Search Results for: Client Acquisition

SmartAsset Launches ‘Live Connections,’ a New Client Acquisition Program for Financial Advisors With a 100% Contact Rate
Business Fintech News

SmartAsset Launches ‘Live Connections,’ a New Client Acquisition Program for Financial Advisors With a 100% Contact Rate

Fintech News Desk
by Fintech News Desk0
White Glove Match-Making Service Allows Real-Time Connections Between Financial Advisors and Validated Prospects Across America SmartAsset, an award-winning financial technology company that helps more than 65 million people each month make smart financial decisions, announced the official launch of ‘Live Connections,’ a service that allows a Financial Advisor to connect......
Truist Insurance Holdings Enhances Client Offerings With Acquisition of Benefitmall From Carlyle
InsurTech Investments News

Truist Insurance Holdings Enhances Client Offerings With Acquisition of Benefitmall From Carlyle

Fintech News Desk
by Fintech News Desk0
Truist Insurance Holdings, Inc., a subsidiary of Truist Financial Corporation and the sixth-largest insurance brokerage in the U.S., announced that it has signed a definitive agreement to acquire BenefitMall, the nation’s largest benefits wholesale general agency, from funds managed by global investment firm Carlyle. The transaction will add approximately $150 million of annual......
Fiserv to Accelerate Digital Banking Transformation for Clients with Acquisition of Finxact
Banking Fintech News

Fiserv to Accelerate Digital Banking Transformation for Clients with Acquisition of Finxact

Fintech News Desk
by Fintech News Desk0
Finxact digital banking technology to accelerate innovation across the payment and financial services solutions spectrum for fintechs and financial institutions of all sizes Fiserv, Inc. , a leading global provider of payments and financial services technology, today announced it has signed a definitive agreement to acquire Finxact, Inc., developer of the......
Fintel Connect Joins Visa Fintech Partner Connect to Bring Scalable Customer Acquisition to Visa's Clients and Partners
Banking Fintech News

Fintel Connect Joins Visa Fintech Partner Connect to Bring Scalable Customer Acquisition to Visa’s Clients and Partners

Fintech News Desk
by Fintech News Desk0
Fintel Connect, a performance marketing technology company that serves financial services and fintechs, today announced that it has joined Visa Fintech Partner Connect—a program designed to help Visa’s issuing clients quickly connect with a vetted and curated set of technology providers. Fintel Connect provides banks, financial services companies and fintechs across North......
Envestnet Enhances Client Portal Experience with Acquisition of Technology Solutions from Apprise Labs
Digital Finance Fintech News

Envestnet Enhances Client Portal Experience with Acquisition of Technology Solutions from Apprise Labs

Fintech News Desk
by Fintech News Desk0
– Technologies to Power a New Intelligently Connected Client Portal Experience – MoneyGuide unveils Wealth Studios, Offering Cash Flow and Estate Planning Envestnet announced it has acquired technology from Apprise Labs to advance Envestnet’s roadmap to deliver a reimagined client portal experience that will focus on helping clients achieve financial......
Orion Leverages Financial Planning Acquisition to Drive Advisor Growth and Elevate the Client Experience
Banking Fintech News

Orion Leverages Financial Planning Acquisition to Drive Advisor Growth and Elevate the Client Experience

Fintech News Desk
by Fintech News Desk0
Enhancements to the Advizr Platform Empower Advisors to Seamlessly Connect Financial Goals With Investment Performance, Better Protect Their Clients From Cyber Threats, and Ultimately Grow Their Businesses Orion Advisor Tech (“Orion”), a division of Orion Advisor Solutions and the premier provider of financial advisor technology and enhanced investment solutions, announced......
Evolv expands with acquisition of Future payments
Digital Payments Finance Fintech News

Evolv expands with acquisition of Future payments

PR Newswire
by PR Newswire0
Evolv, a leader in payment acceptance solutions serving over 16,000 businesses and processing $6 billion annually, has announced the strategic acquisition of Future Payments, a Nashville-based company. This partnership marks a pivotal milestone, with Future Payments rebranded as Evolv Nashville. The acquisition enhances Evolv’s distribution capabilities and leadership, paving the way for innovative payment......
AI Unlimited Group Enters B2B Market with Game-Changing Acquisition of Resolve Debt Platform
Artificial Intelligence B2B Fintech News

AI Unlimited Group Enters B2B Market with Game-Changing Acquisition of Resolve Debt Platform

GlobeNewswire
by GlobeNewswire0
AI Unlimited Group, a pioneering force in artificial intelligence innovation, is thrilled to announce the acquisition of Resolve Debt, a powerful AI-driven platform specializing in debt collection technology and accounts receivable automation. This transformative acquisition marks AI Unlimited’s strategic entry into the B2B space, expanding its portfolio beyond consumer solutions......
M4Markets Partners with Swiset to Enhance IB Acquisition and Retention with AI-powered Analytics
Artificial Intelligence Finance Fintech News

M4Markets Partners with Swiset to Enhance IB Acquisition and Retention with AI-powered Analytics

PR Newswire
by PR Newswire0
M4Markets has announced a strategic partnership with Swiset, an AI analytics leader, to enhance IB acquisition, retention, and trading experiences globally. Leveraging Swiset’s AI platform, M4Markets aims to expand its network and provide partners with data-driven tools for sustainable growth and improved trader engagement. M4Markets, a global pioneer in offering......
Numerix Expands Expertise with Acquisition of Convertible Securities Platform Kynex
Fintech News Risk Management Security

Numerix Expands Expertise with Acquisition of Convertible Securities Platform Kynex

PR Newswire
by PR Newswire0
Move Strengthens Numerix’s Risk Management Solutions and Fixed-Income Coverage Numerix, a leading capital markets Front-to-Risk technology provider, is pleased to announce the acquisition of Kynex, a market leading financial platform known for its expertise in convertible securities valuation, portfolio and risk management, and trade flow/order management. This strategic acquisition further......
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