Tag : client satisfaction

MortgageRight Attracts Mortgage Originators With Client-First Policies
Mortgage News

MortgageRight Attracts Mortgage Originators With Client-First Policies

Fintech News Desk
Birmingham, AL based MortgageRight is reaching out to mortgage originators who wish to work with a professional, comprehensive provider that prioritizes the client. To make it simpler for those involved in this industry to see what makes the company stand apart from its competitors, MortgageRight has published a blog post......
AssetMark Closes on the Acquisition of Voyant
Finance News

AssetMark Launches Digital Prospecting Capability for Advisors

Fintech News Desk
AssetMark WealthBuilder Prospecting provides a streamlined and customized experience for managing and converting leads AssetMark, a leading provider of wealth management and technology solutions for financial advisors, announced the launch of WealthBuilder Prospecting, a new tool designed to streamline prospecting for financial advisors and provide them with insights to drive......
RegEd Appoints Adam Schaub as Vice President of Platform Product Management
Banking Fintech InsurTech News

RegEd Appoints Chris Heggelund As Chief Client Officer

Fintech News Desk
RegEd, the market-leading provider of enterprise regulatory compliance solutions to banks, broker-dealers, insurance companies and brokers, is pleased to announce its appointment of Chris Heggelund to the role of Chief Client Officer (CCO). In this role, Heggelund will direct RegEd’s Implementation, Customer Success and ongoing Customer Support functions to drive......