Search Results for: engagement platform

Ascend Engages With NFP to Deploy Its Financial Technology Platform
Fintech News

Ascend Engages With NFP to Deploy Its Financial Technology Platform

PR Newswire
Ascend, the leading financial operations automation platform, announced it has entered into an agreement with NFP, a leading property and casualty broker, benefits consultant, wealth manager, and retirement plan advisor. As part of the agreement, NFP will deploy Ascend’s billing technology platform, which will offer its insurance clients an automated, all-in-one......
ForwardLane Launches EMERGE - Generative AI Platform to Supercharge New Gen of Financial Services Professionals
Analytics Artificial Intelligence Finance News

ForwardLane Launches EMERGE – Generative AI Platform to Supercharge New Gen of Financial Services Professionals

PR Newswire
With the new generative AI platform, financial organizations can rapidly scale their data and analytics capabilities while key sales, marketing, business and product professionals with no AI/LLM expertise can now easily create, preview and engage with valuable insights ForwardLane, the provider of AI-powered intelligence solutions, announces the launch of its......
Al Trailblazer Bud Financial Launches Bud.ai, a Generative Al Core Platform
Artificial Intelligence Fintech News

Al Trailblazer Bud Financial Launches Bud.ai, a Generative Al Core Platform

PR Newswire
Bud Financial (Bud) unveils an all-new generative Al core to its data intelligence platform, enabling banks and financial services organizations to apply Al to every consumer engagement. Read More About Fintech Interview: Global Fintech Interview with Ralph Dangelmaier, CEO & Board Member at BlueSnap The Bud.ai platform will empower any financial services......
Quontic Bank Selects Spiral’s Platform to Amplify Community Impact Nationwide
Banking News

Quontic Bank Selects Spiral’s Platform to Amplify Community Impact Nationwide

Business Wire
Quontic will leverage Spiral’s platform to streamline donations and launch an innovative digital Impact Center that allows customers to view and track its environmental and community impact. Spiral, the Impact-as-a-Service platform for financial institutions, announced a partnership with Quontic Bank, an innovative, digital-first, and customer-centric bank with a strong customer......
Savvy Wealth Unveils Fully Integrated, AI-Powered Advisor Platform Designed for Modern Financial Advisors
Artificial Intelligence Fintech News

Savvy Wealth Unveils Fully Integrated, AI-Powered Advisor Platform Designed for Modern Financial Advisors

Business Wire
New platform includes a proprietary CRM system, client portal, marketing automation, and compliance and back-office support to provide advisors with unprecedented efficiency Savvy Wealth, a digital-first platform designed for financial advisors to modernize human financial advice, and the parent company of Savvy Advisors Inc. (“Savvy”), a national registered investment advisor......
Stanford Federal Credit Union Partners With Agent IQ to Elevate Digital Engagement Offerings
Banking News

Stanford Federal Credit Union Partners With Agent IQ to Elevate Digital Engagement Offerings

Business Wire
Agent IQ, a provider of digital customer engagement solutions specializing in making financial services more personal again, announced that Stanford Federal Credit Union (Stanford FCU) has selected Agent IQ as its strategic partner to revolutionize digital member experience initiatives through personalized, relationship-based banking. “Agent IQ’s platform was able to provide the......
Integral Emerges as Fastest Growing Web3 Accounting and Treasury Platform, Surpasses $100 Billion in Under 1 Year
Blockchain News

Integral Emerges as Fastest Growing Web3 Accounting and Treasury Platform, Surpasses $100 Billion in Under 1 Year

PR Newswire
Over 150 enterprises using digital assets rely on Integral’s accounting and treasury management suite, reconciling over $100 billion dollars of value in under 1 year Integral Treasury announced that its web3 accounting and treasury management platform has accounted for over $100 billion worth of web3 transactions in the last year. Integral is trusted......
Microsoft’s M12 Fund and GitHub Invest in Open-source Low-Code Platform ToolJet
Investment Services News

Microsoft’s M12 Fund and GitHub Invest in Open-source Low-Code Platform ToolJet

Business Wire
ToolJet, the open-source low-code platform for developers announced that it has secured an investment from M12, Microsoft’s venture fund and GitHub via the M12 GitHub Fund to fuel its next stage of growth. Latest Fintech Interview: Global Fintech Interview with Ramy Ashour, Global Head of Enterprise & Solutions at Valtech “We were......
Lake Michigan Credit Union Adopts Total Expert to Fuel Member Engagement and Drive Marketing Visibility
Lending Mortgage News

Lake Michigan Credit Union Adopts Total Expert to Fuel Member Engagement and Drive Marketing Visibility

PR Newswire
Customer Intelligence, automated Journeys, and built-in digital content library will help top credit union deliver the perfect member journey Lake Michigan Credit Union (LMCU), a top five mortgage credit union headquartered in western Michigan, has partnered with Total Expert to help drive personalized engagement to their more than 568,000 members. By leveraging Total......
SRM Key Moments Platform Offers Enhanced Rewards and Loyalty Experiences
Digital Payments Finance News

SRM Key Moments Platform Offers Enhanced Rewards and Loyalty Experiences

Business Wire
SRM (Strategic Resource Management), an independent advisory firm serving financial institutions across North America and Europe, announced the availability of Key Moments, an engagement and retention platform enabling financial institutions to own the payment moment and enhance the overall in-app experience for bank customers and credit union members. “SRM has......
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