Search Results for: relationship management

TreviPay Expands Dealer Management Offering with Advanced API Integrations
B2B Digital Payments News

TreviPay Expands Dealer Management Offering with Advanced API Integrations

Business Wire
by Business Wire0
Enhanced integration capability for commercial equipment dealers will enable seamless, convenient onboarding and line-item transaction details for fleet programs TreviPay, the most-trusted B2B payments and invoicing network, announces enhancements for dealer management systems for commercial equipment dealers servicing fleets. In addition to providing a smooth onboarding and integration process, TreviPay’s advanced......
CSI Acquires Velocity Solutions, a Leader in Intelligent Deposit Growth and Overdraft Management Software
Fintech News

CSI Acquires Velocity Solutions, a Leader in Intelligent Deposit Growth and Overdraft Management Software

Business Wire
by Business Wire0
CSI, a leading provider of end-to-end financial software and technology, announced the acquisition of Velocity Solutions. Velocity offers financial institutions best-in-class account and deposit acquisition, customer engagement and retention solutions as well as intelligent software for serving consumer liquidity through overdraft management. “The CSI and Velocity teams are united by......
BetaNXT Delivers Fast-Tracked Data Transformation and Innovation for Wealth Management Firms, Powered by Snowflake
Finance Fintech News

BetaNXT Delivers Fast-Tracked Data Transformation and Innovation for Wealth Management Firms, Powered by Snowflake

PR Newswire
by PR Newswire0
New DataXChange Platform Combines Proprietary and Third-Party Data for Maximum Usability, Automation, and Customization of Experience BetaNXT, a leading provider of wealth management technology solutions with real-time data capabilities and an enhanced advisor experience, has announced the launch of DataXChange, a new data architecture that operates on Snowflake’s AI Data......
Fintech Platform Haven Launches Haven Wallet to Eliminate Loan Complexity and Strengthen Relationship between Mortgage Originators and Borrowers
Fintech News

Fintech Platform Haven Launches Haven Wallet to Eliminate Loan Complexity and Strengthen Relationship between Mortgage Originators and Borrowers

Business Wire
by Business Wire0
From origination to payoff, loan servicing and financial monitoring can be accessed via a single-login experience for increased control and visibility Haven, a fintech servicing technology platform, today introduced Haven Wallet, the latest addition to the company’s product suite that unlocks value for the mortgage industry and to date has......
Nasdaq Announces New Leadership and Structure for Financial Crime Management Technology
Finance Fintech News Security

Nasdaq Announces New Leadership and Structure for Financial Crime Management Technology

GlobeNewswire
by GlobeNewswire0
Appoints 13-year Nasdaq Verafin Veteran, Stephanie Champion, as New Head of Nasdaq Verafin Nasdaq Chief Strategy Officer, Jeremy Skule, to Take on Expanded Role as Executive Chair of Nasdaq’s Financial Crime Management Technology Business Nasdaq, today announced a new leadership structure including leadership appointment for its Financial Crime Management Technology......
Corcentric Appoints Manoj Narayan as Senior Vice President of Order-to-Cash, Payments, and Data Product Management
Finance Fintech News

Corcentric Appoints Manoj Narayan as Senior Vice President of Order-to-Cash, Payments, and Data Product Management

GlobeNewswire
by GlobeNewswire0
Corcentric, a leading global provider of best-in-class procurement and finance solutions, announced today that Manoj Narayan has joined the organization as senior vice president of Product Management, with responsibilities for Corcentric’s Order-to-Cash (O2C), Payments, and Data products within the portfolio. Narayan will also drive the development of Corcentric’s next generation application development......
Vanilla Closes New Funding Round to Accelerate Adoption of Estate Planning in Wealth Management
Investment Services News

Vanilla Closes New Funding Round to Accelerate Adoption of Estate Planning in Wealth Management

Business Wire
by Business Wire0
Award-winning estate planning software company to accelerate investments in AI, expansion of platform, and customer adoption. Vanilla, the award-winning estate planning software company, announced strategic fundraising led by returning investor Insight Partners, in addition to contributions from Venrock, Vanguard, and other previous investors. Vanilla also welcomes a new strategic investor,......
GTN appoints Ahmad Abouardini, Saxo Bank veteran, as new Middle East Relationship Manager
Finance Fintech News

GTN appoints Ahmad Abouardini, Saxo Bank veteran, as new Middle East Relationship Manager

PR Newswire
by PR Newswire0
GTN, a global fintech redefining investing and trading for all, is pleased to announce the appointment of Ahmad Abouardini as Middle East Relationship Manager. Ahmad, a seasoned professional with over eight years at Saxo Bank overseeing strategic relationships and platform sales in the Middle East, brings a wealth of experience in trading platforms, investment banking, and asset......
Empowered-Systems-and-FiscalNote-Announce-Strategic-Partnership-to-Expand-and-Enhance-Third-Party-Risk-Management-Solutions
B2B Finance Fintech News Risk Management

Empowered Systems and FiscalNote Announce Strategic Partnership to Expand and Enhance Third-Party Risk Management Solutions

Business Wire
by Business Wire0
Partnership Leverages FiscalNote’s AI-Powered Offerings and Global Intelligence Solutions – Including FiscalNote Risk Connector, Copilot for Global Intelligence, and Dragonfly Empowered Systems, a premier B2B software provider specializing in integrated risk and compliance solutions, and FiscalNote Holdings, Inc., a leader in policy and global intelligence, today announced a strategic partnership......
Savvy Wealth Completes $26.5 Million Series A Round to Modernize Wealth Management With Transformative AI Tools
Fintech News

Savvy Wealth Completes $26.5 Million Series A Round to Modernize Wealth Management With Transformative AI Tools

Business Wire
by Business Wire0
Company revolutionizing tech-forward wealth management is poised to cross the $1 billion in AUM milestone later this year Savvy Wealth, a digital-first platform for financial advisors centered around modernizing human financial advice, announced an additional $15.5 million funding round led by Canvas Ventures. This latest infusion of capital, which closes......
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