Search Results for: customer retention

Gotransverse Closes 2020 with Globalization, Business Intelligence, Ecosystem, and Personalization Features for Innovative Monetization Models
Business Fintech News

Gotransverse Closes 2020 with Globalization, Business Intelligence, Ecosystem, and Personalization Features for Innovative Monetization Models

Fintech News Desk
by Fintech News Desk0
New capabilities improve support for global transactions, data access, and customer experience to extend intelligent billing versatility As 2020 comes to a close, Gotransverse (www.gotransverse.com), the leading provider of enterprise order-to-cash solutions, today announced that the company had added a variety of new globalization, business intelligence, ecosystem, and personalization features......
Falcon Insurance Group Expands One Inc Implementation to Include ClaimsPay
Fintech InsurTech Mobile Banking News

Falcon Insurance Group Expands One Inc Implementation to Include ClaimsPay

Fintech News Desk
by Fintech News Desk0
Auto insurer adds outbound payment functionality after initial success with digital payment platform’s inbound solution.  One Inc, a digital payments platform provider for the insurance industry, is pleased to announce Falcon Insurance Group (Falcon) has selected to expand the company’s existing implementation of the One Inc Digital Payments Platform to include ClaimsPay.......
Spurred by Coronavirus, Investors Will Drive the Digital Advice Revolution
Business Fintech Guest Posts Investment Services

Spurred by Coronavirus, Investors Will Drive the Digital Advice Revolution

Chris Sonzogni
by Chris Sonzogni0
Financial advice tends to be a localized business. Where other financial services have digitized and fractured, relying on mobile apps and decentralization to boost margins and cut overhead, many advisory firms haven’t followed suit. The introduction of the coronavirus has largely changed that. And the changes the virus has ushered......
Patriot Announces One-Click Settings for Faster and Easier Accounting Onboarding
Fintech News Risk Management

Patriot’s PPP Forgiveness Report Simplifies a Complex Process

Fintech News Desk
by Fintech News Desk0
Patriot Software simplifies Payroll Protection Program Forgiveness applications by offering customers PPP Forgiveness Report. Patriot Software, LLC, an accounting software and payroll company, has released a Paycheck Protection Program (PPP) Forgiveness Report to help simplify the complex and daunting process of applying for PPP loan forgiveness. Patriot’s Basic and Full Service Payroll customers who......
Wolters Kluwer TaxWise® Online professional tax software featured among Accounting Today’s 2021 Top New Products
Business Fintech News

Wolters Kluwer Enhances Its CCH® ProSystem FX® Engagement Solution With New Engagement Organizer Features

Fintech News Desk
by Fintech News Desk0
Cloud collaboration, automatic notification, and document tracking help simplify the process of requesting, receiving, and tracking documents & notes from clients during an audit engagement Today, Wolters Kluwer Tax & Accounting announced the addition of new features to the Engagement Organizer in its award-winning CCH® ProSystem fx® Engagement integrated audit management solution. With new Engagement Organizer capabilities,......
California-Mutual-Partners-with-Invoice-Cloud-to-Improve-Insurer’s-Efficiency-and-Simplify-Process-for-Policyholders
Business Fintech InsurTech News

California Mutual Partners With Invoice Cloud to Improve Insurer’s Efficiency And Simplify Process for Policyholders

Fintech News Desk
by Fintech News Desk0
Invoice Cloud, a leading provider of PCI compliant, secure electronic payments and the highest adopting Electronic Bill Presentment and Payment (EBPP) solutions, has enabled California Mutual Insurance Company to implement a payment processing platform that significantly reduced administrative inefficiencies while greatly enhancing the user experience for policyholders. Read More: Mazooma Partners......
GlobalFintechSeries Interview with Joshua Levin, Co-founder at OpenInvest
Economy Fintech Interviews Investment Services

Global Fintech Interview with Joshua Levin, Co-founder at OpenInvest

Paroma Sen
by Paroma Sen0
Catch how these experts from leading tech companies like TeamViewer, JotForm, Xactly and more are boosting their B2B sales and marketing experience while focusing on a balanced employee culture:...
Insellerate-Launches-DATA-IE™-Solution
Business Fintech News

Insellerate Launches DATA IE Solution

Fintech News Desk
by Fintech News Desk0
Insellerate, the leading mortgage Customer Experience Platform featuring Lead Management, CRM & Engagement that helps lenders close more loans by increasing efficiency gains across sales, marketing, operations management, announces the release of its DATA IE solution. Read More:  insightsoftware Announces Intent to Acquire IDL Group This innovative solution allows lenders......
Majesco Continues Expansion Of Majesco EcoExchange Marketplace With Two New Partners
Fintech InsurTech News

Majesco Partners with Industry Leaders to Shine Light on Emerging Opportunities and New Technologies Reshaping the Future of Insurance

Fintech News Desk
by Fintech News Desk0
New sessions to both the Ecosystems Partners and Industry Leaders series uncovers the latest industry topics, trends and behaviors Majesco, a global leader of cloud insurance software solutions platforms, today announced the addition of new podcast sessions to both the Future of Insurance: Ecosystem Partners podcast series and Industry Leaders......
BMO Ranked Among Most Sustainable Companies on Dow Jones Sustainability Index - North America
Fintech News

BMO Ranked Among Most Sustainable Companies on Dow Jones Sustainability Index – North America

Fintech News Desk
by Fintech News Desk0
BMO Financial Group ranks in the 91st percentile of banks globally on the Dow Jones Sustainability Indices (DJSI) – the highest among Canadian peers. The DJSI is a set of best-in-class benchmarks for investors who have recognized that sustainable business practices are critical to generating long-term shareholder value. Read More: Reggora......
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