Search Results for: client management

IRIS Software Group Acquires AccountantsWorld to Help North American CPAs and Accountants Expand Their Client Accounting Services and Improve Practice Management Efficiencies With Cloud-Based PayrollIRIS Software Group Acquires AccountantsWorld to Help North American CPAs and Accountants Expand Their Client Accounting Services and Improve Practice Management Efficiencies With Cloud-Based Payroll
Digital Payments News

IRIS Software Group Acquires Accountants World To Help North American CPAs and Accountants Expand Their Client Accounting Services and Improve Practice Management Efficiencies With Cloud-Based Payroll

Fintech News Desk
by Fintech News Desk0
IRIS Software Group (IRIS), a leading global software provider of accountancy solutions, is announcing it has acquired Accountants World, a pioneer in cloud solutions for accountants in North America. Latest Fintech Insights: Newmark Announces Agreement with Leading Commercial Real Estate Services Group in Poland The acquisition of Accountants World is a......
Baskin Wealth Management Selects Appway to Streamline Client Onboarding Experience
Fintech Investment Services News

Baskin Wealth Management Selects Appway to Streamline Client Onboarding Experience

Fintech News Desk
by Fintech News Desk0
Appway’s onboarding solution, purpose-built for the Canadian market, will allow Baskin Wealth Management to rapidly deliver a new-and-improved experience to its clients and relationship managers Appway, the leader in onboarding solutions for financial services, announced that Baskin Wealth Management has selected Appway’s Client Onboarding for Wealth solution. This solution is purpose-built for......
Smart Communications Launches Next Gen Interactive Client Reporting Solution for Wealth Management and Private Banking
Banking Fintech News

Smart Communications Launches Next Gen Interactive Client Reporting Solution for Wealth Management and Private Banking

Fintech News Desk
by Fintech News Desk0
New Capability Delivers Hyper-personalized Omnichannel Customer Experience for Investors and Advisors; Unveiled at Financial Services Events in the U.S. and Europe Smart Communications, a leading technology company focused on helping businesses engage in more meaningful customer conversations, announced the availability of a new Client Reporting solution designed for wealth management......
Rebalance Tops $1 Billion in Client Assets Under Management
Investments News

Rebalance Tops $1 Billion in Client Assets Under Management

Fintech News Desk
by Fintech News Desk0
Firm’s Success Attributed to Client-Centric Approach to Money Management, Passion for Investing Literacy Rebalance, an award-winning wealth management firm that offers world-class investing, financial planning, and personalized advice to individual investors and small businesses, announced that the firm has surpassed the milestone of managing more than $1 billion in client investments.......
Minna Technologies Joins Visa Fintech Partner Connect to Bring Subscription Management Solution to Visa's Clients and Partners
Banking Digital Fintech News

Minna Technologies Joins Visa Fintech Partner Connect to Bring Subscription Management Solution to Visa’s Clients and Partners

Fintech News Desk
by Fintech News Desk0
Minna Technologies, the Swedish tech company on a mission to help retail banks deliver powerful digital experiences within subscription management, announced that it has joined Visa Fintech Partner Connect – a program designed to help Visa’s issuing clients quickly connect with a vetted and curated set of technology providers. The burden......
Clients Live on Charles River’s Investment Management Solution Built on Microsoft Azure
Investment Services Investments News

Clients Live on Charles River’s Investment Management Solution Built on Microsoft Azure

Fintech News Desk
by Fintech News Desk0
Charles River Development, a State Street Company, announced that the first 10 clients to adopt its strategic cloud solution are now live. The Charles River Investment Management Solution (Charles River IMS) on Microsoft Azure helps set a new industry standard as a cloud-based offering that helps firms innovate, bring new......
NFP Ventures Invests in TrustLayer, a Collaborative Risk Management Platform NFP to Provide Clients With Access to Platform Through National Partnership
InsurTech Investment Services Investments News Risk Management

NFP Ventures Invests in TrustLayer, a Collaborative Risk Management Platform NFP to Provide Clients With Access to Platform Through National Partnership

Fintech News Desk
by Fintech News Desk0
Partnership creates additional differentiation for NFP’s property and casualty business NFP Ventures, the early-stage investment arm of NFP, announced a strategic investment in TrustLayer, a next-generation collaborative risk management platform and one of the insurance industry’s first real-time proof of insurance verification solution. Through a national partnership, NFP, a leading......
Vertafore Client Communications Adds Industry-Leading Communications and Reputation Management to AMS360
Business Digital Fintech InsurTech News

Vertafore Client Communications Adds Industry-Leading Communications and Reputation Management to AMS360

Fintech News Desk
by Fintech News Desk0
Vertafore, the leader in modern insurance technology, today unveiled its modern client communications and reputation management solution for independent agencies using AMS360®. Vertafore Client Communications, powered by Rocket Referrals, will help independent agencies build stronger relationships with their clients by equipping them with tools that enable more active and meaningful client......
Banking Fintech News

Spotex To Provide Clients With Credit Management Tools Via Cobalt Integration

Fintech News Desk
by Fintech News Desk0
Cobalt, a multi-award-winning provider of FX and Digital Asset risk and settlement infrastructure, has partnered with Spotex, the developer of FX technology solutions, to provide clients with dynamic credit management tools. Through the partnership Cobalt’s Risk Hub will be available for clients of Spotex’s FX electronic communication network (ECN). Read......
LexisNexis-InterAction-Awarded-'Overall-Client-Relationship-Management-Company-of-the-Year'-by-LegalTech-Breakthrough
Artificial Intelligence Business Fintech News

LexisNexis InterAction Awarded ‘Overall Client Relationship Management Company of the Year’ By LegalTech Breakthrough

Fintech News Desk
by Fintech News Desk0
LexisNexis , a leading client relationship management (CRM) solution purpose-built for legal and professional services, today announced it has been named Overall Client Relationship Management Company of the Year by LegalTech Breakthrough. Read More: Curioinvest Launches Capital Dex, the Decentralized Exchange Primarily For Security Tokens LegalTech Breakthrough is a leading market......
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