Bobsguide

APRIL 22, 2022

For the third consecutive year, GBST has been named in the top 100 most innovative companies across the wealth and asset management industry, cementing its position as a global leader. There are strong structural growth drivers in the global wealth management space which are set to significantly increase GBST’s addressable market.

Innovation 147

Innovation Company Management User Experience 147

PYMNTS

SEPTEMBER 25, 2018

Fusion Risk Management is expanding its corporate risk management software offering by integrating new functionality into the tool, the company said in a press release on Monday (Sept. He added, “Fragmented programs that rely on legacy tools bear hidden costs and risks.”.

Risk Management 182

Risk Management Software Management User Experience 182

PYMNTS

NOVEMBER 25, 2019

German bank N26 is partnering with financial software firm Eurobase International for its treasury management operations, BobsGuide reported on Monday (Nov. Headquartered in Berlin, N26 will use the Eurobase Siena platform to support its treasury management operations throughout most of the Eurozone, U.K., The company is a U.S.

Management 142

Management User Experience Software Operations 142

PYMNTS

APRIL 27, 2020

“The biggest problem in IT is still the basic fact that most companies cannot completely defend their basic security,” says biometrics expert and consultant Mike Cherry. Even if you have the best biometrics program available, you still need to protect the house and I’m not sure eCommerce companies have done that.”.

Fraud 164

Fraud Company Security Comparison 164

PYMNTS

APRIL 28, 2020

In an effort to help clients tackle critical challenges and experience quick ROI during the complete procurement process, Xeeva said it has put significant enhancements throughout its array of products into place.

Data 136

Data Management User Experience Maine 136

PYMNTS

MAY 1, 2019

Corporate expense management company Divvy announced a $200 million fundraise on Tuesday (April 30) led by NEA. million raised by the company. “Divvy has hit on a compelling product, addressing a pain point experienced by every business in the world,” said NEA Managing General Partner Scott Sandell in a statement.

Management 109

Management User Experience Cards Software 109

PYMNTS

JULY 29, 2019

California BanCorp , the holding company for California Bank of Commerce (CBC), has announced the launch of a Treasury Management Consultancy to enable firms to manage their liquidity, utilize excess cash for better investments and reduce financial risks. “We

California 108

California Management Sacramento Regional 108

Bobsguide

MAY 26, 2022

Generation Life – a leading life insurance company that’s been providing Australians with tax-effective investment solutions for over 18 years – has launched its innovative new lifetime income solution, known as Generation Life LifeIncome, on GBST’s cloud-based wealth administration platform, Composer.

Technology 148

Technology Management Innovation User Experience 148

Perficient

JANUARY 21, 2021

Consumers are looking to the companies and resources they trust to understand relevant, rapidly evolving information and guidance. As customer needs and relevant information continue to change at a fast pace, organizations are increasingly leveraging iterative design approaches to launch new digital experiences as quickly as possible.

User Experience 508

User Experience Strategy Meeting Branding 508

PYMNTS

APRIL 22, 2016

The challenge for the bank will be remaining competitive when the interest rate is ultimately dialed back and the offering itself – namely its features and user experience — need to steer the ship. The focus for us has to be customer experience,” Dickinson explained of the pause due to speed of growth.

User Experience 100

User Experience Digital Banking Customer Experience System 100

ZootBlog

OCTOBER 11, 2016

This norm of using mobile devices to do everything from shopping to banking, mean security and a great user experience need to go hand-in-hand. We covered everything from pain points to fraud and compliance and best practices to manage it all. That is a staggering statistic clearly pointing to a poor user experience.

User Experience 60

User Experience Mobile Data Las Vegas 60

Perficient

AUGUST 25, 2020

It’s a good reminder that you’re not expected to do it alone, nor is that how our global company is built. With different cross-company ways to engage (and more coming all the time!) You were hired here (or wherever you are) because of your experience and what you bring to the table. Lisa Sherwood , senior agency manager.

Technology 572

Technology Groups Training Management 572

Bobsguide

MARCH 23, 2022

Profile: Sponsor of the 6th Digital Integration in Wealth Management Conference, UK. Athens, 23 March 2022: Profile Software , the leading financial solutions provider, sponsors (network partner) the 6th Digital Integration in Wealth Management Conference taking place on 29th – 30th March 2022 in Park Plaza Victoria, in London, UK.

