Search Results for: client experience

FinTech Startup Caribou Partners with Uber to Offer Drivers and Couriers Instant Auto Loan Refinancing
Mortgage News

Amrock Names Rocket Mortgage Executive Nicole Beattie as Chief Executive Officer

Fintech News Desk
by Fintech News Desk0
Brian Hughes, current CEO of the industry-leading title insurance provider, to retire November 19 Amrock, the nation’s largest provider of its kind, offering title insurance, property valuations and settlement services – and a part of Rocket Companies–  announced the upcoming retirement of Brian Hughes, the company’s Chief Executive Officer. Nicole Beattie, who......
Gr4vy Launches Magento Extension to Empower Merchants with Modern Payment Infrastructure
Cloud Digital Payments News

Gr4vy Launches Magento Extension to Empower Merchants with Modern Payment Infrastructure

Chandni Maske
by Chandni Maske0
Gr4vy also partners with Akoova to be the first to bring Gr4vy’s Magento extension to market Magento Extension and Akoova partnership enable merchants to offer advanced payment optionality  Gr4vy, a cloud-native payments company, announced the launch of its new, verified Gr4vy Magento extension. Merchants utilizing Adobe Commerce, powered by Magento,......
CORRECTING and REPLACING LOGOS IDB Bank and Lido Advisors Announce Joint Venture
Banking News

CORRECTING and REPLACING LOGOS IDB Bank and Lido Advisors Announce Joint Venture

Fintech News Desk
by Fintech News Desk0
The JV, to be called IDB Lido Wealth, will combine Lido’s superior wealth management capabilities with IDB’s full suite of private and commercial banking solutions to serve IDB’s high-net-worth clients IDB Bank (“IDB”) and Lido Advisors, LLC (“Lido”) announced the creation of a new strategic partnership and joint venture: IDB......
Over Two-thirds of Financial Services and Insurance Firms Plan to Invest More in AI, Ecosystems, and Blockchain in the Next Two Years
Fintech Investments News

Over Two-thirds of Financial Services and Insurance Firms Plan to Invest More in AI, Ecosystems, and Blockchain in the Next Two Years

Fintech News Desk
by Fintech News Desk0
Facing growing customer expectations and a crowded marketplace, FSI organizations will look to emerging technologies to facilitate smoother client experiences and enable agents to focus on proactive engagement and long-term relationship growth  Talkdesk Research survey of 200 CX professionals in the financial services and insurance industry finds rising expectations and new......
GeoWealth Secures $19 Million in Series B Funding Led by Kayne Anderson Capital Advisors with Follow-on Investment from J.P. Morgan Asset Management
Digital Asset Management Investments News

GeoWealth Secures $19 Million in Series B Funding Led by Kayne Anderson Capital Advisors with Follow-on Investment from J.P. Morgan Asset Management

Fintech News Desk
by Fintech News Desk0
The modern TAMP focused on servicing the needs of RIAs will use the minority investment to accelerate product expansion and distribution GeoWealth, a modern turnkey asset management program (TAMP) built for advisors, announced it has raised a $19 million Series B funding round led by Kayne Partners Fund, the growth......
Second Cohort of Startups to Join Northwestern Mutual Black Founder Accelerator
Fintech News

Second Cohort of Startups to Join Northwestern Mutual Black Founder Accelerator

Fintech News Desk
by Fintech News Desk0
Northwestern Mutual, in partnership with gener8tor, is honored to introduce the latest class of startups that will join the 2021 Northwestern Mutual Black Founder Accelerator powered by gener8tor. “We’re honored to be working alongside this talented group of founders and continue the positive momentum we’ve achieved through this innovative program,”......
IDB Bank And Lido Advisors Announce Joint Venture
Finance News

IDB Bank And Lido Advisors Announce Joint Venture

Fintech News Desk
by Fintech News Desk0
The JV, to be called IDB Lido Wealth, will combine Lido’s superior wealth management capabilities with IDB’s full suite of private and commercial banking solutions to serve IDB’s high-net-worth clients IDB Bank and Lido Advisors, LLC announced the creation of a new strategic partnership and joint venture: IDB Lido Wealth.......
WSFS Bank Launches Digital Integrated Payables Solution for Business Customers
Digital Digital Payments News

WSFS Bank Launches Digital Integrated Payables Solution for Business Customers

Fintech News Desk
by Fintech News Desk0
The expansion of WSFS’ technology suite allows Customers to receive and make payments more easily WSFS Bank, the primary subsidiary of WSFS Financial Corporation, announced the continued expansion of its technology suite with the launch of a digital electronic payables solution that delivers integrated Accounts Payable (AP) capabilities for Commercial......
Riskalyze and Altruist Partner to Empower Today’s Financial Advisors
Investment Services News Risk Management

Riskalyze and Altruist Partner to Empower Today’s Financial Advisors

Fintech News Desk
by Fintech News Desk0
Industry leaders in risk assessment and seamless RIA technology announce their integration Riskalyze, which provides industry-leading risk assessment and portfolio analytics to tens of thousands of financial advisors, and Altruist, provider of an all-in-one custodial solution for modern registered investment advisors (RIAs), announced their integration, which will be live next month.......
New Multi-Asset Post-Trade White Paper Highlights Growing Need for Streamlined Processes
Fintech Investments News

New Multi-Asset Post-Trade White Paper Highlights Growing Need for Streamlined Processes

Fintech News Desk
by Fintech News Desk0
Global study reveals sell-side firms have potential for transformational levels of efficiency as firms average of 9.1 post-trade processing solutions due to legacy fragmented infrastructure Most sell-side firms have a huge opportunity to transform their post-trade technology and operations to a more streamlined processing model, according to a newly released......
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