Search Results for: client experience

ClientPay Commemorates 10-Year Partnership with Thomson Reuters Elite
Business Fintech News

ClientPay Partners With Deltek, Offering Customers The Ability To Streamline Credit Card Acceptance And Accelerate Cash Flow

Fintech News Desk
by Fintech News Desk0
ClientPay, the award-winning digital payment processing solution for professional service firms, has partnered with Deltek, the leading global provider of software and information solutions for project-based businesses. The partnership was announced at the annual Deltek Insight conference. This new partnership allows Deltek customers to access the innovative ClientPay technology that turns the......
Tech Mahindra and Innoveo Drive Digital Transformation to Enhance Customer Experience Globally in Insurance, Banking and Wealth Management
Banking Fintech InsurTech News

Tech Mahindra and Innoveo Drive Digital Transformation to Enhance Customer Experience Globally in Insurance, Banking and Wealth Management

Fintech News Desk
by Fintech News Desk0
Leverage No-Code Platform to accelerate launch of custom-built applications without software coding in real-time across insurance, banking and wealth management sectors Tech Mahindra Ltd. a leading provider of digital transformation, consulting and business reengineering services and solutions, with Innoveo, a Zurich based leading technology software provider, announced that the enterprises will......
Automated Financial Systems, Inc. Supports All SOFR Rate Methods!
Fintech News

Automated Financial Systems, Inc. Announces New Platform Technology for AFSVision, More Options for Clients

Fintech News Desk
by Fintech News Desk0
Automated Financial Systems, Inc. (AFS) announced new technology options for clients using our end-to-end, straight-through processing, real-time commercial lending platform, AFSVision. Continuing the journey started 50 years ago of delivering world-class products based on operational excellence, AFS now offers a distributed server-based solution that will allow for a public cloud......
FXCM Pro Now Onboarding Clients With FlexTrade’s Maxxtrader
News Trading

FXCM Pro Now Onboarding Clients With FlexTrade’s Maxxtrader

Fintech News Desk
by Fintech News Desk0
FXCM Group, LLC, a leading international provider of online foreign exchange and CFD trading, announced that FXCM Pro is beginning the process of onboarding clients with FlexTrade System’s “MaxxTrader” solution across the LD4 hosting centre. This announcement follows from the recent news in late 2019 detailing the initial launch of......
Trucept Acquires Insurance Agency for Current Client Base and other Market Segments
Banking Fintech News

Trucept Acquires Insurance Agency for Current Client Base and other Market Segments

Fintech News Desk
by Fintech News Desk0
Trucept Inc. announced that it now offers insurance services to a broader set of market segments through its acquisition of UWS Insurance Corp. UWS is an insurance agency currently licensed in 25 states with plans to become licensed in all 50. Through UWS-licensed brokers, Trucept is projecting approximately $500,000 in additional revenue......
eMoney Advisor Unveils Strategy to Provide Planning Solutions at Every Stage of Client Lifecycle
Business Fintech News

eMoney Advisor Unveils Strategy to Provide Planning Solutions at Every Stage of Client Lifecycle

Fintech News Desk
by Fintech News Desk0
Planning Vision Focused on Supporting Advisors in Their Efforts to Efficiently Scale Business, Elevate Client Experience and Demonstrate Unique Value eMoney Advisor (eMoney), a leading provider of technology solutions and services that help people talk about money, announced its enhanced planning vision for products and features that enables advisors and......
Orion Partners with State Street Global Advisors to Expand Investment Program
Fintech News

Orion’s New User Interface Reimagines Advisor Experience, Surfaces Actionable Workflows

Fintech News Desk
by Fintech News Desk0
Orion’s Home Experience, Revealed at the T3 Advisor Conference, Marries the Best of App- and Dashboard-Based Technologies to Help Advisors Prioritize and Run Their Days More Productively. The start of an advisor’s day lays the groundwork for their success. That’s why Orion Advisor Tech (“Orion”), the premier provider of financial advisor......
Subi Sethi Joins Clearwater as Chief Client Officer
Fintech News

Subi Sethi Joins Clearwater as Chief Client Officer

Fintech News Desk
by Fintech News Desk0
Clearwater Analytics announced that Subi Sethi has joined Clearwater as Chief Client Officer to lead the firm’s global operations team. Subi has extensive experience driving operational transformation to deliver highly scalable solutions for global companies. She will be responsible for ensuring the success of Clearwater clientele, and will lead the......
Private Client Resources (PCR) Announces Partnership with GRMA to Revolutionize Data Aggregation and Reporting for Investment Management
Business Fintech News

Private Client Resources (PCR) Announces Partnership with GRMA to Revolutionize Data Aggregation and Reporting for Investment Management

Fintech News Desk
by Fintech News Desk0
Solution will integrate PCR’s data aggregation capabilities with GRMA’s comprehensive and cost effective SaaS-driven data enrichment and outsourced reporting Private Client Resources (PCR), the leading provider of total wealth data aggregation services to Ultra High Net Worth (UHNW) families, trust companies, private banks, and investment advisors, announced a partnership with......
Flywire Acquires Simplee to Transform Healthcare Payments Experience
Banking Fintech News

Flywire Acquires Simplee to Transform Healthcare Payments Experience

Fintech News Desk
by Fintech News Desk0
Acquisition accelerates Flywire’s multi-vertical strategy, broadens healthcare client base $120 million Series E investment round led by Goldman Sachs fuels acquisition and provides additional capital for strategic growth Flywire to accelerate investment in its payments network, platform and verticals to capture increased share of trillion-dollar global payments TAM Flywire, a......
1