Search Results for: client experience

RoboMarkets Integrates Acuity Trading's Advanced AI Technologies to Enhance Client Offerings
News Trading

RoboMarkets Integrates Acuity Trading’s Advanced AI Technologies to Enhance Client Offerings

PR Newswire
by PR Newswire0
RoboMarkets, a European brokerage company, has announced a strategic partnership with Acuity Trading, renowned for its advanced AI-driven trading technologies. This alliance emphasises RoboMarkets’ commitment to offering its retail and professional clients refined, alternative perspectives on the financial market, ensuring they maintain a competitive edge in their trading endeavours. In......
Wealthbox Releases Integration with LPL Financial's ClientWorks Platform
Fintech News

Wealthbox Releases Integration with LPL Financial’s ClientWorks Platform

PR Newswire
by PR Newswire0
Wealthbox, the highest-rated CRM software for financial advisors, announced its live integration with ClientWorks, LPL Financial’s advisor technology platform. Starting , the integration with ClientWorks provides LPL-affiliated advisors with visibility into client account information and demographic data from directly within Wealthbox to help streamline their work. “We’re grateful for our......
Vantage Enables More Novice Traders to Experience Copy Trading From US$50
News Trading

Vantage Enables More Novice Traders to Experience Copy Trading From US$50

PR Newswire
by PR Newswire0
Over 60% of active traders want to start Copy Trading, according to Vantage survey Multi-asset broker, Vantage Markets, reports that over 60% of active traders are interested to try copy trading on the Vantage App, according to a recent client survey. The survey also revealed that 19.7% of respondents were unfamiliar with......
Texas’ Plains State Bank Grows Client Offerings With Raymond James Wealth Management Program
Banking Investment Services News

Texas’ Plains State Bank Grows Client Offerings With Raymond James Wealth Management Program

PR Newswire
by PR Newswire0
Plains State Bank expands its portfolio of client services with a new wealth management program, offering clients access to the investment and wealth management services of Raymond James Financial Services, Inc., member FINRA/SIPC. “This new relationship allows us to further broaden and deepen our existing relationships with our clients,” said Lori Hilman, PSB president......
Altana Wealth Selects Edgefolio to Grow AUM and Deliver an Excellent Investor Experience.
Investment Services News

Altana Wealth Selects Edgefolio to Grow AUM and Deliver an Excellent Investor Experience.

PR Newswire
by PR Newswire0
The firm will leverage FundPortal to scale marketing and drive investment across its innovative and niche strategies Edgefolio Group announced that Altana Wealth, a London and Monaco-located fund management company, is live on FundPortal, Edgefolio’s all-in-one fund marketing and investor relations platform for fund managers. Altana will now benefit from a gated investor portal,......
BlueSnap Partners with BigTime Software to Deliver Enhanced Online Payment Experiences
Digital Payments News

BlueSnap Partners with BigTime Software to Deliver Enhanced Online Payment Experiences

Business Wire
by Business Wire0
BlueSnap helps BigTime customers accelerate cash flow and transition from paper checks to online payment technologies in the Canadian market BlueSnap, a global payment orchestration platform of choice for leading B2B and B2C businesses, has partnered with BigTime Software, the leading operating platform for professional services organizations, to bring online payment......
Modern Treasury and BMO Improve Speed of Payment Flows for Commercial Clients
Banking Digital Payments News

Modern Treasury and BMO Improve Speed of Payment Flows for Commercial Clients

Business Wire
by Business Wire0
Innovative joint offering to simplify money movement for shared customers Modern Treasury and BMO announced the launch of a new innovative offering for shared commercial banking clients enabling them to seamlessly manage and track complex, high-volume payment flows. Geared toward businesses operating in the financial services, real estate software, insurance......
BankProv Adds Business Banking Expert To Support New Clients
Banking News

BankProv Adds Business Banking Expert To Support New Clients

PR Newswire
by PR Newswire0
BankProv, a future-ready commercial bank that offers technology-driven banking solutions to its clients, is pleased to welcome Tricia Abood to the organization as Vice President, Business Development Officer. Tricia brings a wealth of financial services knowledge and a proven track record in the industry. “One of Tricia’s many core strengths is her......
Farmers Insurance Federal Credit Union Goes Live with Constellation To Power Its Next-Generation Digital Banking Experience
Banking News

Farmers Insurance Federal Credit Union Goes Live with Constellation To Power Its Next-Gen Digital Banking Experience

Business Wire
by Business Wire0
Leading cloud-native digital banking services provider Constellation Digital Partners (Constellation) announced that $1.5 billion asset-sized Farmers Insurance Federal Credit Union (FIGFCU) has gone live with the Constellation Digital Banking platform, branding its new digital banking experience as Tulee. Powered by Constellation, Tulee launched earlier this summer, allowing the credit union to offer its over......
PNC Capital Markets Launches PNC Asset Exchange to Help Financial Institution Clients Optimize Loan Portfolios
Capital Markets News

PNC Capital Markets Launches PNC Asset Exchange to Help Financial Institution Clients Optimize Loan Portfolios

PR Newswire
by PR Newswire0
Exclusive online loan marketplace, powered by Community Capital, will expand client loan market access and liquidity management PNC FIG Advisory, part of PNC Capital Markets LLC, announced an expansion to its client offerings through the introduction of PNC Asset Exchange, an online loan resource and marketplace for financial institutions. PNC Asset......
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