Search Results for: customers and clients

CFA Institute Member Survey Shows Hiring Remains Uncertain
Economy Fintech Investment Services News

CFA Institute Member Survey Shows Hiring Remains Uncertain

Fintech News Desk
77% of CFA charterholders report no change to their job, while firms in the financial space adopt a wait-and-see attitude for hiring CFA Institute, the global association of investment management professionals, surveyed its global membership to analyze the effects of the current economic crisis caused by the coronavirus pandemic on......
Paysign Announces Leadership Appointments to Drive Patient Affordability Business Line
Fintech Mobile Banking News

Paysign Announces Leadership Appointments to Drive Patient Affordability Business Line

Fintech News Desk
Paysign, a vertically integrated provider of innovative prepaid card programs, digital banking, and processing services for the corporate, consumer, and government applications, today announced three leadership appointments. Each appointee will be focused on enhancing Paysign’s Patient Affordability capabilities and will have a reporting relationship to Alberto Negron, Executive Vice President......
Ameriprise Financial Named “Top Performer” in Customer Satisfaction Ratings
Fintech News

Ameriprise Financial Named “Top Performer” in Customer Satisfaction Ratings

Fintech News Desk
Ameriprise Financial announced that it has been named a top performer in the 2020 Wants & Pricing customer satisfaction report conducted by independent research and benchmarking company Hearts & Wallets. The annual survey asked more than 5,000 households to rate their financial firms based on service dimensions that customers most......
Northpointe Bank Recognized as a Top-Performing Community Bank in the Nation by the Independent Community Bankers of America
Banking Fintech News

Northpointe Bank Recognized as a Top-Performing Community Bank in the Nation by the Independent Community Bankers of America

Fintech News Desk
Northpointe Bank is honored to be named a top-performing bank in the nation by the Independent Community Bankers of America (ICBA).  The ICBA compiled this year’s rankings to recognize community banks that focus on efficiency and personal service to build strong, lasting relationships consistently year after year.  This took into......
tZERO Announces Two New Broker-Dealers Are Live & Trading
Fintech Investment Services News Trading

tZERO Announces Two New Broker-Dealers Are Live & Trading

Fintech News Desk
tZERO, the global leader in blockchain innovation for capital markets, announced today that broker-dealers ChoiceTrade and a multinational, publicly-traded investment bank and financial services company focused on institutional brokerage are now live and trading on the tZERO ATS. These broker-dealers join Dinosaur Financial Group, LLC as subscribers to the tZERO ATS. Customers......
AWS and HSBC Reach Long-Term Strategic Cloud Agreement
Banking Fintech News

HSBC Bank Partners With RateReset to Deliver Award-Winning Digital Mortgage Solution

Fintech News Desk
KNOCK KNOCK Platform Provides HSBC Customers with Speed and Simplicity HSBC Bank USA, N.A., (HSBC), part of the HSBC Group, one of the world’s largest banking and financial services organizations, announced it has partnered with RateReset to license its award-winning platform, KNOCK KNOCK. The platform, branded “EasyReset” for HSBC, allows......
Bill.com and Intuit QuickBooks Extend Partnership to Seamlessly Integrate Bill.com Application into QuickBooks Online Advanced
Business Fintech Investment Services News

Bill.com to Participate in Upcoming Virtual Investor Conferences

Fintech News Desk
Bill.com, a leading provider of cloud-based software that simplifies, digitizes, and automates complex back-office financial operations for small and midsize businesses, announced its participation in the following upcoming investor conferences. Read More: Invoia Re-Brands, Focuses on Small Businesses With Recurring Revenue BofA Securities 2020 Global Technology Conference Presentation: Wednesday, June 3,......
Barclays Investment Bank Appoints Alex Lynch as Chairman of Banking
Banking Capital Markets Fintech Investment Services News

Barclays Investment Bank Appoints Alex Lynch as Chairman of Banking

Fintech News Desk
Mr. Lynch will enhance Barclays’ client coverage, primarily in the Financial Institutions industry, and will focus on increasing senior level connectivity Barclays announces the appointment of Alex Lynch to the role of Chairman of Banking within its Investment Bank. Mr. Lynch will be based in New York and report to......
Woodruff Sawyer Adopts CyberCube’s Broking Manager
Fintech InsurTech News

Woodruff Sawyer Adopts CyberCube’s Broking Manager

Fintech News Desk
US-based Insurance brokerage Woodruff Sawyer has partnered with CyberCube to become one of the first organizations to leverage CyberCube’s “Broking Manager” in its insurance advisory services. Read More: Abrigo Adds Transparent Artificial Intelligence Scenarios, Direct File to FinCEN to its Financial Crime Prevention Software Insurance brokerage @Woodruff Sawyer has become......
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