Search Results for: Customer Relationship Management

Liberty National Bank Partners With Teslar Software to Streamline Commercial Lending
Banking Fintech News

Liberty National Bank Partners With Teslar Software to Streamline Commercial Lending

Fintech News Desk
by Fintech News Desk0
Bank selects advanced platform to increase portfolio management efficiencies, flexibility Teslar Software, a provider of automated workflow and portfolio management tools designed to help community financial institutions thrive, announced that Liberty National Bank has selected its platform to improve productivity and increase transparency across exceptions tracking and reporting, helping to......
SIMON Markets LLC Partners With Insurance Technologies to Leverage Core Annuity Technology Capabilities in Its Cloud-Based End-To-End Investment Platform
Fintech InsurTech News

SIMON Markets LLC Partners With Insurance Technologies to Leverage Core Annuity Technology Capabilities in Its Cloud-Based End-To-End Investment Platform

Fintech News Desk
by Fintech News Desk0
Insurance Technologies, LLC, a provider of sales and regulatory automation solutions for the insurance and financial services industries, is pleased to announce its partnership with SIMON Markets LLC and SIMON Annuities and Insurance Services LLC (SIMON), a cloud-based platform provider delivering end-to-end, risk-managed product solutions to investment professionals. SIMON has......
FinancialForce Sweeps G2 Grids for Professional Services Automation with #1 Vendor Rankings for Main, Enterprise, and Mid-Market Categories
Business Fintech News

FinancialForce Ranks #1 on G2’s Enterprise and Mid-Market PSA Index Reports

Fintech News Desk
by Fintech News Desk0
FinancialForce Achieves Top PSA Vendor Status in G2’s Spring 2020 Index FinancialForce, the #1 Enterprise Professional Services Automation (PSA) and the only customer-centric ERP cloud solution, has been named the #1 vendor in G2’s Spring 2020 Enterprise PSA Grid Report, Mid-Market PSA Grid Report, and main PSA Grid Report. FinancialForce......
New ACCA Report: Accountants "deeply concerned" about social and environmental impact
Banking Fintech News Risk Management

Royal Credit Union Expands Partnership to Baker Hill Nextgen

Fintech News Desk
by Fintech News Desk0
Baker Hill, the leading financial technology provider in delivering solutions for commercial, small business and consumer loan origination, risk and relationship management, CECL, and analytics, today announces that Royal Credit Union will be migrating to Baker Hill NextGen, Baker Hill’s unified solution that streamlines loan origination and portfolio risk management. Read More: H2O.ai Empowers......
Carver Edison Expands Senior Leadership Team
Artificial Intelligence Banking Fintech News

Bottomline Technologies, Numerated, Bank of America and Citibank Win 2020 Monarch Innovation Awards

Fintech News Desk
by Fintech News Desk0
Bottomline Technologies, Numerated, Bank of America and Citibank are winners in Barlow Research’s 2020 Monarch Innovation Awards. The winners were chosen based on their innovative products and features. Read More: Executives Explore Disruptions in Fraud Trends, Securing Online Channels and Mobility Payments in Transit The Monarch Innovation Awards (www.MonarchInnovationAwards.com) are unique......
New ACCA Report: Accountants "deeply concerned" about social and environmental impact
Fintech News

Fiserv to Enhance Omni-commerce Experience With Acquisition of Bypass Mobile

Fintech News Desk
by Fintech News Desk0
Combination will build on existing integration and facilitate new digital commerce use cases Fiserv, a leading global provider of payments and financial services technology solutions, announced the acquisition of Bypass Mobile (“Bypass”), an independent software vendor (ISV) and leading innovator in enterprise point-of-sale systems. The acquisition of Bypass will help......
New Kasasa Offering Facilitates Online Account Opening Anywhere, Anytime
Fintech News

Kasasa’s Insights Demonstrate the Importance of Maximizing Channels in a Digital Marketing Program

Fintech News Desk
by Fintech News Desk0
Financial institutions that focus on creating a personalized, cohesive experience across channels deepen relationships with consumers Kasasa, an award-winning financial technology and marketing provider, verified the importance of maximizing each digital marketing channel in creating a cohesive customer experience to improve financial institutions’ relationships with consumers. “If a consumer’s journey through......
Interior Savings Credit Union Moves to Fiserv to Enable Digital Transformation and Expand Innovation
Banking Fintech News

Interior Savings Credit Union Moves to Fiserv to Enable Digital Transformation and Expand Innovation

Fintech News Desk
by Fintech News Desk0
Sixty percent of Canadian credit unions over $100 million in assets now leverage a core platform from Fiserv Fiserv, Inc., a leading global provider of financial services technology solutions, announced that Interior Savings Credit Union, based in Kelowna, British Columbia, will drive innovation in an increasingly digital banking environment using......
smartTrade’s Solution Awarded Best Multi-Asset EMS System by Markets Media
Business Fintech News

Desjardins Selects smartTrade To Enhance Its FX Services

Fintech News Desk
by Fintech News Desk0
smartTrade Technologies, a global leader in multi-asset electronic trading solutions, announces that Desjardins, leading Canadian financial services company, has selected LiquidityFX, smartTrade’s fully hosted and managed Foreign Exchange (FX) platform, to provide enhanced FX services to its clients. Desjardins was looking for an end-to-end e-FX trading solution to automate its......
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