Search Results for: personalized services

Former Senior Executives and Accomplished Women Leaders from Nuveen and ALPS to Drive Next Stage of Growth at Positivly
Fintech Investment Services News

Former Senior Executives and Accomplished Women Leaders from Nuveen and ALPS to Drive Next Stage of Growth at Positivly

Fintech News Desk
by Fintech News Desk0
Announcement adds to appointment of Anil Arora, Former CEO of Envestnet | Yodlee as Executive Co-Chairman in July. Positivly, a personalized investment matching and relationship platform built with the world’s first financial personality test, announced key additions to its leadership as the company enters a new phase of growth. Lisa Mougin (Former......
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
by Fintech News Desk0
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......
Strengthening Its Commitment to Small Businesses, H&R Block Announces New Vice President and General Manager, Small Business
Business Fintech News

Strengthening Its Commitment to Small Businesses, H&R Block Announces New Vice President and General Manager, Small Business

Fintech News Desk
by Fintech News Desk0
H&R Block announced that Ian Hardman joined the company as vice president and general manager, small business, advancing the company’s focus on growing its services for and support of small business owners. Hardman will be responsible for building cross-functional solutions that help small business owners confidently manage their business and......
Sapiens Announces Uplisting to the Nasdaq Global Select Market
Capital Markets Fintech News

Sapiens Announces Uplisting to the Nasdaq Global Select Market

Fintech News Desk
by Fintech News Desk0
Sapiens International Corporation, a leading global provider of software solutions for the insurance sector, announced that effective as of the market open , Tuesday, September 8th, its shares of common stock have been approved for uplisting to the Nasdaq Global Select Market® and will continue trading under its current ticker symbol......
i-exceed's Appzillon Powers Bangladesh Based Mutual Trust Bank’s Fully Digital On-Boarding Solutions
Fintech Mobile Banking News

i-exceed’s Appzillon Powers Bangladesh Based Mutual Trust Bank’s Fully Digital On-Boarding Solutions

Fintech News Desk
by Fintech News Desk0
i-exceed, a leading global player for rapid digital banking transformation, has announced that it has powered ‘MEasy’, a fully digital on-boarding solution for MTB. Read More: German Peer-to-peer Lender auxmoney Raises €150 Million “We are extremely pleased in our association with MTB, an entity focused on truly enhancing customer relationships. With our......
Concerned about their businesses, middle market customers are reassessing their insurance needs; but struggle understanding their coverage
Fintech InsurTech News Uncategorized

Concerned about their businesses, middle market customers are reassessing their insurance needs; but struggle understanding their coverage

Fintech News Desk
by Fintech News Desk0
Agent Authority: Middle Market Business Owners seek personalized counsel they can rely on Nearly 8 in 10 middle market business owners are concerned about making it through the economic downturn, and they’re reassessing their businesses’ insurance needs as a result, according to new Agent Authority research from Nationwide*. Although owners......
Artificial Intelligence Fintech InsurTech

Majesco Recognized as a Leader in Insurance Agency Portals, Q3 2020 Analyst Evaluation

Fintech News Desk
by Fintech News Desk0
Majesco (NASDAQ: MJCO), a global provider of cloud insurance platform software for insurance business transformation, today announced that it has been recognized as a leader in The Forrester Wave™: Insurance Agency Portals, Q3 2020 report. The Forrester Wave™ evaluation highlights Leaders, Stronger Performers, Contenders, and Challengers. It’s an assessment of the top vendors......
Tom Gruber, Former Head of Siri Advanced Development Group at Apple, Joins EverQuote’s Advisory Board
Fintech InsurTech News

EverQuote Announces Closing of Crosspointe Insurance Advisors

Fintech News Desk
by Fintech News Desk0
Company Positioned to Capitalize on Growth in the Health Insurance Vertical EverQuote, Inc. (Nasdaq: EVER), a leading online insurance marketplace, today announced that it has completed the previously announced acquisition of Crosspointe Insurance & Financial Services, LLC, a leading health insurance agency headquartered in Evansville, Indiana.  The transaction closed yesterday......
Orion Enhances Its TAMP to Excite Prospects and Ignite Long-Term Advisor-Client Success
Business Fintech News

Orion Enhances Its TAMP to Excite Prospects and Ignite Long-Term Advisor-Client Success

Fintech News Desk
by Fintech News Desk0
Integrated marketing tools, expanded relationships with Schwab and Fidelity Institutional, and all-new risk rubric elevate Orion’s platform experience Orion Advisor Solutions, the premier provider of the tech-enabled fiduciary framework that empowers financial advisors to Prospect, Plan, Invest, and Achieve within a single, connected experience, today is announcing a flurry of......
Banking Fintech Fintech Startups Interviews

Global Fintech Interview with Clara Shih, CEO and Founder at Hearsay Systems

Paroma Sen
by Paroma Sen0
Today’s customers want the speed and convenience of digital services combined with the empathy and trust of their finance or bank relationship manager. Now especially during the pandemic, financial services customers are demanding more authentic engagement with their financial advisors, bankers, and mortgage consultants. How can fintechs and FIs keep......
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