Search Results for: relationship management
Enable and State of Flux Partner to Build Mutual Business-Supplier Relationships
Enable, the leading collaborative rebate management solution, announced that it is entering a partnership with State of Flux (APAC, EMEA and NAM), a provider of software and services that helps organizations improve the value obtained from their supplier relationships. The powerhouse partnership will enable businesses to build stronger supplier management. “Our......
White Clay Launches Treasury Management Pricing and Profitability Solution
New solution helps banks price commercial relationships to optimize capital and revenue White Clay, a company that helps community and regional financial institutions improve relationships and increase revenue, announced the launch of its Treasury Management Pricing and Profitability solution. Determining the pricing and profitability of treasury management relationships can often......
Why A Data-Driven Approach to Digital Lending and Portfolio Management is Key for SMB Lenders
Small businesses in the U.S. continue face challenges ranging from recessionary concerns, to rising inflation, labor shortages, and ongoing supply-chain issues, among others. The net effect is a current SMB closure rate of nearly 38% nationally and while some of this is attributable to factors such as lack of market......
AvidXchange Automates Lien Waiver Management, Improves Payment Process in Leading Purchase-to-Pay Solution TimberScan
AvidXchange Holdings, Inc., a leading provider of accounts payable (AP) automation software and payment solutions for middle market businesses and their suppliers, announced Lien Waiver Management for TimberScan, a premium feature embedded in AvidXchange’s full purchase-to-pay solution with a seamless Sage 300 CRE integration. With Lien Waiver Management, construction industry......
Atria Wealth Solutions Recruits $1.1 Billion Wealth Management Team to Cadaret Grant from Signature Bank
Former Signature Bank team joins one of Atria’s subsidiaries’ largest branches, American Investment Planners, to continue growth momentum Atria Wealth Solutions, Inc. (Atria), a multi-channel wealth management solutions holding company, announced the recruitment of Edwin Milner, Laura Palacios and Jason Kurz from Flagstar Bank (formerly Signature Bank) to Atria subsidiary Cadaret Grant. Managing nearly $1.1 billion in......
Park View FCU Partners with Mahalo Banking to Streamline Financial Management Features
Credit union implements digital platform to offer enhanced banking services, enable member self-service functionality Mahalo Banking, a CUSO that provides online and mobile banking solutions for credit unions, announced that Harrisonburg, Va.-based Park View Federal Credit Union (‘Park View’ – $350M in assets) is live on its enhanced thoughtful banking platform.......
OptionTrax Releases KYC Process Management with Unmatched Flexibility
OptionTrax has greatly improved the Know Your Client data collection process, providing shareholder service teams with a new level of flexibility in information gathering and communication. With compliance departments all over the world requiring different data points, OptionTrax meets the needs of our clients with the ability to generate custom......
American Bank & Trust Selects Marstone’s Digital Wealth Management Services
Marstone’s Wealth Management-as-a-Service offering continues to gain traction, growing American Bank & Trust’s wealth management capabilities Marstone, Inc., a leading digital wealth technology firm, announced it has partnered with American Bank & Trust, N.A., a $500 million community bank, to provide its turnkey digital wealth management platform and Wealth Management-as-a-Service......
GTreasury Secures Investment from Hg to Accelerate Growth as a Global Treasury Management Software Platform
GTreasury, a treasury, payments, and risk management software provider, announces that it has secured a majority investment from Hg, a leading investor in global software and services companies. As part of the transaction, the GTreasury management team and former majority owner, Mainsail Partners, will continue as investors in the business.......