Search Results for: business tools and solutions

SEI Launches Enhancements to Advisor Technology Suite
Digital Finance News Technology

SEI Launches Enhancements to Advisor Technology Suite

PR Newswire
by PR Newswire0
Investor Portal Powers Personalized, Connected Experience for Advisors and their Clients SEI announced the launch of enhanced technology capabilities in its Investor Portal, a white-labeled solution within SEI Connect that enables advisors to provide clients a full picture of their financial lives. According to Cerulli Associates’ “State of Wealth Management......
Redwood Credit Union Selects Lumin Digital For Enhanced Digital Banking Services
Banking News

Redwood Credit Union Selects Lumin Digital For Enhanced Digital Banking Services

PR Newswire
by PR Newswire0
Lumin Digital announced that Santa Rosa-based Redwood Credit Union has signed a multi-year agreement for Lumin Digital’s cloud-native platform for online and mobile digital banking solutions. When Redwood completes the rollout of its new platform in Q4 of 2023, Lumin Digital will support Redwood’s more than 455,000 members. Founded in......
Hexure Acquires Vive
InsurTech News

Hexure Acquires Vive

Business Wire
by Business Wire0
Combination to Create a Modern, Unified Platform for Life and Annuity Distribution Hexure, a provider of sales and regulatory automation solutions for the life and annuity industry, announced the acquisition of Vive, a quote and e-submission platform for life insurance, to create a single, best-in-class distribution platform for the life......
Expert.ai Launches Enterprise Language Model for Insurance
Artificial Intelligence InsurTech News

Expert.ai Launches Enterprise Language Model for Insurance

PR Newswire
by PR Newswire0
ELMI offers insurers a cost-effective, accurate, and flexible language model built specifically to accelerate core processes from underwriting to claims Expert.ai unveiled its “Enterprise Language Model for Insurance” – ELMI, a cutting-edge innovation in domain trained language models, set to help insurers reach their process automation and digital transformation goals......
Lending Mortgage News

Acra Lending Partners with Tavant, Deploys Touchless Lending Collateral Analysis

Business Wire
by Business Wire0
Joint implementation with Acra solidifies Tavant’s presence within the Non-QM space and will progress with future AUS integrations Tavant, a Silicon Valley-based provider of industry-leading digital lending solutions, and Acra Lending, the industry’s leading private mortgage lender, announced the successful integration of Acra Lending’s digital mortgage experience with Touchless Lending Collateral Analysis. This......
Entrepreneurial Spirit Drives $1.7 Billion Wealth Management Firm to Join Kestra Financial
Finance Fintech News

Entrepreneurial Spirit Drives $1.7 Billion Wealth Management Firm to Join Kestra Financial

Business Wire
by Business Wire0
Symonds Wealth Management cites supportive culture, resources, and strong partnership to drive growth as rationale for joining Kestra Kestra Financial, an industry-leading independent wealth management platform, announced the addition of Symonds Wealth Management to its network, whose financial professionals oversee $1.7 billion assets. “At Kestra Financial, we’re dedicated to equipping financial......
Shift4 Partners with Give Lively to Offer Powerful Fundraising Solution to Nonprofits
Digital Payments News

Shift4 Partners with Give Lively to Offer Powerful Fundraising Solution to Nonprofits

Business Wire
by Business Wire0
Shift4, the leader in integrated payments and commerce technology, continues its expansion into the nonprofit sector by integrating with Give Lively, a pioneering fundraising platform in the movement to offer free services to nonprofits. Give Lively, a ground-breaking nonprofit fundraising platform, and Shift4, the leader in integrated payments and commerce technology,......
US Bank Unveils Connected Partnership Network
Banking News

US Bank Unveils Connected Partnership Network

Business Wire
by Business Wire0
New Partnership Network streamlines connection to payment and treasury management services U.S. Bank unveiled an online marketplace of third-party payment and treasury solutions that are fully integrated with U.S. Bank systems. The U.S. Bank Connected Partnership Network helps corporate treasury teams easily identify and adopt technology connected with the bank, such......
Kestra Investment Management Reaches $1 Billion in Assets Under Management
Investment Services News

Kestra Investment Management Reaches $1 Billion in Assets Under Management

Business Wire
by Business Wire0
Kestra Holdings subsidiary demonstrates rapid growth, hitting major milestone in just two years of operation Kestra Investment Management, a division of Kestra Holdings, an industry-leading wealth management platform provider, announced it reached $1 billion in assets under management (AUM), just one year after launching its first model portfolios. “Our portfolio management......
Netigate Unveils Netigate EX Engage - Transforming the Way Companies Work With Employee Engagement
Analytics News Technology

Netigate Unveils Netigate EX Engage – Transforming the Way Companies Work With Employee Engagement

GlobeNewswire
by GlobeNewswire0
Netigate, one of Europe’s leading experience management providers, continues their growth journey by expanding its offering with the introduction of a new employee engagement product– Netigate EX Engage. The product is designed to help businesses cultivate high-performing teams, offering essential tools, insights, and actions to enhance employee engagement significantly. Netigate EX Engage stands as the......
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