Search Results for: Know Your Customer

AuditBoard Appoints Former Audit Executive and CIO Justin Greenberger as Chief Customer Officer
Cloud News Risk Management

AuditBoard Appoints Former Audit Executive and CIO Justin Greenberger as Chief Customer Officer

Business Wire
Customer experience remains the highest priority as AuditBoard customer base expands to more than 50% of the Fortune 500. AuditBoard, the leading cloud-based platform transforming audit, risk, ESG, and InfoSec management, announced Justin Greenberger has joined the company as Chief Customer Officer to continue delivering exceptional customer experiences amidst continued......
Excel Sets New Industry Standard with 1:1 Consent Compliance, Paving the Way for Ethical and Transparent Customer Acquisition
InsurTech News

Excel Sets New Industry Standard with 1:1 Consent Compliance, Paving the Way for Ethical and Transparent Customer Acquisition

Cision PRWeb
Excel, a leader in the insurance customer acquisition industry, is proud to announce the proactive implementation of enhanced 1:1 consent compliance across its Medicare, Health, Auto, Home, and Life insurance verticals. This initiative underscores the company’s commitment to consumer privacy and transparency, aligning with the latest industry regulations. Industry-Leading Compliance......
New IBM study: Insurance leaders agree that rapid adoption of generative AI is necessary to compete, but insurance customers express reservations
Artificial Intelligence Finance Fintech News

New IBM study: Insurance leaders agree that rapid adoption of generative AI is necessary to compete, but insurance customers express reservations

PR Newswire
New research by IBM’s Institute for Business Value identifies a disconnect between how insurers and their customers prioritize the use of generative AI, with industry executives focusing on experience while their clients are seeking personalized risk products and insights. Findings from a survey of 1,000 insurance c-suite executives in 23......
New Report Reveals: Customer Loyalty at Stake for Financial Institutions Due to Rise in Identity-Based Attacks
Finance Fintech News Security

New Report Reveals: Customer Loyalty at Stake for Financial Institutions Due to Rise in Identity-Based Attacks

GlobeNewswire
Gap Widens Between Customer Expectations and Financial Institutions’ Cybersecurity Efforts HYPR, the Identity Assurance Company, today released its spotlight report “When Trust is Hacked: Customer Identity Security in Finance.” This report sheds light on the persistent threat of credential misuse and authentication vulnerabilities plaguing the financial industry, drawing a direct......
Cotribute Expands Participation in Jack Henry Vendor Integration Program to Help Drive Deposit and Customer Growth for Banks
Banking Finance Fintech News

Cotribute Expands Participation in Jack Henry Vendor Integration Program to Help Drive Deposit and Customer Growth for Banks

Business Wire
Cotribute, an award-winning, next-generation digital account opening and onboarding platform helping financial institutions grow deposits, loans and memberships, today announced at the 2024 Jack Henry Connect that it has successfully implemented at both banks and credit unions and has been certified to integrate with SilverLake® and Synergy® as a member......
Jack Henry and Victor Offer Embedded Payments Platform for Regional and Community Financial Institutions to Better Support Business Customers
Digital Payments Finance Fintech News

Jack Henry and Victor Offer Embedded Payments Platform for Regional and Community Financial Institutions to Better Support Business Customers

PR Newswire
Direct-to-core integration enhances deposit and non-interest fee income potential Jack Henry announces the expansion of its collaboration with Victor Technologies, Inc., a subsidiary of MVB Edge Ventures, Inc. and part of MVB Bank, Inc. The companies launched an embedded-payments management platform to help Jack Henry’s financial institution clients capitalize on......
Annual Trintech Connect Events Bring Together Global Customers and Partners to Accelerate Finance Transformation Initiatives
Finance Fintech News

Annual Trintech Connect Events Bring Together Global Customers and Partners to Accelerate Finance Transformation Initiatives

PR Newswire
AON, Bertel O Steen, Capital One, Chick-fil-A, Danish Crown, Fidelity, Haleon, HP, and Whole Foods among Trintech customer presenters Trintech, a leading global provider of cloud-based financial close solutions for the Office of Finance, kicks off its annual Trintech Connect events this week designed to bring together Trintech’s global customers and partners......
DocuPhase Partners with Center to Provide Customers a Powerful AP and Expense Management Solution
Finance Fintech News Robotic Process Automation

DocuPhase Partners with Center to Provide Customers a Powerful AP and Expense Management Solution

PR Newswire
DocuPhase, a leading provider of financial automation solutions, is pleased to announce its preferred partnership with Center, a software company modernizing travel and expense management. Combining their respective expertise in automation and expense management, DocuPhase and Center are set to offer a more comprehensive suite of services to meet the evolving......
Total-Expert’s-Customer-Intelligence-Adds-Automatic-Contact-Record-Enrichment-of-Intent-Signals-to-Help-Loan-Officers-Engage-Customers
Finance Fintech Lending News

Total Expert’s Customer Intelligence Adds Automatic Contact Record Enrichment of Intent Signals to Help Loan Officers Engage Customers

Business Wire
Enriched customer profiles with critical life event data enable loan officers to scale personalized interactions and marketing automation Total Expert, the FinServ leader in customer engagement software, has added automatic life milestone updates to contact records to enrich the interactions customer-facing teams have with their clients. The updated customer profile......
Artificial Intelligence Banking Featured Finance Fintech Robotic Process Automation Security

The Impact of Automation and Data Intelligence on Customer Experience in Financial Services

Prajakta Ayade
Automation and data intelligence are driving significant transformations across finance, particularly in customer experience. These technologies are reshaping how financial institutions interact with customers, offering personalized, efficient, and seamless services. Enhancing Efficiency and Accuracy One of the primary benefits of automation in financial services is the enhancement of efficiency and......
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