Search Results for: customer relationships

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......
Kofax Launches AP Agility Cloud, a SaaS Version of its Market-Leading Accounts Payable Automation Solution
Business News

Kofax Launches AP Agility Cloud, a SaaS Version of its Market-Leading Accounts Payable Automation Solution

Fintech News Desk
by Fintech News Desk0
New Intelligent Automation Offering Can be Configured and Customized, Providing Flexible Deployment Options Kofax, a leading supplier of Intelligent Automation software to digitally transform end-to-end business operations, announces its market-leading accounts payable automation solution, AP Agility, is now available as a cloud-hosted SaaS offering. Kofax AP Agility Cloud combines the......
Couples Prefer to Keep Some Finances Separate, Survey Reveals
Banking Business News

Couples Prefer to Keep Some Finances Separate, Survey Reveals

Fintech News Desk
by Fintech News Desk0
Varo launches peer-payment feature that makes transferring money between partners a breeze A new survey released by mobile banking startup Varo Money, Inc. shines a light on the financial habits of modern couples, revealing that many Americans prefer maintaining a degree of fiscal autonomy in their relationships rather than engaging in......
Commercial Payment Cards Reach Tipping Point, reports Packaged Facts
Business Fintech News

Commercial Payment Cards Reach Tipping Point, reports Packaged Facts

Fintech News Desk
by Fintech News Desk0
The commercial payment card industry is at a tipping point, reveals market research firm Packaged Facts in the recent report Commercial Cards and B2B Payment Services: US and Global Markets and Trends, 11th Edition. While cards continue to provide the backbone, technology is reshaping and broadening their ability to meet customer pain......
First American and Docutech Announce Agreement for First American’s Acquisition of Docutech
Business Fintech News

First American and Docutech Announce Agreement for First American’s Acquisition of Docutech

Fintech News Desk
by Fintech News Desk0
—Acquisition Positions the Companies to Further Improve the Consumer Experience in Real Estate Transactions and Accelerate the Evolution of Real Estate Closings— –First American Financial Corporation, a leading global provider of title insurance, settlement services and risk solutions for real estate transactions, and Docutech, a leading provider of document, eClose and fulfillment......
Qontigo Names Brian Rosenberg as Chief Revenue Officer
Business News

Qontigo Names Brian Rosenberg as Chief Revenue Officer

Fintech News Desk
by Fintech News Desk0
Financial intelligence provider Qontigo, part of Deutsche Börse Group, announced the appointment of Brian Rosenberg to the newly created position of Chief Revenue Officer. Rosenberg will lead Qontigo’s sales, marketing, applied-research and customer-experience teams across its global index and analytics business and will report to Sebastian Ceria, Chief Executive Officer. Rosenberg......
Capital Markets & FinTech Veteran Palak Patel Joins S3 Partners as Chief Revenue Officer
Banking Business News

S3 Partners Adds Two Seasoned Sales Professionals From Hazeltree Treasury Solutions and ENSO Financial Analytics

Fintech News Desk
by Fintech News Desk0
S3 Partners (“S3”), a market-leading financial technology and analytics firm, announced the hiring of Dean Fabrizio and John Clancy as Directors of Business Development. The two will help S3 to sell software, data and apps, leveraging relationships across the alternative investment community, banks and other financial institutions. Read More: Informa Financial Intelligence and Neuro-ID......
Insurtech Leader Policygenius Announces $100M Series D Round, Led by KKR
Banking News

Insurtech Leader Policygenius Announces $100M Series D Round, Led by KKR

Fintech News Desk
by Fintech News Desk0
Investment Will Accelerate Growth With Plans to Roll out New Financial Protection Products This Year  Policygenius, the leading online marketplace for comparing and purchasing insurance, announced $100 million in Series D funding led by global investment firm KKR. Existing major investors in the company, including Norwest Venture Partners, Revolution Ventures, Susa......
Billtrust Expands Business Payments Network with CSI Payments Platform Integration
Banking Fintech News

Billtrust Expands Business Payments Network with CSI Payments Platform Integration

Fintech News Desk
by Fintech News Desk8
Partnership Enables CSI Corporate Clients and Connected Financial Institutions to Increase B2B Supplier Electronic Payment Acceptance Billtrust, the leader in B2B order-to-cash solutions, announced that its Business Payments Network (BPN) is now integrated with global accounts payable automation leader, Corporate Spending Innovations (CSI), enabling their customers to automate payment delivery to suppliers......
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