There’s little doubt that smartphones are becoming the dominant method for consumers to engage with service providers. So it’s safe to settle any previous debates about whether financial services ...

CUPERTINO, Calif., Sept. 16, 2021 /PRNewswire/ -- Moxtra, a platform powering OneStop Client Apps for modernizing client service management, is a proud winner of a 2021 Bank Customer Experience Award.

Finagraph, a financial technology company, has released Flight, a new web-based portal app for accounting professionals and their business clients. Processing Content CEO James Walter described the ...

Quilter Cheviot has launched a new client app and portal to help customers to keep track of their investments. Both have been designed to replace legacy versions and help improve client experience, ...

By introducing the client portal app, JJ Builders aims to differentiate itself through openness and consistent communication. Potential clients who value clarity in planning, realistic expectations, ...

(MENAFN- EIN Presswire) EINPresswire/ -- JJ Builders is proud to announce the launch of a new client portal app designed to bring transparency and engagement to every custom home project. Through this ...

The SaaS company Clinked.com, which develops and produces a white-label file sharing, project management and client portal App for SMEs and Enterprise businesses both nationally and internationally, ...

Moneta Group Investment Advisors announced the launch of a new client portal and mobile app this week. Developed in-house, the technology allows Moneta’s clients, more than 6,000, to interact securely ...

The app is a direct extension of Plannr's platform which was already available for advisers. Through the mobile app clients ...