Search Results for: client

Snappy Kraken Enhances Product and Service Offering to Address Unique Advisor Needs During COVID-19 Crisis
Business Fintech News

Snappy Kraken and Sawtooth Solutions Partner to Provide IARs & RIAs With Marketing That Costs Zero Up Front and Only Pay for Success

Fintech News Desk
by Fintech News Desk0
Full White Label and Hybrid Label Marketing Partnerships Now Available Industrywide to Help Financial Services Firms Serving Advisors Snappy Kraken, a MarTech company focused on helping financial professionals automate their marketing and business processes, has announced an enterprise relationship with Sawtooth Solutions, an investment platform that provides both RIAs and IARs......
Redtail Technology Survey: Advisors Still Rely on Traditional Communication Methods
Banking Fintech News

Redtail Technology Survey: Advisors Still Rely on Traditional Communication Methods

Fintech News Desk
by Fintech News Desk0
“Advisorcomms 2019” Survey Finds Nearly 90% of Advisory Firm Employees Believe Their Clients Would Like to Communicate With Them via Text Message Redtail Technology , a leading provider of client relationship management (CRM) solutions for financial services firms, published the results from its “AdvisorComms 2019” survey, which found that in-person......
BankTEL Launches First AvidPay Customer
Banking News

BankTEL Launches First AvidPay Customer

Fintech News Desk
by Fintech News Desk0
Studio Bank Gains Access to Largest B2B Payments Network With Avidpay Integration  BankTEL, an AvidXchange company, announced that it has launched its first AvidPay customer, Nashville-based Studio Bank. The product launch for Studio Bank represents a significant milestone following the October 2019 acquisition of BankTEL by AvidXchange. Read More: Republic Provides a $1.5 million Facility to......
Folio Financial Among Benzinga Top Fintech Listmakers in the “Best Robo-Advisor” Category
Banking Fintech Funding News

Folio Financial Among Benzinga Top Fintech Listmakers in the “Best Robo-Advisor” Category

Fintech News Desk
by Fintech News Desk0
Folio Financial announced that it has been chosen as a  Benzinga Top Fintech Listmaker in the “Best Robo-Advisor” category for its Digital Wealth Platform. This award recognizes “organizations in the FinTech space who are moving the needle on financial wellness innovation.” The four other finalists in the category were Charles Schwab, Betterment, Wealthfront,......
Nancy Shanik Joins Black Knight Board of Directors
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Nancy Shanik Joins Black Knight Board of Directors

Fintech News Desk
by Fintech News Desk0
Financial Services Industry Veteran Brings Decades of Experience Black Knight, Inc. , a leading provider of integrated software, data and analytics to the mortgage and real estate industries, announced that Nancy L. Shanik has been elected to serve on the company’s Board of Directors. “We are extremely proud to have Nancy......
Tiingo Joins FinTech Sandbox as Data Partner to Enable FinTech Startups to Do Good
Fintech Funding Fintech Startups

Tiingo Joins FinTech Sandbox as Data Partner to Enable FinTech Startups to Do Good

Fintech News Desk
by Fintech News Desk0
Tiingo INC., an Award-Winning Online Financial Data Analytics Tool and Market Data Provider, Has Joined Fintech Sandbox as a Data Partner in Support of Innovation in Financial Services. FinTech Sandbox announced that Tiingo Inc., an award-winning online financial data analytics tool and market data provider, has signed on as a......
ZSuite Technologies names Aaron Junod as Chief Technology Officer
Banking Fintech Funding

ZSuite Technologies names Aaron Junod as Chief Technology Officer

Fintech News Desk
by Fintech News Desk0
ZSuite Technologies, a Financial Technology Company That Helps Banks and Credit Unions Offer Value-Add Products to Specific Verticals, Announced That Aaron Junod Has Joined the Team as Chief Technology Officer. ZSuite Technologies, a financial technology company that helps banks and credit unions offer value-add products to specific verticals, announced that......
QUODD Financial Information Services Joins FinTech Sandbox as Data Partner, Making Market Data Available through Flexible Technology to FinTech Startups
Fintech Funding Investment Services News

QUODD Financial Information Services Joins FinTech Sandbox as Data Partner, Making Market Data Available through Flexible Technology to FinTech Startups

Fintech News Desk
by Fintech News Desk0
QUODD Financial Information Services (“QUODD”), a unit of Financeware, joins FinTech Sandbox as a Data Partner FinTech Sandbox announced that QUODD Financial Information Services (“QUODD”), a unit of Financeware and one of the  leading provider of financial market data and information analysis tools for the wealth management industry, has signed......
Sapphire Software, Makers of Panoramix, Adds Director to Board
Banking Fintech News

Sapphire Software, Makers of Panoramix, Adds Director to Board

Fintech News Desk
by Fintech News Desk0
Growing Innovator in Financial Technology (FinTech) and Consulting Expands Board of Directors to Include 34-Year Wells Fargo Veteran. Sapphire Software Services, Inc., a Minnesota-based software consulting firm and makers of Panoramix for Financial Advisors, announced an expansion of the board of directors as part of a general organization meeting. Joining......
Hazardhub Named to the Insurtech 100 List of the World’s Most Innovative Companies
Fintech Fintech Funding News

Hazardhub Named to the Insurtech 100 List of the World’s Most Innovative Companies

Fintech News Desk
by Fintech News Desk0
Hazardhub Is Delighted to Announce Our Inclusion to the 2019 Insuretech 100 – a Listing of the World’s Most Innovative Insuretech Companies. the insurtech100 for 2019 Is Announced by Fintech Global, a Specialist Research Firm. HazardHub, the USA’s fastest-growing supplier of geospatial risk data, is delighted to announce our inclusion......
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