Search Results for: client management

FIS Launches Climate Risk Financial Modeler to Help Clients Assess, Reduce and Report Risks Tied to Climate Change
Finance Fintech News

FIS Launches Climate Risk Financial Modeler to Help Clients Assess, Reduce and Report Risks Tied to Climate Change

Business Wire
by Business Wire0
FIS, a global leader in financial technology, today announced the launch of its Climate Risk Financial Modeler. The new SaaS risk offering aims to help businesses across all industries better assess, reduce and report their exposure to the physical risks of climate change. By unlocking FIS’ powerful risk modeling and......
Derivative Path Expands Partnership with FNBO to Introduce Advanced FX Payments Solution for Correspondent Bank Clients
Banking Finance Fintech

Derivative Path Expands Partnership with FNBO to Introduce Advanced FX Payments Solution for Correspondent Bank Clients

Business Wire
by Business Wire0
Building on a successful existing relationship, Derivative Path, Inc. and FNBO (First National Bank of Omaha) are delighted to announce the expansion of their partnership to introduce an advanced FX Payments solution tailored for correspondent bank clients. This collaboration builds upon the solid foundation of trust established through FNBO’s use......
Broadridge Acquires AdvisorTarget, Expands Capabilities to Help Asset Management and Wealth Firms Transform Digital Distribution and Marketing
Finance Fintech News

Broadridge Acquires AdvisorTarget, Expands Capabilities to Help Asset Management and Wealth Firms Transform Digital Distribution and Marketing

PR Newswire
by PR Newswire0
Combining forward-looking advisor intent data with asset holding data enables precision-targeted, cost-effective digital marketing and sales strategies Global Fintech leader Broadridge Financial Solutions, Inc. announced today that it has acquired AdvisorTarget, a market leader in providing asset management and wealth management firms with data products to help power digital marketing, sales and......
Oscilar and Socure Announce Partnership to Modernize Identity Verification and Risk Management for Financial Institutions
Artificial Intelligence Finance Fintech News

Oscilar and Socure Announce Partnership to Modernize Identity Verification and Risk Management for Financial Institutions

PR Newswire
by PR Newswire0
Oscilar, a leading provider of AI-driven risk management solutions, and Socure, the leading provider of artificial intelligence for digital identity verification, sanction screening, and fraud prevention, announced a partnership that will set a new standard in digital identity verification, fraud prevention and risk management for financial institutions. This collaboration combines Oscilar’s advanced risk management......
Ascenda and Ramp partner to make spend management more rewarding for U.S. businesses
Finance Fintech News

Ascenda and Ramp partner to make spend management more rewarding for U.S. businesses

PR Newswire
by PR Newswire0
Ascenda, the global premium rewards network, today announced it has partnered with Ramp, the finance automation platform and corporate card designed to save businesses time and money, to provide Ramp customers more ways to redeem points earned on U.S. spend. The partnership evolves Ramp’s established cashback program into a more......
VRGL Adds Risk Tolerance Capabilities to its Industry Leading Investment Proposal Management
Investment Services News

VRGL Adds Risk Tolerance Capabilities to its Industry Leading Investment Proposal Management

Business Wire
by Business Wire0
VRGL, a Client Acquisition and Investment Proposal Management solution, announced the launch of its new Risk Tolerance capabilities integrated within the existing VRGL workflow. VRGL’s Risk Tolerance capabilities allow advisors to leverage a turnkey, industry-researched Risk Tolerance Questionnaire, or to craft fully bespoke risk assessments aligned with advisor and organizational......
Atomic Unveils PayLink Manage: The Actionable Subscription Management Tool for Financial Institutions
Digital Payments News

Atomic Unveils PayLink Manage: The Actionable Subscription Management Tool for Financial Institutions

Business Wire
by Business Wire0
Atomic’s PayLink Manage outshines other solutions by enabling users to both monitor their recurring payments and make real-time changes within the banking app. Atomic, the leader in payroll connectivity, has launched PayLink Manage, a subscription management technology designed to help account holders seamlessly view, update and optimize all their recurring payments......
Agile Premium Finance Partners with ePayPolicy to Make Financing at Checkout Easier for Insurance Industry Clients
Finance Fintech News

Agile Premium Finance Partners with ePayPolicy to Make Financing at Checkout Easier for Insurance Industry Clients

PR Newswire
by PR Newswire0
Agile Premium Finance, a division of First Financial Bank, has integrated new capabilities through its partnership with ePayPolicy to simplify premium financing payments for clients in the insurance industry. With ePayPolicy’s latest feature release, Finance Connect, Agile now offers its customers convenient online financing enrollment and premium payment solutions. Finance Connect......
AppCrown and Future Advice Unveil the Future of Wealth & Asset Management with Zero Touch CRM Update Technology, a Digital Advisor Messaging Service that Automatically Connects Wealth & Asset Management with Relationships & Investment Advisors
Finance Fintech News

AppCrown and Future Advice Unveil the Future of Wealth & Asset Management with Zero Touch CRM Update Technology, a Digital Advisor Messaging Service that Automatically Connects Wealth & Asset Management with Relationships & Investment Advisors

Business Wire
by Business Wire0
Wealth & Asset Management Firms Can Go Beyond the Website and Reach More Relationships AppCrown, a privately held technology company based in New York, is pleased to announce the leading Digital Advisor Messaging Service for asset management firms, solving the critical hurdle of reaching more relationships and investment advisors through......
Synder and Cin7 Unveil Integration to Bring Together Inventory Management and Multi-Channel Reconciliation
E-commerce Finance News

Synder and Cin7 Unveil Integration to Bring Together Inventory Management and Multi-Channel Reconciliation

PR Newswire
by PR Newswire0
Achieve peak efficiency with real-time inventory insights and automated multi-channel reconciliation Synder, a leader in financial automation for ecommerce and SaaS businesses, and Cin7, a pioneer in cloud-based inventory management solutions, announced a strategic integration between Synder and Cin7. This collaboration is set to transform how businesses manage inventory and reconcile......
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