Search Results for: digital management tools

Lifeworks Advisors Launches Technology-Driven Advisor Platform for Growth Minded Advisors to Deliver a Complete, Fee-based Financial Planning Client Experience
Fintech News

Lifeworks Advisors Launches Technology-Driven Advisor Platform for Growth Minded Advisors to Deliver a Complete, Fee-based Financial Planning Client Experience

Fintech News Desk
Unified technology stack combined with proven financial planning system and digital marketing tools provide an all-inclusive, end-to-end platform to enable fast growth for today’s modern advisor Lifeworks Advisors, a fast-growing independent RIA firm, announced the launch of a complete and unified financial advisor technology platform intentionally designed from the ground......
S&T Bank Enhances Consumer Banking With New Leadership
Banking Business Fintech News

S&T Bank Names New Executives To Lead Consumer Sales, Strategy And Transformation And Employee Services

Fintech News Desk
S&T Bank announced that Jordyn Kemats has been hired as the executive vice president of consumer sales, strategy and transformation, and Susan Nicholson has been promoted to the position of executive vice president of employee services. S&T Bank is a full-service financial institution with assets of $9.5 billion, and current operations in five markets......
REPAY Forms Advisory Board to Encourage Mortgage Transfer Payment Standards and Best Practices
Fintech News

REPAY Enhances Mortgage Servicing Suite With New Service To Automate Loan Transfer Payments Between Mortgage Servicers

Fintech News Desk
Service Transfer Exchange (STX) automates the routing of borrower payments between lenders when mortgage servicing rights are transferred Repay Holdings Corporation (NASDAQ: RPAY) (“REPAY”), a leading provider of vertically-integrated payment solutions, today announced its newest offering, Service Transfer Exchange (STX)—a service to streamline mortgage service transfers between lenders. Read More: REPAY Announces......
Seiling State Bank Signs with Teslar Software to Improve Commercial Lending
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Seiling State Bank Signs with Teslar Software to Improve Commercial Lending

Fintech News Desk
Partnership will help bank better manage entire lending portfolio, including PPP lifecycles Teslar Software, a provider of automated workflow and portfolio management tools designed to help community financial institutions thrive, announced today that Seiling State Bank has selected its platform to improve processes and better serve customers. Read More: DeFiner......
ABBYY Partners with Alteryx Extending the Alteryx Analytic Process Automation Platform with Deeper Process Intelligence
Artificial Intelligence Business Fintech News Robotic Process Automation

ABBYY Partners with Alteryx Extending the Alteryx Analytic Process Automation Platform with Deeper Process Intelligence

Fintech News Desk
Integrated Solution Accelerates Key Digital Transformation Initiatives ABBYY, a Digital Intelligence company, announced today that it has partnered with Alteryx, Inc. (NYSE: AYX), a leader in analytic process automation (APA™), to deliver process intelligence capabilities that complement the  Alteryx Analytic Process Automation Platform™. Read More: Fintechs vs. Traditional Banks: Frost......
Less than One-Third of Wealth Managers in North America are Scaling AI Across Their Businesses, Accenture Report Finds
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10 Startups Selected for Accenture’s 2020 FinTech Innovation Lab Asia-Pacific

Fintech News Desk
Accenture and 19 leading financial services firms to mentor financial technology entrepreneurs in seventh annual program   Ten leading fintech companies have been selected for the seventh annual FinTech Innovation Lab Asia-Pacific, a mentorship program created by Accenture (NYSE: ACN) that helps startups fine-tune their business plans and solutions by pairing......
ACI Worldwide and GOLDPoint Systems Partner to Deliver Integrated Bill Payments for Consumer Lending Organizations
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ACI Worldwide and GOLDPoint Systems Partner to Deliver Integrated Bill Payments for Consumer Lending Organizations

Fintech News Desk
ACI Worldwide, a leading global provider of real-time digital payment software and solutions, announced a strategic partnership with GOLDPoint Systems, a loan management software company offering a suite of tools for installment and specialty lenders. The companies will facilitate debit card loan payments and disbursement of loan proceeds for GOLDPoint......
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Ameritas Investment Company, LLC Chooses Entreda, A Wholly Owned Subsidiary Of Smarsh, To Provide Endpoint Cyber Risk And Compliance Software; Completes Roll Out To Independent Financial Professionals

Fintech News Desk
Entreda’s Cybersecurity Compliance Platform, Together with Smarsh’s Information Archive Platform, help to Keep Ameritas Data Safe Entreda, an award-winning developer of integrated cybersecurity software and solutions for the wealth management and insurance industries, today announced that it has finalized an agreement with Ameritas Investment Company, LLC (AIC), an independent Broker/Dealer......
Fintech News

CB Insights Announces Call for Participants In its First Future of Fintech Global Innovation Challenge

Fintech News Desk
This global hackathon will bring together players in the fintech ecosystem as institutions present challenges and teams work to solve these challenges — Galileo Financial Technologies, Citi, Nasdaq, and Jack Henry & Associates are among the early organizations participating CB Insights, which enables the world’s leading companies to make smarter......
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Mobile Banking Apps (Made For!) Millenials!

Tanika Mehrotra
Mobile banking is a popular trend with millennials. To keep up with their banking needs, banks have come up with many streamlined approaches and innovations in mobile and instant banking. From analyzing total spend behaviors, to giving you savings advice, or figuring out your monthly or annual budgets, some of......
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