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Capital news | January 27, 2020
The latest rally in U.S. stocks is facing a serious test, as the S&P 500 heads toward its worst loss in months on concerns over how the coronavirus will impact the global economy. So far, the selling has been measured, with most investors confident that the U.S. economy remains in good shape and the Federal Reserve stands ready to provide stimulus if the economic situation deteriorates. Still, worries have grown that months of placid trading may have left stocks primed for an upsurge of vola...
Envestnet, Oyster Consulting | April 21, 2021
Envestnet | MoneyGuide reported today a collaboration with Oyster Consulting to provide paraplanning services to mutual clients. The partnership aims to allow more financial advisors to initiate, scale, and deepen financial planning relationships with clients at a lower cost.
"Clients are relying on advisors to have peace of mind and holistic guidance in addition to portfolio plans now more than ever," said Tony Leal, President of Envestnet | MoneyGuide. "For consul...
Cision PR Newswire | August 10, 2020
Newgen Software, a global provider of low code automation platform, announced that Bermuda-based Clarien Bank has selected Newgen Omnichannel Customer Engagement (CCM) product suite to streamline customer communications. With Newgen's CCM suite, the bank will be able to generate and deliver personalized, content-rich, and on-demand communication to its customers. Furthermore, the bank can tap cross-sell/upsell opportunities, improve retention, and build loyalty. The suite is used for designi...
JPMorgan | June 15, 2020
JPMorgan Chase is to roll out digital receipt management technology from Canada's Sensibill to all of its 38 million active mobile users later this year. Sensibill enables users to capture receipts with a phone camera, automatically reconciling the data into the customer’s transaction history. Available from within the bank's mobile app, customers can track their spending, submit warranties and expenses and keep on top of bookkeeping.“Chase has created a digital banking...
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