Search Results for: manage clients

Financial Advisors Need to Amp Up Their Digital Marketing Efforts – New Research Shows
Fintech Mobile Banking News

eMoney Advisor Announces Agenda for Annual Summit

Fintech News Desk
by Fintech News Desk0
eMoney Advisor (eMoney), a leading provider of technology solutions and services that help people talk about money, today announced a more detailed agenda for its annual eMoney Summit, the industry’s premier event for planning-led financial professionals. Centered on the theme “Power to the Plan,” the 2020 eMoney Summit will be fully virtual,......
Fintech Mobile Banking News

BigTime Software Introduces Secure, Integrated Payment Platform

Fintech News Desk
by Fintech News Desk0
BigTime Wallet will streamline faster payments, improve cash flow, and enhance its personalized client experience BigTime Software, a leading provider of cloud-based software for professional services firms, today introduced BigTime Wallet, a new feature within its product designed to facilitate online payments between professional service firms and the clients they......
Fintech InsurTech News

Majesco Implements Oracle Cloud HCM to Further its Digital Transformation Journey

Fintech News Desk
by Fintech News Desk0
Leading cloud software company for insurance carriers improves organizational productivity and increases employee engagement Majesco, a global leader of cloud insurance software, today announced the implementation of Oracle Cloud HCM to help meet its long-term strategic and operational goals. With a growing customer list of more than 200 major clients......
First Horizon Bank Leaps Into The Cloud On Finxact Core
Banking Fintech News

Finxact Launches New Marketplace to Fuel the Next Generation of Core Banking

Fintech News Desk
by Fintech News Desk0
Finxact, the leader in Core as a Service banking, today announced the launch of the Finxact Marketplace along with its new corporate website. The Marketplace will feature best-in-class, API-driven technology providers that are creating a dynamic and diverse ecosystem of solutions to bring about the next generation of core banking. Finxact is......
Business Fintech News

Automating Client Onboarding: Appway Delivers 225% ROI According to Independent Research Firm

Fintech News Desk
by Fintech News Desk0
Appway, leader in technology for workflow automation in financial services, has released the results of the study “The Total Economic Impact™ of Appway Client Onboarding for Wealth Management” conducted by Forrester Consulting. Read More: Simple Announces Launch of Tax Refund Feature to Automate Savings for Customers Appway commissioned Forrester to examine real deployments......
Fintech News Trading

Adroit Trading Technologies Partners with GLMX to Streamline Workflows for Global Repo Markets

Fintech News Desk
by Fintech News Desk0
Adroit Trading Technologies, LLC (Adroit) and GLMX Technologies, LLC (GLMX) have formed a strategic alliance that integrates Adroit’s multi-asset order and execution management system (O/EMS) with GLMX’S electronic securities financing trading platform. The new connectivity streamlines securities financing workflows, enabling clients to access real-time trading workflow tools on both platforms......
Fiserv Shuffles Leadership
Business Fintech News

Fiserv Helps Financial Institutions Make the Right Business Decisions with New Financial Planning and Forecasting Capabilities

Fintech News Desk
by Fintech News Desk0
Enhanced accounting solution facilitates strategic planning through high-quality data and analytics Fiserv, Inc. (NASDAQ:FISV), a leading global provider of payments and financial services technology solutions, is equipping financial institutions to better evaluate and plan for risks in the current operating environment with the launch of a robust real-time forecasting and......
Qontigo Names Ping Jiang as Head of Multi-Asset Solutions, Americas
Fintech News Risk Management

Qontigo Names Ping Jiang as Head of Multi-Asset Solutions, Americas

Fintech News Desk
by Fintech News Desk0
Former Head of Investment Consulting at New York Life Investments Brings Extensive Background in Risk Solutions Qontigo announced the appointment of Ping Jiang as Head of Multi-Asset Solutions for the Americas within the Customer Experience Group, leading the pre-sales and product specialist team dedicated to Qontigo’s risk solutions. Jiang was previously......
eBaoCloud InsureMO Accelerates Insurance Customer Growth on AWS
Fintech InsurTech Investment Services News

eBaoCloud InsureMO Accelerates Insurance Customer Growth on AWS

Fintech News Desk
by Fintech News Desk0
Over the last year, Aegon Life has strengthened its position as a digital insurer by leveraging eBaoCloud’s InsureMO on AWS to gain speed and agility(eBaoCloud ) eBaoTech Corporation (eBaoTech), a global leader in digital insurance solutions, announced that Aegon Life has joined more than 10 new clients across the US, Brazil, India, Botswana, Philippines, Indonesia, and Singapore –......
Continuum Selects Branch to Provide Employees Faster Pay Options, Financial Wellness
Business Fintech News

Continuum Selects Branch to Provide Employees Faster Pay Options, Financial Wellness

Fintech News Desk
by Fintech News Desk0
Customer Care Provider Teams Up with Challenger Bank Ahead of Hiring Push  Branch, the challenger bank that works with employers, and Continuum Global Solutions, a global customer care provider, have announced a new partnership to provide Continuum’s US-based employees faster pay options and other financial wellness tools. Branch will offer......
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