Search Results for: client experience

BlueShore Financial Partners with FutureVault as the first Canadian Credit Union to Offer Premium Digital Vault
Finance News

BlueShore Financial Partners with FutureVault as the first Canadian Credit Union to Offer Premium Digital Vault

Business Wire
by Business Wire0
BlueShore Financial becomes the first Canadian Credit Union to launch a digital vault solution where client experience, information security, compliance, and workflow efficiency are at the forefront BlueShore Financial, a full-service boutique financial institution, announces the launch of the BlueShore Digital Vault in collaboration with FutureVault, an industry-leading provider of......
Pinnacle Private Wealth Makes Leap to Independence with Commonwealth
Investment Services News

Pinnacle Private Wealth Makes Leap to Independence with Commonwealth

Business Wire
by Business Wire0
Firm looks to expand its retirement plan offering to support small businesses by joining Commonwealth-affiliated office, Integrated Equity Management (IEM). Commonwealth Financial Network, a national firm dedicated to providing financial advisors with holistic, integrated business solutions, announces the addition of Pinnacle Private Wealth of Kimberly, Wisconsin, to its network of......
nCino Announces Partnership with Grasshopper to Streamline Bank’s Internal Processes
Banking News

nCino Announces Partnership with Grasshopper to Streamline Bank’s Internal Processes

GlobeNewswire
by GlobeNewswire0
Partnership strengthens Grasshopper’s Commercial and SBA lending businesses as it continues to expand the use of the platform for even greater efficiency nCino, Inc., a pioneer in cloud banking for the global financial services industry, announces its partnership with Grasshopper, the client-first digital bank built for the business and innovation......
Exploring the Benefits of Fintech Data Types,Uses and Security Framework
Artificial Intelligence Featured Fintech Fintech Primers

Exploring The Benefits Of Fintech Data Types, Uses, And Security Frameworks

Pooja Choudhary
by Pooja Choudhary0
In this blog, I have covered all the peaks and valleys of fintech, its data types, usage, and security frameworks. Nothing can be crispier than this well-researched data with the immense hard work of a fortnight for this piece of color. Fintech is like a peacock that has its own......
BrokerTech Ventures Announces $34 Million BrokerTech Fund
InsurTech News

BrokerTech Ventures Announces $34 Million BrokerTech Fund

PR Newswire
by PR Newswire0
BrokerTech Ventures and ManchesterStory Launch new Venture Capital Fund to invest in early-stage insurtech companies focused on tech-enabled insurance brokerage BrokerTech Ventures (BTV), the industry’s first broker-led convening platform and accelerator program, has partnered with leading insurtech venture capital investor ManchesterStory Group (ManchesterStory) to launch the BrokerTech Fund, LP, the first venture capital......
Rollo Insurance Selects Tarmika and Applied Pay to Streamline Commercial Lines Quoting and Payment Processes
Business Digital Payments News

Rollo Insurance Selects Tarmika and Applied Pay to Streamline Commercial Lines Quoting and Payment Processes

GlobeNewswire
by GlobeNewswire0
Rapidly growing regional agency based in Texas extends digital agency strategy to drive growth and enhance client experience Applied Systems announced that Rollo Insurance has selected Tarmika and Applied Pay to enhance their commercial lines quoting and payment processes. Applied Pay will help Rollo digitally transform and automate its insurance......
Modern Wealth Management Acquires $1.5 Billion Barber Financial Group
Investment Services News

Modern Wealth Management Acquires $1.5 Billion Barber Financial Group

Business Wire
by Business Wire0
New RIA from former Goldman Sachs and United Capital executives makes its first acquisition, adding offices in Metro Kansas City and Detroit, MI Modern Wealth Management, a national registered investment advisory (RIA) firm founded to meet the evolving needs of today’s financial professionals and their clients, announced it has acquired......
Sheehan Wealth Partners Joins LPL Strategic Wealth Services
Fintech News

Sheehan Wealth Partners Joins LPL Strategic Wealth Services

GlobeNewswire
by GlobeNewswire0
LPL Financial LLC announced that financial advisors James Sheehan CFP, CPWA, and Shawn Tighe CFP, have joined LPL Financial’s broker-dealer, RIA and custodial platforms. They become the 30th team to join LPL Strategic Wealth Services, the firm’s modern supported independent solution that enables advisors to grow their business according to their vision.......
Digital Issuance from Fiserv Eliminates Physical Debit Card Wait
Digital Payments News

Digital Issuance from Fiserv Eliminates Physical Debit Card Wait

Business Wire
by Business Wire0
Cardholders get instant access and can start purchasing right away Financial institutions can eliminate the wait that often goes along with receiving physical debit cards with the launch of new capabilities from Fiserv, Inc., a leading global provider of payments and financial services technology solutions. Cardholders now can access a new......
Skience Unveils Blueprint Process to Help Wealth Management Firms Better Manage Digital Transformations
Finance News

Skience Unveils Blueprint Process to Help Wealth Management Firms Better Manage Digital Transformations

Business Wire
by Business Wire0
Skience formalizes proven strategic planning framework to help wealth management firms organize for future digital success Skience, a leading financial services solution and consulting provider, announced the rollout of its Wealth Management Cloud Technology Blueprint, formalizing its strategic planning framework for digital transformations. This methodology, available as part of Skience’s......
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