Search Results for: Customer Relationship Management

Regions Bank Gives Customers More Time to Avoid Overdrafts
Banking News

Regions Bank Gives Customers More Time to Avoid Overdrafts

Business Wire
by Business Wire0
New Regions Overdraft Grace feature provides an extra business day for deposits to avoid overdraft charges. Regions Bank on Thursday announced its latest enhancement to its core personal checking accounts: Regions Overdraft Grace. This new, no-cost feature gives personal checking account customers an extra business day to make deposits and cover......
Magic FinServ's DeepSight for Coupa Invoice Certified as Coupa Business Spend Management Platform Ready
Finance News

Magic FinServ’s DeepSight for Coupa Invoice Certified as Coupa Business Spend Management Platform Ready

PR Newswire
by PR Newswire0
DeepSight for Coupa Invoice is Now Available in the Coupa App Marketplace, Extending Coupa’s Platform and Increasing the Benefits of Invoice Smash to New Heights Magic FinServ, a leading provider of digital technology services and solutions for the financial services industry, announced it will offer DeepSight for Coupa Invoice in......
White Clay Launches Treasury Management Pricing and Profitability Solution
Finance News

White Clay Launches Treasury Management Pricing and Profitability Solution

Business Wire
by Business Wire0
New solution helps banks price commercial relationships to optimize capital and revenue White Clay, a company that helps community and regional financial institutions improve relationships and increase revenue, announced the launch of its Treasury Management Pricing and Profitability solution. Determining the pricing and profitability of treasury management relationships can often......
Why A Data-Driven Approach to Digital Lending and Portfolio Management is Key for SMB Lenders
Guest Posts Lending

Why A Data-Driven Approach to Digital Lending and Portfolio Management is Key for SMB Lenders

Will Tumulty
by Will Tumulty0
Small businesses in the U.S. continue face challenges ranging from recessionary concerns, to rising inflation, labor shortages, and ongoing supply-chain issues, among others. The net effect is a current SMB closure rate of nearly 38% nationally and while some of this is attributable to factors such as lack of market......
AvidXchange Automates Lien Waiver Management, Improves Payment Process in Leading Purchase-to-Pay Solution TimberScan
Digital Payments News

AvidXchange Automates Lien Waiver Management, Improves Payment Process in Leading Purchase-to-Pay Solution TimberScan

GlobeNewswire
by GlobeNewswire0
AvidXchange Holdings, Inc., a leading provider of accounts payable (AP) automation software and payment solutions for middle market businesses and their suppliers, announced Lien Waiver Management for TimberScan, a premium feature embedded in AvidXchange’s full purchase-to-pay solution with a seamless Sage 300 CRE integration. With Lien Waiver Management, construction industry......
Atria Wealth Solutions Recruits $1.1 Billion Wealth Management Team to Cadaret Grant from Signature Bank
Finance Investment Services News

Atria Wealth Solutions Recruits $1.1 Billion Wealth Management Team to Cadaret Grant from Signature Bank

PR Newswire
by PR Newswire0
Former Signature Bank team joins one of Atria’s subsidiaries’ largest branches, American Investment Planners, to continue growth momentum Atria Wealth Solutions, Inc. (Atria), a multi-channel wealth management solutions holding company, announced the recruitment of Edwin Milner, Laura Palacios and Jason Kurz from Flagstar Bank (formerly Signature Bank) to Atria subsidiary Cadaret Grant. Managing nearly $1.1 billion in......
Park View FCU Partners with Mahalo Banking to Streamline Financial Management Features
Banking Mobile Banking News

Park View FCU Partners with Mahalo Banking to Streamline Financial Management Features

Business Wire
by Business Wire0
Credit union implements digital platform to offer enhanced banking services, enable member self-service functionality Mahalo Banking, a CUSO that provides online and mobile banking solutions for credit unions, announced that Harrisonburg, Va.-based Park View Federal Credit Union (‘Park View’ – $350M in assets) is live on its enhanced thoughtful banking platform.......
ChoiceOne Bank Announces Industry-Leading Technology Advanced Treasury Services for Business Customers
Banking Mobile Banking News

ChoiceOne Bank Announces Industry-Leading Technology Advanced Treasury Services for Business Customers

PR Newswire
by PR Newswire0
ChoiceOne Financial Services, Inc., and ChoiceOne Bank are pleased to announce advancements in their Treasury Management services offering more sophisticated solutions for small, mid-sized and large business customers. These advances include industry-leading technology to support customers’ payment, reporting, and security needs supported by local experts in our Treasury Support team.......
American Bank & Trust Selects Marstone’s Digital Wealth Management Services
Banking News

American Bank & Trust Selects Marstone’s Digital Wealth Management Services

Business Wire
by Business Wire0
Marstone’s Wealth Management-as-a-Service offering continues to gain traction, growing American Bank & Trust’s wealth management capabilities Marstone, Inc., a leading digital wealth technology firm, announced it has partnered with American Bank & Trust, N.A., a $500 million community bank, to provide its turnkey digital wealth management platform and Wealth Management-as-a-Service......
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