Search Results for: engagement platform

AICPA, CPA.com and Biz2Credit Launch New Platform for Small Business Funding
Fintech Fintech Funding News

AICPA, CPA.com and Biz2Credit Launch New Platform for Small Business Funding

Fintech News Desk
Cloud Solution Incorporates Enhanced Administrative Capabilities to Manage PPP Loan Forgiveness and Provide Lending Solutions to CPA Clients The American Institute of Certified Public Accountants (AICPA), its business and technology arm, CPA.com, and fintech leader Biz2Credit announced they are teaming up on a new platform, CPALoanPortal.com, to streamline the process......
Getaround Selects Snapsheet’s End-to-End Digital Claims Management Platform
Fintech InsurTech News

Getaround Selects Snapsheet’s End-to-End Digital Claims Management Platform

Fintech News Desk
Expanded partnership powers a faster, better claims experience to enhance carsharing convenience and accessibility Snapsheet, a pioneer in cloud-native claims management technology, announced the expansion of a long-term partnership with Getaround. The carsharing platform that empowers users to instantly access and drive cars nearby selected the Snapsheet Claims platform to digitize......
Oppenheimer & Co. Inc. Builds Out Digital Experience Platform For Financial Advisors And Clients Through New Strategic Alliance With InvestCloud
Fintech News

Oppenheimer & Co. Inc. Builds Out Digital Experience Platform For Financial Advisors And Clients Through New Strategic Alliance With InvestCloud

Fintech News Desk
Oppenheimer’s New Advisor-Client Portal Powered by InvestCloud to Deliver Comprehensive and Seamless Digital Client Onboarding and Relationship Management Experience Oppenheimer & Co. Inc. (“Oppenheimer”), a leading investment bank, wealth manager, and a subsidiary of Oppenheimer Holdings (NYSE: OPY), today announced the launch of a strategic alliance with global FinTech firm, InvestCloud.......
DeepTarget Utilizes Machine Learning Algorithms to Improve Customer Experience
Banking Fintech News

Alogent and DeepTarget Partner to Provide User-Specific Digital Engagements and Personalized Financial Consumer Stories for Banks and Credit Unions

Fintech News Desk
DeepTarget Inc., a solution provider that utilizes data mining and business intelligence to deliver targeted engagements across digital channels for banks and credit unions, today announced that they are partnering with Alogent, a global software leader in end-to-end payment processing, content and information management, digital banking and loan origination solutions. This partnership enables......
Zywave-Launches-New-Platform-to-Help-Educate-_-Train-Users
Fintech InsurTech News

Zywave Launches New Platform to Help Educate & Train Users

Fintech News Desk
Revamped Zywave University empowers users to maximize investment in Zywave solutions Leading insurance tech provider, Zywave, has announced the launch of its new Zywave University, an education and training platform that enables users to get the most out of their Zywave solutions and help automate their workflows to ultimately drive business growth.......
Barksdale Federal Credit Union Selects Ignite Sales Platform to Guide Members Digitally to Wise Financial Choices
Business Fintech News

Ignite Sales Partners With Royal Credit Union to Provide Members a Digital, Member-Centric Platform and Journey

Fintech News Desk
Ignite Sales, Inc., the financial industry leader in customer engagement technology, announced that Royal Credit Union has selected Ignite to digitally engage and meet the needs of its members using the credit union’s online and mobile channels. The integration of the technology-based platform allows consumers to make wise financial choices......
Ondot’s Card Management Platform Now Offers Digital Issuance Capability
Fintech News

Ondot’s Card App Adopted by Leading Financial Institutions as Platform to Manage Digital Credit and Debit Cards

Fintech News Desk
Ondot Systems, the digital card services platform for credit and debit issuers, announces it has been selected by 11 card issuers to modernize their credit and debit card portfolios using the company’s Card App. Read More: Vitesse, a Fintech Providing Real-Time Cross-Border Payments for Businesses, Scores £6.6m Series A Card......
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Greenwich Associates Finds Amid COVID-19 Crisis, More Than Half of Financial Advisors Globally Are Increasing Their Presence on Top Social Media Platforms

Fintech News Desk
Financial advisors are dramatically stepping up their use of social media platforms like LinkedIn and Twitter. With the COVID-19 crisis keeping markets volatile, clients jittery and most professionals cooped up at home, financial advisors are adopting social media as a way of keeping themselves informed and in touch with clients......
Fintech News

Howard Bank Selects KlariVis Data Analytics Platform to Close Data Gap

Fintech News Desk
Pandemic highlights need for aggregated, actionable data KlariVis, a unique and proprietary data analytics software platform developed by bankers for bankers, announced that Baltimore, Md.-based Howard Bank selected KlariVis to access transformative data enabling greater insight into customer, market, branch, officer and product information. The bank with $2.5 billion in assets, operates......
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......
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