Search Results for: relationship management

Less than One-Third of Wealth Managers in North America are Scaling AI Across Their Businesses, Accenture Report Finds
Artificial Intelligence Fintech News

Less than One-Third of Wealth Managers in North America are Scaling AI Across Their Businesses, Accenture Report Finds

Fintech News Desk
by Fintech News Desk0
Most believe AI will transform their industry but are underestimating the long-term value it can create by helping to reimagine the client experience While six in seven North American wealth managers (84%) believe that artificial intelligence (AI) will transform their industry in the next five years, less than one-third (28%)......
Fifth Third Bank Names Executive Vice President Kala Gibson Chief Enterprise Corporate Responsibility Officer & Head of Business Banking
Banking Business Fintech News

Fifth Third Bank Names Executive Vice President Kala Gibson Chief Enterprise Corporate Responsibility Officer & Head of Business Banking

Fintech News Desk
by Fintech News Desk0
Affirms Community & Economic Development Leaders Fifth Third Bank, National Association today announced that Executive Vice President Kala Gibson has been named chief enterprise corporate responsibility officer & head of Business Banking. His role is expanding to include responsibility for Community and Economic Development. Read More: Buy Now, Pay Later......
BMO Ranked Among Most Sustainable Companies on Dow Jones Sustainability Index - North America
Fintech News

BMO Ranked Among Most Sustainable Companies on Dow Jones Sustainability Index – North America

Fintech News Desk
by Fintech News Desk0
BMO Financial Group ranks in the 91st percentile of banks globally on the Dow Jones Sustainability Indices (DJSI) – the highest among Canadian peers. The DJSI is a set of best-in-class benchmarks for investors who have recognized that sustainable business practices are critical to generating long-term shareholder value. Read More: Reggora......
The European Central Bank Chooses SIA and Colt to Connect to Eurosystem Market infastructures
Banking Fintech News

The European Central Bank Chooses SIA and Colt to Connect to Eurosystem Market infastructures

Fintech News Desk
by Fintech News Desk0
The two companies will provide the ECB with connectivity services to the payments (TARGET2 and TIPS) and securities (TARGET2-Securities) settlement platforms and the ECMS via a single access interface – the Eurosystem Single Market Infrastructure Gateway (ESMIG). The European Central Bank (ECB) has chosen SIA, in partnership with Colt Technology Services,......
Getting Paid and Managing Customers Now Easier for Small Businesses with Integrated CRM Solution
Business Fintech News

Getting Paid and Managing Customers Now Easier for Small Businesses with Integrated CRM Solution

Fintech News Desk
by Fintech News Desk0
HubSpot for QuickBooks connects critical business functions for a 360 degree view of financial health Today, Intuit launched HubSpot for QuickBooks, an integrated CRM and financial management solution to help growing businesses speed up sales cycles and to allow sales and finance teams to work together more efficiently. Businesses get......
Redtail Technology Survey: Advisors Still Rely on Traditional Communication Methods
Business Fintech News

Redtail Technology Survey Uncovers 86% of Advisors Were Technologically Prepared To Work From Home

Fintech News Desk
by Fintech News Desk0
Redtail Technology (“Redtail”), a leading provider of client relationship management (CRM) solutions for financial services firms, published the results from their 2020 “Working Remotely” survey, which set out to uncover how advisors adapted during COVID-19. Read More: Opportunity Fund Partners with Lendio and Funding Circle, Increasing Small Businesses’ Access to Credit Redtail......
Warba Bank & Eurisko Mobility Power through the COVID-19 Lockdown to Continue the Bank's Digital Transformation
Artificial Intelligence Business Fintech News

Imaweb Announces The Launch Of Digital Invoicing For The Automotive Distribution Market In Partnership With Esker

Fintech News Desk
by Fintech News Desk0
Imaweb, a leading provider of dealership management systems (DMS) and customer relationship management solutions (CRM) for the automotive industry in Europe, today announced the launch of digital invoicing in partnership with Esker, a worldwide leader in AI-driven process automation solutions and pioneer in cloud computing. Read More:  PPS Goes Green......
Wells Fargo Launches New Low-Cost Account With No Overdraft Fees
Artificial Intelligence Business Fintech Investment Services News Trading

Wells Fargo Quantitative Prime Services Offers HPR Trading Platform to Clients

Fintech News Desk
by Fintech News Desk0
Wells Fargo Corporate & Investment Banking, a division of Wells Fargo & Company (NYSE: WFC), announced today that its Quantitative Prime Services division has partnered with HPR, a leading financial technology player in electronic trading, to provide an elite next-generation trading platform for clients. Through its collaborative partnership with HPR,......
Advisor360°-Names-Cassie-Warrington-VP_-Business-Development
Artificial Intelligence Banking Business Fintech InsurTech Investment Services News Trading

Advisor360° Names Cassie Warrington VP, Business Development

Fintech News Desk
by Fintech News Desk0
Advisor360°, provider of a unified, integrated software suite for advisors, clients, broker-dealers and rollup-RIAs, today announced that Cassie Warrington has joined the firm as Vice President, Business Development. A thought leader with a proven track record of leveraging her expertise in business planning, account development and third-party partnerships, Ms. Warrington’s hire represents......
JAGGAER Helps Attijariwafa bank Maintain Business Continuity through Covid-19
Banking Business Fintech News

JAGGAER Helps Attijariwafa bank Maintain Business Continuity through Covid-19

Fintech News Desk
by Fintech News Desk0
Attijariwafa bank has successfully implemented a source-to contract solution with the JAGGAER ONE platform. The bank has reported that the SaaS solution was implemented just at the right time to enable it to maintain continuity of service throughout the pandemic while efficiently sourcing protective equipment for its staff at short notice. Attijariwafa bank is the largest......
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