Search Results for: Customer Relationship Management

Jupiter Asset Management Extends Relationship with SS&C
Investment Services News

Jupiter Asset Management Extends Relationship with SS&C

Fintech News Desk
by Fintech News Desk0
SS&C Global Investor and Distribution Solutions (GIDS) will provide transfer agency services for a GBP28 billion portfolio  SS&C Technologies Holdings, Inc. announced that Jupiter Asset Management, an investment management group, has extended its transfer agency contract with SS&C. SS&C provides services to Jupiter’s unit trusts and has now taken on Jupiter’s OEIC......
Wealth Management Apps Essential to Attracting and Retaining Younger Investors, J.D. Power Finds
Investment Services News

Wealth Management Apps Essential to Attracting and Retaining Younger Investors, J.D. Power Finds

Fintech News Desk
by Fintech News Desk0
J.P. Morgan Wealth Management Ranks Highest in Wealth Management Digital Experience Satisfaction Mobile apps and websites have increasingly become the first resources that investors consult to review their investments, make transactions and conduct research, putting the focus squarely on digital as a critical component of the overall wealth management client......
Business Digital News

Marstone Announces Marstone@WorkTM Solution Providing Digital Wealth Management Services To Corporations’ Employees

Fintech News Desk
by Fintech News Desk0
Marstone, Inc., a leading digital wealth technology firm, announced the launch of its Marstone@Work solution, delivering its turnkey digital wealth management platform to corporate employee bases. The product was launched earlier in 2022, with broader rollout planned for the end of 2022. Engagements with Marstone@Work as a workforce solution are......
Finzly Launches Cash and Treasury Management SuperApp on its Award-winning Platform
Banking Fintech News

Finzly Launches Cash and Treasury Management SuperApp on its Award-winning Platform

Fintech News Desk
by Fintech News Desk0
Finzly Experience Hub offers cutting-edge treasury experience to manage accounts, payments and global treasury needs of business customers through a digital banking portal and Open APIs that can be embedded into 3rd party apps Finzly, a fintech provider of modern banking applications for payments, foreign exchange, trade finance and BaaS,......
Belk and Synchrony Expand Financing Options for Customers
Digital Payments Finance News

Belk and Synchrony Expand Financing Options for Customers

Fintech News Desk
by Fintech News Desk0
Expanded Partnership Adds Buy Now, Pay Later Installment Loans To Belk Financing Options In Store Synchrony, a leading consumer financing company, has expanded its partnership with Belk to offer customers more options and flexibility in how they make their purchases. The retailer added Synchrony SetPay monthly, a buy now, pay......
First West Credit Union Expands Relationship with Fiserv
Banking Digital Payments Finance News

First West Credit Union Expands Relationship with Fiserv to Bring Clover to More Small Businesses

Fintech News Desk
by Fintech News Desk0
First West Credit Union, a British Columbia-based credit union with $16.9 billion in total assets under administration, and Fiserv, a leading global provider of payments and financial services technology solutions, announced an expanded relationship that will make the Clover point-of-sale and business management system from Fiserv available to all FWCU......
BankiFi and MX Partner to Enable Data Sharing and Account Connectivity for Financial Institutions Serving SMB Customers
Banking Finance News

BankiFi and MX Partner to Enable Data Sharing and Account Connectivity for Financial Institutions Serving SMB Customers

Fintech News Desk
by Fintech News Desk0
Integration enables SMBs to aggregate multiple financial accounts for comprehensive view of financial data and better money management BankiFi, a leading provider of embedded banking solutions, has partnered with MX Technologies, Inc., a leader in open finance, to enable secure data sharing and account connectivity for businesses using BankiFi’s platform. Through......
Business Cloud News

MessageMedia Announces Integration Into Bigcommerce Platform To Streamline Two-way Customer Engagement For Retailers

Fintech News Desk
by Fintech News Desk0
MessageMedia, a leading global messaging solution for small and medium-sized businesses, announced an Early Access Program (EAP) to its direct integration with BigCommerce (NASDAQ: BIG), a leading Open SaaS ecommerce platform for established and fast-growing B2C and B2B brands. The new MessageMedia SMS Marketing integration provides tens of thousands BigCommerce......
Eastern Bank and Eastern Insurance Group LLC Welcome The Forsyth Institute As A New Customer
Banking InsurTech News

Eastern Bank and Eastern Insurance Group Welcome The Forsyth Institute As A New Customer

Fintech News Desk
by Fintech News Desk0
Eastern’s Commercial Banking Team Provides Financing and Cash Management Solutions To Support Growth Eastern Bank and Eastern Insurance Group LLC, a wholly owned subsidiary of Eastern Bank, are pleased to announce The Forsyth Institute (Forsyth) as a new commercial banking and insurance customer. Founded in 1910 as a pediatric dental hospital serving......
Pure Storage Helps Financial Services Firms Harness the Power of Data to Drive Better Customer Experiences
Finance Fintech News

Pure Storage Helps Financial Services Firms Harness the Power of Data to Drive Better Customer Experiences

Fintech News Desk
by Fintech News Desk0
9 of the top 10 global investment banks, 7 of the top 10 asset management companies, and 5 of the top 10 insurance organizations rely on Pure Storage Pure Storage, the IT pioneer that delivers the world’s most advanced data storage technology and services, announced continued momentum within the financial......
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