Business Fintech News

U.S. Bank Instant Card™ And TravelBank Partner To Revolutionize Digital Payments For Work, With An Integrated Virtual Card, Expense Management And Travel Solution

Fintech News Desk
by Fintech News Desk0
TravelBank and U.S. Bank are announcing a partnership that integrates the TravelBank travel and expense management platform with the new U.S. Bank Instant Card to provide a modern and seamless all-in-one solution for corporate expense management. The Instant Card and TravelBank expense integration is the first and only solution that will allow program......
Blockchange Brings Digital Assets to The Wealth Engineering Family of Companies
Fintech Investment Services News

Blockchange Brings Digital Assets to The Wealth Engineering Family of Companies

Fintech News Desk
by Fintech News Desk0
Blockchange Inc. has been selected by The Wealth Engineering Family of Companies (WE) as the preferred Digital Asset Management Platform for their network of over 2,100 wealth advisory firms. Read More: River Valley Community Bank Selects NCR to Transform Digital Banking Experience for Consumers and Businesses “We are excited to include Blockchange as an exclusive......
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