Search Results for: client

Encore Financial Group Joins Advisor Group to Improve Client Experience and Accelerate Growth
Finance News

Encore Financial Group Joins Advisor Group to Improve Client Experience and Accelerate Growth

PR Newswire
by PR Newswire0
Former ONESCO Firm with $340 Million in Client Assets Affiliates with Savage and Associates, One of Advisor Group’s Largest Groups Advisor Group, one of the nation’s largest networks of independent wealth management firms, announced the affiliation of Encore Financial Group (Encore) of Cheboygan, MI, through Savage and Associates (Savage), one of Advisor Group’s largest......
Lenders Cooperative Grows Executive Team With Additions of New Head of Client Success, Managing Director
Banking News

Lenders Cooperative Grows Executive Team With Additions of New Head of Client Success, Managing Director

Business Wire
by Business Wire0
Lenders Cooperative, a client-owned cooperative that represents a community of forward-thinking banking institutions, announced that it is growing its executive team with the addition of two new hires: Liz Flowers as the company’s new Head of Client Success, and Phil Maurer as Managing Director. Latest Fintech Interview: Global Fintech Interview......
BMO Enhances Premium Rewards Mastercard for U.S. Private Wealth Clients
Fintech News

BMO Enhances Premium Rewards Mastercard for U.S. Private Wealth Clients

PR Newswire
by PR Newswire0
The enhanced BMO Wealth Management Premium Rewards Credit Card features a new 5-4-3-2-1 rewards model, an upgrade to an enhanced suite of Mastercard benefits, and a $100 annual travel credit and Trusted Traveler credit furnished by BMO BMO has enhanced its Premium Rewards Mastercard for U.S. Private Wealth clients to offer more rewards,......
TaskUs Launches TaskGPT to Help Clients Unleash the Transformative Power of Generative AI in Customer Service Operations
Artificial Intelligence News

TaskUs Launches TaskGPT to Help Clients Unleash the Transformative Power of Generative AI in Customer Service Operations

GlobeNewswire
by GlobeNewswire0
TaskGPT is the latest solution from TaskUs’ AI Services Business TaskUs, Inc., a leading provider of outsourced digital services and next-generation customer experience to the world’s most innovative companies, announced the launch of TaskGPT, a powerful customer service application powered by Generative AI. The new offering builds on TaskUs’ work......
Biz2X Announces New Account Opening Product for Business Banking Clients
Banking News

Biz2X Announces New Account Opening Product for Business Banking Clients

GlobeNewswire
by GlobeNewswire0
Biz2X is excited to announce its new Account Opening product. This breakthrough technology allows banking clients to quickly and efficiently open new deposit accounts, enabling faster funding for borrowers. New small and medium-sized businesses are cropping up every day. The integration of Biz2X’s Lending and Account Opening products can help......
Bitget Partners with Copper to Offer Institutional Clients Off-Exchange Settlement
Digital Asset Management News

Bitget Partners with Copper to Offer Institutional Clients Off-Exchange Settlement

PR Newswire
by PR Newswire0
Bitget, top crypto exchange and copy trading platform, announced that it would partner with Copper, the leading digital asset custody provider, to introduce an off-exchange settlement solution. It enables institutional clients to trade and settle in near real-time across exchanges while mitigating counterparty risk and increasing capital efficiency. Bitget will become the sixth major......
New Citizens Private Client World Elite Mastercard Brings Innovative Design Elements
Digital Payments News

New Citizens Private Client World Elite Mastercard Brings Innovative Design Elements

Business Wire
by Business Wire0
Citizens is introducing the Citizens Private Client World Elite Mastercard, the first launch with its exclusive payments partner, Mastercard, and the first card product in the U.S. to include Mastercard’s Touch Card feature. “The launch of the new Citizens Private Client Mastercard is an exciting milestone in our expanded partnership with......
BetaNXT Launches Enhanced Client Communications Solutions for Financial Services Firms
Finance News

BetaNXT Launches Enhanced Client Communications Solutions for Financial Services Firms

PR Newswire
by PR Newswire0
Investor Communications Technology Improves the Advisor and Investor Experience BetaNXT, a provider of wealth management infrastructure software with real-time data capabilities and an enhanced advisor experience, announced at the SIFMA Operations Conference and Exhibition in Orlando the rollout of an enhanced Client Communications Solutions to help financial services firms digitally transform......
Tax Season Survey of Main Street Accountants Raises Alarms for Small Business Clients
Compliance management News

Tax Season Survey of Main Street Accountants Raises Alarms for Small Business Clients

Business Wire
by Business Wire0
The Avalara Accountants Confidence Report points to difficulties ahead for small businesses to access capital, increase profits, raise revenues, hire new employees, and control costs Avalara, Inc., a leading provider of cloud-based tax compliance automation for businesses of all sizes, announced the release of a new survey of over 500......
Cornerstone Advisors Partners with VPCtech to Provide Bank and Credit Union Clients with Advanced Fiserv DNA Platform Expertise
Fintech News

Cornerstone Advisors Partners with VPCtech to Provide Bank and Credit Union Clients with Advanced Fiserv DNA Platform Expertise

PR Newswire
by PR Newswire0
Cornerstone Advisors, a leading management and technology consultancy for banks, credit unions and fintech firms, announced that it has entered into an exclusive partnership agreement with VPCtech, a specialized technology advisory and implementation services firm, to jointly provide clients with an elevated level of services to optimize their DNA account processing......
1