Search Results for: relationship management

SMArtX Advisory Solutions Announces Key Hires for Strategic Expansion
Finance Fintech News

SMArtX Advisory Solutions Announces Key Hires for Strategic Expansion

Business Wire
by Business Wire0
Courtney Robertiello, Senior VP of Enterprise Consulting, and Jacquie Burke, VP of Asset Manager Solutions, Fortify Leadership in Asset Management and OCIO Services SMArtX Advisory Solutions (“SMArtX”), a leading innovator in managed accounts technology, proudly announces the hiring of Courtney Robertiello and Jacquie Burke. These strategic hires signify SMArtX’s dedication......
B2B Featured Fintech

How is BNPL – ”Buy Now, Pay Later” Becoming a Norm in B2B Companies

Prajakta Ayade
by Prajakta Ayade0
The financial technology (fintech) sector has seen tremendous innovation in recent years, with Buy Now, Pay Later (BNPL) solutions being one of the most transformative payment developments. Originally popularized in the B2C  market, BNPL services have now made significant inroads into the B2B  space. These solutions allow companies to purchase......
New AI Copilot Plugin Is a Breakthrough for Financial Institutions, Transforming Existing, Siloed Systems in Seconds
Artificial Intelligence Fintech News

New AI Copilot Plugin Is a Breakthrough for Financial Institutions, Transforming Existing, Siloed Systems in Seconds

PR Newswire
by PR Newswire0
Lucinity has launched a groundbreaking generative AI copilot plugin at Money2020 Europe, offering immediate ROI for financial institutions. This system-agnostic plugin acts as a central copilot compatible with all web-based enterprise applications, pulling data from Customer Relationship Management (CRM) systems, case management systems, third-party vendors, and Excel documents. The new plugin enhances Lucinity’s AI......
Artificial Intelligence Blockchain Digital Payments Digital Wallet Featured Finance Fintech Security

Impact of GDPR and CCPA on RegTech

Prajakta Ayade
by Prajakta Ayade0
Data privacy regulations have significantly impacted the way businesses operate globally. Two prominent regulations, the General Data Protection Regulation (GDPR) implemented in the European Union (EU) in 2018 and the California Consumer Privacy Act (CCPA) enacted in California, USA in 2018, have fundamentally changed how organizations handle personal data. These......
New AI Copilot Plugin Is a Breakthrough for Financial Institutions, Transforming Existing, Siloed Systems in Seconds
Artificial Intelligence Finance Fintech News

New AI Copilot Plugin Is a Breakthrough for Financial Institutions, Transforming Existing, Siloed Systems in Seconds

PR Newswire
by PR Newswire0
A groundbreaking generative AI copilot plugin, launched by Lucinity at Money2020 Europe, delivers immediate ROI. The copilot plugin is system-agnostic, acting as one central copilot that can be used on top of all web-based enterprise applications, pulling data from any system including Customer Relationship Management (CRM) systems, case management systems, third-party vendors, and Excel documents.......
Business Featured Finance Fintech

How Financial Services Marketing Has Evolved?

Fintech Staff Writer
by Fintech Staff Writer0
Financial services marketing refers to the strategic activities employed by financial institutions to promote their products and services to customers and prospects. It encompasses a wide range of marketing tactics tailored specifically for the financial sector, such as banks, insurance companies, investment firms, and credit unions.  The objective of financial......
Deluxe Hires John Rubinetti as New B2B Payments Leader
B2B Finance Fintech News

Deluxe Hires John Rubinetti as New B2B Payments Leader

Somesh Utkar
by Somesh Utkar0
Former Fiserv executive brings deep expertise to drive growing business forward Deluxe, a modern Payments and Data Company, proudly announces the appointment of John Rubinetti as President of its B2B Payments business. Rubinetti brings a wealth of experience and a proven track record of driving growth and innovation in Treasury......
Swaystack-Announces-Personalized-Engagement-Platform-to-Help-Banks-and-Credit-Unions-Grow-Digital-Channels
Finance Fintech News

Swaystack Announces Personalized Engagement Platform to Help Banks and Credit Unions Grow Digital Channels

Business Wire
by Business Wire0
Swaystack, a fintech software company, is excited to announce its personalized engagement platform designed to drive digital channel growth for banks and credit unions. 72% of consumers expect personalization from their bank or credit union. Meanwhile, 60% of banking leaders acknowledge a gap, recognizing that their institutions are falling short......
TranscendAP Launches as New Venture to Deliver AI-Powered Accounts Payable Automation Solutions to Growing Enterprises
Artificial Intelligence News

TranscendAP Launches as New Venture to Deliver AI-Powered Accounts Payable Automation Solutions to Growing Enterprises

PR Newswire
by PR Newswire0
TranscendAP, Inc., a specialist in accounts payable (AP) automation solutions, announced that it is operating as a newly formed company. Formerly a business unit of Optima Global Solutions, TranscendAP has supported an array of mid-market to large enterprises since 2018, automating all aspects of their AP operations with its software.......
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