Search Results for: customer insights

Fourth Annual Academic Research Colloquium Aims to Deepen Financial Planning Knowledge
Fintech Startups Investment Services News

Fourth Annual Academic Research Colloquium Aims to Deepen Financial Planning Knowledge

Fintech News Desk
by Fintech News Desk0
A fintech panel discussing new research on robo-advice and its implications on financial planning practice will take the spotlight at the fourth annual Academic Research Colloquium, February 20-22. The panel will be led by Dr. David Musto, Ronald O. Perelman Professor in Finance at The Wharton School, University of Pennsylvania. Musto also served as......
eMoney Advisor Unveils Strategy to Provide Planning Solutions at Every Stage of Client Lifecycle
Business Fintech News

eMoney Advisor Unveils Strategy to Provide Planning Solutions at Every Stage of Client Lifecycle

Fintech News Desk
by Fintech News Desk0
Planning Vision Focused on Supporting Advisors in Their Efforts to Efficiently Scale Business, Elevate Client Experience and Demonstrate Unique Value eMoney Advisor (eMoney), a leading provider of technology solutions and services that help people talk about money, announced its enhanced planning vision for products and features that enables advisors and......
TaxAct and TaxDome Partner to Help Tax Pros Modernize Their Practices
Banking Fintech News

Free TaxAct Tool Helps Boost Tax Refunds, Savings that Could Build a $100,000 Retirement Nest Egg

Fintech News Desk
by Fintech News Desk0
TaxAct is giving customers free access to a proprietary tax-analyzer that suggests how to get bigger refunds while adding to their retirement savings. The software tool, called My Tax Plan, is free to all online TaxAct filers, including those who use TaxAct Free Edition. The free downloadable report from My......
Daxko Announces Steve Ayers as Vice President of Mid Market Sales for the Club Market
Banking Fintech News

Daxko Announces Steve Ayers as Vice President of Mid Market Sales for the Club Market

Fintech News Desk
by Fintech News Desk0
Daxko, the member-based health and wellness industry’s leading software and payments provider, announced that Steve Ayers has joined the company as Vice President of Mid Market Sales for their Club Market. Ayers will lead Daxko’s strategies for targeting growth in the fitness mid-market segment. He reports directly to Jeff VanDixhorn, Daxko’s Chief......
n2uitive Secures $1.3 Million in Funding to Fuel Growth in InsurTech Market
Business Fintech News

n2uitive Secures $1.3 Million in Funding to Fuel Growth in InsurTech Market

Fintech News Desk
by Fintech News Desk0
Growth Capital from Cascade Seed Fund to Drive Expansion of SaaS-Based Claims Interview Workflow and Intelligence Platform  n2uitive, the leading claims interview and recorded statement management platform for auto, home, and workers compensation insurers, announced $1.3 million in funding led by Cascade Seed Fund, headquartered in Bend, OR. The investment will be used......
ABBYY Marks New Partnerships and Expanded Product Portfolio in Q4 2019
Business Fintech News

ABBYY Marks New Partnerships and Expanded Product Portfolio in Q4 2019

Fintech News Desk
by Fintech News Desk0
The integration of ABBYY Timeline into the portfolio provides ABBYY customers with a robust offering of innovative solutions to fuel their digital transformation initiatives ABBYY, a Digital Intelligence company, marked several key initiatives during the fourth quarter of 2019 (Q4 2019). Following the acquisition of TimelinePI in August, Q4 was defined......
JAGGAER Set for Further Expansion After an Eventful 2019
Business Fintech News

JAGGAER Set for Further Expansion After an Eventful 2019

Fintech News Desk
by Fintech News Desk0
JAGGAER, the world’s largest independent spend management company, has reported that it acquired 167 new customers in 2019, along with module expansion across the majority of the JAGGAER customer base.  Driven by the introduction of the JAGGAER ONE platform, JAGGAER expects double digit top-line growth and continued acceleration of new......
Refinitiv Rolls Out MarketPsych ESG Analytics
Business Fintech News

Refinitiv Announces Availability of Tick History Data on Google Cloud

Fintech News Desk
by Fintech News Desk0
Refinitiv’s Extensive Archive of Pricing and Trading Data Is Now Available via Google Cloud. Building on its commitment to the delivery of data on the cloud, Refinitiv announces the launch of its Tick History dataset on Google Cloud Platform (GCP), enabling customers to access, query and analyze Refinitiv’s extensive archive of pricing......
AI in Banking: 7 ways AI will impact the Banking Industry
Artificial Intelligence Banking Featured

AI in Banking: 7 ways AI will impact the Banking Industry

Paroma Sen
by Paroma Sen0
AI is shaking things up in the traditional finance and fintech industry for good. Even if you have never heard of the capabilities of AI to detect frauds and offer more enhanced customer service and overall customer experience, you will have interacted with a chatbot a.k.a. personal assistant on your......
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