Search Results for: relationship management

QuinStreet, Inc. Announces QuinStreet Rating Platform's First Customer, Plymouth Rock's Direct-Response Channel
Business Fintech News

QuinStreet, Inc. Announces QuinStreet Rating Platform’s First Customer, Plymouth Rock’s Direct-Response Channel

Fintech News Desk
by Fintech News Desk4
QuinStreet, Inc., a leader in performance marketplace products and technologies, announces that High Point Brokerage Company, Inc., the direct response insurance agency of carrier Plymouth Rock, is the first agency to integrate its innovative new QuinStreet Rating Platform (QRP), unveiled last month. High Point Brokerage participated in QRP’s development and......
Advyzon Revamps Platform with New BI, CRM, Data Integration Capabilities
Fintech News

Advyzon Revamps Platform with New BI, CRM, Data Integration Capabilities

Fintech News Desk
by Fintech News Desk0
Investment Advisors Can Now Spend More Time on What Matters: Helping Clients Advyzon announces a significant update to its all-in-one, cloud-based financial advisor platform. The new version includes tools that make it easier for investment advisors to manage and grow their businesses while improving service to their clients. Advyzon is demonstrating......
Timeline Retirement Planning Software and Redtail Technology Announce Integration
Banking Fintech News

Timeline Retirement Planning Software and Redtail Technology Announce Integration

Fintech News Desk
by Fintech News Desk0
Integration Gives Advisors Ability to Easily Import Client Data for Efficient Creation of Sustainable Retirement Plans Timelineapp Tech Limited (Timeline), a fintech company that provides advisors with next-generation retirement income software, and Redtail Technology (Redtail), a leading provider of client relationship management (CRM) solutions for financial services firms, announced an integration that......
Brex Adapts Rewards, Adds SBA Loan Support to Help Customers During COVID-19 Crisis
Banking News

Brex Hires Google Executive Paul-Henri Ferrand as Chief Operating Officer

Fintech News Desk
by Fintech News Desk0
Brex, the financial technology company that helps ambitious companies scale, announced the hire of Paul-Henri Ferrand as COO, to lead Brex’s go-to-market function through the company’s next phase of growth and expansion. Ferrand joins Brex from Google, where he was President, Global Customer Operations for Google Cloud. “PH is a......
Baker Hill Leadership Receives Recognition Throughout 2020
Banking Fintech News

Baker Hill Announces New CRO Amidst Unprecedented Growth

Fintech News Desk
by Fintech News Desk8
FinTech Leader Wraps 2019 With Robust Year End Market Activity, Expanded Partnerships, Multiple Award Recognitions, and Incoming Executive to Continue Growth Trajectory. Baker Hill, the leading financial technology provider in delivering solutions for common loan origination, risk and relationship management, CECL, and smart data analytics, announces the selection of Todd......
NerdWallet Chooses QuinStreet to Exclusively Power Auto Insurance Marketplace
Fintech News

QuinStreet, Inc. Introduces a Next Generation Insurance Rating Platform

Fintech News Desk
by Fintech News Desk1
The New Quinstreet Rating Platform Is a One-Stop Shop for Insurance Agents and Carriers, Offering Innovative End-To-End Integration for Insurance Market Rate Access, Along with Built-In Management and Reporting Tools QuinStreet, Inc., a leader in performance marketplace products and technologies, announced the launch of its QuinStreet Rating Platform (QRP), a......
Corcentric recognized in the Gartner Competitive Landscape: Supplier E-Invoicing Software, 2020
Business Fintech News

Corcentric Recognized as Leader in Strategic Procurement Solutions

Fintech News Desk
by Fintech News Desk0
Spend Matters’ Q4 SolutionMap Ranks Corcentric’s Determine Solutions in Nine Categories Determine, a Corcentric company, a leading global provider of SaaS Source-to-Pay and Enterprise Contract Lifecycle Management (ECLM) solutions, was ranked in nine categories in Spend Matter’s Q4 2019 SolutionMap released this month. Determine, which was acquired by Corcentric in April 2019, is recognized......
Redtail Technology Survey: Advisors Still Rely on Traditional Communication Methods
Banking Fintech News

Redtail Technology Survey: Advisors Still Rely on Traditional Communication Methods

Fintech News Desk
by Fintech News Desk0
“Advisorcomms 2019” Survey Finds Nearly 90% of Advisory Firm Employees Believe Their Clients Would Like to Communicate With Them via Text Message Redtail Technology , a leading provider of client relationship management (CRM) solutions for financial services firms, published the results from its “AdvisorComms 2019” survey, which found that in-person......
ClarisHealth Unveils Pareo Partner Exchange: Revolutionizing Payment Integrity for Payers
Finance Fintech News

ClarisHealth Unveils Pareo Partner Exchange: Revolutionizing Payment Integrity for Payers

PR Newswire
by PR Newswire0
Payment Integrity industry’s first integrated ecosystem set to accelerate value delivery and reduce administrative complexity in $9 billion market. Groundbreaking offering addresses the growing complexity in vendor management and empowers health plans to leverage innovative solutions within Pareo and manage their end-to-end payment integrity program. ClarisHealth, a leader in payment integrity technology......
Arta Finance Launches Globally via Singapore, Unveils Arta AI Copilot, and Announces Wealth-As-A-Service for Banks
Finance Fintech News

Arta Finance Launches Globally via Singapore, Unveils Arta AI Copilot, and Announces Wealth-As-A-Service for Banks

PR Newswire
by PR Newswire0
MAS-licensed Arta launches in Singapore and internationally Arta unveils Arta AI Copilot – a number of AI-enhanced experiences on its wealth platform Arta announces partnerships with Wio Invest, Google Cloud, and Capco for its Wealth-as-a-service offering for banks and financial institutions globally Arta welcomes Ralph Hamers as external advisor Fast-growing digital wealth management platform Arta......
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