Search Results for: relationship management

New ACCA Report: Accountants "deeply concerned" about social and environmental impact
Banking Fintech News Risk Management

Royal Credit Union Expands Partnership to Baker Hill Nextgen

Fintech News Desk
by Fintech News Desk0
Baker Hill, the leading financial technology provider in delivering solutions for commercial, small business and consumer loan origination, risk and relationship management, CECL, and analytics, today announces that Royal Credit Union will be migrating to Baker Hill NextGen, Baker Hill’s unified solution that streamlines loan origination and portfolio risk management. Read More: H2O.ai Empowers......
Intapp, DealCloud, and S&P Global Market Intelligence Team Up to Provide Data and Insights to Professional and Financial Services Firms
Banking Fintech News

DealCloud Signs 100th Dispatch Client, Signaling Increasing Investment in Marketing and Communications Among Capital Markets Firms

Fintech News Desk
by Fintech News Desk0
Dispatch, DealCloud’s fully integrated email and web marketing platform, provides capital markets professionals with easy-to-use solutions for institutional relationship management DealCloud (an Intapp company), provider of a single-source deal, relationship, and firm management solution for capital markets firms, announced that over 100 of its clients have purchased Dispatch, the firm’s......
Twenty Over Ten Partners With Redtail Technology to Enhance Customer Relations and Digital Marketing Processes for Financial Advisors
Fintech News

Twenty Over Ten Partners With Redtail Technology to Enhance Customer Relations and Digital Marketing Processes for Financial Advisors

Fintech News Desk
by Fintech News Desk0
CRM Integration Provides Two Way Sync Giving Advisors the Ability to Easily Send Personalized Marketing Communications Twenty Over Ten, an industry-leading SaaS company, announced a partnership with Redtail Technology, the leader in web-based client relationship management (CRM) solutions for financial service firms. Through this new integration, Twenty Over Ten’s Lead......
Apttus Partners with Netcompany to Expand The Quote-to-Cash Landscape Across Europe
Business Fintech News

Apttus Partners with Netcompany to Expand The Quote-to-Cash Landscape Across Europe

Fintech News Desk
by Fintech News Desk0
Apttus and Netcompany Will Marry Strategic Quote-to-Cash Cloud Solutions and Best-in-Class Consultative Selling To Drive Digital Transformation Across a Broader Customer Set  Apttus, the Middle Office leader, announced its partnership with Netcompany, an international company headquartered in Copenhagen, Denmark. Apttus will leverage Netcompany’s pure-play IT services and consultative selling approach to......
Insurance Technologies Announces the Implementation of its FireLight Sales Platform Within the Schwab Advisor Services Annuity Concierge Service for Advisors
Business Fintech News

Insurance Technologies Announces the Implementation of its FireLight Sales Platform Within the Schwab Advisor Services Annuity Concierge Service for Advisors

Fintech News Desk
by Fintech News Desk0
Insurance Technologies, LLC, a provider of sales and regulatory automation solutions for the insurance and financial services industries, is pleased to announce the availability of its FireLight Sales Platform within the Schwab Advisor Services Annuity Concierge Service for Advisors. FireLight efficiently enhances and automates in-good-order applications and business processes for......
Fintainium Adds Top Executive Talent To Fuel Growth
Business Fintech News

Fintainium Adds Top Executive Talent To Fuel Growth

Fintech News Desk
by Fintech News Desk0
Fintainium, the next generation B2B payments solution provider, announces the appointment of three industry executives to fuel expansive company growth. The new team members, appointed as President, General Manager, and Senior Vice President of Business Development, were hand-picked based on skillset, expertise, and performance in the marketplace and will bring......
iDonate Secures $8.7M Round of Financing
Banking Fintech News

iDonate Secures $8.7M Round of Financing

Fintech News Desk
by Fintech News Desk0
The Generosity Industry’s Leading Enterprise Digital Giving Platform Completes Capital Raise Clearing Pathway to Sector Dominance iDonate, the leading provider of digital giving systems, announced an $8.7 million funding round. The financing will allow the company to fully integrate iDonate Payments into its core platform creating a SaaS/Payments solution that supports......
Tier1 Financial Solutions Appoints Neil Ferris As Chairman of the Board
Business News

Tier1 Financial Solutions Appoints Neil Ferris As Chairman of the Board

Fintech News Desk
by Fintech News Desk0
Ferris Brings More Than Three Decades of Tech Industry Leadership Tier1 Financial Solutions (“Tier1”), a leading global relationship management technology provider for capital markets and banking, has named Neil Ferris as Chairman of the Board of Directors. Ferris, who brings over 35 years of experience in the high-tech industry, joined Tier1’s Board......
Qontigo Names Brian Rosenberg as Chief Revenue Officer
Business News

Qontigo Names Brian Rosenberg as Chief Revenue Officer

Fintech News Desk
by Fintech News Desk0
Financial intelligence provider Qontigo, part of Deutsche Börse Group, announced the appointment of Brian Rosenberg to the newly created position of Chief Revenue Officer. Rosenberg will lead Qontigo’s sales, marketing, applied-research and customer-experience teams across its global index and analytics business and will report to Sebastian Ceria, Chief Executive Officer. Rosenberg......
Capital Markets & FinTech Veteran Palak Patel Joins S3 Partners as Chief Revenue Officer
Banking Business News

S3 Partners Adds Two Seasoned Sales Professionals From Hazeltree Treasury Solutions and ENSO Financial Analytics

Fintech News Desk
by Fintech News Desk0
S3 Partners (“S3”), a market-leading financial technology and analytics firm, announced the hiring of Dean Fabrizio and John Clancy as Directors of Business Development. The two will help S3 to sell software, data and apps, leveraging relationships across the alternative investment community, banks and other financial institutions. Read More: Informa Financial Intelligence and Neuro-ID......
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