Search Results for: personalized services

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......
Banking Fintech Fintech Startups Interviews

Global Fintech Interview with Keren Moynihan, CEO at Boss Insights

Paroma Sen
by Paroma Sen0
Innovations when it comes to lending technology have been evolving at a rapid pace and the ongoing Covid-19 pandemic has fast tracked new developments in this segment. In this interview, Keren Moynihan, CEO at Boss Insights talks about the future of lending tech and finance tech while sharing a little......
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......
Business Fintech News

New App e-gree Creates Legal Contracts for Anyone with a Smartphone

Fintech News Desk
by Fintech News Desk0
From serious contracts, to simply putting a handshake in writing, e-gree protects and empowers the next generation of go-getters e-gree, a new app that allows anyone to quickly and easily build their own contracts with their own terms, launched globally today on the Apple App Store and Google Play Store.......
Wells Fargo Launches New Low-Cost Account With No Overdraft Fees
Banking Fintech News

Wells Fargo Launches New Cash Back Deals Program

Fintech News Desk
by Fintech News Desk0
Today, Wells Fargo (NYSE: WFC) announced the launch of My Wells Fargo Deals, a program offering cash back to consumers with an eligible Wells Fargo debit or credit card. Read More: Entrust Datacard Solves Evolving Identity and Encryption Needs with Latest PKI Platform Customers can activate the cash back deals by......
Business Fintech News

Empower Institute: It’s Time to Drop Generational Stereotypes When It Comes to Financial Planning

Fintech News Desk
by Fintech News Desk0
Americans are tired of the so-called generational wars that describe one generation as doing better or worse than another when it comes to financial planning and saving for retirement, a new survey from Empower Retirement says. Instead, American savers want to talk about financial planning that matches where they are......
Entrust Helps Enterprises Take Command of Their Crypto With First-of-its-Kind Cryptographic Center of Excellence Solutions
Fintech News

Entrust Datacard Joins with Deluxe to Bring Leading Financial Instant Issuance Solutions to Customers

Fintech News Desk
by Fintech News Desk0
Instant issuance helps banks and credit unions deliver a customized and touchless experience while deepening customer relationships Entrust Datacard announced it has entered into an agreement with Deluxe, a Trusted Business Solutions™ company, to provide Deluxe customers access to a comprehensive portfolio of financial card instant issuance solutions. Under the......
Broadridge Names Vijay Mayadas to Lead Capital Markets
Fintech Investment Services News

Investor Preferences Undergo Lasting Transformation from Covid-19 Pandemic, Reveals Broadridge Survey

Fintech News Desk
by Fintech News Desk0
Changes in how investors and financial advisors collaborate, at first caused by Covid-19, are likely to remain long after the pandemic, according to a new survey from Broadridge Financial Solutions, a global Fintech leader. Over half (57%) of investors surveyed said communications with their advisor had changed in some way in......
LexisNexis Telematics OnDemand Delivers Telematics at Point of Quote for the U.S. Insurance Market, Eliminates Need for Usage-Based Insurance Trial and Monitoring Periods
Fintech InsurTech News Risk Management

LexisNexis Telematics OnDemand Delivers Telematics at Point of Quote for the U.S. Insurance Market, Eliminates Need for Usage-Based Insurance Trial and Monitoring Periods

Fintech News Desk
by Fintech News Desk0
LexisNexis Risk Solutions launched LexisNexis Telematics OnDemand, a solution that seamlessly integrates telematics-based driving behavior data into insurer rating and underwriting workflows. With consent previously provided, the solution enables U.S. auto insurers to access a consumer’s existing telematics data in near-real time at point of quote in order to more......
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