Search Results for: relationship management

FinMason Appoints Industry Veteran Samantha Foerster Global Head of Business Development and Relationship Management
Investment Services News

FinMason Appoints Industry Veteran Samantha Foerster Global Head of Business Development and Relationship Management

PR Newswire
by PR Newswire0
Appointment Further Positions Leading Investment Analytics Firm for Growth FinMason, a leading financial technology, investment data and analytics firm, has appointed business development executive Samantha Foerster, Global Head of Business Development and Relationship Management to build on FinMason’s significant recent growth. Foerster is responsible for deepening relationships with existing clients, building......
Quivers Lets Brands Take Control of VIP Programs With Ambassador Relationship Management
Commerce News

Quivers Lets Brands Take Control of VIP Programs With Ambassador Relationship Management

Fintech News Desk
by Fintech News Desk0
New Platform Feature Allows Specialty Brands to Incentivize, Track and Reward Prosumers Quivers, the leading commerce platform for specialty brands and retailers, announced the addition of Ambassador Relationship Management (ARM) an update to Quivers’ Collaborative Sales that allows brands to track the impact and return on investment (ROI) of ambassadors,......
ATOM Banking by Financial Sciences Offers Powerful New Workflow Tool for Holistic Bank Relationship Management
Banking Finance Fintech News Risk Management

ATOM Banking by Financial Sciences Offers Powerful New Workflow Tool for Holistic Bank Relationship Management

Fintech News Desk
by Fintech News Desk0
Positions treasury as a center of service excellence Financial Sciences Corporation, a provider of treasury, risk management, and corporate governance software solutions, announced a new, integrated workflow tool for ATOM Banking, the company’s cloud-based, visual platform for managing complex bank relationships across all banking partners. The workflow tool automates bank......
LexisNexis-InterAction-Awarded-'Overall-Client-Relationship-Management-Company-of-the-Year'-by-LegalTech-Breakthrough
Artificial Intelligence Business Fintech News

LexisNexis InterAction Awarded ‘Overall Client Relationship Management Company of the Year’ By LegalTech Breakthrough

Fintech News Desk
by Fintech News Desk0
LexisNexis , a leading client relationship management (CRM) solution purpose-built for legal and professional services, today announced it has been named Overall Client Relationship Management Company of the Year by LegalTech Breakthrough. Read More: Curioinvest Launches Capital Dex, the Decentralized Exchange Primarily For Security Tokens LegalTech Breakthrough is a leading market......
AEGIS Selects expert.ai to Enhance Their Data Strategy with AI-based Natural Language Understanding
Fintech News Risk Management

apexanalytix Receives Best Overall Scoring in Spend Matters Fall 2020 Supplier Relationship Management and Risk SolutionMap

Fintech News Desk
by Fintech News Desk0
 apexanalytix announced it has received the best overall score among 20 supplier relationship management and risk solutions evaluated in the Spend Matters Fall 2020 Supplier Relationship Management and Risk SolutionMap. The SolutionMap analysis ranks technology within the procurement and supply chain spectrum and is updated semiannually to show market developments. Read......
FXCM Pro partners with trading technology fintech, oneZero
Fintech News Trading

oneZero Financial Systems appoints Jamie Rose as Director of Relationship Management

Fintech News Desk
by Fintech News Desk0
oneZero Financial Systems, a global leader in multi-asset enterprise financial services technology solutions, today announced that Jamie Rose has joined the company as Director of Relationship Management. Jamie will be responsible for developing and managing key client relationships across the UK and Western Europe to support the expansion of oneZero’s presence in these......
AppCrown and Future Advice Unveil the Future of Wealth & Asset Management with Zero Touch CRM Update Technology, a Digital Advisor Messaging Service that Automatically Connects Wealth & Asset Management with Relationships & Investment Advisors
Finance Fintech News

AppCrown and Future Advice Unveil the Future of Wealth & Asset Management with Zero Touch CRM Update Technology, a Digital Advisor Messaging Service that Automatically Connects Wealth & Asset Management with Relationships & Investment Advisors

Business Wire
by Business Wire0
Wealth & Asset Management Firms Can Go Beyond the Website and Reach More Relationships AppCrown, a privately held technology company based in New York, is pleased to announce the leading Digital Advisor Messaging Service for asset management firms, solving the critical hurdle of reaching more relationships and investment advisors through......
SEI Extends Long-term Relationship with Bar Harbor Wealth Management
Banking News

SEI Extends Long-term Relationship with Bar Harbor Wealth Management

PR Newswire
by PR Newswire0
SEI to Power Continued Business Transformation for Community Bank SEI announced that it has extended its strategic partnership with Bar Harbor Bank & Trust, an independent community banking organization, through March 2028. The agreement demonstrates a mutual commitment to the companies’ 22-year relationship, specifically supporting Bar Harbor Wealth Management’s growth and......
Jupiter Asset Management Extends Relationship with SS&C
Investment Services News

Jupiter Asset Management Extends Relationship with SS&C

Fintech News Desk
by Fintech News Desk0
SS&C Global Investor and Distribution Solutions (GIDS) will provide transfer agency services for a GBP28 billion portfolio  SS&C Technologies Holdings, Inc. announced that Jupiter Asset Management, an investment management group, has extended its transfer agency contract with SS&C. SS&C provides services to Jupiter’s unit trusts and has now taken on Jupiter’s OEIC......
Absa Bank Limited Selects nCino to Optimize its Relationship Banking Debt Management Business
Banking News

Absa Bank Limited Selects nCino to Optimize Its Relationship Banking Debt Management Business

Fintech News Desk
by Fintech News Desk0
nCino, Inc., a pioneer in cloud banking and digital transformation solutions for the global financial services industry, announced that Absa Bank Limited (Absa), a leading African bank, has selected the nCino Bank Operating System, to deliver a single platform solution to automate its debt case management and portfolio reporting processes......
1