Search Results for: client experience

HSBC U.S. Private Banking Enhances Wealth Management Solutions with Addepar
Banking News

HSBC U.S. Private Banking Enhances Wealth Management Solutions with Addepar

Fintech News Desk
by Fintech News Desk0
Professional wealth management software enhances portfolio performance reporting for domestic and international clients of U.S. Private Banking HSBC U.S. Private Banking, part of the bank’s Wealth and Personal Banking business, announced that it has selected Addepar, a leading technology platform purpose built for investments, as its consolidated client performance reporting......
Advantage Communications Group Unveils Automated Bill Payment
Digital Payments News

Advantage Communications Group Unveils Automated Bill Payment

Fintech News Desk
by Fintech News Desk0
Automated payment service streamlines AP and GL workflow, enhances CX while eliminating expense management friction, billing errors, and resource consumption Advantage Communications Group (Advantage), a global telecom managed services provider (MSP),  introduced the addition of automated bill payment services to its portfolio of managed service offerings. The client benefits include......
escrow
B2B Digital News

Escrow Platform Launched By Manasquan Bank With ZSuite

Fintech Staff Writer
by Fintech Staff Writer0
 ZSuite Tech, a monetary innovation organization that powers monetary establishments with unbound computerized accounts including escrow, subaccounting, sub-ledgering, FBO and trust represents business clients, today reported Manasquan Bank effectively sent ZEscrow, the business’ most memorable totally advanced business escrow arrangement, and ZRent, a robotized lease and charge assortment instrument. In......
Principal Financial Group® strengthens commitment to global asset management
Digital Asset Management News

Principal Financial Group Strengthens Commitment To Global Asset Management

Fintech News Desk
by Fintech News Desk0
Principal Financial Group announced its investment unit will be doing business as Principal Asset Management as the company intensifies its focus on asset management. This name will highlight the firm’s deep, local knowledge, and global perspectives across all asset classes to help drive long-term investment outcomes for clients. Latest Fintech Insights : Goldman......
Digital Finance News

HSBC Launches Digital Platform That Revolutionises Trade Finance

Fintech News Desk
by Fintech News Desk0
HSBC has launched HSBC Trade Solutions (HTS) to customers in its two largest markets – the UK and Hong Kong. Whilst making trade simpler, faster, and safer for customers through integrated digital journeys, HTS will power commerce that is rapidly evolving across different platforms and ecosystems.Developed in partnership with CGI (NYSE: GIB)......
Moneytree Software Integrates Riskalyze into its Suite of Financial Planning Tools
Fintech News Risk Management

Moneytree Software Integrates Riskalyze into its Suite of Financial Planning Tools

Fintech News Desk
by Fintech News Desk0
Two leading financial technology firms partner to offer more advisory firms access to risk analytics Riskalyze, the industry-leading risk-centric wealth management platform serving tens of thousands of financial advisors, announced Moneytree Software, a pioneer in the development of financial planning technology which simplifies complexities for advisors, has selected the firm’s......
Adwerx Helps Industry Elite Grow their Business With Proven Technology, Launches the Top Producer Platform
Digital Fintech News

Professional Pride Realty Delivers its Agents a Competitive Advantage with Adwerx Advertising Automation

Fintech News Desk
by Fintech News Desk0
Firm automates brand advertising for every agent through the leading digital platform with proven ROI Adwerx, a full-service digital advertising platform shown to help agents win more listings, announces Professional Pride Realty as the latest brokerage firm to provide advertising automation for every real estate agent. This collaboration will help......
CommercePayments Partners with FISPAN to Offer Commerce Connections Direct
Banking News

CommercePayments Partners with FISPAN to Offer Commerce Connections Direct

Fintech News Desk
by Fintech News Desk0
Seamless integration of Payments and Banking to Enterprise Resource Planning (ERP) and accounting software Commerce Bank is pleased to announce the launch of Commerce Connections Direct, developed in collaboration with FISPAN, a leading North American fintech, to offer embedded banking within customers’ Enterprise Resource Planning (ERP) systems to automate processes, payments and......
Moran Wealth Management Announces Launch as Independent Registered Investment Advisor
Investments News

Moran Wealth Management Announces Launch as Independent Registered Investment Advisor

Fintech News Desk
by Fintech News Desk0
Moran Wealth Management, an investment management practice based in Naples, Florida, has announced its launch as an independent registered investment advisor. A boutique financial advisory practice with over $4 billion of assets under management (AUM) as of 5/31/22*, MWM provides comprehensive investment services for its sophisticated investors through personalized and customizable......
First Federal Bank of Kansas City Releases New Online Banking and Mobile App
Banking News

First Federal Bank of Kansas City Releases New Online Banking and Mobile App

Fintech News Desk
by Fintech News Desk0
Upgraded digital banking system offers a more powerful financial management experience First Federal Bank of Kansas City launched a refreshed, newly-designed online banking platform and mobile app for consumer and business customers. First Federal Digital Banking has an intuitive, user-centric design to simplify the financial management experience. Latest Fintech News: PalmPay Launches......
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