Tag : client engagement

Lumiant Partners with DMW Strategic Consulting to Upgrade the Financial Advice Experience
Finance News

Lumiant Partners with DMW Strategic Consulting to Upgrade the Financial Advice Experience

Fintech News Desk
The partnership will support advisors as they pivot toward a more memorable, impactful and deeply personal financial planning experience Lumiant, an advice and client engagement platform that empowers advisors to connect with clients and families around their lives, values and finances, announced a partnership with DMW Strategic Consulting that will support......
Blockchain Capital Announces New Head of Capital Formation
Blockchain News

Blockchain Capital Announces New Head of Capital Formation

Fintech News Desk
Blockchain Capital, LLC announced the appointment of Jason Di Piazza as Head of Capital Formation. Mr. Di Piazza will be responsible for leading the firm’s capital raising, client engagement as well as new investment strategy and development. Latest Fintech News: AM Best Affirms Credit Ratings of Members of Northbridge Financial Corporation “With nearly two decades......
Envestnet Announces Acquisition of Redi2 Technologies, Creating the Industry Leading Revenue & Billing Management Platform
Digital Payments Finance News

Envestnet Announces Acquisition of Redi2 Technologies, Creating the Industry Leading Revenue & Billing Management Platform

Fintech News Desk
Redi2’s Technology Platform Will Further Modernize Billing, Accounting, and Back Office Capabilities within the Envestnet Ecosystem—Driving Greater Client Engagement and Enhanced Revenue by Leveraging the Envestnet Client Base Envestnet announced that it has acquired Redi2 Technologies, Inc. (Redi2), a leading provider of revenue management and hosted fee-billing solutions in the......
Six New Leading Technology And Services Providers Join Vertafore Orange Partner Program
InsurTech News

Six New Leading Technology And Services Providers Join Vertafore Orange Partner Program

Fintech News Desk
With nearly three dozen partners and deep integrations, Vertafore program enables independent agencies, MGAs to customize their InsurTech stacks Vertafore, the leader in modern insurance technology, announced the addition of six solution providers to its Orange Partner Program. These latest partnerships give Vertafore customers more options to increase their productivity,......
Lincoln Financial Network Strengthens Commitment to Diversity and Inclusion with New Head of Multicultural Markets
Finance News

Lincoln Financial Network Strengthens Commitment to DEI with New Head of Multicultural Markets

Fintech News Desk
Samantha Hunter brings more than 15 years of experience in development initiatives to support financial professionals and their practice needs Lincoln Financial Network (LFN), the retail wealth management affiliate of Lincoln Financial Group, announced the appointment of Samantha Hunter as Head of Multicultural Markets. In this role, Hunter will focus......
Schwab Introduces Online Financial Planning Action Center
Digital Finance News

Schwab Introduces Online Financial Planning Action Center

Fintech News Desk
Digital Platform Combines Human Guidance and Technology to Modernize the Financial Planning Experience As part of its ongoing commitment to making financial planning easier and more accessible, Charles Schwab announced the launch of the proprietary Financial Planning Action Center, a digital platform that allows clients who work with a Schwab......
FinancialForce PSA Enables Aquient to Efficiently Manage Projects, Avoid Unprofitable Engagements, and Improve Customer Satisfaction
Business Digital Finance News

FinancialForce PSA Enables Aquient to Efficiently Manage Projects, Avoid Unprofitable Engagements, and Improve Customer Satisfaction

Fintech News Desk
Professional services organization realizes more than 100% ROI with FinancialForce PSA FinancialForce, the leading customer-centric ERP and #1 professional services automation (PSA)* business suite, announced that professional services firm Aquient has transformed its project planning and achieved 100% ROI using FinancialForce PSA. Since its founding in 2018, Aquient has doubled in size annually,......
Profi Launches All-in-One Solution for Professional Service Providers
Business Finance News

Profi Launches All-in-One Solution for Professional Service Providers

Fintech News Desk
Veteran tech executives launch vertical SaaS platform for professionals, from solopreneurs to professional services firms Profi, Inc. announced the launch of an innovative, secure, modern professional services solution for collaboration, program management, scheduling, billing, reporting, client and team management, and more. The Profi platform is a cloud-based service that helps......
Mastercard and Razorpay Join Hands to Make Digital Payments More Accessible For MSMEs and Startups
Fintech Mobile Banking News

Jefferies Signs Five-Year Contract Extension With tier1

Fintech News Desk
Tier1 Financial Solutions announced today that Jefferies Financial Group has signed an expanded five-year renewal contract with Tier1 Financial Solutions , a leading client relationship management (“CRM”) technology provider for capital markets and banking. Read More: Aurora Mobile Partners with Taikang Life Insurance to Strengthen Smart Insurance Solutions with AI Technologies......
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