Search Results for: robo advisory firms

J.P. Morgan Life Sciences Private Capital Team Adds Healthcare Veteran and Past Seagen CEO David Epstein to Advisory Board
Investment Services News

J.P. Morgan Life Sciences Private Capital Team Adds Healthcare Veteran and Past Seagen CEO David Epstein to Advisory Board

PR Newswire
by PR Newswire0
David Epstein, former CEO of Seagen who oversaw its sale to Pfizer in 2023 is set bring his expertise to JP Morgan’s life sciences capital investment division. With 30 years of industry experience, including deal making, drug development, commercialization, etc. will advise JP Morgan life sciences capital for early and......
Informa Explores Robo-Advisory Space with New Digital Tool
Banking Digital Fintech Investments News

Informa Explores Robo-Advisory Space with New Digital Tool

Fintech News Desk
by Fintech News Desk0
New Digital Tracking Tool Mines ≈$450 Billion Industry for Strategies to Boost Performance of Banks, Investment Firms Financial services firms looking to grow robo-advisory wealth-management platforms can now gain market insights and competitive intelligence with new digital tracking launched by Financial Benchmarking & Omnichannel Experience (FBX). Similar to other tracking......
Covr-Financial-Technologies-and-The-Financial-Architects-Partners_-LLC-Launch-Digital-Partnership-for-Advanced-Insurance-Design-for-Financial-Institutions
Business Fintech News

Covr Financial Technologies and The Financial Architects Partners, LLC Launch Digital Partnership for Advanced Insurance Design for Financial Institutions

Fintech News Desk
by Fintech News Desk0
Covr Financial Technologies (Covr) and The Financial Architect Partners, LLC (FinArch) announced today they have formed a partnership to bring a holistic, technology-driven solution to financial institutions for life insurance.  This new platform offers a single solution for financial institutions – including wealth planning groups, wirehouses, independent broker-dealers, banks, credit unions, RIA......
Powder’s AI-Powered Co-Analyst for Financial Advisors Steps into the Spotlight at T3 FinTech Conference
Artificial Intelligence Finance Fintech

Powder Finance, Inc. Announced Gen AI Tool – Powder

Business Wire
by Business Wire0
Powder accelerates sales and client engagement process, onboarding, and service workflows to streamline and grow wealth management firms Powder Finance, Inc. (Powder), a fintech innovator in developing next generation tools that help financial advisors streamline and grow their businesses, today announced that Powder, a generative artificial intelligence powered tool designed......
Business Featured Fintech Fintech Primers

How Does Fintech Generate Money?

Pooja Choudhary
by Pooja Choudhary0
Have you ever pondered the business models of FinTech firms? How do they go about making money to expand their current FinTech software development efforts? In this piece, we will dissect what exactly it is that makes a FinTech company effective and profitable. Introduction 96% of customers around the world......
Analytics Featured Fintech Recommended

Who Are The Top 50 Fintech Influencers To Follow?

Pooja Choudhary
by Pooja Choudhary0
After extensive research of more than 25 hours, this is the best of the best list I could have ever prepared. Well here is a complete well-researched list of the Top 50 Fintech Influencers. Below is the name list along with their LinkedIn profiles by which you can directly follow/connect......
Bridging the Labor Gap in Accounting using AI Technology
Artificial Intelligence B2B Digital Guest Posts

Bridging the Labor Gap in Accounting using AI Technology

John McGowan
by John McGowan0
Like many other sectors, the accounting industry is experiencing a significant labor gap as demand for services grows while the supply of qualified professionals struggles to keep pace. From students electing to pursue other degrees and the silver tsunami of retiring generations, job openings for accountants and auditors are expected......
B2B Featured Fintech Fintech Primers Fintech Radar

Top 10 Fintech CEO Watchlist

Pooja Choudhary
by Pooja Choudhary0
The financial technology industry is booming, and undoubtedly it’s led by brilliant people. You can keep up with the newest developments in the fintech industry by analyzing what Fintech leaders are actually doing in their workspace, influencing adoption of new tools and strategies. You will also realize the power of......
Analytics Artificial Intelligence Featured Finance Fintech Primers

AI Dynamics In Financial Services- WEF

Pooja Choudhary
by Pooja Choudhary0
In this data-rich industry, every aspect of AI dynamics matters. There are several uses for AI in the financial sector. Perhaps the greatest benefit of artificial intelligence is the vast potential for automation it offers. Therefore, financial institutions may benefit from automation in many ways that boost production and efficiency.......
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