Search Results for: client service

Redtail Technology Survey: Advisors Still Rely on Traditional Communication Methods
Banking Fintech News

Redtail Technology Survey: Advisors Still Rely on Traditional Communication Methods

Fintech News Desk
by Fintech News Desk0
“Advisorcomms 2019” Survey Finds Nearly 90% of Advisory Firm Employees Believe Their Clients Would Like to Communicate With Them via Text Message Redtail Technology , a leading provider of client relationship management (CRM) solutions for financial services firms, published the results from its “AdvisorComms 2019” survey, which found that in-person......
BankTEL Launches First AvidPay Customer
Banking News

BankTEL Launches First AvidPay Customer

Fintech News Desk
by Fintech News Desk0
Studio Bank Gains Access to Largest B2B Payments Network With Avidpay Integration  BankTEL, an AvidXchange company, announced that it has launched its first AvidPay customer, Nashville-based Studio Bank. The product launch for Studio Bank represents a significant milestone following the October 2019 acquisition of BankTEL by AvidXchange. Read More: Republic Provides a $1.5 million Facility to......
Nancy Shanik Joins Black Knight Board of Directors
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Nancy Shanik Joins Black Knight Board of Directors

Fintech News Desk
by Fintech News Desk0
Financial Services Industry Veteran Brings Decades of Experience Black Knight, Inc. , a leading provider of integrated software, data and analytics to the mortgage and real estate industries, announced that Nancy L. Shanik has been elected to serve on the company’s Board of Directors. “We are extremely proud to have Nancy......
Tiingo Joins FinTech Sandbox as Data Partner to Enable FinTech Startups to Do Good
Fintech Funding Fintech Startups

Tiingo Joins FinTech Sandbox as Data Partner to Enable FinTech Startups to Do Good

Fintech News Desk
by Fintech News Desk0
Tiingo INC., an Award-Winning Online Financial Data Analytics Tool and Market Data Provider, Has Joined Fintech Sandbox as a Data Partner in Support of Innovation in Financial Services. FinTech Sandbox announced that Tiingo Inc., an award-winning online financial data analytics tool and market data provider, has signed on as a......
Sapphire Software, Makers of Panoramix, Adds Director to Board
Banking Fintech News

Sapphire Software, Makers of Panoramix, Adds Director to Board

Fintech News Desk
by Fintech News Desk0
Growing Innovator in Financial Technology (FinTech) and Consulting Expands Board of Directors to Include 34-Year Wells Fargo Veteran. Sapphire Software Services, Inc., a Minnesota-based software consulting firm and makers of Panoramix for Financial Advisors, announced an expansion of the board of directors as part of a general organization meeting. Joining......
Marqeta Launches New Digital Banking Solution For European Fintech Innovators, Announces Three Major Customer Signings
Banking News

Marqeta Launches New Digital Banking Solution For European Fintech Innovators, Announces Three Major Customer Signings

Fintech News Desk
by Fintech News Desk0
Modern card issuing leader announces new digital banking solution, alongside partnerships with Morning, YAPEAL and Aplazame Marqeta, the global standard in modern card issuing, announced it has launched a new digital banking solution for European fintech innovators, with three customers already signed on to use it: digital banks Morning and......
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