Search Results for: client experience

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......
impact.com Closes 2021 With New Google Pay Integration, $150M in Funding and 51% Increase in Clients YoY
Banking News

impact.com Closes 2021 With New Google Pay Integration, $150M in Funding and 51% Increase in Clients YoY

Fintech News Desk
by Fintech News Desk0
The company’s notable moments include four major tech integrations, two acquisitions, a new C-Suite hire and extended parental leave policy impact.com, the world’s leading partnership management platform supporting more than one million partnerships for more than 1,900 brands, announced record growth in 2021. In the last year, impact.com has seen......
First Foundation Bank Launches New Mobile App with MXmobile, Simplifying the Way Clients Get Financial Insights
Banking Fintech Mobile Banking News

First Foundation Bank Launches New Mobile App with MXmobile, Simplifying the Way Clients Get Financial Insights

Fintech News Desk
by Fintech News Desk0
Cutting edge mobile banking app serves up personalized financial alerts and insights in an engaging, feed-style view, driving more engagement for First Foundation Bank users MX, the financial data platform and leader in modern connectivity, announced that First Foundation Bank has gone live on the MXmobile platform for mobile banking,......
Synovus Names Liz Wolverton Head of Consumer Banking and Brand Experience
Banking Fintech News

Synovus Names Liz Wolverton Head of Consumer Banking and Brand Experience

Fintech News Desk
by Fintech News Desk0
Susan Pitts to Serve as Consumer COO Synovus Bank announced the naming of Liz Wolverton as head of consumer banking and brand experience. In her expanded role leading this new banking segment, Wolverton maintains oversight for the company’s marketing, digital, analytics, and customer experience functions while also assuming responsibility for......
Cryptocurrency News

CoinGecko Joins the RFOX VALT as a Marquee Client as It Enters the Metaverse

Fintech News Desk
by Fintech News Desk0
The World’s Largest Independent Cryptocurrency Data Aggregator to Explore New Opportunities in the Metaverse Metaverse company RFOX (RedFOX Labs) announced its plans to welcome CoinGecko to its virtual world, the RFOX VALT, as a Marquee Client. The RFOX VALT, a virtual world focused on shopping, retail, and entertainment experiences, will introduce CoinGecko......
Smart Communications Launches Next Gen Interactive Client Reporting Solution for Wealth Management and Private Banking
Banking Fintech News

Smart Communications Launches Next Gen Interactive Client Reporting Solution for Wealth Management and Private Banking

Fintech News Desk
by Fintech News Desk0
New Capability Delivers Hyper-personalized Omnichannel Customer Experience for Investors and Advisors; Unveiled at Financial Services Events in the U.S. and Europe Smart Communications, a leading technology company focused on helping businesses engage in more meaningful customer conversations, announced the availability of a new Client Reporting solution designed for wealth management......
Darn Tough Vermont Experiences 8.3% Conversion Lift Through Experimentation with Kibo
Commerce News

Darn Tough Vermont Experiences 8.3% Conversion Lift Through Experimentation with Kibo

Fintech News Desk
by Fintech News Desk0
With its market-leading personalization software, Kibo has helped Darn Tough implement a data-driven approach to testing, messaging, and sales-offer creation Kibo, the leader in unified commerce, announced that Darn Tough Vermont, American manufacturer of premium, all-weather outdoor and lifestyle socks, is building a culture of scalable testing and personalization through Kibo......
NXTsoft Experiences Over 5x Increase in CECL Sales in 2021
Fintech News

NXTsoft Experiences Over 5x Increase in CECL Sales in 2021

Fintech News Desk
by Fintech News Desk0
NXtsoft sees uptick in CECL sales to financial institutions, recommends financial institutions adopt CECL now so that the CECL calculations can be run in parallel with their current allowance for loan loss (ALLL) calculations in advance of deadline. NXTsoft, a company focused on providing API connectivity, data analytics and data......
MOCA Adds The Wave Work to Its Growing List of Clients
Fintech News

MOCA Adds The Wave Work to Its Growing List of Clients

Fintech Analyst
by Fintech Analyst0
MOCA’s payment platform enables The Wave Work to empower its clients to pay their contractors anywhere in the world using a contactless card with unlimited cash-back rewards –    MOCA, a digital-first next-generation card-based payment platform provider is pleased to announce that it has added The Wave Work, an HR Tech and Fintech company......
Customers Bank Makes Bold Move with Cryptocurrency Clients
Fintech 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. Read More......
1