Search Results for: personalized services

Carson Group Announces Elimination of Technology Costs for Its Partners
Fintech News

Carson Coaching Online Launches To Deliver Proven Growth Resources For Top Advisors

Fintech News Desk
by Fintech News Desk0
Carson Group, one of the fastest growing financial services firms in the country, today announced that the firm’s nationally-recognized, top-ranked advisor coaching program, Carson Coaching, has released the next iteration of its online coaching and practice management program to help financial advisors take their firms to the next level. Read More: Huobi......
Hearsay Systems Outreach for BillingCenter Now Available in the Guidewire Marketplace
Business Fintech News

Hearsay Systems Outreach for BillingCenter Now Available in the Guidewire Marketplace

Fintech News Desk
by Fintech News Desk0
Billing engagement solution offers a streamlined, proactive experience that helps agents take client interactions to a new level Hearsay Systems, a trusted leader in compliant digital communications that deliver an authentic, human-client experience for the financial services industry and Guidewire PartnerConnect Solution partner, and Guidewire Software, the platform Property and Casualty......
Valley Bank Digitally Transforms Financial Systems with SAP and EY
Banking Business Fintech News

Valley Bank Digitally Transforms Financial Systems with SAP and EY

Fintech News Desk
by Fintech News Desk0
SAP SE announced that Valley National Bank (Valley Bank) has chosen SAP S/4HANA Cloud to power its digital transformation journey and obtain more meaningful business insights. Read More: Entrust Datacard Solves Evolving Identity and Encryption Needs with Latest PKI Platform EY, a global leader in assurance, tax, transaction and consulting......
NCR is the Largest Provider of Point of Sale Software Globally According to Research and Consulting Firm RBR
Banking Fintech News

The Police Credit Union Selects NCR for Elite Digital Banking Experience

Fintech News Desk
by Fintech News Desk0
NCR Corporation (NYSE: NCR), a global enterprise technology provider for the financial industry, today announced that The Police Credit Union, which serves California law enforcement members and their families, selected NCR to transform its digital banking experience to support the credit union’s recent expansion of membership availability to the entire state. Read......
News

Cresset Hires Randy Conte as Chief Operating Officer of Cresset Asset Management

Fintech News Desk
by Fintech News Desk0
Conte brings extensive leadership experience in the financial services industry, with previous roles as President of Parkway Bank and Trust, and COO / CFO of MB Financial Bank. Cresset Asset Management  announced today that Randall “Randy” Conte has been named Chief Operating Officer (COO). In his role, Conte oversees all client......
MPOWER Financing Adds Jatin Rajput, Global Financial Services Executive and Fintech Investor, to Its Board
Big Data Fintech News Risk Management

Survey Shows Consumers Very Willing To Trade Personal Data for Financial Benefits

Fintech News Desk
by Fintech News Desk0
While 70% want businesses to ask before sharing personal details with partners, barely half try to limit data tracking and protect privacy, says Genesys-sponsored customer experience survey Consumers say they are deeply concerned about the privacy of their personal data, yet have come to appreciate the benefits of sharing it......
Financial Plus Credit Union Goes Live with Banno Digital Platform through Partnership with Member Driven Technologies
Fintech News

Financial Plus Credit Union Goes Live with Banno Digital Platform through Partnership with Member Driven Technologies

Fintech News Desk
by Fintech News Desk0
Financial Plus Credit Union (FPCU) has successfully implemented the Banno Digital Platform™ through its partnership with Member Driven Technologies (MDT), a CUSO that provides a private cloud alternative for core processing and IT needs. MDT hosts the Episys® core platform from Symitar®, an industry leading provider of technology solutions for credit unions......
Business Fintech News

U.S. Banks Face Up to US$320 Billion in Credit Write-offs in 2020 Due to COVID-19, Accenture Report Finds

Fintech News Desk
by Fintech News Desk0
Banks ramp up credit management capabilities to help support small businesses and consumers weather the financial impact of the global pandemic As many countries across the globe shift from public-led stimulus to private-led debt to reduce the impact of COVID-19 on the financial system, the burden to keep the economy......
Fintech News

Orion’s New Client Portal Runs a Critical Thread of Connectivity Through the Entire Advisor-Client Journey

Fintech News Desk
by Fintech News Desk0
New portal and Apex Clearing integration meet the rising demand for one-stop, go-anywhere access to investors’ complete financial picture 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 unveils a new Orion......
Citizens Bank signs for CSI NuPoint core platform
Banking Fintech

Citizens Survey Finds That COVID-19 May Permanently Change How Consumers and Businesses Bank

Fintech News Desk
by Fintech News Desk0
While the Shift to Digital is Accelerating, the Right Mix of Human Interaction and Technology Remains Critical The COVID-19 pandemic is changing how consumers and businesses interact with financial institutions and new research shows that this trend will likely be permanent. According to the results of Citizens Bank’s inaugural Banking Experience......
1