Search Results for: customer experience platform

Patterson & Associates Digitally Transforms With Applied
B2B Banking Business Digital Fintech News

Patterson & Associates Digitally Transforms With Applied

Fintech News Desk
Independent insurance agency to seamlessly connect staff and customers through an open management system and mobile customer service technology Applied Systems® today announced that Patterson & Associates has selected the Applied Digital Agency™ solution to digitally transform its business. To provide a simpler, more digital customer experience, the agency will......
Primer Launches Open App Framework for Payments
Business Fintech News

Primer Launches Open App Framework for Payments

Fintech News Desk
Primer, the UK-founded fintech backed by Accel and Balderton, today announces the launch of Primer Connect, an open app framework that enables third-party payments services to build integrations, or ‘connections’, on top of Primer’s unified checkout and payments APIs. Primer’s open app framework is the first of its kind, with......
Lightspeed Partners with dLocal to Power Payments for Independent Merchants in Mexico
Business Fintech News

Lightspeed Partners with dLocal to Power Payments for Independent Merchants in Mexico

Fintech News Desk
Partnership between global commerce leader and emerging market financial technology unicorn provides reliable payment technology tailored to specific needs of Mexican SMBs dLocal, the foremost payment platform connecting global merchants to emerging markets, and Lightspeed, a leading provider of cloud-based, omnichannel commerce platforms, today announced a new partnership. The collaboration will......
Access Softek Adds AI-Enabled Agent Advisor to Live Chat Solution
Artificial Intelligence Banking Digital Fintech News

Access Softek Adds AI-Enabled Agent Advisor to Live Chat Solution

Fintech News Desk
Access Softek, Inc., an omnichannel digital banking platform provider, announced the launch of Agent Advisor the latest feature of its Live Chat solution. .@AccessSoftek adds #AI-enabled Agent Advisor to Live Chat solution Agent Advisor utilizes artificial intelligence (AI) to recognize customer queries submitted via live chat and immediately provides auto-populated......
Rob Swanson Joins MUFG Union Bank as Northern California Market President for Commercial Banking
Business Digital Fintech Investment Services News

Altruist Names Pete Dorsey as Chief Strategy & Revenue Officer

Fintech News Desk
Altruist, a fully-integrated digital investment platform for RIAs, appoints Pete Dorsey, former National Managing Director at TD Ameritrade Institutional, to its executive team as Chief Strategy and Revenue Officer. Mr. Dorsey joins the Altruist team with over two decades of experience in the RIA business, working with the country’s largest......
JPMorgan Chase Announces Initiatives to Support Minority-Owned and Diverse-Led Financial Institutions
Banking Digital Fintech Investment Services News

JPMorgan Chase Announces Initiatives to Support Minority-Owned and Diverse-Led Financial Institutions

Fintech News Desk
JPMorgan Chase today announced initiatives to further support Minority Depository Institutions (MDIs) and diverse-led Community Development Financial Institutions (CDFIs), as part of the firm’s recently announced $30 billion commitment to advancing racial equity. MDIs and CDFIs provide vital financial services in communities that are often underserved. In order to provide this necessary funding......
BeSmartee Secures Strategic Growth Investment From M33 Growth
Fintech InsurTech Investment Services News Risk Management

BeSmartee Secures Strategic Growth Investment From M33 Growth

Fintech News Desk
The investment will be used to continue accelerating growth, driving customer success and fueling product innovation for the digital mortgage software provider. BeSmartee, leading software provider and founder of modern digital mortgage platforms for financial institutions, announced today that it has secured a strategic growth investment from M33 Growth, a......
Oconee State Bank Taps FINBOA to Automate Back-Office Workflows
Banking Digital Fintech News

Oconee State Bank Taps FINBOA to Automate Back-Office Workflows

Fintech News Desk
Oconee State Bank has partnered with FINBOA, a leading innovator in digital automation and regulatory compliance for financial institutions, to empower their back-office workforce with end-to-end automation that digitizes time-consuming workflows. Read More: Curioinvest Launches Capital Dex, the Decentralized Exchange Primarily For Security Tokens As the COVID-19 outbreak disrupted day-to-day banking......
90+ Financial Institutions Provide Real-Time Payments Through Jack Henry
Banking Fintech InsurTech Investment Services News Risk Management

90+ Financial Institutions Provide Real-Time Payments Through Jack Henry

Fintech News Desk
More than 170 banks and credit unions are contracted with Jack Henry to access the RTP® network and Zelle®, providing consumers and businesses with faster funds availability Jack Henry & Associates, Inc. , a leading provider of technology solutions and payment processing services primarily for the financial services industry, confirmed......
Luma Partners with Insurance Technologies to Bring Annuities Solution to Market
Fintech InsurTech Investment Services News Risk Management

Luma Partners with Insurance Technologies to Bring Annuities Solution to Market

Fintech News Desk
Luma Financial Technologies (“Luma”), an independent, multi-issuer structured products and annuities platform, announced today that they have selected Insurance Technologies, LLC, provider of FireLight®, a multi-carrier end-to-end insurance and retirement sales platform, as its latest partner to bring their annuities solution, “Luma Annuities,” to market. Read More:  2021 – The......
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