Search Results for: relationship management

Xelidoni Selects Wolters Kluwer’s OneSumX for Risk Management
News Risk Management

Xelidoni Selects Wolters Kluwer’s OneSumX for Risk Management

Business Wire
by Business Wire0
Xelidoni has chosen to implement award-winning software from Wolters Kluwer Finance, Risk & Regulatory Reporting (FRR), having selected the OneSumX for Risk Management solution. “This arrangement builds on Wolters Kluwer’s longstanding strength in cultivating deep customer relationships, driving continuous engagement, and reinforcing our purpose in being a responsive and trusted partner to the clients we......
Chainlink Labs and PwC Germany Announce Strategic Joint Business Relationship To Accelerate Enterprise Blockchain Adoption
Blockchain News

Chainlink Labs and PwC Germany Announce Strategic Joint Business Relationship To Accelerate Enterprise Blockchain Adoption

PR Newswire
by PR Newswire0
PwC to Become a Technology Integration & Development Partner with Chainlink Labs Chainlink Labs, a developer of Chainlink, the industry-leading Web3 services platform today announced that it has entered into a strategic joint business relationship with PwC Germany to help accelerate enterprise blockchain adoption. In this collaboration, Chainlink Labs will help empower companies......
Affidaré Private Wealth Management Aligns With Kestra Private Wealth Services
Finance News

Affidaré Private Wealth Management Aligns With Kestra Private Wealth Services

Business Wire
by Business Wire0
30-year industry veteran sought full-service support to enhance the client experience Kestra Private Wealth Services, LLC (Kestra PWS), a registered investment adviser subsidiary of Kestra Financial, Inc. (Kestra Financial), announced Affidaré Private Wealth Management has joined its platform. “John is an incredibly energized and focused financial professional with a proven track record......
Guild Mortgage Announces Executive Management Succession Plan
Mortgage News

Guild Mortgage Announces Executive Management Succession Plan

Business Wire
by Business Wire0
Ms. Terry Schmidt to be Promoted to Chief Executive Officer Guild Mortgage, a growth-oriented mortgage lending company originating and servicing residential loans since 1960, announced the pending retirement of CEO Mary Ann McGarry, effective June 30, 2023, following a career of almost 40 years, which included leading the company’s growth......
Fisker Confirms Banking Relationship With JPMorgan Chase NA
Banking News

Fisker Confirms Banking Relationship With JPMorgan Chase NA

Business Wire
by Business Wire0
Fisker Inc., driven by a mission to create the world’s most emotional and sustainable electric vehicles, confirms its global banking and treasury management relationship with JPMorgan Chase NA. “Amid turmoil in the banking sector, Fisker’s relationship with JPMorgan Chase provides us with strategic financial strength as we launch our first......
Morgan Stanley Wealth Management Announces Key Milestone in Innovation Journey with OpenAI
Artificial Intelligence News

Morgan Stanley Wealth Management Announces Key Milestone in Innovation Journey with OpenAI

Business Wire
by Business Wire0
Wealth Management division developing internal-facing service that leverages OpenAI technology and Morgan Stanley’s vast intellectual capital to deliver relevant content and insights into the hands of Financial Advisors in seconds, helping drive efficiency and scale Morgan Stanley Wealth Management (MSWM) announced an important milestone in its innovation journey through the......
Apella Expands West Coast Presence with Addition of Clarity Wealth Management
Investment Services News

Apella Expands West Coast Presence with Addition of Clarity Wealth Management

Business Wire
by Business Wire0
Irvine, California-based wealth management firm brings $130 million in AUM Apella Capital, LLC, DBA Apella Wealth, a financial advisory and wealth management firm serving individuals, families, and businesses, announced Clarity Wealth Management, a registered investment advisor (“RIA”), has joined the firm. The acquisition establishes Apella’s presence in Irvine, California and......
Importance Of Customer Experience Management In Fintech Industry
Featured Fintech Fintech Primers

Importance Of Customer Experience Management In Fintech Industry

Pooja Choudhary
by Pooja Choudhary0
Customer Experience In Fintech: What Does It Entail? Customer evaluates a fintech proposal based on the benefits they perceive. The consumer experience is impacted by many perks. In this article, we intend to examine the few variables that influence the fintech consumer experience in the context of speed, assurance, ease......
One Of The Industry’s Best Kept Secrets Expense Management By CFO’s
Digital Payments Featured Fintech Primers Technology

One Of The Industry’s Best Kept Secrets: Expense Management By CFO’s

Pooja Choudhary
by Pooja Choudhary0
In today’s fast-paced, both virtual and real world, starting and managing an organization remains a challenging task. Businesses can open bank accounts and complete company forms online, but daily activities are not supported. When it comes to invoicing, payroll, and bookkeeping, small business owners wear many hats. Online transactions are......
Principal Announces Integration of Global Asset Management and International Pension Businesses
Investment Services News

Principal Announces Integration of Global Asset Management and International Pension Businesses

Business Wire
by Business Wire0
Will expand breadth and reach of global and local investment capabilities Principal Financial Group announced it is integrating its global asset management and international pension businesses under Principal Asset Management – blending leadership, investment capabilities, and client-facing teams. The combined business will help Principal to effectively deliver global and local investment......
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