Search Results for: client experience

Ameriprise Financial Reports 96% Satisfaction Rate as Company Engages Record Number of Clients in Compelling Digital Experience
Fintech News

Ameriprise Financial Reports 96% Satisfaction Rate as Company Engages Record Number of Clients in Compelling Digital Experience

Fintech News Desk
In the midst of an unpredictable year, clients of Ameriprise Financial are overwhelmingly pleased with the experience the firm provides to help them stay in control of their financial lives. Ninety-six percent of clients surveyed said they are “highly satisfied,” and Ameriprise provides the advice that addresses their needs. Ninety-two......
PayBright's New Campaign Highlights Commitment to Giving Canadians More Financial Flexibility
Fintech News

PayBright Partners with Sephora Canada to Offer Clients a More Flexible Shopping Experience

Fintech News Desk
Today, PayBright, Canada’s leading provider of installment payment plans, announces its partnership with Sephora Canada, the leading prestige beauty retailer to enhance the brand’s flexible payment offering. By choosing PayBright as their payment method on sephora.ca, Canadian clients can now buy their cosmetics, fragrances, beauty tools, and skincare products today, and pay......
LemonadeLXP Experiences Growth in First Half of 2020, Increases Client Roster
Fintech News

LemonadeLXP Experiences Growth in First Half of 2020, Increases Client Roster

Fintech News Desk
LemonadeLXP, the all-in-one learning experience platform for financial institutions (FIs), reports growth in its client base by 81 percent during the first half of 2020. The company also expanded its partnerships and experienced an increase in overall client engagement. Read More: Thimble Launches Certificate Manager to Improve Oversight of Vendor......
Bridge Financial Technology Expands Leadership Team, Names Industry Veteran Christopher Haley as Board Chairman
Big Data Fintech Investment Services News Risk Management

Private Client Resources (PCR) and FINARTIS team to deliver a complete Front-to-Back Experience to Private Banks, Asset Managers and Family Offices internationally

Fintech News Desk
Global Solution integrates PCR’s data aggregation capabilities with FINARTIS’s comprehensive Investment Management platform Private Client Resources (PCR), the leading provider of total wealth data aggregation services to ultra-high net worth (UHNW) families and institutions announced a partnership with FINARTIS SA, the leading Swiss-Based provider of investment management and risk reporting......
The Entrust Group Launches Their New Client Portal Delivering A Seamless Experience For Self-Directed IRA Investors
Fintech News

The Entrust Group Launches Their New Client Portal Delivering A Seamless Experience For Self-Directed IRA Investors

The Entrust Group (“Entrust”), a national, Self-Directed IRA administrator headquartered in Oakland, California, announces the launch of its new client portal. The self-service, account management portal is available exclusively to Entrust clients with the goal of helping them self-direct their account online seamlessly. Read More: bitFlyer: Confidence in Cryptocurrency Increases Across European......
Tauro Markets Launches Next-Gen Trading Platform to Enhance Global Trading Experience
Finance Fintech News Trading

Tauro Markets Launches Next-Gen Trading Platform to Enhance Global Trading Experience

GlobeNewswire
Providing retail and institutional clients with more investment choices, Tauro Markets aims to reshape the trading experience while expanding its global presence Tauro Markets, a multi-asset trading platform, is launching with the financial backing of the newly formed Synervest Group. By moving beyond traditional CFD offerings, Tauro Markets aims to......
Moxo integrates with Wealthbox to streamline client management for financial advisors
Finance Fintech News

Moxo integrates with Wealthbox to streamline client management for financial advisors

PR Newswire
Moxo, the leading service orchestration platform for customer, vendor, and partner processes, is excited to announce a new integration with Wealthbox, a modern CRM designed for financial advisors. This powerful partnership aims to transform client management by enabling seamless data sharing between Moxo and Wealthbox, significantly enhancing operational efficiency for......
CIC Credit Partners with ScoreNavigator to Deliver Innovative Credit Tools to Clients
Finance Fintech News

CIC Credit Partners with ScoreNavigator to Deliver Innovative Credit Tools to Clients

PR Newswire
CIC Credit is excited to announce the launch of ScoreNavigator, a cutting-edge credit management tool, now available to its clients. Under the leadership of COO Mike Thomas, CIC Credit continues to innovate and provide top-tier solutions to empower its customers, and ScoreNavigator is no exception. This new offering allows users to......
PayPal Expands Strategic Partnership with Fiserv to Streamline Checkout Experiences in the U.S.
Digital Payments Fintech News

PayPal Expands Strategic Partnership with Fiserv to Streamline Checkout Experiences in the U.S.

PR Newswire
PayPal Holdings, announced an expansion of its global strategic partnership with Fiserv, which will streamline how merchant clients of Fiserv enable PayPal experiences for their customers. Building on a longstanding partnership between the two companies covering several products and services and millions of businesses, the expanded relationship simplifies how Fiserv clients......
TrustCommerce Announces First Client Live with Cloud Payments Integrated with EHR
Cloud Finance Fintech News

TrustCommerce Announces First Client Live with Cloud Payments Integrated with EHR

PR Newswire
The Ohio State University Wexner Medical Center uses cloud-based payment system’s seamless integration with EHR to securely accept card-present payments within existing workflows. TrustCommerce, a Sphere Company, and leading provider of end-to-end integrated healthcare payments and security software, today announced that The Ohio State University Wexner Medical Center is the first health system to......
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