Search Results for: personalized services

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......
NAGRA Selects Reltime to Enable a Super App Wallet and Digital Services for Telecom Operators Globally
Banking Finance News

NAGRA Selects Reltime to Enable a Super App Wallet and Digital Services for Telecom Operators Globally

PR Newswire
by PR Newswire0
Reltime, an award-winning provider of next-generation Web3 platform and services has announced an agreement with NAGRA, the digital TV division of the Kudelski Group, to enable Super Apps through a non-custodian wallet and digital services for Telecom operators globally. NAGRA is the world’s leading independent provider of content protection and......
ForwardLane Launches EMERGE - Generative AI Platform to Supercharge New Gen of Financial Services Professionals
Analytics Artificial Intelligence Finance News

ForwardLane Launches EMERGE – Generative AI Platform to Supercharge New Gen of Financial Services Professionals

PR Newswire
by PR Newswire0
With the new generative AI platform, financial organizations can rapidly scale their data and analytics capabilities while key sales, marketing, business and product professionals with no AI/LLM expertise can now easily create, preview and engage with valuable insights ForwardLane, the provider of AI-powered intelligence solutions, announces the launch of its......
Marygold & Co. and Speech Morphing, Partner to Revolutionize Digital Banking Services
Banking Fintech Mobile Banking News

Marygold & Co. and Speech Morphing, Partner to Revolutionize Digital Banking Services

Fintech News Desk
by Fintech News Desk0
Say goodbye to chatbots and hello to your personalized digital banking assistant powered by the unique partnership’s voice-based artificial intelligence Marygold & Co., a financial technology company and wholly owned subsidiary of The Marygold Companies, Inc., announced its partnership with Speech Morphing, Inc., a global AI speech technology company, to......
New Capco Insurance Survey Confirms US Policyholders’ Desire For Personalized Offerings
InsurTech News

New Capco Insurance Survey Confirms US Policyholders’ Desire For Personalized Offerings

Business Wire
by Business Wire0
Nine out of 10 policyholders will share additional personal data with their insurer to secure more tailored products and services, cheaper premiums or other benefits Survey highlights focus on value for money, affordability of premiums, and trust in brands when buying insurance Capco, the global technology and management consultancy, published......
iQ Credit Union Announces New Treasury Management Services
Fintech News

iQ Credit Union Announces New Treasury Management Services

PR Newswire
by PR Newswire0
iQ Credit Union (iQ), a member-owned, modern-day financial institution based in the Pacific Northwest, announces the launch of its treasury management services, offering business members access to its automated clearing house (ACH) and fraud prevention tools. “iQ launching treasury management is a significant moment for our business services team,” Jeremy Wiersma, VP......
Hazelcast, AArete Join Forces to Optimize Financial Services Firms Customer Experiences
Banking Finance News

Hazelcast, AArete Join Forces to Optimize Financial Services Firms Customer Experiences

GlobeNewswire
by GlobeNewswire0
Partnership combines Hazelcast’s real-time data-stream processing capabilities with AArete’s data expertise in the financial services industry Hazelcast, Inc., a global leader of unified real-time data platforms, announced a partnership with global management and technology consulting firm AArete. It will enable financial services firms to optimize banking customer experiences, create internally......
BridgeFT and Yayati Collaborate to Deliver WealthTech Infrastructure and Personalized Investment Experiences
Investment Services News

BridgeFT and Yayati Collaborate to Deliver WealthTech Infrastructure and Personalized Investment Experiences

PR Newswire
by PR Newswire0
The partnership is the first as BridgeFT rolls out its WealthTech API Marketplace, including partners from across the WealthTech value chain BridgeFT, a cloud-native, API-first wealth infrastructure software company that enables financial institutions, fintech innovators, and registered investment advisors (RIAs) to deliver better, data-driven outcomes for their clients, and Yayati,......
Qorbis and Mbanq Create Personalized FinTech Solutions for Any Brand
Banking Fintech News

Qorbis and Mbanq Create Personalized FinTech Solutions for Any Brand

Business Wire
by Business Wire0
Qorbis and Mbanq partner to create tailored financial control solutions for the US market to help businesses control spend, save time, and enhance brand loyalty Qorbis, a leading innovator in end-to-end embedded finance and FinTech personalization, announces its partnership with top Banking-as-a-Service (BaaS) provider, Mbanq, to create a unique financial control......
CUSO Financial Services Announces New Partnership with West-Aircomm Federal Credit Union
Investment Services News

CUSO Financial Services Announces New Partnership with West-Aircomm Federal Credit Union

PR Newswire
by PR Newswire0
$322 Million Credit Union is Second Financial Institution to Join CFS from LPL Financial this Month CUSO Financial Services, L.P. (CFS), a subsidiary of Atria Wealth Solutions, Inc. (Atria), is pleased to announce the addition of West-Aircomm Federal Credit Union (West-Aircomm). The Pennsylvania-based financial institution serves 21,000 members with more than $322 million in......
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