Search Results for: client experience

William D. Green Joins Advisor360° Board of Directors
Business Fintech News

William D. Green Joins Advisor360° Board of Directors

Fintech News Desk
The former Chairman and CEO of Accenture brings long-term enterprise knowledge and relationships to the WealthTech company’s board Advisor360°, provider of a unified, integrated software suite for advisors, clients, and Broker-Dealers/Rollup-RIAs today announced that seasoned enterprise IT industry veteran William (Bill) D. Green has joined the company’s board of directors. Read More: The......
Kasisto to Integrate its Conversational AI into NCR Digital Banking Technology
Artificial Intelligence Fintech Mobile Banking News

Kasisto to Integrate its Conversational AI into NCR Digital Banking Technology

Fintech News Desk
Kasisto’s KAI platform will be integrated into NCR Digital Banking platforms to deliver an intelligent virtual assistant to NCR clients Kasisto, creators of the leading digital experience platform for the financial services industry today announced they are integrating Kasisto’s consumer banking virtual assistant (KCB) and its KAI platform, into NCR Digital Banking technology. Read......
Insurance Technologies Announces Acquisition by Thomas H. Lee Partners
Business Fintech InsurTech Investment Services News

Insurance Technologies Announces Acquisition by Thomas H. Lee Partners

Fintech News Desk
Insurance Technologies, LLC (“InsTech” or the “Company”), a provider of sales and regulatory automation solutions for the insurance and financial services industries, and Thomas H. Lee Partners, L.P. (“THL”), a premier private equity firm investing in growth companies, today announced that they have entered into a definitive agreement under which......
Fintech Startup, Flaist, Launches New Technology that Gives Banking and Financial Institutions AI Customer Service Agents
Artificial Intelligence Banking Fintech Fintech Startups News

Fintech Startup, Flaist, Launches New Technology that Gives Banking and Financial Institutions AI Customer Service Agents

Fintech News Desk
Fintech startup, Flaist, announces the launch of a new conversational AI tool – called EVA – that helps credit unions, community, and regional banks with personalized customer service. The fintech startup, Flaist, has announced the launch of a new conversational AI tool – called EVA – that helps credit unions,......
Pandemic Boosts Interest in White Label Prepaid Card Programs, According to KnowByLity’s Banking and FinTech Experts
Banking Fintech News

Businesses Struggle to Seize Fintech Opportunities Due to Tech Challenges, Says KnowByLity’s White Label Platform Experts

Fintech News Desk
Financial inclusion via alternative banking opportunities has opened opportunities for individuals and businesses around the globe. Yet many organizations that recognize the value of these fintech solutions have struggled to adopt them due to the lack of in-house expertise. Financial inclusion via alternative banking opportunities has opened opportunities for individuals......
Xero revamps Starter plan to support sole traders in a rapidly changing small business economy
Business Fintech News

Xero revamps Starter plan to support sole traders in a rapidly changing small business economy

Fintech News Desk
Xero unveils new insights, payment and cash flow updates at its virtual event Xero On Air Xero, the global small business platform, today announced that it is increasing the limits on its Starter plan, alongside improving the functionality of payments and insights tools, to help sole traders and new small......
Raiffeisen Bank International Launches RaiConnect Powered by Moxtra
Banking Business Fintech News

Raiffeisen Bank International Launches RaiConnect Powered by Moxtra

Fintech News Desk
Delivering on consumer expectations in the digital age has been a key focus for businesses in recent years, yet the importance of meeting these expectations has accelerated drastically in light of the global pandemic. In order to provide an exceptional high-touch digital experience for its customers, Raiffeisen Bank International (RBI) today announces......
Tellimer Adds Asia Equity Experts CGS-CIMB to Global Insights Network
Fintech News

Tellimer Adds Asia Equity Experts CGS-CIMB to Global Insights Network

Fintech News Desk
Tellimer Group (“Tellimer), the London-headquartered financial information & data platform announces the addition of CGS-CIMB, a global leader and expert on Asia-Pacific equity markets, to its ground-breaking global Insights network. Read More: BillingPlatform Increases Standing in MGI 360 Ratings Report for Agile Monetization Solutions CGS-CIMB will use Tellimer’s advanced content distribution technology......
The Maples Group Selects AQMetrics Cloud-Based Technology Platform for Regulatory Reporting
Fintech Investment Services News Risk Management

The Maples Group Selects AQMetrics Cloud-Based Technology Platform for Regulatory Reporting

Fintech News Desk
The Maples Group has adopted AQMetrics regulatory reporting platform to perform data aggregation, risk calculations and ongoing UCITS investment breach risk monitoring and reporting. In addition, the Maples Group has implemented the AQMetrics AIFMD, Form PF and CPO PQR reporting modules that form part of the AQMetrics risk and regulatory......
XP Inc. Announces Wealth Management Partnership
Banking Business Fintech News

XP Inc. Announces Wealth Management Partnership

Fintech News Desk
XP inc , a leading, technology-driven financial services platform and a trusted provider of low-fee financial products and services in Brazil, announced that the company has formed a partnership in the Wealth Management segment with a group of experienced private bankers that are former executives of Credit Suisse Hedging-Griffo. XP......
1