Tag : client engagement

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
by Fintech News Desk0
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
by Fintech News Desk0
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
by Fintech News Desk0
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
by Fintech News Desk0
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
by Fintech News Desk0
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
by Fintech News Desk0
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
by Fintech News Desk0
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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