Search Results for: digital sales

WILLPORTtrust Simplifies Wealth Transfer Using Blockchain Vouchers
Blockchain Fintech Investment Services News

WILLPORTtrust Simplifies Wealth Transfer Using Blockchain Vouchers

Fintech News Desk
Investment vouchers help wealth advisors reach the next generation of investors WILLPORTtrust is rolling out a line of blockchain vouchers to provide wealth advisors a new way of reaching upcoming generations of their clients by providing investment assistance to their beneficiaries. Read More: Westpac Group sells Strategic Alliances (“Vendor Finance”) business......
SS&C Automates Retirement Plan Onboarding
Fintech News

SS&C Automates Retirement Plan Onboarding

Fintech News Desk
SS&C Technologies Holdings, announced that SS&C Retirement Solutions has launched the Digital Plan Onboarding Process to help recordkeepers bring on and support retirement plans. “We are excited to see SS&C modernize the approach to plan onboarding,” said Mike Shamburger, Head of Core Markets at T. Rowe Price Plan Services. “In our......
Listerhill Credit Union Enhances Member Experience with Matica Technologies Financial Instant Issuance Solutions
Fintech News

Listerhill Credit Union Enhances Member Experience with Matica Technologies Financial Instant Issuance Solutions

Fintech News Desk
Listherhill Credit Union has increased member satisfaction by implementing Matica Technologies Cards on the Spot™ financial instant issuance solutions in 17 branch locations throughout Alabama and Tennessee. Read More: AssetMark Launches eService Team and Expands Digital Servicing Tools As Listerhill Credit Union continues to focus on member services and experiences, it is also......
Sterling National Bank Partners with IPsoft’s Amelia®--Most Human AI™--to Launch Cognitive Customer Service Agent “Skye”
Artificial Intelligence News

Sterling National Bank Partners with IPsoft’s Amelia®–Most Human AI™–to Launch Cognitive Customer Service Agent “Skye”

Fintech News Desk
IPsoft, the global leader in enterprise Artificial Intelligence (AI), and Sterling National Bank, the wholly-owned operating bank subsidiary of Sterling Bancorp (NYSE: STL), announced its partnership to deploy Amelia, the industry-leading Digital Employee™. Amelia is set to accelerate Sterling´s digital transformation and provide enhanced customer service. With Amelia, Sterling National Bank......
Business InsurTech News

Mennonite Mutual Insurance Company Goes Live on the Finys Suite

Fintech News Desk
Farmowners was the first line to go into production, followed by Fire Finys, developer of the Finys Suite, a platform of integrated modules for processing personal and commercial property/casualty insurance, announced Mennonite Mutual went into production with their Farmowners line of business on the Suite last January and released the......
Fintech InsurTech News

Kin Insurance Selects Snapsheet to Deploy End-to-End Claims Management Platform

Fintech News Desk
Insurtech leaders join forces to automate, manage home insurance claims Snapsheet, a pioneer in claims management technology, announced a new partnership with Kin, the insurance technology company that’s simplifying home insurance in disaster-prone areas across the country. Fresh off a $35 million Series B funding round, Kin tapped the Snapsheet Claims......
New Study Reveals the Struggles that Many Businesses Face in Getting Paid During the COVID-19 Pandemic
Business Fintech News

Zuora and GoCardless Expand Partnership to Revolutionize Global Subscription Payments

Fintech News Desk
The joint solution enables businesses to immediately decrease churn and more efficiently collect international recurring payments(Zuora ) Zuora, the leading subscription management platform provider, announced an expanded global partnership and new product integration with GoCardless, the leading fintech for recurring payments, to help companies across more than 30 countries, including......
BNY Mellon Wealth Management Names Lynne Sawyer as Senior Group Manager, Deposit Product Management
Fintech News

BNY Mellon Wealth Management Names Lynne Sawyer as Senior Group Manager, Deposit Product Management

Fintech News Desk
 BNY Mellon Wealth Management has appointed Lynne Sawyer as Senior Group Manager, Deposit Product Management. In this newly created role, she will drive deposit growth and support the enhancement of deposit products. Lynne will report to Rick Calero, Head of Banking and Lending for Wealth Management. Read More: Four Benefits of Buy Now......
LPL Financial Partners With Slack to Offer Messaging Capabilities to Its Advisors and Institutions
Business Fintech Investment Services News

LPL Financial Partners With Slack to Offer Messaging Capabilities to Its Advisors and Institutions

Fintech News Desk
LPL Financial LLC, a leading retail investment advisory firm, independent broker-dealer and registered investment advisor (RIA) custodian, announced that the firm has partnered with Slack, a leading channel-based messaging platform, to give advisors and their teams new tools to communicate in real time, whether working from the same office, from......
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