Search Results for: customer relationship management solutions

Morningstar Launches Wealth Management Solutions Group to Connect Capabilities for Advisors
Fintech News

Morningstar Launches Wealth Management Solutions Group To Connect Capabilities For Advisors

Fintech News Desk
New business unit, fortified with newly hired executives, unites capabilities across Morningstar Morningstar, Inc., a leading provider of independent investment research, announced the creation of a new business unit focused on the wealth management segment. Latest Fintech Insights: Paysend Expands Reach Of Cross Border Money Transfers For Customers With Visa Direct......
Kaleyra Provides Innovative Banking Video Communications For Banca Sella's New Wealth Management Platform
Banking News

Kaleyra Provides Innovative Banking Video Communications For Banca Sella’s New Wealth Management Platform

Fintech News Desk
Kaleyra, Inc. (“Kaleyra” or the “Company”), a rapidly growing cloud communications software provider delivering a secure system of application programming interfaces (APIs) and connectivity solutions in the API/Communications Platform as a Service (CPaaS) market, has partnered with Banca Sella, a leading Italian bank, to provide an innovative video communication solution for the......
Citi Retail Services and Brooks Brothers Extend Consumer Credit Card Relationship
Banking Digital Payments News

Citi Retail Services and Brooks Brothers Extend Consumer Credit Card Relationship

Fintech News Desk
Multi-Year Agreement Renews Partnership in Shared Drive to Innovate and Power Omnichannel Payments Offerings Brooks Brothers, the country’s oldest clothing retailer, and Citi Retail Services, one of North America’s largest and most experienced retail credit solution providers, announced a multi-year extension of their consumer credit card relationship. “As we further transform......
Veritran and Strands Partner To Offer Personalized Money Management Solutions
Finance News

Veritran and Strands Partner To Offer Personalized Money Management Solutions

Fintech News Desk
With this partnership Veritran will offer clients the Business Financial Management (BFM) and Personal Financial Management (PFM) products from Strands Strands will complement Veritran’s solutions offering, enabling financial organizations and retail banks to easily develop highly-personalized digital money management applications, ultimately driving increased customer engagement and generating new revenue through......
SAP to Acquire Leading Working Capital Management Company Taulia
Capital Markets Digital Payments News

SAP to Acquire Leading Working Capital Management Company Taulia

Fintech News Desk
SAP SE announced its intent to acquire a majority stake of Taulia, a leading provider of working capital management solutions. The move is aimed at giving companies better access to liquidity and improving their cash flows. The acquisition further expands SAP’s Business Network and strengthens SAP’s solutions for the CFO......
CAVU Human Capital Management Expands National Footprint With Las Vegas Acquisition
Fintech News Technology

CAVU Human Capital Management Expands National Footprint With Las Vegas Acquisition

Fintech News Desk
CAVU Human Capital Management (HCM), an emerging provider of technology, payroll, and human resources, announced it has acquired Las Vegas, Nevada based Silver State Payroll. Following its year-over-year recurring revenue growth of 87%, this is the fifth acquisition for CAVU HCM in a little more than twelve months and provides the......
Personetics Secures Over $160 Million in 2021 and Accelerates the Global Expansion of Its AI-Driven Personalization and Engagement Solutions for Financial Institutions With $85 Million Investment From Thoma Bravo
Banking Finance Fintech News

Personetics Secures Over $160 Million in 2021 and Accelerates the Global Expansion of Its AI-Driven Personalization and Engagement Solutions for Financial Institutions With $85 Million Investment From Thoma Bravo

Fintech News Desk
Over 120 million bank customers are now ‘self-driving’ their finances with Personetics’ Engagement Platform and improving their financial well-being Personetics’ Engagement Platform has generated over 6.5bn insights and saved for customers utilizing its business solutions over $500m Personetics partners with over 80 financial institutions in 30 global markets Personetics’ growth......
Photoshelter Acquires UK-Based Third Light to Accelerate Growth and Global Leadership in Digital Asset Management
Digital Asset Management News

Photoshelter Acquires UK-Based Third Light to Accelerate Growth and Global Leadership in Digital Asset Management

Fintech News Desk
– Expands DAM capabilities for enterprises, organizations, and visual creatives – Scales platform and team to accelerate product innovation and growth – Meets global demand for faster, easier, smarter cloud-based collaboration tools PhotoShelter, a leading provider of digital asset management (DAM) software trusted by thousands of global organizations and enterprises,......
The Halifax Group Invests in Case Facilities Management Solutions, a Leading Provider of Snow Management and Commercial Landscaping Services
Fintech Investment Services News

The Halifax Group Invests in Case Facilities Management Solutions, a Leading Provider of Snow Management and Commercial Landscaping Services

Fintech News Desk
The Halifax Group (“Halifax“) announced it has completed an investment in Case Facilities Management Solutions (“Case FMS” or “the Company”), a leading provider of snow & ice management and commercial landscaping services across the United States. Case provides its industry leading services to some of the largest multi-site commercial customers......
Alida Partners with Rybbon to Provide Organizations with Digital Incentives to Boost Customer and Employee Engagement
Digital Payments News

Alida Partners with Rybbon to Provide Organizations with Digital Incentives to Boost Customer and Employee Engagement

Fintech News Desk
Partnership incorporates an innovative rewards program to encourage participation in VoC and VoE programs Alida, a visionary leader in Total Experience Management (TXM), announced a partnership with Rybbon, a Blackhawk Network business and a leading provider of digital rewards. Enhancing the Alida TXM platform with Rybbon’s powerful rewards program provides......
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