Search Results for: Customer Relationship Management

2021 Aspire Leaderboard Positions Broadridge as the Leader in Financial Services Customer Communications Solutions
Fintech News

2021 Aspire Leaderboard Positions Broadridge as the Leader in Financial Services Customer Communications Solutions

Fintech News Desk
by Fintech News Desk0
Aspire Leaderboard highlights Broadridge’s strength in omni-channel communications and digital transformation strategy Broadridge Financial Solutions, Inc, a global Fintech leader, announces its recognition as a leader in the 2021 Customer Communications Management (CCM) to Customer Experience Management (CXM) Service Provider Aspire Leaderboard. The report also recognizes Broadridge’s communications and engagement......
Smart Communications Launches Next Gen Interactive Client Reporting Solution for Wealth Management and Private Banking
Banking Fintech News

Smart Communications Launches Next Gen Interactive Client Reporting Solution for Wealth Management and Private Banking

Fintech News Desk
by Fintech News Desk0
New Capability Delivers Hyper-personalized Omnichannel Customer Experience for Investors and Advisors; Unveiled at Financial Services Events in the U.S. and Europe Smart Communications, a leading technology company focused on helping businesses engage in more meaningful customer conversations, announced the availability of a new Client Reporting solution designed for wealth management......
Luther Burbank Savings Becomes Creatio Customer
Fintech News

Luther Burbank Savings Becomes Creatio Customer

Fintech News Desk
by Fintech News Desk0
Luther Burbank Savings invests in Creatio’s one platform for workflow automation and CRM Creatio, a global vendor of one platform to automate industry workflows and CRM with no-code and a maximum degree of freedom, announced that Luther Burbank Savings, an FDIC insured, California-chartered commercial bank, is now a customer. Top Globalfintechseries.com Insights: Cetelem Uses......
Fidelity Institutional Announces New Structured Investment Offering & Trading Capabilities for Wealth Management Firms
Fintech News

Fidelity Institutional Announces New Structured Investment Offering & Trading Capabilities for Wealth Management Firms

Fintech News Desk
by Fintech News Desk0
Fidelity Becomes First Clearing and Custody Firm to Provide Solution For Structured Investments Through Integration with SIMON Markets in Wealthscape Firm Introduces New Trading Capabilities Including Updates to Bond Beacon, Fractional Share Trading, Multi-Leg Options, and Security Swaps Across Accounts –Fidelity Institutional, the division of Fidelity Investments dedicated to providing technology,......
Personetics Presents Personalized Insights and Autonomous Finance to SEC Asset Management Advisory Committee (AMAC)
Fintech News

Personetics Presents Personalized Insights and Autonomous Finance to SEC Asset Management Advisory Committee (AMAC)

Fintech News Desk
by Fintech News Desk0
Global fintech Personetics’ President of Americas Jody Bhagat says “basic personalized insights will be table stakes for financial institutions by end of 2023” Personalized insights and advice will transform wealth management and provide enormous value to customers, if the industry embraces a more personalized approach. Personalized advice is a key......
APOLLO Insurance Partners with Orr Development to Offer Their Customers Access to Immediate Digital Insurance
InsurTech News

APOLLO Insurance Partners with Orr Development to Offer Their Customers Access to Immediate Digital Insurance

Fintech News Desk
by Fintech News Desk0
APOLLO Insurance, Canada’s leading online insurance provider, has partnered with Orr Development to offer immediate digital insurance products, specifically tailored to their tenants. “With Orr and APOLLO partnering, we believe we can provide an exceptional digital experience for users, making it easier for those looking for insurance. We are pleased......
MidAmerica National Bank Chooses 360 View’s CRM for Next-Level Growth and Customer-Centric Service
Banking Fintech News

MidAmerica National Bank Chooses 360 View’s CRM for Next-Level Growth and Customer-Centric Service

Fintech News Desk
by Fintech News Desk0
Illinois’ multi-branch MidAmerica National Bank joins with 360 View to bring an advanced set of customer relationship tools to complement their already community-focused banking approach. 360 View will offer MidAmerica National Bank a complete and on-time view of their customers through their base CRM and enhanced business development tools through......
Paysafe Using AWS to Deliver Fast and Innovative Services for Digital Wallet Customers
Banking Digital Wallet Fintech News

Paysafe Using AWS to Deliver Fast and Innovative Services for Digital Wallet Customers

Fintech News Desk
by Fintech News Desk0
Leading specialized payments platform announces migration of its Digital Wallet services to the AWS Cloud Paysafe, a leading specialized payments platform, announces the latest milestone in its strategy to become a fully cloud-based payments provider with the migration of its digital wallets, Skrill and NETELLER, and all associated business services to......
Fiverr Acquires Freelance Management Platform Stoke Talent
B2B News

Fiverr Acquires Freelance Management Platform Stoke Talent

Fintech News Desk
by Fintech News Desk0
Acquisition expected to allow Fiverr to provide a holistic solution that will seamlessly integrate into business workflows in order to manage both online and offline freelance talent Fiverr International Ltd., the company that is changing how the world works together, announced today the acquisition of Stoke Talent, an intuitive all-in-one......
Mobileum to Provide Telecom Risk Management Analytics for Rakuten Mobile
News Risk Management

Mobileum to Provide Telecom Risk Management Analytics for Rakuten Mobile

Fintech News Desk
by Fintech News Desk0
Mobileum Inc. (“Mobileum”), one of the world’s leading providers of analytics solutions for communications service providers worldwide, is pleased to announce that the company will deploy its best active intelligence platform with Japan’s newest mobile operator, Rakuten Mobile, Inc. Mobileum’s large-scale active intelligence platform includes telecommunications solutions for the security......
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