Financial Technology - FinTecBuzz

Phoenix American Financial Services Announces New Client Partnership with LaSalle Investment Management

January 13, 20204 min

Phoenix American Financial Services, Inc. (“Phoenix“) is pleased to announce its new client partnership with LaSalle Investment Management (“LaSalle”) to support their new 1031 platform of products. Phoenix will support LaSalle with its advanced proprietary transfer agent system, STAR-XMS, and industry leading investor services platform, which combines advanced technology, a focus on customer service and decades of experience with the unique operational requirements of real estate funds and 1031 exchange funds. With the growing variety and sophistication...

by BusinessWire

Financial Software

Landmark Credit Union Extends Fiserv Relationship to Support Growth

January 10, 20206 min

Half of all Wisconsin credit unions over $1 billion in assets rely on Fiserv for core account processing

by BusinessWire

Insurance

Zipari Congratulates Horizon on FutureEdge 50 Award

January 10, 20207 min

Zipari, the first and only consumer experience solution built specifically for health insurance, congratulates Horizon Healthcare Services, Inc. (Horizon) on its award-winning Horizon Blue App. The app was recently named a recipient of the FutureEdge 50 award, which recognizes organizations that use new technologies to push boundaries within their industry. The award will be presented at AGENDA20, a business leadership conference at the Sawgrass Marriott Golf Resort and Spa in Ponte Vedra Beach, Florida, March...

by PRNewswire

ERP CRM PSA

Snappy Kraken Reveals New Advisor Marketing Trends

January 9, 20204 min

Snappy Kraken, a MarTech company focused on helping financial professionals automate their marketing and business processes, has released a comprehensive analysis of investment advisor marketing trends based on more than 9.3 million data points gleaned from real marketing campaigns initiated over the past year. On Thursday, Jan. 16, at 4 p.m. EST / 1 p.m. PST, Snappy Kraken CEO Robert Sofia will host a webinar revealing key insights from the report. “We will share the scientific findings and objective analysis mined...