Search Results for: client experience

CrossFirst Bank Names Experienced Banking Executive as Texas Regional President
Banking Fintech News

CrossFirst Bank Names Experienced Banking Executive as Texas Regional President

Fintech News Desk
by Fintech News Desk0
David Felan to oversee Bank’s growth in Texas CrossFirst Bank, a subsidiary of CrossFirst Bankshares, Inc., announced that David Felan has been named Texas Regional President, overseeing the bank’s operations and offices in Dallas and Frisco, Texas. In this role, Felan will be responsible for leading CrossFirst’s continued growth across......
i2c Appoints Serena Smith As Chief Client Officer
Banking Fintech News

i2c Appoints Serena Smith As Chief Client Officer

Fintech News Desk
by Fintech News Desk0
Payments industry veteran to spearhead customer-centric initiatives of global financial services enabler i2c Inc., a leading provider of digital payment and banking technology, named Serena Smith as their new Chief Client Officer. Reporting to Amir Wain, founder and CEO of i2c Inc., Smith oversees global account management for existing and new......
LumApps Announces Integration With Box To Enhance The Employee Experience
Cloud News Technology

LumApps Announces Integration With Box To Enhance The Employee Experience

Fintech News Desk
by Fintech News Desk0
LumApps joins the Box Technology Partner Program, produces its integration with Box to enhance employee productivity and collaboration LumApps, a recognized leader in the Employee Experience Platform market, is now integrated with Box, the leading Content Cloud. The LumApps Employee Experience platform enables companies to design fully branded digital workplaces......
Avison Young and UiPath Partner to Drive Automation-Powered Real Estate Experiences
News Robotic Process Automation

Avison Young and UiPath Partner to Drive Automation-Powered Real Estate Experiences

Fintech News Desk
by Fintech News Desk0
Global commercial real estate firm to deploy UiPath software robots to enhance technology stack and deliver superior employee and customer experiences Avison Young, a technology-driven commercial real estate services firm and UiPath, a leading enterprise automation software company, announced a partnership to deliver the real estate experience of the future.......
$3,500 From Start to Close; Gparency Launches Self Direct, a Mortgage Broker Experience, But Without the Broker Fees
Fintech Mortgage News

$3,500 From Start to Close; Gparency Launches Self Direct, a Mortgage Broker Experience, But Without the Broker Fees

Fintech News Desk
by Fintech News Desk0
GPARENCY creates equitable access to opportunities for commercial real estate owners everywhere, and Self Direct expands the brand, providing a senior underwriter plus full back-office team – via email – to place and run the deal from start to close After a tremendously successful launch in Q4 2021, GPARENCY today......
Advisor Group Welcomes South Carolina-Based Wealth Management Practice With Total Client Assets Of $125 Million To Its Platform
Digital Asset Management Fintech News

Advisor Group Welcomes South Carolina-Based Wealth Management Practice With Total Client Assets Of $125 Million To Its Platform

Fintech News Desk
by Fintech News Desk0
Columbia Capital Partners Joins Advisor Group through Subsidiary Royal Alliance Associates and OSJ Cline Financial Partners Advisor Group, the nation’s largest network of independent wealth management firms, today announced the successful recruitment to its network of Columbia Capital Partners, a wealth management firm in Columbia, S.C., which oversees $125 million in total client......
Customers Bank Makes Bold Move with Cryptocurrency Clients
Cryptocurrency News

Customers Bank Makes Bold Move with Cryptocurrency Clients

Fintech News Desk
by Fintech News Desk0
Customers Bank, the $19.1 billion subsidiary of Customers Bancorp, Inc, released a partial list of inaugural institutional crypto clients. The clients identified are among the premier cryptocurrency and digital asset institutions, making the bank one of the nation’s leading financial services providers in the growing global crypto industry. “The platform......
TIAA Appoints Sastry Durvasula Chief Information & Client Services Officer
Fintech Investment Services News

TIAA Appoints Sastry Durvasula Chief Information & Client Services Officer

Fintech News Desk
by Fintech News Desk0
TIAA, a leading provider of secure retirements and outcome-focused investment solutions to millions of people and thousands of institutions, appointed Sastry Durvasula Chief Information & Client Services Officer. Latest Fintech Insights: Coinswitch Kuber Appoints Industry Veteran Ashish Chandra as General Counsel Durvasula joins, 2022, from McKinsey & Company, where he was Global Chief Technology......
Tyfone and SavvyMoney Partner To Create a Better Digital Banking Experience
Banking Digital Payments News

Tyfone and SavvyMoney Partner To Create a Better Digital Banking Experience

Fintech News Desk
by Fintech News Desk0
Transparent integration of SavvyMoney into Tyfone’s nFinia™ platform puts consumers in control of their credit Tyfone, Inc., a premier provider of digital banking solutions for community financial institutions, and SavvyMoney, the leading intelligent credit score solution, have announced an agreement to integrate the SavvyMoney solution into Tyfone’s nFinia digital banking......
Advisor Group Welcomes Two Georgia Based Financial Advisors With Client Assets Totaling $164 Million
Fintech News

Advisor Group Welcomes Two Georgia Based Financial Advisors With Client Assets Totaling $164 Million

Fintech News Desk
by Fintech News Desk0
Wade Roberts And John Hachey Join Triad Advisors And Triad Hybrid Solutions Advisor Group, the nation’s largest network of independent wealth management firms, announced the successful recruitment to its network of Wade Roberts and John Hachey, two independent financial advisors based in Georgia that between them oversee $164 million in total client assets. Latest Fintech Insights: Datavault......
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