Conference 78

Conference Management Software User Experience 78

PYMNTS

SEPTEMBER 6, 2018

corporate expense management solutions provider Fraedom , which was recently acquired by Visa , will be providing its commercial card technology to U.S.-based based UMB Financial Corporation, the companies announced in a press release sent to PYMNTS on Wednesday (Sept.

Management 100

Management User Experience Cards Mobile 100

PYMNTS

DECEMBER 14, 2020

Massachusetts Mutual Life Insurance Company (MassMutual) has agreed with Stone Ridge Asset Management , which has over $10 billion in assets under management (AUM), for MassMutual to acquire FinTech registered investment advisor (RIA) platform Flourish , according to a press release.

Massachusetts 229

Massachusetts Fintech Survey User Experience 229

Perficient

JUNE 17, 2020

PSL), a nearshore software development company based in Medellin, Colombia. With more than 33 years of experience and over 600 skilled professionals, PSL has grown to become a leading name in the software development outsourcing industry. A Shared Commitment to Our Clients.

Software 617

Software User Experience Meeting Resources 617

Perficient

JUNE 24, 2023

Whether you’re focused on growth marketing like experimentation / personalization, scaling your e-commerce revenue, or migrating to a new content management system, we’ll provide insights and recommendations for leveraging Optimizely’s product suite.

Tools 251

Tools Digital Strategies Analytics System 251

Perficient

AUGUST 18, 2022

In addition to being able to offer investment advice, a good financial advisor can offer personalized budgeting, debt management, and saving strategies to help clients achieve their financial goals. Fees are usually calculated based on how much money an advisor manages for a client, ranging from.25%

Millennials 473

Millennials Tools Management Strategy 473

Perficient

OCTOBER 26, 2020

Digital process automation (DPA) services help a company formulate their digital transformation strategy, improving their customer experiences, and addressing the organizational change management aspect of a project. Consulting offerings that cover strategy, user experience, and change management, along with technology.

Report 294

Report Strategy US User Experience 294

PYMNTS

JANUARY 7, 2021

Talk Android posts a letter from the company in which it says there will be "no immediate impact" to accounts and that users don't need to do anything right now, with their funds housed in FDIC insured accounts with BBVA. And, the company says it wants to make the transition "as smooth as possible" for customers.

FDIC 336

FDIC Google User Experience Lending 336

PYMNTS

OCTOBER 31, 2018

It was more than a month ago that eBay started managing payments on its U.S. Managed Payments. Earlier this year, the eCommerce operator announced its managed payments push, which was implemented on Sept. Earlier this year, the eCommerce operator announced its managed payments push, which was implemented on Sept.

Management 134

Management Report Payments Apple 134

PYMNTS

JULY 15, 2020

Mobile and cloud tech provider Deem , which works with travel companies, announced a new search engine with better speed and more functionality, a press release says, with an eye toward improving booking and the overall travel experience. Deem chief executive John F. Rizzo said the focus was on innovation.

User Experience 134

User Experience Tools Management Innovation 134

PYMNTS

NOVEMBER 19, 2020

Supplier onboarding automation and supplier financing flexibility in a localized solution across the Intesa Sanpaolo platform gives Italian companies a significant advantage at a time when it is most needed,” he said, according to the release.

User Experience 219

User Experience Capital Management Fintech 219

PYMNTS

MARCH 13, 2020

As part of its digital plans to speed up growth by purchasing shares in companies, Banco Santander is buying a majority stake in Mercury TFS. Spain-based TFS creates software for trade finance digitalization, which allows clients of Santander to manage trade finance activity through mobile phones or the web.

Software 247

Software User Experience America National 247

Perficient

SEPTEMBER 9, 2020

Adding a digital touchpoint to your website, such as a customer portal, not only provides the opportunity to manage your margins, but gives the consumer direct insight into the quoting process, any changes that may occur, and what quotes will look like with future orders. Having the Right Technology.

