Search Results for: customer experience platform
Zero-Commission Trading App TradeUP Expands Campaign to Offer Clients Cash Bonuses
TradeUP, the commission-free stock trading platform, announced that it is expanding its cash bonus program to a tiered structure, increasing the highest cash bonus possible from $50 to $200. The tiered promotion effectively lowers the threshold for qualification from a $3,000 deposit to just $1,000. Specifically, clients with an initial qualifying deposit of $1000 or more are......
Charles Schwab Purchases Motif’s Technology Capabilities
The Charles Schwab Corporation (“Schwab”) today announced that it has entered into an asset purchase agreement to acquire the technology and intellectual property of Motif in an all cash transaction. Motif is a fintech pioneer that has combined breakthrough technology and data science to deliver customized thematic portfolios to investors.......
Avii Unified Workspace 2.0 Premiers to Aid Accounting Firms in Post-Covid Digital Transformation
Avii, a leading practice management platform for tax, audit, advisory, compliance and management consulting firms, is advancing the accounting software market space with the launch of Avii Workspace™ 2.0. Read More: Remitly Partners With Alipay to Offer International Remittances Avii Workstation 2.0 is available now, with scheduling, budgeting and reporting enhancements......
Global Payments to Provide Credit Card Processing Services for Truist Financial Corporation
Global Payments, a leading worldwide provider of payment technology and software solutions, announced that TSYS, its Issuer Solutions business, has signed a long-term agreement with Truist Financial Corporation, to process the bank’s consumer, commercial and small business credit card portfolios. Read More: bitFlyer: Confidence in Cryptocurrency Increases Across European Populations......
Proxymity Launches Consortium of Financial Industry Leaders and Raises $20.5 Million in Strategic Round to Become Its Own Entity
Proxymity, the digital investor communications platform developed within Citi’s Institutional Clients Group, announced that it has raised $20.5 million in a strategic round of investment and will form its own entity via a global, industry-led consortium. The consortium brings together the leading global and direct custodians and the leading issuer agents......
Bento for Business Announces New Chief Executive to Drive Next Phase of Company’s Growth
Bento for Business (“Bento”), the leading expense management platform for small and mid-sized businesses, has appointed Guido Schulz as its new chief executive officer. Schulz, who has extensive experience scaling technology companies, will partner with Bento co-founder and chairman Farhan Ahmad to drive the company’s next phase of growth as it serves an increasing number......
FinancialForce Named a Leader in IDC MarketScape for Worldwide SaaS and Cloud-Enabled Midmarket Finance and Accounting Applications
Report recognizes FinancialForce’s strengths in Salesforce integration and financial analytics FinancialForce, provider of the only modern ERP suite and the #1 Professional Services Automation (PSA), announced it has been named a Leader in the IDC MarketScape: Worldwide SaaS and Cloud-Enabled Midmarket Finance and Accounting Applications 2020 Vendor Assessment. Read More: Kreditech Rebrands......
Franklin Templeton Acquires Digital Wealth Leader AdvisorEngine
Acquisition Adds New Technology to Power Financial Advisor Solutions for Franklin Templeton Franklin Resources, a global investment management organization operating as Franklin Templeton, announced that it has acquired AdvisorEngine Inc., a digital wealth platform and provider of technology and consulting services to more than 1,200 financial advisory firms in the United......
Carrington Mortgage Services to Use Black Knight’s Suite of Mortgage Origination Solutions
Black Knight, announced that Carrington Mortgage Services has signed an agreement to implement a comprehensive suite of Black Knight origination solutions. Carrington Mortgage Services is one of the nation’s largest privately held non-bank lenders, offering a full slate of conventional Fannie Mae, Freddie Mac, FHA, VA and USDA products through its......