Search Results for: client experience

Commerce Markets News

Kimberly Gerard Appointed As CFO By InMoment

Fintech Staff Writer
by Fintech Staff Writer0
Kimberly is a powerful financial pioneer that brings more than 20 years of leadership and financial experience and achievement. She was most recently Chief Transformation Officer at Cerner Corporation (currently Oracle-Cerner) where she leveraged her strong financial acumen and leadership skills to influence and ensure the financial growth of the......
Aurachain Expands Into Private Banking Sector and Helps Sora Bank AG Reduce Loan Processing Time by up to 85%
Banking News

Aurachain Expands Into Private Banking Sector and Helps Sora Bank AG Reduce Loan Processing Time by up to 85%

Fintech News Desk
by Fintech News Desk0
Aurachain, the low-code software development platform, has successfully enabled Sora Bank in Liechtenstein to reduce processing time on loans by up to 85% through a credit application – all in a matter of weeks and with the help of Aurachain’s complimentary resources. Upon completion of a training program, the Private......
Mackenzie Investments Onboards CapIntel's New Link Offering, a First-to-Market FinTech Tool for Financial Advisors
Investment Services News

Mackenzie Investments Onboards CapIntel’s New Link Offering, a First-to-Market FinTech Tool for Financial Advisors

Fintech News Desk
by Fintech News Desk0
Investment in innovative technologies, like CapIntel, is part of Mackenzie Investments’ strategic focus on enhancing the client experience and advisor productivity CapIntel, a wealth management technology company, announced a strategic partnership with Mackenzie Investments (“Mackenzie”), one of Canada’s premier investment management firms, to leverage CapIntel’s new Link offering. “We’re responding......
HawkSoft and Agave Form Partnership for Digital Payments
Digital Payments News

HawkSoft and Agave Form Partnership for Digital Payments

Fintech News Desk
by Fintech News Desk0
Collaboration streamlines payment handling and enhances the relationship between independent insurance agents and insureds HawkSoft announces that Agave is now participating in its Solution Partner Program. Agave is a leader in payments with a passion for developing and delivering digital payment solutions to small, medium, and enterprise sized businesses in......
Docupace Launches New Productivity Toolkit for Financial Advisors and RIA Firms
Finance Fintech News

Docupace Launches New Productivity Toolkit for Financial Advisors and RIA Firms

Fintech News Desk
by Fintech News Desk0
Docupace Platform specially-designed to meet the needs, flexibility and delivery requirements of the RIA market Docupace, the leader in cloud-based fintech digital operations software for the wealth management industry, announced the launch of its RIA Productivity Suite, designed to optimize operations for advisory firms of all sizes – empowering them to......
B2B Cryptocurrency Digital Asset Management News

BSO’s Crypto Connect With PicoNet

Fintech Staff Writer
by Fintech Staff Writer0
BSO’s Crypto Connect offers global, low-latency, cloud-to-cloud connections into leading digital asset exchanges. The expanded partnership will provide clients access to over 35 major global crypto exchanges in addition to more than 300 global venues currently available on PicoNet.The addition of Crypto Connect to the PicoNet ecosystem will give clients......
Cloud News Technology

Shield Launched New Hybrid Cloud Infrastructure

Fintech Staff Writer
by Fintech Staff Writer0
Shield, the world’s leading communication compliance platform, launched new hybrid cloud infrastructure technology that provides financial institutions with flexible, scalable data solutions that make digital communication compliance efficient and adaptable within their existing data strategy.Fresh off being named a finalist for the prestigious Cloud Awards, Shield’s flexible and scalable cloud solutions......
Advisor with $125 Million Selects Ameriprise Financial for Firm’s Reputation, Flexibility and Resources
Fintech News

Advisor with $125 Million Selects Ameriprise Financial for Firm’s Reputation, Flexibility and Resources

Fintech News Desk
by Fintech News Desk0
Financial advisor Matthew De Vries, MBA, CFP, AAMS, joined the independent channel of Ameriprise Financial, from Edward Jones in Fargo, North Dakota. De Vries decided to move his practice to Ameriprise because of the firm’s positive reputation, flexibility, and comprehensive resources – all of which will enable him to provide an......
FINBOA Releases Treasury Onboarding Software for Financial Institutions
Fintech News

FINBOA Releases Treasury Onboarding Software for Financial Institutions

Fintech News Desk
by Fintech News Desk0
New SaaS solution digitizes and modernizes Treasury services to enable growth FINBOA,., a leading innovator in intelligent process automation software for financial institutions, announced the release of its Treasury Onboarding SaaS solution.  This software modernizes and digitizes the commercial and treasury services application process in addition to maintenance, annual review......
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