Resources 340

Resources System Marketing Strategies Strategy 340

PYMNTS

NOVEMBER 17, 2020

American Express has enhanced its Early Pay system with digital payment features aimed at giving large businesses greater control over their ability to make and receive B2B payments, the company announced Monday (Nov. Paylocity Buys Samepage To Expand Remote Work Management. Terms of the deal were not disclosed. 16) press release.

Payments 144

Payments User Experience Software Risk Management 144

PYMNTS

JULY 23, 2018

When pursuing his patent application, Neal encountered Dane Butzer, founder of HyperSpace Security , a company that leverages a game-changing and now-patented concept that took Butzer decades to develop. Neal saw the potential of the idea and joined the company as a member of the Board of Advisors and as an equity member.

Dallas 134

Dallas Security Data Company 134

Perficient

SEPTEMBER 15, 2020

And in healthcare – an industry that tends to segment consumers into patient or member experience silos – consumers increasingly expect a seamless, holistic, digital health journey. Today, entire industries such as healthcare, banking, insurance, and business-to-business (B2B) sales are being rewired around customers and end users.

User Experience 427

User Experience Innovation Branding Customer Experience 427

CB Insights

DECEMBER 15, 2020

Change has been long overdue for the wealth management industry, which is facing growing competition, outdated legacy tech , thinning margins , and an aging client base. Company Name. Despite the pandemic, 2020 has been a record year for wealth tech companies. First name. Phone number. across 62 deals in Q3’20 alone.

Management 87

Management Fintech Industry Trends 87

PYMNTS

OCTOBER 6, 2020

Darrell Esch , Venmo’s senior vice president and general manager, told Karen Webster in a conversation shortly before the launch that Venmo is trying to add a fourth leg to the three-legged stool that has historically defined a card’s value proposition. Our primary service is offering an app that's financial.”. Designing In Choice.

Cards 313

Cards Mobile User Experience Payments 313

PYMNTS

OCTOBER 19, 2020

The Entrust website describes the company as “the leader in credit card production systems.” One challenge for companies is maintaining “a safe and secure flow of data ? One challenge for companies is maintaining “a safe and secure flow of data ? including the data stored on physical credentials.”

Security 245

Security System Cards Minneapolis 245

PYMNTS

JANUARY 31, 2018

That’s a metaphor, of sorts, and a caution for treasury management professionals as they navigate their swivel chairs, swiveling between spreadsheets on their desks, computer screens on desktops and even apps on their phones and tablets. When it comes to data, beware the swivel chair. But embrace integration. Why the disconnect?

Management 116

Management Data social media System 116

PYMNTS

APRIL 23, 2020

As one-person operations, they often lack the resources and know-how to manage professional finances in a compliant and efficient way, yet they have more complex tax, payments and cash flow management needs than the average individual. Easing The User Experience. That means cutting out the jargon.

User Experience 141

User Experience Management Taxes Fintech 141

Insights on Business

JULY 20, 2018

500 list of the fastest-growing private companies in the country. With the new release of OpenPages, IBM is redefining GRC through innovation and investment in new technologies—from AI and analytics, to User Experience Design (UXD), to regulatory content and unparalleled domain expertise and advisory services.

Risk Management 96

Risk Management Management Compliance New York City 96

PYMNTS

OCTOBER 9, 2019

Enterprise content services provider Hyland is enhancing the integration of its OnBase ERP platform with SAP to strengthen accounts payable automation capabilities, the company said in a press release Tuesday (Oct.

Data 116

Data User Experience Tools Management 116

PYMNTS

JUNE 1, 2020

Bloomberg News reported NEOU , the New York-based live streaming and on-demand platform for trainers, has raised $5 million in capital from investors including Ares Management Corp., the Los Angeles-based alternative asset manager. The round valued the company at about $40 million, NEOU CEO Nathan Forster told the news service.

Online 130

Online Los Angeles New York social media 130

PYMNTS

JULY 15, 2020

According to New York-based Paxos, the API-based solution is designed to enable companies to “integrate cryptocurrency buying, selling, holding and sending capabilities into their own applications.”. Paxos will hold crypto assets for Revolut’s users in the U.S.,

US 233

US cryptocurrency FDIC Compliance 233