Search Results for: client experience

ChartIQ to Rebrand as Cosaic, Sees Bright Future in Workflow Innovation
Fintech News

ChartIQ to Rebrand as Cosaic, Sees Bright Future in Workflow Innovation

Fintech News Desk
by Fintech News Desk0
Financial technology company ChartIQ,  unveiled a new company name and logo, Cosaic, bringing together its charting software, ChartIQ, and smart desktop platform, Finsemble, under one brand. The name reflects the company vision of client collaboration and problem-solving, while solidifying its reputation as a workflow solution provider. Read More: Healthfully and Paya......
Schwab Intelligent Portfolios Premium™ Wins Hybrid Advice Category in Aite Group 2020 Digital Wealth Management Impact Innovation Awards
Fintech News

Schwab Intelligent Portfolios Premium™ Wins Hybrid Advice Category in Aite Group 2020 Digital Wealth Management Impact Innovation Awards

Fintech News Desk
by Fintech News Desk0
As part of Aite Group’s recently announced 2020 Digital Wealth Management Impact Innovation Awards, Schwab Intelligent Portfolios Premium has been named the winner in the Hybrid Advice Offering category. Schwab Intelligent Portfolios Premium is a subscription-based digital advisory service that combines automated investing with unlimited guidance from a CERTIFIED FINANCIAL PLANNER™ professional.......
PCS Retirement Launches PCS Community Cares Fund
Fintech Fintech Funding News

PCS Retirement Launches PCS Community Cares Fund

Fintech News Desk
by Fintech News Desk0
In light of the unprecedented disruption to lives and livelihoods due to the Coronavirus pandemic, PCS Retirement and its affiliated companies, Aspire Financial Services, The Advisor Lab, Advisor Trust, Fiduciary Advisors and Efficient Advisors have created the PCS Community Cares Fund to help the communities in which we live, work......
RecVue Announces Strategic Partnership for Billing & Revenue Management with Effectus Group
Business Economy Fintech News

RecVue Announces Strategic Partnership for Billing & Revenue Management with Effectus Group

Fintech News Desk
by Fintech News Desk0
RecVue, the next generation order-to-cash automation platform powering the Anything-as-a-Service (XaaS) economy, has announced it has entered into a strategic partnership with Effectus Group, a leading consulting firm with practice areas that include technical accounting, IPO services, transaction advisory services, and financial operations. Read More: M Financial Group Licenses FAST......
FreedomPay Unifies Commerce Data Into Actionable Business Intelligence
Business Fintech News

FreedomPay Unifies Commerce Data Into Actionable Business Intelligence

Fintech News Desk
by Fintech News Desk0
FreedomPay, the global leader in Next Level Commerce™, introduces an industry-leading business intelligence solution that transforms digital strategy and consumer experience for merchants globally. Through BI, merchants can leverage commerce data to analyze sales performance across all selling systems, and contextualize purchase patterns all within unique, customized consumer segments. Read......
Paul Paradis Promoted to Company President and Veronica Katz, from PayPal, to Take Chief Revenue Officer Role
Fintech News

Paul Paradis Promoted to Company President and Veronica Katz, from PayPal, to Take Chief Revenue Officer Role

Fintech News Desk
by Fintech News Desk0
Sezzle Installment payment platform, Sezzle, is pleased to announce key changes to its leadership team. Effective immediately, Executive Director and Chief Revenue Officer, Paul Paradis, has been promoted to the newly created role of President at Sezzle. In this new role, his responsibilities will expand beyond merchant acquisition to include......
Artificial Intelligence Advocate Kavita Singh Joins Payrailz Executive Management Team as VP of AI Product Management
Artificial Intelligence Fintech Mobile Banking News Risk Management

Artificial Intelligence Advocate Kavita Singh Joins Payrailz Executive Management Team as VP of AI Product Management

Fintech News Desk
by Fintech News Desk0
Payrailz, a digital payments company offering smarter, more engaging payment experiences to banks and credit unions across the United States, announced the appointment of Kavita Singh as its Vice President of AI Product Management. Read More: GlobalFintechSeries Interview with Erick Pinos, Ecosystem Lead at Ontology #AI advocate Kavita Singh joins......
Notarize and Title365 Join Forces to Offer Online Closing Solutions
Business Fintech News

Notarize and Title365 Join Forces to Offer Online Closing Solutions

Fintech News Desk
by Fintech News Desk0
Notarize, the first company to enable an entirely online mortgage closing process, announces a new partnership with Title365 that extends its online closing platform to new closing agents nationwide. The companies will partner on hybrid and fully digital residential real estate closings, empowering Title365 to grow its digital mortgage experience for......
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