Search Results for: client

Ameriprise Financial Welcomes Advisors from Morgan Stanley and Wells Fargo with $259 Million in Assets
Fintech News

Compelling Digital Client Experience Draws Advisor Team to Ameriprise Financial

Fintech News Desk
by Fintech News Desk0
Former NYLIFE team excited to leverage ‘smartly designed’ client-facing technology to keep focus on clients and building practice A team of financial advisors recently joined the franchise channel of Ameriprise Financial Inc. (NYSE: AMP) from NYLIFE Securities with $114 million in client assets. The team, called Oak Bridge Financial, includes......
15 Billion Usernames and Passwords for Internet Services Including Bank and Social Media Accounts on Offer to Cyber Criminals, Finds New Research From Digital Shadows
Fintech News

HighRadius Adds New Leader to Drive Finance Digital Transformation in Growing Enterprise Client Base

Fintech News Desk
by Fintech News Desk0
Former HCL Executive joins HighRadius to extend Consulting Leadership in North America HighRadius, a fintech enterprise Software-as-a-Service (SaaS) company specializing in automating the order-to-cash and treasury management processes, today announced the addition of Rick Natividad as Vice President of Consulting, North America. Rick joins the HighRadius team to deploy the......
Artificial Intelligence News

Ensighten Launches Client-Side Threat Intelligence Initiative and Invests in Machine Learning

Fintech News Desk
by Fintech News Desk0
Ensighten, the leader in client-side website security and privacy compliance enforcement, today announced increased investment into threat intelligence powered by machine learning. The new threat intelligence will focus specifically on client-side website threats with a mandate of discovering new methods as well as actively monitoring ongoing attacks against organizations. Read......
Bolster Expands Executive Leadership With Appointment of Young-Sae Song as CMO
Banking Fintech News

Autobooks client list surpasses 60 financial institutions

Fintech News Desk
by Fintech News Desk0
Autobooks, a small business payment and accounting services platform, today announced they reached the milestone of partnering with 61 financial institutions across the nation. Autobooks upgrades small business banking for financial institutions of all sizes by transforming existing digital banking channels into an Ecommerce platform for small businesses. To support financial institutions in......
DCI Boomerangs Into New Digital Banking Success Led by Tanna Faulkner
Banking Fintech Mobile Banking News

Core Bank Tech Developer DCI Pulls Off Unprecedented Feat to Regain Bank Client

Fintech News Desk
by Fintech News Desk0
-DCI and Southwest National Bank recover seven years of futility in six bold months-  Data Center Inc. (DCI), the privately-owned developer of iCore360® core banking software and related digital banking technologies is celebrating after bringing back long-term customer Southwest National Bank of Wichita, Kan., in an unprecedented core software conversion completed......
Fintech News

Orion’s New Client Portal Runs a Critical Thread of Connectivity Through the Entire Advisor-Client Journey

Fintech News Desk
by Fintech News Desk0
New portal and Apex Clearing integration meet the rising demand for one-stop, go-anywhere access to investors’ complete financial picture Orion Advisor Solutions, the premier provider of the tech-enabled fiduciary framework that empowers financial advisors to Prospect, Plan, Invest, and Achieve within a single, connected experience, today unveils a new Orion......
Business Fintech News

Automating Client Onboarding: Appway Delivers 225% ROI According to Independent Research Firm

Fintech News Desk
by Fintech News Desk0
Appway, leader in technology for workflow automation in financial services, has released the results of the study “The Total Economic Impact™ of Appway Client Onboarding for Wealth Management” conducted by Forrester Consulting. Read More: Simple Announces Launch of Tax Refund Feature to Automate Savings for Customers Appway commissioned Forrester to examine real deployments......
Banking Fintech News

Tech Unfamiliarity, Client Defection and Lead Generation Top List of Financial Advisor Concerns in 2020: AdvisorStream Research

Fintech News Desk
by Fintech News Desk0
Financial advisors who are not fully embracing digital marketing in 2020 are at risk of losing clients and unable to take advantage of the surge in investors looking for advice during the ongoing COVID-19 pandemic and massive market volatility, according to new findings of the “AdvisorStream: State of Advisor Communications” research.......
Hearsay Systems Announces New Integrations, Partnership, and Investment to Meet Growing Demand for Last-Mile, Human Client Experience for Financial Services
Business Fintech Investment Services News

Hearsay Systems Announces New Integrations, Partnership, and Investment to Meet Growing Demand for Last-Mile, Human Client Experience for Financial Services

Fintech News Desk
by Fintech News Desk0
Hearsay Systems, a trusted leader in compliant digital communications for the financial services industry, announced a deeper partnership with Salesforce to provide compliance at scale for heavily regulated financial services firms to deliver a human client experience across digital channels. With Salesforce, Hearsay will continue to reinvent the advisor-client experience......
InsurTech News

DWS Survey Reveals Pandemic-Driven Changes Insurance Clients Made to Fixed Income Allocations

Fintech News Desk
by Fintech News Desk0
DWS, one of the world’s leading asset managers, today announced the findings of a joint survey with Greenwich Associates of its institutional insurance client base to better understand how COVID-19 might be influencing their investment strategies and asset class allocations. While the majority of insurance clients surveyed indicated that they......
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