Search Results for: relationship management

Calastone Implements Opsmatix Artificial Intelligence Solution Improving Client Handling And Efficiency Within Client Operations
Banking Fintech InsurTech Investment Services News Risk Management

Calastone Implements Opsmatix Artificial Intelligence Solution Improving Client Handling And Efficiency Within Client Operations

Fintech News Desk
by Fintech News Desk0
Opsmatix, an innovative provider of AI-powered omnichannel operations automation solutions, today announces that Calastone, the world’s largest global funds network, has implemented the Opsmatix SaaS platform to process increasing business and email volumes into Calastone’s Operations Team. Read More: Kasasa To Embed Bitcoin Tech From Nydig in Banking Package Currently, Calastone supports some 2,500 clients in 44......
Personetics secures a $75 million investment from Warburg Pincus to accelerate the global expansion of its AI-driven personalization and engagement solutions for financial institutions
Artificial Intelligence Business Fintech News

Personetics Secures a $75 Million Investment From Warburg Pincus to Accelerate the Global Expansion of Its AI-Driven Personalization and Engagement Solutions for Financial Institutions

Fintech News Desk
by Fintech News Desk0
– Over 95 million bank customers now ‘self-driving’ their finances with Personetics – Banks reaping the rewards with an up to 35% increase in mobile app engagement and 20% increase in customer account and balance growth – The global market for financial services personalization solutions is valued at $13 billion......
Western Alliance to Acquire AmeriHome, a Leading National B2B Mortgage Acquirer & Servicer
Banking Fintech Fintech Funding Investment Services News

Goldman Sachs Funds To Acquire A Majority Stake In Advania

Fintech News Desk
by Fintech News Desk0
  Advania AB , a leading full-service IT provider in Northern Europe, today announced that funds managed by Goldman Sachs Merchant Banking Division have reached a definitive agreement to acquire a majority stake in the company alongside management, VIA Equity and other reinvesting shareholders, subject to customary closing conditions and......
All Transactions in One Place With Mitigram: A Vital First Step Towards Intelligent Trade Finance Decisions
B2B Banking Big Data Economy Fintech News Trading

All Transactions in One Place With Mitigram: A Vital First Step Towards Intelligent Trade Finance Decisions

Fintech News Desk
by Fintech News Desk0
In May 2017, The Economist wrote an article echoing the idea that data had overtaken oil as the world’s most valuable resource. For as much truth there is in such a statement, it is equally true that the only thing worse than not having data to work with, is to have......
CLS Stockbrokers signs for iFinancial AML package
Fintech Investment Services News

CLS Stockbrokers Signs for iFinancial AML Package

Fintech News Desk
by Fintech News Desk0
iFinancials’ award-winning software AMLtrac has been selected by CSL Stockbrokers to help with the on-boarding of their customers and to meet their Anti Money Laundering obligations. CSL Stockbrokers, a financial advisory, financial solutions, and investment organisation have signed for iFinancial’s Anti Money Laundering software which enables them to focus on......
First Derivatives Names AWS Advanced Consulting Partner
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First Derivatives Names AWS Advanced Consulting Partner

Fintech News Desk
by Fintech News Desk0
First Derivatives today announced that it has been named an Amazon Web Services (AWS) Advanced Consulting Partner. The announcement underscores FD’s expertise and experience supporting clients with their cloud-based digital transformation initiatives, particularly in the financial services sector. Read More: GlobalFintechSeries Interview with Joe Ehrhardt, CEO & Founder at Teslar Software......
Envestnet & Cetera Renew Agreement to Empower Financial Professionals to Deliver Holistic, Personalized Advice for Investors
Business Fintech News

Envestnet & Cetera Renew Agreement to Empower Financial Professionals to Deliver Holistic, Personalized Advice for Investors

Fintech News Desk
by Fintech News Desk0
Cetera® Enhances Financial Planning & Portfolio Management Capabilities for Financial Professionals–Bringing Full Array of Digitized Solutions Aimed to Drive Efficiency & Enable Professionals to Serve More Clients Envestnet, Inc., has renewed its agreement with Cetera®, providing Cetera’s network of over 8,000 independent financial professionals with the full range of technology, data, and......
Mogo Announces Strategic Investment in Coinsquare, Canada’s Leading Digital Asset Trading Platform
Digital Fintech Investment Services Mobile Banking News Trading

Mogo Announces Strategic Investment in Coinsquare, Canada’s Leading Digital Asset Trading Platform

Fintech News Desk
by Fintech News Desk0
Mogo to acquire 19.99% of Coinsquare; agreement includes rights to increase ownership up to 40% Mogo, a digital payments and financial technology company, announced its investment in Coinsquare Ltd. (“Coinsquare”), Canada’s leading digital asset trading platform, including the execution of a definitive agreement (the “Agreement”) for Mogo to acquire 19.99%......
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