Search Results for: relationship management

ELGA Credit Union Chooses Access Softek’s EasyVest Robo-Advisor
Banking Digital Fintech News

ELGA Credit Union Chooses Access Softek’s EasyVest Robo-Advisor

Fintech News Desk
by Fintech News Desk0
Access Softek, Inc., an omnichannel digital banking platform provider, announced that ELGA Credit Union will now offer its EasyVest robo-advisor in order to make investing easier for the more than 76,000 members the credit union serves. Read More: Digital Check Corp. Acquires Benchmark Technology Group, Inc. .@ELGAcu chooses @AccessSoftek’s EasyVest #roboadvisor EasyVest......
Embracing The Practical Power Of A Target Operating Model
Artificial Intelligence Business Fintech Guest Posts Investment Services Robotic Process Automation

Embracing The Practical Power Of A Target Operating Model

Point B
by Point B0
Authored By Mike Lee and Edward Dellheim, Point B A year into the COVID-19 pandemic, financial services firms are looking beyond the steps they’ve already taken to cut costs and preserve cash. It’s becoming increasingly clear that most can’t just wait out this crisis by trimming around the edges. Additionally,......
oneZero Unveils Institutional Offering
Business Fintech News Trading

oneZero Unveils Institutional Offering

Fintech News Desk
by Fintech News Desk0
Empowers users with full control of aggregation, price formation, distribution and risk management. oneZero, a global leader in multi-asset enterprise trading technology solutions, today revealed their Institutional Hub designed to put institutional brokers, prime of prime providers and banks in control of their trading. The Institutional Hub adds to oneZero’s......
Santander Strengthens Senior Leadership in Commercial Banking
Banking Business Fintech Investment Services Mobile Banking News

Santander Strengthens Senior Leadership in Commercial Banking

Fintech News Desk
by Fintech News Desk0
Santander Commercial Banking appoints new Chief Experience Officer and Head of Trade & Working Capital Solutions Santander Bank, N.A. today announced the appointments of Taryn Phelan as Commercial Banking Chief Experience Officer and Michael McDonough as Head of Trade & Working Capital Solutions. Phelan will report to Joe Abruzzo, Head......
Marketware Partners InterGen Data to Provide Life Stage Life Event data to Clients
Artificial Intelligence B2B Business Fintech News

Marketware Partners InterGen Data to Provide Life Stage Life Event data to Clients

Fintech News Desk
by Fintech News Desk0
Marketware International collaborates with InterGen Data to help banks and financial services organizations modernize and expand their customers’ experiences by hyper-personalizing their wealth management offerings. Today, the companies announced that they are collaborating to offer InterGen Data’s proprietary Life Stage and Life Events data as well as their Artificial Intelligence......
Bottomline Acquires TreasuryXpress
Business Fintech News

Bottomline Acquires TreasuryXpress

Fintech News Desk
by Fintech News Desk0
Bottomline, a leading provider of financial technology that makes complex business payments simple, smart and secure, today unveiled expanded corporate treasury capabilities as part of its integrated Payments and Cash Lifecycle Platform. The platform empowers financial managers to optimize cash, liquidity and working capital with a unified solution combining payables,......
Foxquilt Announces New U.S. Headquarters in North Carolina and Brandon Hickey joining as VP Sales and Operations Leader
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PaySimple Welcomes Jamie Chomas as Vice President of Integrated Partnerships

Fintech News Desk
by Fintech News Desk0
PaySimple, a subsidiary of EverCommerce, is pleased to announce that Jamie Chomas has joined the company as Vice President of Integrated Partnerships where she will lead the company’s efforts to provide SaaS companies with an integrated, custom payment experience to elevate their brand, drive additional enterprise value, grow revenue, and......
Cambridge Global Payments and ZipLingo Announce New Strategic Partnership
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Global Payments and Google Form Strategic Partnership to Reimagine Digital Payments

Fintech News Desk
by Fintech News Desk0
    Global Payments Inc. and Google today announced an expansive multi-year partnership to deliver innovative cloud-based products and capabilities, enabling best-in-class digital merchant customer experiences worldwide. As part of the partnership, Global Payments will migrate its merchant acquiring technology to Google Cloud, and will provide merchant acquiring services to......
Northern Trust Allies with IHS Markit
Fintech News Trading

Northern Trust Allies with IHS Markit

Fintech News Desk
by Fintech News Desk0
As part of its continuing strategy to serve client needs across the entire investment lifecycle, Northern Trust has entered into an alliance with IHS Markit, provider of the thinkFolio multi-asset class investment management platform, achieving a further significant milestone in its drive to streamline investment operations for asset managers and......
Monolith Enlists First Direct and Egg Founder Mike Harris as Chairman
Banking Fintech Investment Services News

Paragon Data Labs Secures Angel Investment and Forms Strategic Advisory Council

Fintech News Desk
by Fintech News Desk0
Paragon Data Labs (PDL), the creators of Compliance Administration & Tracking (CAT), a cloud-based enterprise compliance platform, is pleased to announce its first round of angel investors and the formation of its strategic advisory council, comprised of fintech pioneers and distinguished industry leaders. “With the immense support of the members......
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