Tag : client intelligence

Osaic Forms Strategic Relationship with Zocks to Provide Their Financial Professionals Access to an AI-Driven Edge in Productivity
Artificial Intelligence News Security

Osaic Forms Strategic Relationship with Zocks to Provide Their Financial Professionals Access to an AI-Driven Edge in Productivity

Business Wire
by Business Wire0
Collaboration empowers Osaic’s financial professionals with Zocks’ Client Intelligence Platform for streamlining workflows, and enhancing client engagement, while ensuring the highest standards of privacy and security Zocks, a privacy-first AI platform for financial advisors, announced a strategic relationship with Osaic, one of the nation’s largest providers of wealth management solutions.......
Hybrid Working, Zoom Fatigue and Crypto – Artesian Expands Topic Taxonomy to Keep Users Ahead of Key Trends
Investments News

Hybrid Working, Zoom Fatigue and Crypto – Artesian Expands Topic Taxonomy to Keep Users Ahead of Key Trends

Fintech News Desk
by Fintech News Desk0
The past year has seen dramatic evolutions in both customer behaviour and FSI trends.  In response Artesian, a leader in client intelligence and risk solutions, has expanded its vast news topic taxonomy to ensure users cut through the noise with automated, highly accurate focused insights on the companies that matter,......
Artesian
Finance Fintech News

Artesian Debuts Next Generation ‘Engagement Signals’ for Bespoke Client Monitoring

Fintech News Desk
by Fintech News Desk0
Artesian Solutions, a leading provider of client intelligence and risk solutions, announces the launch of Engagement Signals, a fully customisable way of identifying critical changes in a target company using bespoke rules, built on top of its new Connect Platform. To remain competitive, front-line financial services professionals need a constant......
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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