Search Results for: personalized services

Personetics Provide Personalized Insights to Regional Bank Customers Partners With Japan’s Leading Innovator in Digital Banking, iBank
Banking News

Personetics Provide Personalized Insights to Regional Bank Customers Partners With Japan’s Leading Innovator in Digital Banking, iBank

Fintech News Desk
by Fintech News Desk0
Personetics’ financial data-driven customer engagement platform will help create a more digitalized banking experience for iBank’s regional bank partners Personetics, the leading global provider of financial data-driven personalization and customer engagement solutions for financial institutions, today announced a new partnership with iBank Marketing Co., Ltd., a subsidiary of Fukuoka Financial......
Lendmark Financial Services Selects AskNicely to Elevate Its Customer Experience and Empower Employees
Finance News

Lendmark Financial Services Selects AskNicely to Elevate Its Customer Experience and Empower Employees

Fintech News Desk
by Fintech News Desk0
Leading consumer finance company leverages the world’s first Frontline Success Platform to help managers better coach and reward loan consultants across locations, enhancing NPS scores considerably AskNicely, a leader in customer experience software for service businesses, announced that Lendmark Financial Services, a leading provider of household credit and consumer loan......
Moxo and Kasisto Partner To Strengthen Client Interactions In Financial Services
Finance News

Moxo and Kasisto Partner To Strengthen Client Interactions In Financial Services

Fintech News Desk
by Fintech News Desk0
Kasisto’s digital banking assistant to be integrated within Moxo’s OneStop Interaction Client Hub Moxo, the industry’s leading client interaction workflow solution, announced a partnership with Kasisto, creators of KAI, the leading financial services digital experience platform, to offer digital assistant capabilities within Moxo’s OneStop Client Interaction Hub. Latest Fintech News: TradeStation Crypto......
DeepTarget 3D Story On The Go Powers Immersive & Adaptive 1-to-1 Personalized Experiences for Email, SMS and Social Media Marketing
Banking News

DeepTarget 3D Story On The Go Powers Immersive & Adaptive 1-to-1 Personalized Experiences for Email, SMS and Social Media Marketing

Fintech News Desk
by Fintech News Desk0
DeepTarget Inc., a Fintech company that simplifies digital marketing for banks and credit unions by utilizing data insights and AI to deliver personalized offers and experiences across digital channels, announced the addition of its new 3D Story On The Go™(OTG) product extension to its Digital Experience Platform (DXP). This significant expansion of their product......
G2 Insurance Services Joins Relation Insurance Services
InsurTech News

G2 Insurance Services Joins Relation Insurance Services

Fintech News Desk
by Fintech News Desk0
Transaction brings one of the nation’s leading independent insurance brokerage firms to Relation; will expand national footprint and areas of expertise. Relation Insurance Services one of the largest and fastest-growing national insurance agencies, announcedit has acquired the assets of California-based G2 Insurance Services, LLC (“G2”). The transaction brings an established,......
North Jersey Federal Credit Union Chooses Lumin Digital for Enhanced Digital Banking Services
B2B Digital Payments News

North Jersey Federal Credit Union Chooses Lumin Digital for Enhanced Digital Banking Services

Sudipto Ghosh
by Sudipto Ghosh0
 Lumin Digital has announced North Jersey Federal Credit Union (NJFCU) signed a multi-year agreement for Lumin’s Cloud-native platform for online and mobile digital banking solutions. Starting in July, Lumin Digital will support the credit union’s more than 24,000 members and more than $262 million in assets. At the time of......
EP Wealth Advisors Adds Veteran Financial Services Industry Marketer Jim Mocci to Support Growing Advisory Network
Investments News

EP Wealth Advisors Adds Veteran Financial Services Industry Marketer Jim Mocci to Support Growing Advisory Network

Fintech News Desk
by Fintech News Desk0
Former Fisher and BlackRock Exec to Lead Enhancement of Marketing Platform Aimed to Benefit Growing Firm, Client Experience EP Wealth Advisors, LLC (“EP Wealth”), a leading independent registered investment adviser (“RIA”) on a mission to provide clients with personalized advice through integrated financial planning, investment management, and tax and estate planning,......
Financial Services Companies Early Adopters of Idomoo’s Advanced Interactive Video Technology
Finance News

Financial Services Companies Early Adopters of Idomoo’s Advanced Interactive Video Technology

Fintech News Desk
by Fintech News Desk0
Leveraging Idomoo’s Next Generation Video Platform, financial brands are incorporating advanced video interactivity into their customer communications for impressive results Innovative new video technology that allows for advanced interactivity is being adopted with great success by leading financial brands, such as American Express, Mr. Cooper, Voya Financial, U.S. Bank, PenFed......
LPL Financial and the Financial Services Network Welcome Encore Capital Management
Finance News

LPL Financial and the Financial Services Network Welcome Encore Capital Management

Fintech News Desk
by Fintech News Desk0
LPL Financial LLC announced that Encore Capital Management has joined LPL Financial’s broker-dealer and corporate registered investment advisor (RIA) model, aligning with The Financial Services Network, an existing firm supporting LPL-affiliated advisors. The advisors of Encore Capital reported having served approximately $205 million in advisory, brokerage and retirement plan assets*. They join......
Ascend Federal Credit Union Names Lumin Digital As Partner for Enhanced Digital Banking Services
Banking News

Ascend Federal Credit Union Names Lumin Digital As Partner for Enhanced Digital Banking Services

Fintech News Desk
by Fintech News Desk0
Lumin Digital announced that Tennessee-based Ascend Federal Credit Union (Ascend) has signed a multi-year agreement for Lumin Digital’s cloud-native platform for online and mobile digital banking solutions. Lumin Digital will support Ascend’s more than 244,000 members and more than $3.7 billion in assets once the credit union goes live on the platform in June......
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