Search Results for: Servicing Digital

Wealth Dynamix Wins XCelent Overall Award in Celent Wealth Management Client Onboarding Report
Fintech News

Wealth Dynamix Wins XCelent Overall Award in Celent Wealth Management Client Onboarding Report

Fintech News Desk
by Fintech News Desk0
Wealth Dynamix, a global leader in Client Lifecycle Management (CLM) solutions, announced its selection by global analyst firm Celent as winner of the XCelent Overall award, for outstanding performance across all categories in their Wealth Management Client Onboarding Platforms ABCD Vendor View report. The report is an in-depth study, focusing......
Finastra Appoints Margaret Franco as Chief Marketing Officer
Fintech News

Finastra Announces Fusion Credit Connect Solution on Salesforce AppExchange and FusionFabric.cloud

Fintech News Desk
by Fintech News Desk0
Corporate banks can re-envision lending process for greater efficiency and to deliver better customer service Finastra announced the launch of its Fusion Credit Connect solution on Salesforce AppExchange and Finastra’s FusionFabric.cloud, re-envisioning how relationship managers and borrowers connect and communicate from opportunity to origination, through to closing and booking. Corporate......
Banking Capital Markets Fintech Guest Posts

Consider Effortless Customer Experiences to Boost the Bottom Line

Point B
by Point B0
Banks are facing unprecedented disruption from all directions. Leverage this disruption to gain a competitive advantage through innovative customer interactions.  Social distancing and the effects of COVID-19 have required multiple organizations to rethink and, in some cases, accelerate their customer experience initiatives. Financial services firms are no different. Moving forward,......
Financial Institutions Can Manage Forgiveness of Paycheck Protection Program Loans with Fiserv and its Clients
Banking Business Fintech News

Financial Institutions Can Manage Forgiveness of Paycheck Protection Program Loans with Fiserv and its Clients

Fintech News Desk
by Fintech News Desk0
Small businesses that have obtained a PPP loan can realize full impact of the program by applying for forgiveness via their financial institution and Fiserv Fiserv, a leading global provider of payments and financial services technology solutions, is ready to help banks and credit unions facilitate loan forgiveness applications and......
iCapital Network Leverages U.S. Success to Accelerate International Growth
Business Capital Markets Fintech Investment Services News

iCapital Network Acquires Artivest, Extending iCapital’s Leadership Position in the Alternative Investments Technology Ecosystem

Fintech News Desk
by Fintech News Desk0
iCapital Network, the leading financial technology platform driving access and efficiency in alternative investing for the asset and wealth management industries, and Artivest, one of the most innovative technology companies for accessing and investing in alternatives, announced that they have entered into a definitive agreement under which iCapital will acquire the......
SIMON Markets LLC and Raymond James Launch New Strategic Partnership for Annuities
Capital Markets Fintech InsurTech News

SIMON Markets LLC and Raymond James Launch New Strategic Partnership for Annuities

Fintech News Desk
by Fintech News Desk0
SIMON Markets LLC and SIMON Annuities and Insurance Services LLC (“SIMON”) and Raymond James Financial (“Raymond James”) have now unveiled integration that brings SIMON’s end-to-end digital platform for annuities to all 8,000+ Raymond James advisors. The new partnership extends SIMON’s best-in-class insurtech solution to Raymond James’ national network of advisors,......
Inlet Joins Financial Data Exchange (FDX) to Strengthen Customer Control of Financial Data
Fintech News

Inlet Joins Financial Data Exchange (FDX) to Strengthen Customer Control of Financial Data

Fintech News Desk
by Fintech News Desk0
Inlet, a secure eBill presentment and delivery platform that provides millions of bills each year to bank bill payment destinations servicing both consumers and businesses, announced it will participate in the Financial Data Exchange (FDX), a non-profit organization committed to developing and promoting a single industry standard for financial data sharing.......
"Startup the Bank" Report by PKO Bank Polski Available Now
Banking Fintech News

“Startup the Bank” Report by PKO Bank Polski Available Now

Fintech News Desk
by Fintech News Desk0
Startups transforming one of the biggest banking sectors in CEE “Startup the Bank” is the most recent report on startups whose solutions transform the Polish banking sector. According to the study, not only traditional fintech companies stand the chance of becoming banks’ technological partners and after a successful pilot project,......
Roostify Appoints Mortgage Industry Powerhouse David Lowman to Board of Directors
Business Fintech News

Roostify Appoints Mortgage Industry Powerhouse David Lowman to Board of Directors

Fintech News Desk
by Fintech News Desk0
The nation’s most trusted digital lending platform, Roostify, announced the appointment of David Lowman to the Board of Directors effective March 10, 2020. Read More: Finhabits Launches Microlearning Journeys to Help Diverse Communities Build Healthy Financial Habits Digital lending platform Roostify today announced the appointment of mortgage industry leader David Lowman......
H&R Block Chooses Turnkey Lender Solution for Managing Loans to Franchisees
Business Fintech News

H&R Block Chooses Turnkey Lender Solution for Managing Loans to Franchisees

Fintech News Desk
by Fintech News Desk0
TurnKey Lender, a worldwide leader of lending software for evaluating borrowers, providing credit decision-making support, and automating online lending, announced that H&R Block has chosen TurnKey Lender’s Enterprise Unified Lending Management solution to help them meet their franchisees’ business cash flow needs. Read More: GlobalFintechSeries Interview with Raymond Wyand, CEO &......
1