Search Results for: client onboarding

Appway's Client Lifecycle Management Technology Solution Deployed by Assante Wealth Management
Fintech News

Appway’s Client Lifecycle Management Technology Solution Deployed by Assante Wealth Management

Fintech News Desk
by Fintech News Desk0
Digital Orchestration Streamlines Account Processes Appway, a leading global provider of business process automation software focused on client onboarding and client lifecycle management for financial institutions, announced that Assante Wealth Management has deployed its Client Lifecycle Management (CLM) solution to digitally orchestrate its client and account maintenance. A straight-through process seamlessly links Appway’s......
StoneCastle Announces Partnership with Integrated Advisors Network to Provide High Levels of Deposit Insurance on Client Cash
Business Fintech InsurTech News

StoneCastle Announces Partnership with Integrated Advisors Network to Provide High Levels of Deposit Insurance on Client Cash

Fintech News Desk
by Fintech News Desk0
StoneCastle Cash Management, LLC (“StoneCastle”), today announced a partnership with Integrated Advisors Network (“Integrated”), a leading partnership of independent, fiduciary wealth management firms, to make available its FICA For Advisors insured cash solution to all Integrated RIA/wealth management firms. Each of the Integrated firms now has access to high levels of deposit insurance coverage......
John Hancock Retirement Launches Onboarding Resource Center and Plan Manager Tools to Help Advisors Better Serve Plans and Participants Digitally
Fintech News

John Hancock Retirement Launches Onboarding Resource Center and Plan Manager Tools to Help Advisors Better Serve Plans and Participants Digitally

Fintech News Desk
by Fintech News Desk0
John Hancock Retirement announced the launch of two digital tools, Onboarding Resource Center (ORC) and Plan Manager, to help financial professionals better serve clients in the current digital environment in light of COVID-19. Both tools are designed to increase efficiency using a digital, systematic approach to plan management that facilitates......
PSCU to Leverage FICO Customer Communications Services to Build Leading Fraud Alert Solution for Credit Unions
Big Data Fintech News

FICO Network 2.0 Reduces IT Costs, Accelerates Partner Onboarding for Collections Professionals

Fintech News Desk
by Fintech News Desk0
Powered by the FICO Analytic Cloud, FICO Network 2.0 Features an Enhanced Interface, Iron-Clad Security, and Access to More Than 300 Partners FICO, a global analytics leader, announced the latest release of its industry-leading FICO Network. Newly rebuilt on the FICO Decision Management Platform and deployed in the FICO Analytic......
Citi’s Digital Channels Play a Pivotal Role in Client Contingency Situations
Fintech News

Citi’s Digital Channels Play a Pivotal Role in Client Contingency Situations

Fintech News Desk
by Fintech News Desk0
Digital Onboarding for Citi’s Institutional Clients expanded to 37 Countries in all Regions Citi’s Treasury and Trade Solutions (TTS) has expanded the reach of the CitiDirect BE Digital Onboarding platform, making it available in 37 countries and five languages. Additionally, usage across all client-facing digital channels has dramatically grown over......
Fidelity's eMoney Advisor Rolls Out First Mobile App
Business Fintech News

eMoney Advisor Launches Personalized Onboarding Experience for New Users

Fintech News Desk
by Fintech News Desk0
eMoney Advisor (eMoney), a leading provider of technology solutions and services that help people talk about money, announced the Getting Started Program, an expansion of its robust onboarding, training and coaching services. Available now to all new eMoney clients, the Getting Started Program provides personalized onboarding with strategically aligned training......
Money Markets Network Instimatch Global Sees Clients Up 50% in H2 2019
Banking Fintech News

Money Markets Network Instimatch Global Sees Clients Up 50% in H2 2019

Fintech News Desk
by Fintech News Desk12
Instimatch Global, the digital network for institutional money market lending, has announced its performance highlights for the second half of 2019: Trade intent grew to $195 billion, up 44% on H1. The number of counterparties on the company’s international money markets network has grown to 80, up 50% compared to......
LiquidityBook Adds to EMEA Client Service Team with Two New Hires
Banking Fintech News

LiquidityBook Adds to EMEA Client Service Team with Two New Hires

Fintech News Desk
by Fintech News Desk0
LiquidityBook, a leading Software-as-a-Service (SaaS)-based provider of buy- and sell-side trading solutions, announced two new London-based hires for its EMEA Client Service Team: James Pearson and Abdullah Al Nasiri. Pearson will serve as a Technical Implementation Analyst, while Al Nasiri will serve as a Client Services Analyst. Both Pearson and......
Nasdaq Announces New Leadership and Structure for Financial Crime Management Technology
Finance Fintech News Security

Nasdaq Announces New Leadership and Structure for Financial Crime Management Technology

GlobeNewswire
by GlobeNewswire0
Appoints 13-year Nasdaq Verafin Veteran, Stephanie Champion, as New Head of Nasdaq Verafin Nasdaq Chief Strategy Officer, Jeremy Skule, to Take on Expanded Role as Executive Chair of Nasdaq’s Financial Crime Management Technology Business Nasdaq, today announced a new leadership structure including leadership appointment for its Financial Crime Management Technology......
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