Search Results for: Customer Relationship Management

Customers Bank Launches Financial Institutions Banking Group
Banking Fintech News

Customers Bank Launches Financial Institutions Banking Group

Fintech News Desk
Customers Bank, a digital and fintech-forward top 100 bank in the nation with nearly $20 billion in assets, announced it launched a Financial Institutions Group (FIG) serving Securities Broker Dealers, Future Commissions Merchants, Market Makers and Liquidity Providers, Insurance companies, Trust companies and broader Financial Institutions. Brandon Troster was hired......
Button Finance Appoints Amanda Niswonger as Senior Account Manager; Continues Expansion of Mortgage Broker Relationships
Finance Mortgage News

Button Finance Appoints Amanda Niswonger as Senior Account Manager; Continues Expansion of Mortgage Broker Relationships

Fintech News Desk
Sales Leader Will Continue Expanding Button Finance’s Mortgage Broker Relationships Button Finance, Inc., a fintech mortgage lender focused on home equity, announced the appointment of Amanda Niswonger as Senior Account Manager, focusing on developing and nurturing institutional mortgage broker relationships. Amanda will report to CEO Jason Harris. Latest Fintech Insights: Morningstar......
Morningstar Launches Wealth Management Solutions Group to Connect Capabilities for Advisors
Fintech News

Morningstar Launches Wealth Management Solutions Group To Connect Capabilities For Advisors

Fintech News Desk
New business unit, fortified with newly hired executives, unites capabilities across Morningstar Morningstar, Inc., a leading provider of independent investment research, announced the creation of a new business unit focused on the wealth management segment. Latest Fintech Insights: Paysend Expands Reach Of Cross Border Money Transfers For Customers With Visa Direct......
Kaleyra Provides Innovative Banking Video Communications For Banca Sella's New Wealth Management Platform
Banking News

Kaleyra Provides Innovative Banking Video Communications For Banca Sella’s New Wealth Management Platform

Fintech News Desk
Kaleyra, Inc. (“Kaleyra” or the “Company”), a rapidly growing cloud communications software provider delivering a secure system of application programming interfaces (APIs) and connectivity solutions in the API/Communications Platform as a Service (CPaaS) market, has partnered with Banca Sella, a leading Italian bank, to provide an innovative video communication solution for the......
Citi Retail Services and Brooks Brothers Extend Consumer Credit Card Relationship
Banking Digital Payments News

Citi Retail Services and Brooks Brothers Extend Consumer Credit Card Relationship

Fintech News Desk
Multi-Year Agreement Renews Partnership in Shared Drive to Innovate and Power Omnichannel Payments Offerings Brooks Brothers, the country’s oldest clothing retailer, and Citi Retail Services, one of North America’s largest and most experienced retail credit solution providers, announced a multi-year extension of their consumer credit card relationship. “As we further transform......
Veritran and Strands Partner To Offer Personalized Money Management Solutions
Finance News

Veritran and Strands Partner To Offer Personalized Money Management Solutions

Fintech News Desk
With this partnership Veritran will offer clients the Business Financial Management (BFM) and Personal Financial Management (PFM) products from Strands Strands will complement Veritran’s solutions offering, enabling financial organizations and retail banks to easily develop highly-personalized digital money management applications, ultimately driving increased customer engagement and generating new revenue through......
SAP to Acquire Leading Working Capital Management Company Taulia
Capital Markets Digital Payments News

SAP to Acquire Leading Working Capital Management Company Taulia

Fintech News Desk
SAP SE announced its intent to acquire a majority stake of Taulia, a leading provider of working capital management solutions. The move is aimed at giving companies better access to liquidity and improving their cash flows. The acquisition further expands SAP’s Business Network and strengthens SAP’s solutions for the CFO......
FNBT Launches One-Day Rewind to Further Help Customers Avoid Overdraft Fees
Banking News

FNBT Launches One-Day Rewind to Further Help Customers Avoid Overdraft Fees

Fintech News Desk
One-Day Rewind provides the opportunity to have overdraft fees refunded from the prior banking day First National Bank Texas (FNBT), a community bank with a long-standing commitment to the financial health of customers, announced  it has expanded its consumer banking account Overdraft Program with the launch of One-Day Rewind – a......
Temenos Announces Infinity Digital For Salesforce To Combine Enhanced Customer Engagement With Industry Leading Banking Platform
Banking Fintech News

Temenos Announces Infinity Digital For Salesforce To Combine Enhanced Customer Engagement With Industry Leading Banking Platform

Fintech News Desk
Infinity Digital for Salesforce integrates with Salesforce Financial Services Cloud to help banks deliver smoother onboarding, origination and servicing experiences across all touchpoints Temenos , the banking software company, announced the availability of Infinity Digital for Salesforce that brings together the worlds of CRM, assisted channels and digital channels onto......
Capintel Partners With Canadian Financial Services Leader Equitable Life to Enhance Experience For Financial Advisors and Customers
Fintech News

Capintel Partners With Canadian Financial Services Leader Equitable Life to Enhance Experience For Financial Advisors and Customers

Fintech News Desk
CapIntel’s partnership with Equitable Life signals accelerated movement within Canadian financial services leaders working with fintech companies to thrive in a digital world. CapIntel, a financial technology (Fintech) company that supports wholesalers and financial advisors in their day-to-day workflow to deliver top-tier client service, announced a partnership with Equitable Life. Leading......
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