Search Results for: client management

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
by PR Newswire0
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......
Act! Partners with Performance Insights to Deliver Enhanced Client Management Solutions
Analytics News

Act! Partners with Performance Insights to Deliver Enhanced Client Management Solutions

Fintech News Desk
by Fintech News Desk0
Act!, a leading customer relationship management (CRM) and marketing automation solution for small businesses, announced the availability of Act! Solutions for Financial Services in partnership with Performance Insights – a sales performance consultancy for the banking industry. Act! will now offer industry-specific analytics and automated document collection to optimize sales operations for small......
SS&C
Business Fintech News

SS&C Bolsters Sales and Client Management in EMEA with Senior Appointments

Fintech News Desk
by Fintech News Desk0
Mike Webb and Spencer Baum to focus on Global Investor & Distribution Solutions in the U.K. and Europe SS&C Technologies Holdings, Inc. (Nasdaq: SSNC) today announced that Mike Webb and Spencer Baum have joined its Global Investor & Distribution Solutions division. Read More: Alloy Secures $40 Million in Series B Funding Led by Canapi Ventures Mike......
SmartStream Responds to Client Demands With Its Latest Collateral Management Solution
Banking Fintech News

SmartStream Responds to Client Demands With Its Latest Collateral Management Solution

Business Wire
by Business Wire0
SmartStream, the financial Transaction Lifecycle Management (TLM) solutions provider, announces the launch of its latest version of the TLM Collateral Management solution. Version 7.0, developed in collaboration with a tier-one bank customer, introduces new features such as real-time updates of information via versioned APIs across business lines, serving multiple jurisdictions......
YCharts-and-Savant-Wealth-Management-Enhance-Partnership-To-Elevate-Client-Engagement-With-Streamlined-Proposal-Generation
Finance Fintech News

YCharts and Savant Wealth Management Enhance Partnership To Elevate Client Engagement With Streamlined Proposal Generation

Business Wire
by Business Wire0
This strategic collaboration aims to empower advisors with enhanced capabilities, accelerating business growth by optimizing proposal generation and strengthening client communication. YCharts, a premier cloud-based investment research platform and proposal builder, is excited to announce an expanded partnership with Savant Wealth Management, a leading fee-only RIA recognized among Barron’s Top 100......
Texas’ Plains State Bank Grows Client Offerings With Raymond James Wealth Management Program
Banking Investment Services News

Texas’ Plains State Bank Grows Client Offerings With Raymond James Wealth Management Program

PR Newswire
by PR Newswire0
Plains State Bank expands its portfolio of client services with a new wealth management program, offering clients access to the investment and wealth management services of Raymond James Financial Services, Inc., member FINRA/SIPC. “This new relationship allows us to further broaden and deepen our existing relationships with our clients,” said Lori Hilman, PSB president......
Comerica Announces New Southern California Private Wealth Management Team with $3 Billion in Client Assets
Fintech News

Comerica Announces New Southern California Private Wealth Management Team with $3 Billion in Client Assets

PR Newswire
by PR Newswire0
Comerica Incorporated is continuing to grow its Wealth Management presence with the addition of a new private wealth management team in Southern California. The team of 11 seasoned professionals, with approximately $3 billion in assets, collectively boasts more than 260 years of experience in the financial service industry. They will be based at Comerica’s office......
MUFG Investor Services Expands Banking Solutions to Provide Global Payment and Cash Management Services to Clients
Banking Digital Payments News

MUFG Investor Services Expands Banking Solutions to Provide Global Payment and Cash Management Services to Clients

Business Wire
by Business Wire0
Banking Executive, Adil Rehman, Named Managing Director, Global Head of Payments & Liquidity to Build Expanded Banking Capabilities MUFG Investor Services, a global leader in asset servicing, banking, and fund financing for the alternative investment management industry, announced plans to expand its banking solutions to address global client demand for......
Partridge Wealth Launches Wealth Management Firm to Help Values-Driven Clients Pursue Their Life’s Purpose
Finance News

Partridge Wealth Launches Wealth Management Firm to Help Values-Driven Clients Pursue Their Life’s Purpose

Fintech News Desk
by Fintech News Desk0
Firm Offers Financial Plans That Empower Clients To Live Their Lives With Purpose Partridge Wealth, a wealth management firm dedicated to helping values-driven clients pursue their life’s purpose, announced its launch. Prospective clients are invited to learn how they can work to achieve their financial goals while staying true to......
Republic Bank of Chicago partners with DataSeers for Fraud and Compliance Management
Banking News

Republic Bank Partners with Nest Egg to Bring Investment Planning and Management to the Bank’s Clients

Business Wire
by Business Wire0
Republic Bank & Trust Company announces a new partnership with Nest Egg, a digital platform that connects the Bank’s clients with professional financial and investment advisors through a click or a call. “Financial literacy and sound advice are key to ensuring long-term financial success, and Republic’s partnership with Nest Egg......
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