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Why Do Financial Advisors and Fintechs Need a Sound Omnichannel And Digital Prospecting Strategy?

Paroma Sen
For tech sales and marketing teams as well as financial advisors who’ve been prospecting for clients during the ongoing Covid-19 pandemic, acquiring new business has been a bigger challenge than usual during the downtime. However, the right strategy combined with the right balance of reach and creative efforts can help......
ING Direct Chooses Expert System's Natural Language Understanding AI to Augment Robotic Process Automation
Artificial Intelligence Fintech News Robotic Process Automation

ING Direct Chooses Expert System’s Natural Language Understanding AI to Augment Robotic Process Automation

Fintech News Desk
Expert System announced that ING has chosen to extend AI-based automation benefits across the organization and improve back office operations. Expert System’s Natural Language Understanding (NLU) capabilities will be instrumental in augmenting ING customer service agents and accelerating the application of Robotic Process Automation (RPA) to a broader range of knowledge-based processes.......
INTL FCStone Significantly Expands Relationship With Eventus Systems for Market Surveillance in EMEA Region
Capital Markets Fintech News Risk Management

INTL FCStone Significantly Expands Relationship With Eventus Systems for Market Surveillance in EMEA Region

Fintech News Desk
After successful transition to Eventus in U.S. last year, firm taps Validus platform for futures, fixed income and equities surveillance in Europe Eventus Systems, a multi-award winning global trade surveillance and risk management software platform provider, announced that INTL FCStone Ltd., the London-based European subsidiary of Fortune 500 company INTL FCStone......
Hyland and Duck Creek Extend Partnership, Release Onbase Accelerator for Duck Creek Policy and Billing
Business Fintech InsurTech News

Hyland and Duck Creek Extend Partnership, Release Onbase Accelerator for Duck Creek Policy and Billing

Fintech News Desk
Hyland, a leading content services provider, and Duck Creek Technologies, a leading provider of insurance core system solutions, have launched new integrations between the two platforms to bolster data management and provide a complete view. The OnBase Accelerator for Duck Creek Policy and Billing has been finalized, and offers cloud-based content services capabilities, including......
Smarsh Launches Enterprise Archive Powered by Microsoft Azure
Business Fintech News Risk Management

Smarsh Launches Enterprise Archive Powered by Microsoft Azure

Fintech News Desk
Smarsh, helping customers get ahead – and stay ahead – of the risk within their electronic communications, announced that the Enterprise Archive is now available on Microsoft Azure. Read More: Bank of Montreal, Motley Fool, Pernod Ricard USA and Wabtec Among Customers That Signed On With BlackLine In Q1 2020 “By......
Computer Guidance Corporation and Nvoicepayâ„¢ Execute Partnership Agreement Delivering Integrated Payment Automation Solutions for Commercial Contractors
Fintech News

Visual Lease Introduces Enhanced Lease Accounting Reporting Capabilities for Global & National Businesses

Fintech News Desk
20.2 release delivers industry-leading GASB 87 & FASB 842 compliance functionality Visual Lease, the leader in lease accounting and management software, announced its latest product release, 20.2, providing expanded lease accounting and reporting capabilities for global and national companies required to comply with GASB 87 and FASB 842. Read More:......
Crypto Wallet BRD Surpasses 6 Million Users, Paves Way for Mainstream Adoption
Blockchain Cryptocurrency Fintech News

BRD Integrates with Hedera Hashgraph to Drive Enterprise Adoption of Scalable, Secure, and Faster DLT

Fintech News Desk
Hedera’s HBAR has been added to BRD’s consumer wallet, which is powered by BRD’s Blockset product for enterprises BRD, the most secure mobile cryptocurrency wallet, has announced a strategic relationship with enterprise-grade distributed public ledger platform Hedera Hashgraph. Hedera’s native cryptocurrency, HBAR, is now available in the BRD consumer wallet, making it......
FinancialForce Announces Partnership with Gainsight for Customer Centricity, and Integration with Plaid for Banking Ease-of-Use
Banking Business Fintech News

FinancialForce Announces Partnership with Gainsight for Customer Centricity, and Integration with Plaid for Banking Ease-of-Use

Fintech News Desk
FinancialForce Integrations with major ISVs deepen customers’ ability to connect the front and back office and reconcile their financials with their banks FinancialForce, provider of the only modern ERP suite and the #1 professional services automation (PSA), announced it has entered a partnership with customer success platform leader Gainsight, and......
Derivative Path Raises $35 Million in Growth Equity Funding From FTV Capital
Capital Markets Fintech Fintech Funding News Risk Management Trading

Derivative Path Raises $35 Million in Growth Equity Funding From FTV Capital

Fintech News Desk
Derivative Path’s first institutional round will accelerate expansion of cloud-based capital markets technology and services platform Derivative Path, (DPI), a leading capital markets financial technology and services company, announced today that it has secured $35 million in growth equity funding from FTV Capital, a successful investor in innovative, high-growth companies within the......
VTS Launches VTS Market & Marketplace Enabling Remote Leasing for the First Time
Capital Markets Fintech News

VTS Launches VTS Market & Marketplace Enabling Remote Leasing for the First Time

Fintech News Desk
VTS, the commercial real estate industry’s leading leasing and asset management platform, announced the availability of VTS Market, the CRE industry’s first integrated, online marketing platform that enables landlords and their agency teams to market and lease their available spaces remotely for the first time. Read More: GlobalFintechSeries Interview with......
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