Search Results for: relationship management

Sarson Funds Employs Blockpass' KYC for BCH, CSPR Stablecoins
Blockchain News

Sarson Funds Employs Blockpass’ KYC for BCH, CSPR Stablecoins

Fintech News Desk
by Fintech News Desk0
This week sees the announcement that capital management firm Sarson Funds is using Blockpass’ On-Chain KYC(R) solution, alongside Accountable’s on-chain proof-of-reserve validation, to create the most transparent and trusted stablecoins on the Bitcoin Cash (BCH) and Casper (CSPR) blockchains. The asset-backed U.S. dollar stablecoins will exclusively hold Circle’s USDC as......
Investors Title Modernizes Digital Strategy with Icertis Contract Intelligence Implementation by CloudMoyo
Digital InsurTech News

Investors Title Modernizes Digital Strategy with Icertis Contract Intelligence Implementation by CloudMoyo

Business Wire
by Business Wire0
North Carolina-based insurance company, Investors Title, is powering toward digital transformation of its contract management process. They’re partnering with CloudMoyo, a digital engineering firm headquartered in Bellevue, WA, to complete this project and innovate for their wide range of clientele. This implementation with CloudMoyo will transform Investors Title’s contract intelligence journey......
First Internet Bank Streamlines New Digital Business Account Opening
Banking News

First Internet Bank Streamlines New Digital Business Account Opening

Business Wire
by Business Wire0
First Internet Bank announced it has launched a new business account opening process. The streamlined user experience enables business owners to open and fund accounts online in minutes, improving conversion rates, reducing support calls and boosting customer satisfaction. “Our new account opening experience is efficient, compliant and, more importantly, sets......
Halcyon & OpenFin: Empowering Wealth Advisors with Data-Led Insights and Streamlined Workflows
Fintech News

Halcyon & OpenFin: Empowering Wealth Advisors with Data-Led Insights and Streamlined Workflows

PR Newswire
by PR Newswire0
Halcyon, an AI fintech firm renowned for its expertise in sophisticated data integration, has joined the OpenFin ecosystem and unveiled a transformative solution on the OpenFin platform, the operating system for enterprise productivity. Halcyon has initiated a pioneering integration that unifies potent tax preparation insights with a state-of-the-art desktop experience.......
Jefferies Finance Launches Direct Lending BDC with Anchor Commitment from ADIA
Investment Services News

Jefferies Finance Launches Direct Lending BDC with Anchor Commitment from ADIA

Business Wire
by Business Wire0
Jefferies Credit Partners, a leading private credit manager and the asset management arm of Jefferies Finance LLC, announced the intention to launch a private placement of a business development company (“BDC”) to further enhance its lending capacity in the private credit space. Jefferies Finance is a joint venture of Jefferies......
Verdence Capital Advisors Acquires Naples, FL-Based Vantage Private Wealth
Fintech News

Verdence Capital Advisors Acquires Naples, FL-Based Vantage Private Wealth

Business Wire
by Business Wire0
Vantage founder Matthew Pietzak and team are now part of Verdence, which expands its presence with first office in Florida Verdence Capital Advisors, a leading private wealth advisory firm, is announcing that it has acquired Vantage Private Wealth, a Naples, FL-based wealth management firm catapulting Verdence to over $3.4B in......
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......
Stanford Federal Credit Union Partners With Agent IQ to Elevate Digital Engagement Offerings
Banking News

Stanford Federal Credit Union Partners With Agent IQ to Elevate Digital Engagement Offerings

Business Wire
by Business Wire0
Agent IQ, a provider of digital customer engagement solutions specializing in making financial services more personal again, announced that Stanford Federal Credit Union (Stanford FCU) has selected Agent IQ as its strategic partner to revolutionize digital member experience initiatives through personalized, relationship-based banking. “Agent IQ’s platform was able to provide the......
PRMG Increases Application Conversions and Reduces Costs with Blend’s Soft Credit Functionality
Banking News

PRMG Increases Application Conversions and Reduces Costs with Blend’s Soft Credit Functionality

Business Wire
by Business Wire0
Blend, a leading provider of cloud banking services, announced that Paramount Residential Mortgage Group (PRMG) has seen a substantial increase in application conversions and significant cost savings after implementing Blend, which is the first digital banking platform to support soft credit pulls in the mortgage pre-qualification process. “PRMG has always......
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