Search Results for: client onboarding

Fenergo Wins 'Best CLM Solution' Award By Asian Private Banker
Business Fintech News

Fenergo Awarded for Best On-Boarding and Best Compliance at Wealthbriefing European Awards 2020

Fintech News Desk
by Fintech News Desk0
Fenergo, the leading provider of digital transformation, customer journey and client lifecycle management (CLM) solutions has won awards for ‘Best On-Boarding’ and ´Best Compliance` at the 8th Annual WealthBriefing European Awards.  Read More: High Performance Accounting Software Company Changes Name to AccountingWare Showcasing best of breed providers in the global private......
Bridge Launches Powerful New Version of Wealth Management Data and Portfolio Accounting Platform
Fintech News

Bridge Launches Powerful New Version of Wealth Management Data and Portfolio Accounting Platform

Fintech News Desk
by Fintech News Desk0
Next-gen data engine expands platform benefits, increases efficiency, accuracy and speed of advisors’ operations, coincides with new FinTech industry partnerships Bridge Financial Technology (“Bridge”), provider of an automation-driven portfolio management platform that simplifies and streamlines back-office functions for advisors and wealth managers, launched the next generation of its powerful core......
Qgiv Named Fundraising Technology Leader with the Best Results for the Second Consecutive Year by G2 Fall Report
Fintech News

Qgiv Named Fundraising Technology Leader with the Best Results for the Second Consecutive Year by G2 Fall Report

Fintech News Desk
by Fintech News Desk0
Qgiv is ranked as fundraising software with the best overall results among G2’s Fall 2020 fundraising technology leaders. Qgiv, a leading provider of nonprofit fundraising technology, has again received multiple awards in G2’s fundraising software category, including the Best Results overall award for the second consecutive year, Best Results Small......
Wildfire Systems is First to Offer Coupon Auto-Apply Functionality in a White-Label Rewards and Loyalty Platform
Banking Fintech Mobile Banking News

Banco Caja Social Provides Customers With An End-To-End Digital Banking Experience On The Backbase Platform

Fintech News Desk
by Fintech News Desk0
Backbase, a digital-first banking platform, announced that it has built a new cross-business platform for Banco Caja Social. The new platform, built from Backbase’s industry leading software, has improved the user experience and online access for the bank’s customers. This marks a new milestone in the digitization of Banco Caja Social, an institution......
Raymond James Expands Relationship with Tegra118 to Build Additional UMA Functionality
Business Fintech News

Tegra118 Expands Front Office Digital Solutions Powered by Finantix

Fintech News Desk
by Fintech News Desk0
Tegra118 further elevates its wealth advisor front office experience that enables advisors to deliver more personalized, informed advice to investors Tegra118, a top provider of wealth and asset management technology and Motive Partners company, today announced its expansion of new front office capabilities to strengthen its robust wealth tech platform......
TigerWit Expands Services with the Launch of Global Affiliate Program
Cryptocurrency Currency Exchange Fintech News

TigerWit Expands Services with the Launch of Global Affiliate Program

Fintech News Desk
by Fintech News Desk0
Leading Fintech service provider, TigerWit has announced the launch of its flagship Global Affiliate Program to build on its recent expansion. The new program will enable affiliate partners to benefit from the innovative trading technology that the company has developed, offering clients instant access to a wide range of financial products......
Temenos SaaS Supports Flowe in Launching an Ethical Challenger Bank in Record Time
Banking Fintech News

Temenos SaaS Supports Flowe in Launching an Ethical Challenger Bank in Record Time

Fintech News Desk
by Fintech News Desk0
Flowe, the environmentally-friendly Italian challenger bank, went live in just 5 months with Temenos Transact, core banking and AI-powered Financial Crime Mitigation, delivered as SaaS With Temenos SaaS technology, Flowe has created a hyper-efficient cost structure that enables the bank to deliver more value to its customers. Temenos SaaS technology......
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Healthcare Fintech Leader Cedar Chooses Nordis Technologies to Produce Patient Financial Communications

Fintech News Desk
by Fintech News Desk0
Cedar, a leading patient engagement and financial technology platform, has selected Nordis Technologies to produce and deliver medical bills and other patient communications for its provider clients. By year-end, Nordis’ cloud-based Expresso® customer communication management (CCM) solution and integrated print/mail production centers will handle more than 1 million statements a month for Cedar. “Nordis......
Less than One-Third of Wealth Managers in North America are Scaling AI Across Their Businesses, Accenture Report Finds
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10 Startups Selected for Accenture’s 2020 FinTech Innovation Lab Asia-Pacific

Fintech News Desk
by Fintech News Desk0
Accenture and 19 leading financial services firms to mentor financial technology entrepreneurs in seventh annual program   Ten leading fintech companies have been selected for the seventh annual FinTech Innovation Lab Asia-Pacific, a mentorship program created by Accenture (NYSE: ACN) that helps startups fine-tune their business plans and solutions by pairing......
CPACharge and TaxDome Release New Integration with Mobile, Remote Access Capabilities
Fintech News

CPACharge and TaxDome Release New Integration with Mobile, Remote Access Capabilities

Fintech News Desk
by Fintech News Desk0
The ability to operate a practice remotely is an important driver of CPA firm success in 2020 Managing an accounting practice or CPA firm online has changed from an option to a necessity in the current pandemic. That’s why the vertical-specific technology companies CPACharge and TaxDome partnered recently to help accounting professionals......
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