Search Results for: customer insights

Annual Trintech Connect Events Bring Together Global Customers and Partners to Accelerate Finance Transformation Initiatives
Finance Fintech News

Annual Trintech Connect Events Bring Together Global Customers and Partners to Accelerate Finance Transformation Initiatives

PR Newswire
AON, Bertel O Steen, Capital One, Chick-fil-A, Danish Crown, Fidelity, Haleon, HP, and Whole Foods among Trintech customer presenters Trintech, a leading global provider of cloud-based financial close solutions for the Office of Finance, kicks off its annual Trintech Connect events this week designed to bring together Trintech’s global customers and partners......
CoinZoom Launches CoinZoom Prime Rewards Program to Help Customers Build a More Positive Financial Future
Cryptocurrency Fintech News

CoinZoom Launches CoinZoom Prime Rewards Program to Help Customers Build a More Positive Financial Future

Cision PRWeb
Program rewards app users with free crypto for good daily financial habits and gives discounts on crypto trading fees CoinZoom, a U.S.-based financial platform, announced its new international rewards program, CoinZoom Prime, enabling users of its app to earn free crypto and get discounts when they use their services. The program is powered by ZOOM, CoinZoom’s utility......
DocuPhase Partners with Center to Provide Customers a Powerful AP and Expense Management Solution
Finance Fintech News Robotic Process Automation

DocuPhase Partners with Center to Provide Customers a Powerful AP and Expense Management Solution

PR Newswire
DocuPhase, a leading provider of financial automation solutions, is pleased to announce its preferred partnership with Center, a software company modernizing travel and expense management. Combining their respective expertise in automation and expense management, DocuPhase and Center are set to offer a more comprehensive suite of services to meet the evolving......
Total-Expert’s-Customer-Intelligence-Adds-Automatic-Contact-Record-Enrichment-of-Intent-Signals-to-Help-Loan-Officers-Engage-Customers
Finance Fintech Lending News

Total Expert’s Customer Intelligence Adds Automatic Contact Record Enrichment of Intent Signals to Help Loan Officers Engage Customers

Business Wire
Enriched customer profiles with critical life event data enable loan officers to scale personalized interactions and marketing automation Total Expert, the FinServ leader in customer engagement software, has added automatic life milestone updates to contact records to enrich the interactions customer-facing teams have with their clients. The updated customer profile......
Solifi Partners With Limepoint to Support Customer Access to Solifi’s Data Streaming Solution
Fintech News

Solifi Partners With Limepoint to Support Customer Access to Solifi’s Data Streaming Solution

EIN Presswire
The partnership offers an end-to-end solution for Solifi Data Streaming customers, with no in-house skills required. Solifi, a global fintech software partner for secured finance, announced that it has recently partnered with LimePoint, a technology specialist in real-time data processing and data streaming consumers, to broaden accessibility to Solifi’s data......
Jeri-Larsen-strengthens-LoanPro-executive-team-as-Chief-Customer-Officer
Finance Fintech News

Jeri Larsen strengthens LoanPro executive team as Chief Customer Officer

Business Wire
LoanPro, the API-first, modern lending and credit platform, announces that Jeri Larsen has joined their executive team as Chief Customer Officer. Jeri brings extensive experience in customer relationship management, sales, and consulting — with a proven track record of driving success in the tech industry. Most recently, she served as......
InvoiceCloud Announces New Leadership, Customer Momentum, and More as Independent Company
Digital Payments News

InvoiceCloud Announces New Leadership, Customer Momentum, and More as Independent Company

Business Wire
InvoiceCloud, a leading solution for digital bill payment services, announced a new leadership team and a strong first half of 2024 with customer wins and engagement as the company enters its next stage of growth. Formerly part of the EngageSmart brand, a provider of vertically tailored customer engagement software and......
Artificial Intelligence Banking Featured Finance Fintech Robotic Process Automation Security

The Impact of Automation and Data Intelligence on Customer Experience in Financial Services

Prajakta Ayade
Automation and data intelligence are driving significant transformations across finance, particularly in customer experience. These technologies are reshaping how financial institutions interact with customers, offering personalized, efficient, and seamless services. Enhancing Efficiency and Accuracy One of the primary benefits of automation in financial services is the enhancement of efficiency and......
Liveperson and Sycurio Partner to Bring Frictionless, Secure Payments to Digital Customer Conversations
Digital Payments News

Liveperson and Sycurio Partner to Bring Frictionless, Secure Payments to Digital Customer Conversations

PR Newswire
New partnership combines LivePerson’s enterprise conversation platform with Sycurio’s payment solutions to deliver convenient and secure customer experiences LivePerson, the enterprise leader in digital customer conversations, and Sycurio, the leading provider of seamless and secure digital payment experiences for contact centers, announced a new partnership empowering enterprises to offer seamless, secure......
New Research Highlights the Impact of Mobile Investments on Customer Engagement for Finance and Insurance Organizations
Finance Fintech Investments News

New Research Highlights the Impact of Mobile Investments on Customer Engagement for Finance and Insurance Organizations

PR Newswire
Survey from Branch, leader in mobile measurement and linking, shows majority of senior leaders consider a mobile app strategy essential A new research report from Branch, Finance and Insurance Industry Mobile App Trends, highlights the significant impact that mobile app investments have on finance and insurance organizations. The survey shows that 99%......
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