Search Results for: customers and clients

DFIN is Digital-First Product Launch Recognized with Industry Innovation Award
Business Fintech Investment Services News

DFIN Re-imagines Digital Content Delivery with ArcDigital

Fintech News Desk
by Fintech News Desk0
Donnelley Financial Solutions, a leading global risk and compliance company, announced the launch of ArcDigital, a web-based application that enables marketing and sales teams to manage content and communications with ease, through a single integrated digital storefront. Read More: Kreditech Rebrands to Monedo as It Steps Up Growth in International Lending......
Kevin Lockhart Joins Perella Weinberg Partners as Partner
Business Capital Markets Fintech News

Kevin Lockhart Joins Perella Weinberg Partners as Partner

Fintech News Desk
by Fintech News Desk0
New Appointment Further Strengthens Firm’s Capital Markets Advisory Practice Perella Weinberg Partners (“PWP”) announced that Kevin Lockhart has joined the Firm as a Partner in its Advisory business. Based in New York, Mr. Lockhart will provide strategic capital markets advice to clients across industries. Read More: Abrigo Adds Transparent Artificial......
Talkspace Digital EAP and Best Money Moves Join Forces to Promote Financial Wellness and Offer a Seamless Professional Counseling Experience
B2C Fintech News

Talkspace Launches Cigna Relationship, Marking a Milestone of 40 Million Insured Lives Covered for Virtual Mental Health Care

Fintech News Desk
by Fintech News Desk0
Insurance coverage for Talkspace therapy and psychiatry services has increased 5-fold in the last year Talkspace, the global leader in digital behavioral health, launches a new commercial health plan relationship with Cigna, bringing the total number of insured US lives covered for Talkspace to a milestone of 40 million. Under......
Retail Investing Hits New Highs in Q3 as DriveWealth Sees Record Activity for Account Openings, Number of Trades, and Volume Traded
Artificial Intelligence Business Fintech News Trading

DriveWealth Brings U.S. Stock Investing Capability to India-Based AI Wealth Management Firm

Fintech News Desk
by Fintech News Desk0
INDmoney Integrates DriveWealth’s Technology into SuperMoneyApp DriveWealth, LLC, a U.S. based leader in global digital trading technology, announced that the firm has partnered with INDmoney, an artificial intelligence (AI) and machine-learning-based wealth management platform in India, to bring U.S. stock investing technology and capability to INDmoney clients. Read More: TerraPay......
RiskPro Selects FinMason to Deliver Fixed Income Risk Analytics
Fintech Investment Services News Risk Management

RiskPro Selects FinMason to Deliver Fixed Income Risk Analytics

Fintech News Desk
by Fintech News Desk0
FinMason, a FinTech firm and investment analytics provider that enables WealthTech platforms to accelerate development and time-to-market, today announced that it has been selected by RiskPro, a revolutionary risk profiling and portfolio construction system that helps Financial Advisors improve the investor experience, to deliver fixed income risk calculations. Read More:......
Spain's CaixaBank Teams with IBM Services to Accelerate Cloud Transformation and Innovation in the Financial Services Industry
Banking Blockchain Business Fintech News

we.trade Digital Trade Finance Network Strengthens Collaboration With IBM

Fintech News Desk
by Fintech News Desk0
IBM joins founding banks as a new shareholder we.trade, a  blockchain-based platform that makes international trade faster and more efficient, announced an enhanced collaboration with IBM which will enable network enhancements and accelerate the global commercialisation of the platform. IBM has also become a new shareholder along with the 12......
Fenergo Wins RegTech Insight Award for Best KYC Software for Client Onboarding
Banking Fintech Investment Services News

Fenergo Wins RegTech Insight Award for Best KYC Software for Client Onboarding

Fintech News Desk
by Fintech News Desk0
Awarded for the third consecutive year Fenergo, the leading provider of digital transformation, customer journey and client lifecycle management (CLM) solutions for financial institutions, has been awarded Best KYC Software for Client Onboarding at the A-Team Group’s RegTech Insight Awards 2020. Read More: SIMON Markets LLC and Raymond James Launch......
Simplii Financial Joins SecureKey Concierge to Provide Seamless Access to Government Services
Banking Fintech News

Simplii Financial Joins SecureKey Concierge to Provide Seamless Access to Government Services

Fintech News Desk
by Fintech News Desk0
Simplii clients now able to securely and easily log into online government services with SecureKey Concierge SecureKey Technologies (“SecureKey”), a leading provider of federated identity and authentication solutions, is proud to announce an agreement enabling Simplii Financial™, the direct banking brand of CIBC, to become a Trusted Sign-In Partner with......
Banking Capital Markets Fintech Guest Posts

Consider Effortless Customer Experiences to Boost the Bottom Line

Point B
by Point B0
Banks are facing unprecedented disruption from all directions. Leverage this disruption to gain a competitive advantage through innovative customer interactions.  Social distancing and the effects of COVID-19 have required multiple organizations to rethink and, in some cases, accelerate their customer experience initiatives. Financial services firms are no different. Moving forward,......
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