Search Results for: advisor marketing

Ryan Promotes Eight to Principal in Three Practice Areas
Banking Business

Ryan Promotes Eight to Principal in Three Practice Areas

Fintech News Desk
by Fintech News Desk0
Ryan, a leading global tax services and software provider, announced it has promoted eight individuals to the leadership role of Principal: Michael Abbatemarco, Property Tax Commercial Landon Julius, Sales and Use Tax John Minogue, Property Tax Commercial Teresa Sharp, Property Tax Commercial Vance Shull, Property Tax Commercial Jamie Sieffert, Property Tax Commercial Samuel Tae, International Income Tax......
Phoenix Finance Receives Most Innovative Fintech E-Wealth Management Platform award at The Wealth APAC forum
Banking News

Phoenix Finance Receives Most Innovative Fintech E-Wealth Management Platform award at The Wealth APAC forum

Fintech News Desk
by Fintech News Desk0
The Wealth APAC forum – IPWM & IFWM China Awards 2019 were hosted in Shanghai by WEALTH Magazine on December 18, 2019. The forum brought together 100 well-known experts from the Asian Pacific wealth management community and executives from top financial institutions in the region who engaged in in-depth research and discussions on the current status......
KlariVis Taps FinTech Leader Jeff Harper as Chief Revenue Officer
Business News

KlariVis Taps FinTech Leader Jeff Harper as Chief Revenue Officer

Fintech News Desk
by Fintech News Desk8
Two-Decade Industry Veteran Joins Team as Data Analytics Platform Officially Launches KlariVis, a unique and proprietary data analytics software platform developed by bankers for bankers, announced that financial industry veteran, Jeff Harper, has joined its team as chief revenue officer (CRO). KlariVis, which will officially launch this week at Bank......
Total Expert Reports a 9.6% Lift in Lead-to-Applications for Financial Services Customers Using New "Focused View" Feature
Banking Fintech Investment Services News

Total Expert Reports a 9.6% Lift in Lead-to-Applications for Financial Services Customers Using New “Focused View” Feature

Fintech News Desk
by Fintech News Desk0
Initial Market Testing Shows That the Latest Update Has Increased Lead-To-Application Conversions by More Than Double the Initial Benchmark Total Expert, the leading marketing and customer engagement technology platform for banks, lenders, and financial services, announced a dramatic improvement in lead-to-application conversion rates for early adopters of a new feature......
BriteCore Welcomes New Chief Product Officer and SVP of Services
Business Fintech News

BriteCore Welcomes New Chief Product Officer and SVP of Services

Mohit Manoharan
by Mohit Manoharan10
BriteCore, the leading provider of next-generation core software solutions for insurers, is pleased to welcome two new executives to the BriteCore team: John Davi as Chief Product Officer and Chris Heggelund as Senior Vice President of Services. As Chief Product Officer, John Davi will oversee the current and future state of BriteCore’s cloud-based insurance core system.......
Mastercard, FIS, and Open Lending Named NAFCU Services Innovation Award Winners
Banking Fintech News

Mastercard Launches Augmented Reality Experience to Bring Card Benefits to Life

Fintech News Desk
by Fintech News Desk0
New Application Informs and Empowers Cardholders to Maximize the Full Potential of Their Card Benefits Mastercard unveiled a new augmented reality (AR) app that lets cardholders see, explore and access the benefits of their Mastercard. The industry-first card benefits app delivers a photorealistic AR experience that transports users to a......
Phoenix Finance Ranked in the "2019 KPMG China Fintech 50"
Fintech Fintech Funding News

Phoenix Finance Ranked in the “2019 KPMG China Fintech 50”

Fintech News Desk
by Fintech News Desk0
On December 23rd, KPMG officially announced the list of “2019 KPMG China Fintech 50” and held the awards ceremony for “2019 KPMG China Fintech 50” in Beijing. Phoenix Finance, a comprehensive intelligent financial service platform established by Phoenix TV Group for global Chinese, was selected for its development and applying of fintech......
ISG Launches Research on Service Management, Financial Outsourcing, Microsoft and Salesforce Ecosystems
Fintech News

ISG Launches Research on Service Management, Financial Outsourcing, Microsoft and Salesforce Ecosystems

Fintech News Desk
by Fintech News Desk0
ISG Provider Lens Reports Will Give Enterprise Clients Valuable Information When Choosing Service Providers Information Services Group , a leading global technology research and advisory firm, has launched four research studies examining the service integration and management market, the financial and accounting outsourcing market, the Microsoft ecosystem market and the Salesforce......
MMTEC, Inc. Announces Half Year 2019 Unaudited Financial Results
Banking Fintech News

MMTEC, Inc. Announces Half Year 2019 Unaudited Financial Results

Fintech News Desk
by Fintech News Desk0
MMTEC, Inc., a China based technology company that provides access to the US financial markets, announced its unaudited financial results for the six months ended June 30, 2019. Second Half 2019 Summary Revenue was $177,543 for the six months ended June 30, 2019. The Company did not generate any revenue for the same period......
Avanza Bank Wins Banking Technology Award for Best Use of IT in Private Banking/Wealth Management Powered by GigaSpaces In-Memory Computing Platform
Banking Fintech News

Avanza Bank Wins Banking Technology Award for Best Use of IT in Private Banking/Wealth Management Powered by GigaSpaces In-Memory Computing Platform

Fintech News Desk
by Fintech News Desk0
GigaSpaces, the provider of InsightEdge, the fastest in-memory real-time analytics processing platform, announced that Avanza Bank AB, Sweden’s fully digital bank, has won the Banking Technology Award for Best Use of IT in Private Banking/Wealth Management. The 20th annual Banking Technology Awards recognize excellence and innovation in the use of IT in financial services worldwide,......
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