Search Results for: Customer Relationship Management

Bluevine Expands FDIC Insurance Protection Up To $3 Million For Business Banking Customers
Banking InsurTech News

Bluevine Expands FDIC Insurance Protection Up To $3 Million For Business Banking Customers

Business Wire
by Business Wire0
Bluevine, the one-stop digital banking platform specifically designed for small businesses, announced expanded FDIC insurance coverage of up to $3 million through Coastal Community Bank, Member FDIC, and program banks in a sweep network, automatically offering Bluevine account holders coverage of up to 12x the industry standard of $250,000. The......
Pax8 Announces Strategic Relationship and Growth Capital Financing with Global Banking Leader HSBC
Banking Cloud News

Pax8 Announces Strategic Relationship and Growth Capital Financing with Global Banking Leader HSBC

GlobeNewswire
by GlobeNewswire0
Pax8, the leading cloud commerce marketplace, announced that HSBC Innovation Banking will be the company’s primary banking partner. The newly established relationship provides Pax8 with a $50 million line of credit, bolstering the company’s already substantial liquidity position and furthering its growth ambitions. The company notes that they do not......
Total Expert Introduces the Next Generation of Customer Intelligence
Fintech News

Total Expert Introduces the Next Generation of Customer Intelligence

Business Wire
by Business Wire0
New functionality helps financial institutions turn their existing database into a deal flow engine Total Expert, the customer engagement platform purpose-built for modern financial institutions, announced new capabilities that enable users to drive growth and create customers for life in any market. Total Expert’s next-generation Customer Intelligence solution provides financial......
Citi Simplifies Retail Banking to Help Customers Achieve Their Financial Potential
Banking News

Citi Simplifies Retail Banking to Help Customers Achieve Their Financial Potential

Business Wire
by Business Wire0
Citi’s U.S. Retail Bank introduces simplified banking, a more straightforward way of banking. By retiring account packages and introducing Relationship Tiers, Citi is streamlining its benefits and services and enhancing the customer experience. New customers can benefit from these changes immediately and Citi will begin converting existing customers to simplified......
FullCircl Acquires W2 Global Data Solutions: Transforming the Future of Smart Customer Onboarding
Compliance management News

FullCircl Acquires W2 Global Data Solutions: Transforming the Future of Smart Customer Onboarding

PR Newswire
by PR Newswire0
FullCircl, the Customer Lifecycle Intelligence (CLI) platform that helps financially regulated businesses do better business, faster, has announced the acquisition of W2 Global Data Solutions, a provider of real-time digital solutions for global regulatory compliance. The acquisition strengthens FullCircl’s compliance suite and accelerates the company’s ambition to become the market leader......
Nitrogen AI Marketing Content Tool Sees Immediate Adoption by Wealth Management Firms
Artificial Intelligence News

Nitrogen AI Marketing Content Tool Sees Immediate Adoption by Wealth Management Firms

Business Wire
by Business Wire0
Nitrogen AI empowers advisors with customized content generation, surpassing 500 advisor users Nitrogen, the company that is revolutionizing how financial advisors and wealth management firms grow,  announced the significant traction demonstrated by Nitrogen AI, an AI-driven virtual marketing content assistant embedded into its Advisor Marketing Kit. The tool, available to Elite,......
Majesco’s Strategic Acquisition of ClaimVantage Proves Highly Rewarding: Continues to Expand Thriving Customer Base
InsurTech News

Majesco’s Strategic Acquisition of ClaimVantage Proves Highly Rewarding: Continues to Expand Thriving Customer Base

Business Wire
by Business Wire0
Majesco, a global leader of cloud insurance platform software for insurance business transformation announced the impact and success of its January 2021 acquisition of ClaimVantage, a global provider of enterprise claims platforms as well as absence and accommodation management for the L&AH market segment. Read More About Fintech Interview: Global Fintech Interview......
Kelly Johnston Returns to Mechanics Bank to Lead Wealth Management Unit
Banking News

Kelly Johnston Returns to Mechanics Bank to Lead Wealth Management Unit

Business Wire
by Business Wire0
Accompanying her are private banking professionals Phil Donnici and Lauren Goeppert Mechanics Bank has appointed Kelly Johnston as executive vice president and director of wealth management. The industry veteran will lead the Bank’s longtime Wealth Management unit, with a focus on providing additional offerings in trust and estate services, retirement......
Securian Canada Selects the FINEOS Platform to Expand Disability Management Offering
Fintech InsurTech News

Securian Canada Selects the FINEOS Platform to Expand Disability Management Offering

Business Wire
by Business Wire0
FINEOS Corporation announced that Securian Canada has selected FINEOS for its disability management claims administration software solution. Securian Canada is a leading insurance provider of innovative, life-ready insurance and protection solutions in Canada. The FINEOS claims administration solution is scheduled to go live this fall to support Securian Canada’s short- and long-term disability......
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