account management Archives - GlobalFinTechSeries

Exdion Insurance Announces AI-Powered CSRdigit for Smarter Broker Errors & Omissions Protection

PR NewswireSeptember 4, 2024

by PR NewswireSeptember 4, 20240

Exdion Insurance announced CSRdigit, its insurance brokerage platform that automates policy life cycle operations with the industry’s first E&O risk management protections. Exdion CSRdigit enables Customer Service Representatives (CSRs) and Account Management Executives to complete policy administration and associated decision-making. E&O risk is a critical issue for brokers and insurance......

Banking Digital Payments Featured Finance Fintech Payment gateways Technology

Global Fintech Trends: What’s the Latest in Mobile Banking?

Prajakta AyadeApril 30, 2024May 23, 2024

by Prajakta AyadeApril 30, 2024May 23, 20240

In the fast-paced world of finance, where convenience and accessibility are paramount, mobile banking has emerged as a cornerstone of modern banking services. With the widespread adoption of smartphones and the increasing digitization of financial transactions, mobile banking has transformed the way people manage their finances. Gone are the days......

Finance Fintech News

Wealth Management Firms Display “Tempered Optimism” Amid Evolving Industries, According to New Wipfli Reports

PR NewswireAugust 19, 2023

by PR NewswireAugust 19, 20230

Client engagement, employee retention and recruitment, and technology integration are shared priorities for both industries Wipfli LLP (Wipfli), a top 20 advisory and accounting firm, published the results of two industry surveys from the wealth management and asset management sectors to gain insights into their current economic challenges and how they’re......

Digital Payments News

InComm Payments Acquires Zenda, Developer Of AI-Powered HSA And FSA Solutions For Employee Benefit Programs

PR NewswireAugust 9, 2023

by PR NewswireAugust 9, 20230

InComm Payments, a leading payments technology company, announced its acquisition of Zenda, a developer of employee health and benefits solutions known for its innovative health savings account (HSA) and flexible spending account (FSA) platform. Strengthening InComm Payments’ position as a leader in the healthcare payments industry, the acquisition marks the company’s......

Finance Fintech News

Plinqit Helps Customers Save & Plan for Future Financial Needs with Support from BMO

PR NewswireAugust 2, 2023August 2, 2023

by PR NewswireAugust 2, 2023August 2, 20230

After participating in BMO’s WMNfintech business accelerator program for women, Plinqit expands relationship with BMO in the U.S. Plinqit, the first platform that brings together automated savings, data-driven financial wellness content and virtual account management, has launched a pilot program with support from BMO to help customers achieve financial wellness and savings......

Cryptocurrency News

WhiteBIT Launches Crypto Services for Institutional Clients, Eyes Market Makers, and High-Volume Traders Segment

GlobeNewswireJuly 25, 2023

by GlobeNewswireJuly 25, 20230

White announces the launch of its new Institutional Services WhiteBIT, one of the biggest players in Europe’s centralized crypto exchange market, announced the launch of its new Institutional Services. They are tailored to meet the requirements of corporate customers, including market makers, large traders, brokers, asset managers, and others. Building on its......

Finance News

Unchained Launches First Private Client Service with Collaborative Bitcoin Custody

Business WireJuly 13, 2023

by Business WireJuly 13, 20230

Unchained Signature is distinct in offering high-touch client management and support without the degree of third-party risk associated with exchanges and custodians Unchained, the leader in financial services for bitcoin holders, announced the launch of Unchained Signature, a membership-based service that helps high-net-worth individuals, institutions, and corporations invest in and......

Banking News

Treasury Prime Joins The Banking-as-a-Service Association

PR NewswireJune 23, 2023June 23, 2023

by PR NewswireJune 23, 2023June 23, 20230

Treasury Prime, a leading embedded banking software platform, announced that it has joined the Banking-as-a-Service (BaaS) Association, the unified voice for financial institutions and fintechs dedicated to advancing the adoption of BaaS strategies and technologies. As a prominent player in the BaaS industry, Treasury Prime has consistently demonstrated its commitment......

Fintech News

Experian Unveils Ascend Ops, an Industry-First Solution to Transform Lender Operations

Business WireJune 23, 2023

by Business WireJune 23, 20230

New model deployment capability enables end-to-end marketing, acquisitions, fraud prevention, account management and more all from one integrated platform To combat the challenges lenders face in deploying and managing models, Experian announced the launch of Ascend Ops. Experian’s first-of-its-kind solution empowers lenders to deploy new features and models in days......

B2B Digital Payments News

PayTrace Welcomes Tom Lizzio as Director of ISV Sales

GlobeNewswireJune 22, 2023

by GlobeNewswireJune 22, 20230

B2B leadership expands with strategic partnership and embedded sales expertise PayTrace, a leader in B2B payments technology, is happy to welcome Tom Lizzio as Director of ISV Sales. Lizzio brings a wealth of sales and strategic experience in the embedded payments industry, advancing PayTrace’s efforts to expand its ISV partnerships.......

Tag : account management

Exdion Insurance Announces AI-Powered CSRdigit for Smarter Broker Errors & Omissions Protection

Global Fintech Trends: What’s the Latest in Mobile Banking?

Wealth Management Firms Display “Tempered Optimism” Amid Evolving Industries, According to New Wipfli Reports

InComm Payments Acquires Zenda, Developer Of AI-Powered HSA And FSA Solutions For Employee Benefit Programs

Plinqit Helps Customers Save & Plan for Future Financial Needs with Support from BMO

WhiteBIT Launches Crypto Services for Institutional Clients, Eyes Market Makers, and High-Volume Traders Segment

Unchained Launches First Private Client Service with Collaborative Bitcoin Custody

Treasury Prime Joins The Banking-as-a-Service Association

Experian Unveils Ascend Ops, an Industry-First Solution to Transform Lender Operations

PayTrace Welcomes Tom Lizzio as Director of ISV Sales

Klarna Appoints Michael Moritz As Chairman Of The Klarna Board And Welcomes...

Jack Henry Joins ABA in Helping Bankers Promote Financial...

Glia Teams with Twilio to Address the Rapidly Growing...

Aplazo Partners with Mastercard to Bring First-of-its-Kind BNPL Virtual...

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