Search Results for: client acquisition

MackeyRMS Introduces ESG Scorecards to Streamline Investment Selection, Monitoring and Reporting for ESG-Focused Portfolios
Fintech Fintech Funding Investment Services News

MackeyRMS Introduces ESG Scorecards to Streamline Investment Selection, Monitoring and Reporting for ESG-Focused Portfolios

Fintech News Desk
by Fintech News Desk0
The Release of ESG Scorecards Comes as Funds Applying ESG Investment Criteria Topped $1 Trillion AUM in Q2 2020 MackeyRMS, a provider of SaaS-based research management software built to give fundamental investment teams an easier way to create and share investment research in real time, today announced the release of......
Tinkoff Launches Financial Messenger Built Into Its Super App
Fintech News

Tinkoff Launches Financial Messenger Built Into Its Super App

Fintech News Desk
by Fintech News Desk0
Tinkoff has launched a financial messenger built into its super app for users to chat while making financial transactions. Customers will be able to share bookings, payments and gigabytes of traffic soon, as well as get quick access to chat bots and the Tinkoff ecosystem products and services, and more. Initially available to the Tinkoff super app users only,......
YCharts Expands Executive Leadership Team to Fuel Continued Rapid Growth
Business Fintech News

YCharts Completes Growth Recapitalization With LLR Partners

Fintech News Desk
by Fintech News Desk0
Capital to support continued growth of investment analytics and communications platform for financial advisors and wealth managers YCharts, a cloud-based investment analytics and communications platform for RIAs, broker-dealers and asset managers, today announced LLR Partners completed a growth recapitalization in partnership with the management team. The transaction will support YCharts’ continued organic......
How to Boost Your Financial Institutions’ Digital Marketing Strategy: 6 Ways To Stand Out From the Crowd
Banking Business Fintech Guest Posts

How to Boost Your Financial Institutions’ Digital Marketing Strategy: 6 Ways To Stand Out From the Crowd

Jill Homan
by Jill Homan0
Banks and credit unions alike need to put a greater focus on reaching the existing customer or member, especially considering that almost 80 percent of bank customers say they would switch to a different financial institution for a better customer experience. While it can be tempting to focus digital marketing......
Raymond James Expands Relationship with Tegra118 to Build Additional UMA Functionality
Business Fintech News

Tegra118 Expands Front Office Digital Solutions Powered by Finantix

Fintech News Desk
by Fintech News Desk0
Tegra118 further elevates its wealth advisor front office experience that enables advisors to deliver more personalized, informed advice to investors Tegra118, a top provider of wealth and asset management technology and Motive Partners company, today announced its expansion of new front office capabilities to strengthen its robust wealth tech platform......
Ludovic Blanquet Joins smartTrade as Chief Product and Strategic Planning Officer
Fintech News Trading

Ludovic Blanquet Joins smartTrade as Chief Product and Strategic Planning Officer

Fintech News Desk
by Fintech News Desk0
The appointment will help shape smartTrade’s vision to deliver the leading cross-asset eTrading solution for its customers. smartTrade Technologies announces that Ludovic Blanquet has joined as Chief Product and Strategic Planning Officer. Ludovic will support smartTrade to deliver world class integrated eTrading solutions. Read More:Ethos Risk Services Investigations Add-On for......
Morgan Stanley to Acquire Eaton Vance
Business Fintech Investment Services News

Morgan Stanley to Acquire Eaton Vance

Fintech News Desk
by Fintech News Desk0
Creates a Leading Asset Manager Positioned for Growth Advances Morgan Stanley’s Strategic Transformation Morgan Stanley (NYSE: MS) and Eaton Vance Corp. (NYSE: EV) have entered into a definitive agreement under which Morgan Stanley will acquire Eaton Vance, a leading provider of advanced investment strategies and wealth management solutions with over......
Oranj Adds Reporting Feature to Its Platform for Financial Advisors
Fintech Investment Services News

Oranj Adds Reporting Feature to Its Platform for Financial Advisors

Fintech News Desk
by Fintech News Desk0
Investment reports that allow advisors to quickly and easily generate detailed client communications Oranj, a single platform for financial advisors to streamline portfolio management and client service, announced the launch of its new Investment Reporting feature on the Oranj platform. The Oranj Investment Reporting feature is designed to be straightforward,......
Payrix Announces International Expansion as Digital Commerce Heats Up
Fintech News

Payrix Announces International Expansion as Digital Commerce Heats Up

Fintech News Desk
by Fintech News Desk0
Payrix, the acknowledged leader in embedded fintech, announced its official launch into Australia and New Zealand – as it completed the acquisition of Brisbane-based payment service provider, IntegraPay. The company’s expansion efforts will remove barriers, boost revenue and accelerate money movement for a network of growing software-as-a-service (SaaS) clients with operations overseas. Read More:......
Alkami Acquires Fraud Prevention Provider ACH Alert
Fintech News

Alkami Acquires Fraud Prevention Provider ACH Alert

Fintech News Desk
by Fintech News Desk0
Enables Business Clients to Reduce Complexity and Fraud, Financial Institutions to Increase Revenue, Consumers to Increase Convenience and Control Alkami Technology, a leading cloud-based digital banking solutions provider for U.S.-based financial institutions (FIs), announced the acquisition of ACH Alert. ACH Alert is an award-winning provider of electronic payments fraud prevention......
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