Search Results for: relationship management

Fintech News

Millennials and Gen Xers Shaping the Future of Financial Planning by Establishing New Norms with Financial Professionals

Fintech News Desk
According to a new study from AIG Life & Retirement and the MIT AgeLab, financial clients are expressing a willingness and desire to step beyond traditional conversational boundaries with their financial professionals. This is particularly apparent with younger clients between the ages of 30 and 45 who indicate the most......
Top Global FinTech Known for Their Banking as A Service Capability
Artificial Intelligence Featured Fintech

Top Global FinTechs Known for Their Banking-as-a-Service Capability

Fintech News Desk
Given the Ubiquitous power of AI powered smart technologies, the entire banking industry is undergoing massive transformation. Fintech is a very broad term and it has further encompassed various other technologies, which are capable of catering to each segment of online banking. Let us talk about the most trending Banking-as-as-service......
Fintech News

Top Subservicer Dovenmuehle Mortgage, Inc. Extends Use of Black Knight’s Industry-Leading MSP Loan Servicing System

Fintech News Desk
Continued Investments in Innovation, Risk Mitigation and Client Support Are Reasons for Extending a 40-Year Relationship with Black Knight Black Knight, Inc. announced today that Dovenmuehle Mortgage, Inc. (“Dovenmuehle”), one of the largest mortgage subservicing companies in the U.S., has signed a contract renewal for MSP, Black Knight’s industry-leading loan servicing system.......
WILLPORTtrust Simplifies Wealth Transfer Using Blockchain Vouchers
Blockchain Fintech Investment Services News

WILLPORTtrust Simplifies Wealth Transfer Using Blockchain Vouchers

Fintech News Desk
Investment vouchers help wealth advisors reach the next generation of investors WILLPORTtrust is rolling out a line of blockchain vouchers to provide wealth advisors a new way of reaching upcoming generations of their clients by providing investment assistance to their beneficiaries. Read More: Westpac Group sells Strategic Alliances (“Vendor Finance”) business......
Billtrust Develops Expedited Collections Implementation Solutions to Maximize Cash Flow and Enable Remote Workforces During COVID-19 Pandemic
Business Fintech News

Billtrust Develops Expedited Collections Implementation Solutions to Maximize Cash Flow and Enable Remote Workforces During COVID-19 Pandemic

Fintech News Desk
The combination of workplace displacement and economic disruption brought on by the COVID-19 pandemic has brought major challenges to collections teams. Responding to a need to help strategically guide collectors’ activities and keep remote teams on track, Billtrust, the leader in B2B order-to-cash solutions, developed innovative ways to expedite its Collections software solution......
Ask Kodiak and Vertafore Announce Partnership
News Risk Management

Vertafore Introduces RiskMatch Retention Prediction to Help Independent Agencies Improve Client Retention Rates

Fintech News Desk
Industry-first analytics tool uses data modeling & adaptive machine learning to surface at-risk polices, equipping agents for proactive client engagement Vertafore today announced RiskMatch® Retention Prediction, a groundbreaking tool to give agencies insights to increase client retention by identifying policies at risk for cancelation or non-renewal. As an integrated part of Vertafore’s award-winning......
New Schwab Model Portfolios Designed to Help Advisors Keep Clients on Course
Fintech Fintech Funding Investment Services News

New Schwab Model Portfolios Designed to Help Advisors Keep Clients on Course

Fintech News Desk
Charles Schwab Investment Management, Inc. (CSIM), an asset management arm of The Charles Schwab Corporation, announced the launch of a series of model portfolios available to advisors through the Envestnet Fund Strategist Network (Envestnet). Read More: DataRooms.com Embeds the dtSearch Engine to Enable Instant Searching across Terabytes of Virtual Data......
Artis Secures Another $1.5 Million in Latest Investment
Fintech Startups Investment Services News

Artis Secures Another $1.5 Million in Latest Investment

Fintech News Desk
Atlanta-based fintech startup opens seed round in support of onboarding first financial partners and growing capabilities of consumer loan platforms Artis Technologies provides modern lending solutions for businesses to offer affordable, low-friction financing to their customers at the point of need. The company has closed its first institutional investor in......
E*TRADE From Morgan Stanley Recognized as #1 Online Broker for Mobile Trading Apps and Ease of Use by StockBrokers.com
Investment Services News

E*TRADE Advisor Services Study Reveals RIAs Enter Bearish Territory

Fintech News Desk
E*TRADE Advisor Services, a provider of integrated technology, custody, and practice management support for registered investment advisors (RIAs), today announced results from the most recent wave of its Independent Advisor Tracking study, which covers advisor views on the market, the industry, their business, and clients. Read More: CERTFin Chooses Anomali......
KBC Bank Chooses Finastra for Libor Transition
Fintech News

Konica Minolta Business Solutions Asia Accelerates Digital Transformation With Valtatech Partnership

Fintech News Desk
Konica Minolta Business Solutions Asia, in pursuit of digital transformation and automation, has chosen financial process automation experts, Valta Technology Group (Valtatech), to manage its companywide Coupa Business Spend Management technology implementation. With the aim of automating its source to pay (S2P) and expense management systems, following the completion of a successful, procure-to-pay (P2P) digital transformation.    Valtatech will configure,......
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