Search Results for: relationship management

Rollo Insurance Selects Tarmika and Applied Pay to Streamline Commercial Lines Quoting and Payment Processes
Business Digital Payments News

Rollo Insurance Selects Tarmika and Applied Pay to Streamline Commercial Lines Quoting and Payment Processes

GlobeNewswire
Rapidly growing regional agency based in Texas extends digital agency strategy to drive growth and enhance client experience Applied Systems announced that Rollo Insurance has selected Tarmika and Applied Pay to enhance their commercial lines quoting and payment processes. Applied Pay will help Rollo digitally transform and automate its insurance......
FICO Survey: Majority of US Consumers Have Been Contacted by Real-Time-Payment Scammers
Digital Payments News

FICO Survey: Majority of US Consumers Have Been Contacted by Real-Time-Payment Scammers

Business Wire
A new report from FICO found that the consumer impact of authorized user and push payment scams are increasing and top of mind for American consumers Today, global analytics software firm, FICO released new research examining consumers’ increased use of real-time-payments (RTP) and the subsequent rise and impact of authorized push......
CapIntel Announces Strategic Partnership with SEI
Finance Investment Services News

CapIntel Announces Strategic Partnership with SEI

Business Wire
CapIntel’s technology will further streamline processes for SEI and third-party advisors CapIntel, a leading financial technology company that helps asset managers, wholesalers and financial advisors improve day-to-day workflow and efficiency, announced a new strategic partnership with SEI, a global provider of technology and investment solutions that connect the financial services......
Alliant Insurance Services Launches Alliant Re
InsurTech News

Alliant Insurance Services Launches Alliant Re

Business Wire
Fourth largest P&C commercial insurance broker adds reinsurance to its comprehensive portfolio of risk management solutions Alliant Insurance Services announces the launch of Alliant Re, its reinsurance brokerage division. Alliant Re leverages proprietary data and analytics, extensive industry relationships and insurance expertise to navigate complex market conditions and provide customized risk......
Fintech SigmaLogic, Known for its LOGICLY Platform, is Now Part of VettaFi’s Suite of Data and Analytics Offerings
Analytics Investment Services News

Fintech SigmaLogic, Known for Its LOGICLY Platform, is Now Part of VettaFi’s Suite of Data and Analytics Offerings

Business Wire
Comprehensive web-based platform allows advisors and asset managers to conveniently and cost-effectively streamline investment research, portfolio management, and portfolio analytics VettaFi, a data, analytics, digital distribution, and thought leadership company that helps asset managers solve their most pressing and complex challenges, is announcing that SigmaLogic, creator of LOGICLY, is the......
Ares Strategic Income Fund Launches with $1.5 Billion of Investible Capital
Lending News

Ares Strategic Income Fund Launches with $1.5 Billion of Investible Capital

Business Wire
Non-Traded Business Development Company Expands Ares’ Leading Private Credit Platform Through New Offering Targeting Retail Investors Ares Management Corporation, a leading global alternative investment manager, announced the launch of Ares Strategic Income Fund, a perpetual capital, continuously offered, non-traded business development company, which seeks to primarily invest in directly originated,......
First Community Bank, Sunrise Bank and Today's Bank Select Jack Henry to Accelerate Business and Retail Banking Strategies
Banking News

First Community Bank, Sunrise Bank and Today’s Bank Select Jack Henry to Accelerate Business and Retail Banking Strategies

PR Newswire
Community banks are utilizing Jack Henry solutions to power their local economies Jack Henry announced that First Community Bank, Sunrise Bank and Today’s Bank have selected Jack Henry’s modern core infrastructure to provide better service to retail and business customers. Michigan-based First Community Bank, Florida-based Sunrise Bank, and Arkansas-based Today’s Bank were looking for an open and flexible technology provider capable......
Sheehan Wealth Partners Joins LPL Strategic Wealth Services
Fintech News

Sheehan Wealth Partners Joins LPL Strategic Wealth Services

GlobeNewswire
LPL Financial LLC announced that financial advisors James Sheehan CFP, CPWA, and Shawn Tighe CFP, have joined LPL Financial’s broker-dealer, RIA and custodial platforms. They become the 30th team to join LPL Strategic Wealth Services, the firm’s modern supported independent solution that enables advisors to grow their business according to their vision.......
Certn Background Screening Gets US $30 Million Boost with Support from Export Development Canada
Fintech Funding News

Certn Background Screening Gets US $30 Million Boost with Support from Export Development Canada

Business Wire
Canadian Crown Corporation Invests in the Startup’s Global Expansion Certn, a leader in online background checks and identity verification, announced it secured an additional US$30M in Series B financing with over US$29.5M coming from Export Development Canada (EDC). To date, Certn has raised over US$114M in venture funding with US$80M coming via......
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