Search Results for: customer relationships

Total Expert and Polly Partnership Delivers Exclusive Combination of Automated Customer Journeys and Hyper Personalized, Real-Time Loan Pricing
Finance Fintech News

Total Expert and Polly Partnership Delivers Exclusive Combination of Automated Customer Journeys and Hyper Personalized, Real-Time Loan Pricing

Business Wire
by Business Wire0
The evolving partnership amplifies the capabilities of two unique technology pioneers that are fueling growth across the mortgage industry Total Expert, the FinServ leader in customer engagement software, today announced an expanded partnership with Polly and its leading mortgage capital markets platform. The enhanced partnership pairs Total Expert’s best-in-class journey......
Zafin Launches Next-Gen Tiering Capability as Financial Institutions Intensify Competition for Customer Loyalty and Deposit Retention
Finance Fintech News

Zafin Launches Next-Gen Tiering Capability as Financial Institutions Intensify Competition for Customer Loyalty and Deposit Retention

Business Wire
by Business Wire0
In a recent Celent report, over 60% of banks in North America and Europe have identified customer retention and engagement as top strategic priorities, signaling a growing need for solutions like Zafin’s Tiering Capability to deepen customer relationships and drive long-term profitability Responding to the increasing demand for hyper-personalization in......
New Report Reveals: Customer Loyalty at Stake for Financial Institutions Due to Rise in Identity-Based Attacks
Finance Fintech News Security

New Report Reveals: Customer Loyalty at Stake for Financial Institutions Due to Rise in Identity-Based Attacks

GlobeNewswire
by GlobeNewswire0
Gap Widens Between Customer Expectations and Financial Institutions’ Cybersecurity Efforts HYPR, the Identity Assurance Company, today released its spotlight report “When Trust is Hacked: Customer Identity Security in Finance.” This report sheds light on the persistent threat of credential misuse and authentication vulnerabilities plaguing the financial industry, drawing a direct......
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
by Business Wire0
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......
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
by Business Wire0
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......
Treasury Prime and FS Vector Join Forces to Strengthen BaaS Relationships through Regulatory Compliance Training
Banking News

Treasury Prime and FS Vector Join Forces to Strengthen BaaS Relationships through Regulatory Compliance Training

Business Wire
by Business Wire0
Partnership brings FS Vector’s Headmaster training platform to the Treasury Prime Partner Marketplace Treasury Prime, a leading embedded banking software company, announced its strategic partnership with regulatory advisory firm FS Vector. The partnership formalizes an existing relationship between the two companies and will bring FS Vector’s regulatory compliance training platform......
Miami Fintech Startup Swaystack Launches Personalized Engagement Platform for Banks
Banking Featured Fintech Fintech Startups Mobile Banking Technology

Miami Fintech Startup Swaystack Launches Customer Engagement Platform for Banks

Fintech Staff Writer
by Fintech Staff Writer0
Miami based Swaystack, a new player in the fintech industry, has launched a personalized engagement platform designed specifically for banks and credit unions. This platform aims to empower these institutions to cultivate stronger digital customer relationships and drive growth in their digital channels. The key feature of Swaystack’s offering is......
Upstart Launches Recognized Customer Personalization
Fintech Lending News

Upstart Launches Recognized Customer Personalization

Business Wire
by Business Wire0
Upstart , the leading artificial intelligence (AI) lending marketplace, announced the launch of Recognized Customer Personalization (RCP). This new feature of the Upstart Referral Network enables banks and credit unions to present a customized loan offer to their existing customers who are looking for a loan on Upstart.com. More than......
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