Search Results for: Chief Experience Officer

Former Envestnet | Yodlee, Morningstar and Charles Schwab Executives join The TIFIN Group
Business Fintech Investment Services News

Former Envestnet | Yodlee, Morningstar and Charles Schwab Executives join The TIFIN Group

Fintech News Desk
by Fintech News Desk0
Fintech platform expands leadership with the addition of Anil Arora, Tricia Rothschild and Michael Winnick The TIFIN Group, a fintech platform that builds companies aimed at shaping the future of investor experience to drive better investor outcomes, announced expansion of its executive team and board members. The additions include Anil......
linked2pay Adds Sarah Guckes as Chief Marketing Officer
Fintech News Risk Management

linked2pay Adds CustomerConnect to Eliminate Late B2B Invoice Payments

Fintech News Desk
by Fintech News Desk0
linked2pay, the award-winning risk management and payments technology provider announced the launch of CustomerConnect, a solution capable of eliminating late B2B invoice payments. According to recently published data* 52% of B2B invoices in the US are paid past their due date. As a result, 66% of businesses with between 50......
SecureTrust Unveils New Cloud-Based PCI Compliance and Security Platform
Business Fintech News Risk Management

SecureTrust Unveils New Cloud-Based PCI Compliance and Security Platform

Fintech News Desk
by Fintech News Desk0
SecureTrust, a division of Trustwave, announced SecureTrust PCI Manager, a cloud-based platform delivering Payment Card Industry (PCI) compliance validation and enhanced risk mitigation for acquiring banks and merchant service providers. Read More: SIMON Markets LLC and Raymond James Launch New Strategic Partnership for Annuities “SecureTrust PCI Manager helps our merchants......
Beyond Insurance and TrustLayer Announce New Strategic Partnership to Provide BIGN Members with Access to Risk Management Platform
Business Fintech News Risk Management

Apttus and Conga Combine to Become Leader in Digitally Transforming Commercial Operations

Fintech News Desk
by Fintech News Desk0
The combination of industry pioneers to drive commercial excellence, automate core business processes and accelerate time to revenue Apttus, the leader in quote-to-cash (QTC) solutions, and Conga, the leader in Digital Document Transformation announced the two companies are joining forces to create the leader in digital transformation for commercial operations.......
New Schwab Model Portfolios Designed to Help Advisors Keep Clients on Course
Fintech Investment Services News

Charles Schwab Purchases Motif’s Technology Capabilities

Fintech News Desk
by Fintech News Desk0
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.......
Sagent Adds Former Fannie Mae Exec Marianne Sullivan and Digital Risk Co-Founder Jeffrey Taylor to Board of Directors
Banking Economy Fintech News

Mortgage Servicing Fintech Sagent Appoints Former Bank of America and Roostify Execs As Head of Business Development & Customer Success

Fintech News Desk
by Fintech News Desk0
Sagent, a fintech company modernizing mortgage and consumer loan servicing for America’s top banks and lenders, appointed banking veteran David Doyle as EVP of Business Development and technology veteran Jesse Decker as EVP of Customer Success. These hires, the first in a series by new CEO Dan Sogorka who joined......
Ryan’s Trisha C. Fortune Receives Institute for Professionals in Taxation Distinguished Service Award
Fintech News

Ryan Named One of Great Place to Work’s Best Workplaces in Consulting and Professional Services

Fintech News Desk
by Fintech News Desk0
Ryan, a leading global tax services and software provider, was selected as one of the best workplaces in consulting and professional services by Great Place to Work. Selection criteria was compiled from more than 357,000 employees working in the consulting or professional services industry in the United States. The evaluation......
HSBC Taiwan Partners With Ascenda to Enhance Rewards Offering
Banking Business Fintech News

HSBC Taiwan Partners With Ascenda to Enhance Rewards Offering

Fintech News Desk
by Fintech News Desk0
HSBC, the leading global financial services organisation, and Ascenda, the global innovator in loyalty management, announced a partnership to enhance HSBC rewards propositions and launch a new Traveller’s Card for Taiwanese travellers starting in Q2 2020. Read More: Kreditech Rebrands to Monedo as It Steps Up Growth in International Lending Markets......
Talkdesk Announces Bottomline Technologies, EmployBridge, Payability and Sysco as CX Innovator Awards Winners at Opentalk 2020 Virtual
Business Fintech News

Talkdesk Announces Bottomline Technologies, EmployBridge, Payability and Sysco as CX Innovator Awards Winners at Opentalk 2020 Virtual

Fintech News Desk
by Fintech News Desk0
CX Award Winners recognize companies using Talkdesk technology to push the boundaries of customer experience Talkdesk, the cloud contact center for innovative enterprises, announced the winners of Talkdesk CX Innovator Awards. As part of Opentalk 2020 Virtual, the inaugural CX Innovator Awards honor companies putting the customer first while pushing......
Proxymity Launches Consortium of Financial Industry Leaders and Raises $20.5 Million in Strategic Round to Become Its Own Entity
Fintech Investment Services News

Proxymity Launches Consortium of Financial Industry Leaders and Raises $20.5 Million in Strategic Round to Become Its Own Entity

Fintech News Desk
by Fintech News Desk0
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......
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