Search Results for: engagement platform

Tegra118 and Red Rock Strategic Partners Join Forces to Help Firms Drive Growth and Improve Advisor-Client Engagement
Business Fintech News

Tegra118 and Red Rock Strategic Partners Join Forces to Help Firms Drive Growth and Improve Advisor-Client Engagement

Fintech News Desk
by Fintech News Desk0
Strategic partnership helps firms and advisors gain untapped value from technology to accelerate growth, reduce expenses and enhance client experiences Tegra118, a top provider of wealth and asset management technology and Motive Partners company, today announced a partnership with Red Rock Strategic Partners providing comprehensive and results-driven approaches for firms......
Barksdale Federal Credit Union Selects Ignite Sales Platform to Guide Members Digitally to Wise Financial Choices
Business Fintech News

Barksdale Federal Credit Union Selects Ignite Sales Platform to Guide Members Digitally to Wise Financial Choices

Fintech News Desk
by Fintech News Desk0
Ignite Sales, Inc., the financial industry leader in customer engagement technology, today announced that Barksdale Federal Credit Union has selected Ignite to digitally engage and meet the needs of its members with a high touch personalized experience from Louisiana to East Texas and around the globe using the credit union’s......
Wildfire Systems is First to Offer Coupon Auto-Apply Functionality in a White-Label Rewards and Loyalty Platform
Banking Fintech Mobile Banking News

Banco Caja Social Provides Customers With An End-To-End Digital Banking Experience On The Backbase Platform

Fintech News Desk
by Fintech News Desk0
Backbase, a digital-first banking platform, announced that it has built a new cross-business platform for Banco Caja Social. The new platform, built from Backbase’s industry leading software, has improved the user experience and online access for the bank’s customers. This marks a new milestone in the digitization of Banco Caja Social, an institution......
ForwardLane Names Lauren Feldman Director of RIA Sales and Client Engagement
Artificial Intelligence Fintech News

ForwardLane Names Lauren Feldman Director of RIA Sales and Client Engagement

Fintech News Desk
by Fintech News Desk0
ForwardLane, whose powerful artificial intelligence technology provides advisors of all sizes with signals and next-best actions prompts, has named Lauren Feldman as Director of RIA Sales and Client Engagement. Read More: Nacha Adopts Rules for the Ongoing Modernization of ACH Payments In her new role, Feldman will lead ForwardLane’s sales and......
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
by Fintech News Desk0
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......
Mercurity Announces Plan for an Open DeFi Platform with Swap, Lending, Insurance, Stablecoin, and Synthetic Asset Protocols
Fintech News

Mercurity Announces Plan for an Open DeFi Platform with Swap, Lending, Insurance, Stablecoin, and Synthetic Asset Protocols

Fintech News Desk
by Fintech News Desk0
Mercurity Fintech Holding, announced it’s the first public company to announce plans to launch an open, decentralized finance (DeFi) platform that will be designed to solve retail traders’ global problems of low liquidity and capital utilization, poor governance, token growth incentive deficiencies, and slow transaction speeds. The Company’s mission is to......
Business Fintech Fintech Funding News

Melissa Delivers Global Address Validation to the Allscripts® Practice Financial Platform

Fintech News Desk
by Fintech News Desk0
Integration enables access to data that fosters more efficient patient communication, particularly valuable during COVID-19  Melissa, a leading provider of global data quality and address management solutions, today announced a continuing partnership with Allscripts (NASDAQ: MDRX), a leader in healthcare information technology solutions, to offer Melissa Address Validation within the......
North American to Join the Ensight™ Marketplace Platform
Fintech InsurTech News

North American to Join the Ensight™ Marketplace Platform

Fintech News Desk
by Fintech News Desk0
Ensight, the leading life and annuity digital sales acceleration platform for insurance carriers, distributors and financial professionals, announced a new partnership with North American Company for Life and Health Insurance® (“North American”) in a move that brings the addition of North American Indexed Universal Life (IUL), Guaranteed Universal Life (GUL)......
BankMobile Launches Workplace Banking Platform
Banking Fintech Mobile Banking News

BankMobile Launches Workplace Banking Platform

Fintech News Desk
by Fintech News Desk0
BankMobile, a division of Customers Bank, and among America’s largest mobile-first banks, announced the launch of its Workplace Banking platform. The new financial wellness service offers innovative banking products that carry generous interest, early payday, built-in money management tools, over 55,000 fee-free Allpoint® ATMs and a robust banking app. BankMobile also......
1