Search Results for: relationship management

Brookline Bancorp Launches Clarendon Private, Boston's Newest Investment and Wealth Management Company
Banking Investment Services News Uncategorized

Brookline Bancorp Launches Clarendon Private, Boston’s Newest Investment and Wealth Management Company

Fintech News Desk
by Fintech News Desk0
Brookline Bancorp, Inc. today announced the launch of Clarendon Private, LLC (the “Company”) a Boston-based investment and wealth management company designed to serve individuals, families, endowments, and foundations. Clarendon Private combines the hands-on approach of a boutique investment firm with comprehensive banking and lending resources.  The Company’s culture puts the client......
KeyBank Expands its Relationship Banking Capabilities with nCino
Banking Fintech News

KeyBank Expands its Relationship Banking Capabilities with nCino

Fintech News Desk
by Fintech News Desk0
KeyBank has continued its journey in creating a seamless client experience with another important technology investment. Working with nCino, Inc., a pioneer in cloud banking and digital transformation solutions, KeyBank Business Banking relationship managers will now be able to see a client’s banking information through a streamlined platform, allowing them to......
Self Esteem Brands to Automate Revenue Management Processes with Billing Platform
Banking News

Self Esteem Brands to Automate Revenue Management Processes with Billing Platform

Fintech News Desk
by Fintech News Desk0
World’s largest health and wellness franchisor to streamline billing and monetization across its Anytime Fitness, Waxing the City, The Bar Method and Basecamp Fitness brands Billing Platform, the revenue management solution for innovative business models, announced that Self Esteem Brands, the world’s largest health and wellness franchisor, has selected Billing......
Smart Communications Launches Next Gen Interactive Client Reporting Solution for Wealth Management and Private Banking
Banking Fintech News

Smart Communications Launches Next Gen Interactive Client Reporting Solution for Wealth Management and Private Banking

Fintech News Desk
by Fintech News Desk0
New Capability Delivers Hyper-personalized Omnichannel Customer Experience for Investors and Advisors; Unveiled at Financial Services Events in the U.S. and Europe Smart Communications, a leading technology company focused on helping businesses engage in more meaningful customer conversations, announced the availability of a new Client Reporting solution designed for wealth management......
Fidelity Institutional Announces New Structured Investment Offering & Trading Capabilities for Wealth Management Firms
Fintech News

Fidelity Institutional Announces New Structured Investment Offering & Trading Capabilities for Wealth Management Firms

Fintech News Desk
by Fintech News Desk0
Fidelity Becomes First Clearing and Custody Firm to Provide Solution For Structured Investments Through Integration with SIMON Markets in Wealthscape Firm Introduces New Trading Capabilities Including Updates to Bond Beacon, Fractional Share Trading, Multi-Leg Options, and Security Swaps Across Accounts –Fidelity Institutional, the division of Fidelity Investments dedicated to providing technology,......
Prevision.io Launches Pay-As-You-Go AI Management Platform to Make AI Accessible to All Companies
Fintech News

Prevision.io Launches Pay-As-You-Go AI Management Platform to Make AI Accessible to All Companies

Fintech News Desk
by Fintech News Desk0
Launching on Google Cloud, Prevision.io removes pricing and service barriers to companies implementing machine learning models Prevision.io has launched a unique AI Management Platform on Google Cloud, enabling companies that have a limited amount of resources and infrastructure the ability to now support robust AI projects. Top Globalfintechseries.com Insights: DECOM Launches BANITY, the......
Northern Trust Asset Management Names Head of Nordic Region
Digital Asset Management Fintech News

Northern Trust Asset Management Names Head of Nordic Region

Fintech News Desk
by Fintech News Desk0
Northern Trust Asset Management (NTAM), one of the world’s leading investment managers, has appointed Alexandra Kovalenko as head of its Swedish branch, with responsibility for leading sales across the Nordic region. Top Globalfintechseries.com Insights: Detroit Pistons and Zelle Partner to Elevate Financial Fitness in Local Community  Kovalenko’s appointment closely follows Northern Trust Asset Management’s continued......
CapIntel Establishes Strategic Relationship with Canada Life to Enhance Client Experience and Outcomes
Fintech News

CapIntel Establishes Strategic Relationship with Canada Life to Enhance Client Experience and Outcomes

Fintech News Desk
by Fintech News Desk0
CapIntel’s digital application will now support approximately 3,000 advisors at Canada Life CapIntel, a leading financial technology company that connects wealth advisors and their clients using an intuitive sales platform, announced a strategic relationship with The Canada Life Assurance Company (Canada Life). The new strategic relationship will enable Canada Life’s......
Personetics Presents Personalized Insights and Autonomous Finance to SEC Asset Management Advisory Committee (AMAC)
Fintech News

Personetics Presents Personalized Insights and Autonomous Finance to SEC Asset Management Advisory Committee (AMAC)

Fintech News Desk
by Fintech News Desk0
Global fintech Personetics’ President of Americas Jody Bhagat says “basic personalized insights will be table stakes for financial institutions by end of 2023” Personalized insights and advice will transform wealth management and provide enormous value to customers, if the industry embraces a more personalized approach. Personalized advice is a key......
Fiverr Acquires Freelance Management Platform Stoke Talent
B2B News

Fiverr Acquires Freelance Management Platform Stoke Talent

Fintech News Desk
by Fintech News Desk0
Acquisition expected to allow Fiverr to provide a holistic solution that will seamlessly integrate into business workflows in order to manage both online and offline freelance talent Fiverr International Ltd., the company that is changing how the world works together, announced today the acquisition of Stoke Talent, an intuitive all-in-one......
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