Search Results for: relationship management

RightCapital Introduces RightPay
Banking Business Fintech News

RightCapital Introduces RightPay

Fintech News Desk
An Innovative Payment Solution Integrated With the RightCapital Platform Helps Advisors Collect Periodic or One-Time Payments for Financial Planning Service RightCapital, a next-generation financial planning solution that provides advisors with the ability to create custom comprehensive financial plans, has introduced RightPay, a web-based service that enables financial advisors to collect......
Dow Chemical Employees' Credit Union Optimizes Member Engagement Worldwide with Banno Digital Platform
Banking Fintech News

Dow Chemical Employees’ Credit Union Optimizes Member Engagement Worldwide with Banno Digital Platform

Fintech News Desk
Jack Henry Enables Credit Union to Meet Modern Membership Needs for Digital and Personal Interactions Jack Henry & Associates, Inc., a leading provider of technology solutions and payment processing services primarily for the financial services industry, announced that Dow Chemical Employees’ Credit Union (DCECU) has launched the Banno Digital Platform......
First American and Docutech Announce Agreement for First American’s Acquisition of Docutech
Business Fintech News

First American and Docutech Announce Agreement for First American’s Acquisition of Docutech

Fintech News Desk
—Acquisition Positions the Companies to Further Improve the Consumer Experience in Real Estate Transactions and Accelerate the Evolution of Real Estate Closings— –First American Financial Corporation, a leading global provider of title insurance, settlement services and risk solutions for real estate transactions, and Docutech, a leading provider of document, eClose and fulfillment......
Centage Corporation Taps Nate Burnes as Vice President of Customer Success
Business Fintech News

Centage Corporation Taps Nate Burnes as Vice President of Customer Success

Fintech News Desk
Centage Corporation, leading provider of cloud financial software that transforms how businesses budget, forecast, analyze and report, announced that it has promoted Nate Burnes into the newly created role of Vice President of Customer Success, reporting directly to the CEO of Centage. In his new role, Burnes will oversee Centage’s......
Financial Services CFOs Say Their Institutions Need to Gain Greater Insights into Who and What Drives Profitability, Kaufman Hall Survey Finds
Business Fintech News

Financial Services CFOs Say Their Institutions Need to Gain Greater Insights into Who and What Drives Profitability, Kaufman Hall Survey Finds

Fintech News Desk
Huge Gaps Exist Between What Finance Leaders Feel Is Important to Monitor, and What They Actually Measure and Track Pressure from an uncertain economy and unprecedented competition from an increasing number of sources has 92% of CFOs and financial executives feeling like their financial institutions should be doing more to......
TCS Positioned as a Leader in Finance and Accounting Digital Capability Platform Solutions by Everest Group
Business News

TCS Positioned as a Leader in Finance and Accounting Digital Capability Platform Solutions by Everest Group

Fintech News Desk
Tata Consultancy Services’ Compelling Vision, Proprietary Solutions, Consultative Approach, and MFDMTM Maturity Assessment Model, Cited as Key Strengths Tata Consultancy Services, a leading global IT services, consulting and business solutions organization, has been recognized as a Leader in the Everest Group PEAK Matrix for Finance and Accounting (F&A) Digital Capability......
Nonprofits, Schools, and Foundations Reach $3 Billion in Mobile Fundraising Through GiveSmart
Fintech News

Nonprofits, Schools, and Foundations Reach $3 Billion in Mobile Fundraising Through GiveSmart

Fintech News Desk
Community Brands, the leading provider of business management, commerce and payment solutions for member-based organizations, announces a new milestone of $3 billion raised by nonprofits, schools, and foundations on its fundraising platform, GiveSmart. “Today we celebrate all the life-changing hard work, the countless hours put in from individuals at these organizations,......
Resolute Investment Managers and OpenInvest Ink Collaboration Pact
Business Fintech News

Resolute Investment Managers and OpenInvest Ink Collaboration Pact

Fintech News Desk
Expands ESG Investing Options Via Strategic Investment in Leading Provider of Dynamic Custom Indexing for Tax-Sensitive SMAs Resolute Investment Managers, Inc. (“Resolute”) announced  that it has entered into an agreement with OpenInvest through which OpenInvest’s Dynamic Custom Indexing (DCI) platform will be made available across Resolute’s extensive distribution network of investment managers. Resolute......
Exactuals’ PaymentHub More than Doubles in Size in 2020; Reaches $1 Billion in Volume
InsurTech News

Exactuals Launches Innovative Product to Streamline and Modernize Insurance Commission Payments

Fintech News Desk
Already a Leader in Innovative Solutions for Complex Payments in the Entertainment Industry, Exactuals Is Expanding to the Insurance Industry Exactuals, a leading provider of cloud-based payment services, today announced it will launch PaymentHub for Insurance, a modern SaaS, high-tech product that will streamline insurance commission payments. The platform delivers commission......
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