Search Results for: Customer Relationship Management

Business Process Management Leader, eClerx, Acquires Texas-Based Personiv
Fintech News Trading

Business Process Management Leader, eClerx, Acquires Texas-Based Personiv

Fintech News Desk
by Fintech News Desk0
The acquisition adds over 2,000 employees to the top automation and analytics organization. eClerx Services Limited (BSE: 532927 | NSE: ECLERX), a leading provider of business process management, analytics, and automation services to a number of Fortune 2000 enterprises, today announced its acquisition of Eclipse Global Holdings LLC, (“Personiv”), an Austin,......
Prepare for Treasury & Risk Management Transformation with These 5 Tips
Artificial Intelligence Business Fintech Guest Posts Risk Management

Prepare for Treasury & Risk Management Transformation with These 5 Tips

Ashley Pater
by Ashley Pater0
Modern treasury and risk management systems (TRMS) that use more flexible SaaS toolsets and open architecture are designed for far longer lifespans than the legacy systems they are replacing, which makes choosing the right system that much more important. Since by their very nature, SaaS systems are constantly updated and......
First Financial Bank Partners with 360 View to Elevate Customer Relationships
Business Fintech News

First Financial Bank Partners with 360 View to Elevate Customer Relationships

Fintech News Desk
by Fintech News Desk0
360 View, a trusted provider of customer relationship management software designed specifically for banks and credits unions, announced that First Financial Bank will be implementing its CRM growth platform in efforts to bring customer interactions to a new level. Read More: NOW Insurance Closes $2.5 Million Seed Round, Enhances AI-Enabled......
FICO Partners with Duck Creek Technologies
Blockchain Business Cryptocurrency Fintech News

FICO and Crystal Blockchain of Bitfury Group Announce Partnership To Deliver Real-Time Cryptocurrency Risk Management

Fintech News Desk
by Fintech News Desk0
FICO, a global analytics leader, and Crystal Blockchain of Bitfury Group (“Crystal“), a leading digital currency analytics company, announced a partnership to provide cryptocurrency risk management and monitoring services.  With an increasing number of financial service providers looking to expand services into the crypto market, the joint offering will help to protect......
Vise, The AI-powered Investment Management Platform, Secures $45 Million Series B Funding Led By Sequoia
Artificial Intelligence Business Fintech Investment Services News

Vise, The AI-powered Investment Management Platform, Secures $45 Million Series B Funding Led By Sequoia

Fintech News Desk
by Fintech News Desk0
Vise, the all-in-one AI-powered investment management platform for independent advisory practices to build and manage portfolios, today announced the close of its $45 million Series B funding round, bringing the total capital raised since Vise’s founding to over $60 million. Sequoia Capital led the Series B with participation from Allen & Company, Founders......
Vise, The AI-powered Investment Management Platform, Secures $45 Million Series B Funding Led By Sequoia
Artificial Intelligence Fintech Investment Services News

Vise, The AI-powered Investment Management Platform, Secures $45 Million Series B Funding Led By Sequoia

Fintech News Desk
by Fintech News Desk0
Vise, the all-in-one AI-powered investment management platform for independent advisory practices to build and manage portfolios, announced the close of its $45 million Series B funding round, bringing the total capital raised since Vise’s founding to over $60 million. Sequoia Capital led the Series B with participation from Allen & Company, Founders......
New-survey-reveals-the-vast-majority-of-insurance-customers-prefer-Conversational-AI-and-messaging-experiences
Artificial Intelligence Business Fintech News

New survey Reveals The Vast Majority Of Insurance Customers Prefer Conversational AI and Messaging Experiences

Fintech News Desk
by Fintech News Desk0
LivePerson, Inc. (Nasdaq: LPSN), a global leader in conversational AI, today announced the findings of its 2020 Survey of Consumer Preferences Around Insurance examining consumer attitudes and behavior around interactions with insurers, messaging, and conversational AI and commerce. Read More: Treasury Intelligence Solutions: Miltenyi Biotec Standardizes Corporate Payments and Bank Management With New Payments Platform......
Franklin-Templeton_-Apex-Clearing-and-Bambu-Introduce-Tango-–-A-Scalable-Goals-Based-Wealth-Management-Tool-for-Advisors
Business Fintech News

Franklin Templeton, Apex Clearing and Bambu Introduce Tango – A Scalable Goals-Based Wealth Management Tool for Advisors

Fintech News Desk
by Fintech News Desk0
Franklin Templeton today announced the introduction of Tango, a turnkey robo-advisor designed to empower advisors to provide personalized, goals-based wealth management at scale. The all-in-one solution is a collaboration between three industry leaders—Franklin Templeton, Bambu, and Apex Clearing. Franklin Templeton provides the personalized, goals-based portfolio management advice to advisors through......
ApexEdge Announces Its Affiliate Partner Program, Offers Billshark’s Bill Negotiation Services in the Financial Services Marketplace to Strengthen Customer Relationships
Business Fintech News

ApexEdge Launches Partner Portal – an Extensive Customer Experience Design and API Integration Library

Fintech News Desk
by Fintech News Desk0
ApexEdge, a partner-enablement platform that offers monthly bill and subscription management solutions to support the financial health of consumers, launched its innovative new portal to support its financial institution partners bill management implementations. This detailed library of documentation helps guide all aspects of actionable insights implementation, including: strategic positioning and......
Vertafore Scores Top Honors for Innovation, Insurtech Solutions and Culture
Business Fintech InsurTech News

Assuredpartners Selects Vertafore’s Insurtech Solutions, Customer-first Approach & Vision For Modernization As Foundation For Next Phase Of Growth

Fintech News Desk
by Fintech News Desk0
Vertafore announced it has been selected by Florida-based AssuredPartners as the InsurTech provider for its Project Fusion. With offices in 38 states and two countries, the project will bring the AssuredPartners’ operations onto a single platform to provide a fully integrated, enterprise-wide InsurTech solution. Read More: Treasury Intelligence Solutions: Miltenyi Biotec Standardizes Corporate Payments and Bank......
1