Search Results for: personalized services

Morningstar Investment Management & Envestnet Team Up to Deliver Personalized IRAs
Investment Services News

Morningstar Investment Management & Envestnet Team Up to Deliver Personalized IRAs

PR Newswire
by PR Newswire0
New Managed Accounts Offering Will Enable Asset Management Firms to Offset High Cost of Administering IRA The IRA Accounts and Servicing will be Powered by Leading Fintech Company, IRALOGIX The retirement groups within Morningstar Investment Management LLC (“Morningstar Retirement”), a subsidiary of investing insights firm Morningstar, and Envestnet, a leading......
Redwood Credit Union Selects Lumin Digital For Enhanced Digital Banking Services
Banking News

Redwood Credit Union Selects Lumin Digital For Enhanced Digital Banking Services

PR Newswire
by PR Newswire0
Lumin Digital announced that Santa Rosa-based Redwood Credit Union has signed a multi-year agreement for Lumin Digital’s cloud-native platform for online and mobile digital banking solutions. When Redwood completes the rollout of its new platform in Q4 of 2023, Lumin Digital will support Redwood’s more than 455,000 members. Founded in......
Broadridge Launches New Financial Advisor Productivity Integrations for Salesforce Financial Services Cloud Customers
Lending News

Broadridge Launches New Financial Advisor Productivity Integrations for Salesforce Financial Services Cloud Customers

PR Newswire
by PR Newswire0
Broadridge’s books and records data consolidation, securities lending and financial advisor marketing systems will help Salesforce customers streamline workflows and enhance advisor productivity Broadridge Financial Solutions announces a collaboration with Salesforce to help wealth management firms scale their businesses, accelerate digital transformation, reduce cost, mitigate risk and increase advisor productivity. Through......
Opto Investments Expands Offerings to Include Custom Funds Capabilities, Pioneering Personalized Private Markets Solutions for Advisors
Investment Services News

Opto Investments Expands Offerings to Include Custom Funds Capabilities, Pioneering Personalized Private Markets Solutions for Advisors

Business Wire
by Business Wire0
Leading private markets platform introduces a collaborative model for custom multi-manager private market funds, elevating advisor offerings Opto Investments (“Opto”), the technology-driven solution that empowers forward-looking investment advisors to confidently access private markets, announced the launch of new custom funds capabilities, further enriching its offering to RIAs. This enhancement enables......
Strongpoint Partners Announces Partnership with Pension Financial Services
Finance Fintech News

Strongpoint Partners Announces Partnership with Pension Financial Services

Business Wire
by Business Wire0
With the addition of PFS, Strongpoint has 4,000+ plans under administration, clients in over 40 states, and more than $7B in total assets under administration Strongpoint Partners, a tech-enabled financial services platform focused on third-party administration of retirement plans, recordkeeping, payroll and HR solutions for SMBs, announced a new partnership......
Bloomreach Announces Clarity™ The First E-Commerce AI to Connect Every Customer to Personalized, Human-Like Product Expertise — Anytime, Anywhere
E-commerce News

Bloomreach Announces Clarity: The First E-Commerce AI to Connect Every Customer to Personalized, Human-Like Product Expertise

Business Wire
by Business Wire0
Bloomreach, the platform fueling limitless e-commerce experiences, announced a revolutionary conversational shopping product built for a new world of e-commerce. Powered by the latest advancements in generative AI and large language models (LLMs), Bloomreach Clarity engages with shoppers to deliver personalized, human-like product expertise straight from their favorite brands. Businesses......
SBI Life Insurance Launches 24x7 Contact Centre to Offer Before and After Sales Services to Consumers
InsurTech News

SBI Life Insurance Launches 24×7 Contact Centre to Offer Before and After Sales Services to Consumers

PR Newswire
by PR Newswire0
SBI Life Insurance, one of the most trusted private life insurance companies in the country, launched its dedicated 24X7 inbound contact centre to address before and after purchase queries related to comprehensive insurance solutions provided by the company. The toll-free number is 18002679090. SBI Life, thus, becomes the first private life......
Cebuana Lhuillier Bank Selects Temenos to Scale Rural Banking Services for Unbanked Filipinos
Banking News

Cebuana Lhuillier Bank Selects Temenos to Scale Rural Banking Services for Unbanked Filipinos

GlobeNewswire
by GlobeNewswire0
Temenos core banking platform gives Cebuana Lhuillier Bank flexibility and agility to manage customer accounts and transactions with greatly improved performance and efficiency Temenos announced that Cebuana Lhuillier Bank, one of the most dynamic rural banks in the Philippines, has selected Temenos to modernize its core banking platform, helping the......
Analytics Artificial Intelligence Featured Finance Fintech Primers

AI Dynamics In Financial Services- WEF

Pooja Choudhary
by Pooja Choudhary0
In this data-rich industry, every aspect of AI dynamics matters. There are several uses for AI in the financial sector. Perhaps the greatest benefit of artificial intelligence is the vast potential for automation it offers. Therefore, financial institutions may benefit from automation in many ways that boost production and efficiency.......
Conquest Planning Partners with Vancity, Extending Personalized Financial Advice to More Canadians
Finance Fintech News

Conquest Planning Partners with Vancity, Extending Personalized Financial Advice to More Canadians

Business Wire
by Business Wire0
Vancity’s network of financial advisors gain access to Conquest’s innovative financial planning software Conquest Planning Inc., a technology platform modernizing financial planning with customized and convenient advice, announced an integration with Vancity, Canada’s largest community credit union. With assets exceeding $34 billion, including assets under administration, Vancity is the first credit......
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