Search Results for: personalized services
Vise Partners with Paul Hatch’s Vestria Capital to Help Financial Advisors Create Custom Portfolios in Minutes
Vise, the technology platform that allows financial advisors to build custom portfolios for their clients in minutes, is partnering with Vestria Capital, a new RIA accelerator led by Paul Hatch that provides flexible capital to growth-oriented firms. A 30-year veteran of the financial advisory industry, Mr. Hatch is the former Vice Chairman......
Accenture & Microsoft Assisting Natwest to Upgrade Legacy Architecture
Natwest is utilizing Accenture and Microsoft integrated platforms to frame a new interactive user engagement system that will reconstitute the existing legacy multi-system infrastructure. The new platform will revamp and integrate all the contact points along with network branches, customer interaction interface, online and video banking, and grievance channels with......
New Mastercard Research on SMB Shows Key Technology Solutions That Are Removing Their Biggest Barriers
Small business is anything but business as usual today. As they face a rising number of challenges, including rapidly changing market conditions, business owners must have the flexibility to respond quickly. Rising costs due to inflation and evolving pandemic protocols are putting mounting pressure on most businesses’ bottom line. To......
Baird Launches Russell Investments’ PMAs on Its Advisory Platform
Institutional-quality PMA suite features active and direct indexing solutions with customizable overlay The Baird SMA Network has added Russell Investments’ full suite of Personalized Managed Accounts (PMAs) to its advisory platform. This partnership will give Baird’s private wealth management advisors and their clients access to Russell Investments’ outcome-oriented PMAs, which......
Helix Helps Mana Deliver Embedded Banking Solutions Tailored for Gamers
Mana Offers Digital Banking Services Through Its Online Gaming App Helix by Q2, a cloud-native core purpose built for embedded finance, has announced that Mana Interactive Inc., an online gaming app founded in 2021, has launched its new banking service through Helix’s embedded finance solution. This service includes Visa debit......
GoDocs Rolls out Nationwide Account Management Team
GoDocs, the automation leader in commercial loan document generation, announces the launch of their nationwide account management team. This latest expansion is a direct reflection of the company’s commitment to a customer-centric culture. While GoDocs is leveraging the latest automation technology, they continue to stay focused on the customer experience.......
Jack Henry and Array Collaborate to Improve Consumers’ Financial Health
Companies to provide community and regional financial institutions‘ accountholders with better access to their credit data, improved credit monitoring and personalized offers Jack Henry & Associates, Inc. announced that Array’s credit management services, identity protection tools, and offers engine will be integrated into the Banno Digital Platform, offering consumers personalized credit......
Introducing BlockFi Offers, a New Rewards Offering That Gives BlockFi Cardholders More Ways to Earn Crypto
Benefits to cardholders include additional reward rates, up to 10% back in crypto at thousands of favorite brands and restaurants BlockFi announced BlockFi Offers, a new rewards program designed to deliver more value through new crypto rewards offerings to the BlockFi Rewards Visa Signature Card community. Through BlockFi Offers, BlockFi cardholders can......
Globant Launches Smart Payments Studio to Help Companies Create Simpler, Faster and More Secure Solutions
New Studio Encompasses practices like Digital Commerce, Alternative Payments, Rewards & Loyalty and Analytics to Support Clients’ Transformations Globant, a digitally native company focused on reinventing businesses through innovative technology solutions, launched its Smart Payments Studio, which provides strategic business and technical consultancy to help organizations analyze and develop payments......