Search Results for: Financial Advisor

Broadridge Acquires AdvisorTarget, Expands Capabilities to Help Asset Management and Wealth Firms Transform Digital Distribution and Marketing
Finance Fintech News

Broadridge Acquires AdvisorTarget, Expands Capabilities to Help Asset Management and Wealth Firms Transform Digital Distribution and Marketing

PR Newswire
by PR Newswire0
Combining forward-looking advisor intent data with asset holding data enables precision-targeted, cost-effective digital marketing and sales strategies Global Fintech leader Broadridge Financial Solutions, Inc. announced today that it has acquired AdvisorTarget, a market leader in providing asset management and wealth management firms with data products to help power digital marketing, sales and......
Omdia Reveals Virtual Assistants as Leading AI Use Case Driving Software Revenue in Financial Services
Artificial Intelligence Fintech News

Omdia Reveals Virtual Assistants as Leading AI Use Case Driving Software Revenue in Financial Services

PR Newswire
by PR Newswire0
The proliferation of artificial intelligence (AI) has afforded banks a multitude of benefits through its automation capabilities, such as efficiency gains, cost savings, and a boost for product innovation and development. According to new research from Omdia, the foremost AI use case in terms of software revenue is virtual assistants, which are projected to generate......
Business Featured Finance Fintech

How Financial Services Marketing Has Evolved?

Fintech Staff Writer
by Fintech Staff Writer0
Financial services marketing refers to the strategic activities employed by financial institutions to promote their products and services to customers and prospects. It encompasses a wide range of marketing tactics tailored specifically for the financial sector, such as banks, insurance companies, investment firms, and credit unions.  The objective of financial......
FICO and Net.Bit Partner to Give EMEA Financial Services Institutions Fast Track to Efficiency and Decision Power
Compliance management Fintech News

FICO and Net.Bit Partner to Give EMEA Financial Services Institutions Fast Track to Efficiency and Decision Power

Business Wire
by Business Wire0
Partnership will offer SaaS decision management solutions and bolster financial crime compliance Analytics software provider FICO has partnered with IT consultancy firm Net.Bit to elevate operational efficiency, bolster security measures, and ensure regulatory compliance for financial institutions in Europe, the Middle East and Africa. Net.Bit will sell and implement FICO’s......
MindBridge Launches its Global Partner Program to Bring AI-based Financial Risk Intelligence and Orchestration Solutions to the Enterprise
Artificial Intelligence Finance Fintech News

MindBridge Launches its Global Partner Program to Bring AI-based Financial Risk Intelligence and Orchestration Solutions to the Enterprise

PR Newswire
by PR Newswire0
This new program enables partners to rapidly integrate AI-powered risk intelligence into their platforms and services. MindBridge, a pioneering leader in AI-powered financial risk intelligence, today announced the MindBridge Global Partner Program. Coming in conjunction with the latest release of the MindBridge Platform, this program welcomes other enterprise software and......
AppCrown and Future Advice Unveil the Future of Wealth & Asset Management with Zero Touch CRM Update Technology, a Digital Advisor Messaging Service that Automatically Connects Wealth & Asset Management with Relationships & Investment Advisors
Finance Fintech News

AppCrown and Future Advice Unveil the Future of Wealth & Asset Management with Zero Touch CRM Update Technology, a Digital Advisor Messaging Service that Automatically Connects Wealth & Asset Management with Relationships & Investment Advisors

Business Wire
by Business Wire0
Wealth & Asset Management Firms Can Go Beyond the Website and Reach More Relationships AppCrown, a privately held technology company based in New York, is pleased to announce the leading Digital Advisor Messaging Service for asset management firms, solving the critical hurdle of reaching more relationships and investment advisors through......
Envestnet and Salesforce Partner to Enhance Experiences for Financial Planners
Finance Fintech News

Envestnet and Salesforce Partner to Enhance Experiences for Financial Planners

PR Newswire
by PR Newswire0
Partnership to Provide Seamless Financial Planning Experiences for Financial Services Customers in the United States Envestnet, a leading provider of integrated technology, intelligent data, and wealth solutions, and Salesforce, the global leader in CRM, today announced a partnership to deliver a connected and seamless financial planning experience for Envestnet customers using......
Greenboard Announces $4.5M Seed Round from Base10 Partners to be "Rippling for financial compliance and operations"
Artificial Intelligence Finance Fintech News

Greenboard Announces $4.5M Seed Round from Base10 Partners to be “Rippling for financial compliance and operations”

PR Newswire
by PR Newswire0
Greenboard, a new compliance and operations software company for financial services, announced today that the company has completed a $4.5 million Series Seed funding round led by Base 10 Partners, with participation from Y Combinator, General Catalyst, Wayfinder Ventures, Liquid2 Ventures, Twenty Two Ventures, Rogue Capital, Transpose Platform, and others. The funding......
Hearsay Systems' 2024 Financial Services Social Selling Content Study Measures Impact of 13 Million Social Media Posts
Finance Fintech News

Hearsay Systems’ 2024 Financial Services Social Selling Content Study Measures Impact of 13 Million Social Media Posts

Business Wire
by Business Wire0
Over the last four years, video content published increased by 287%, but text-only posts still see the highest level of engagement Hearsay Systems, the trusted global leader in digital client engagement for the financial services industry, today announced the findings of its 2024 Social Selling Content Study. Now in its seventh......
Alpha Trends Introduces Solution for CFD Trading, Combining AI and Expert Financial Guidance
Fintech News Trading

Alpha Trends Introduces Solution for CFD Trading, Combining AI and Expert Financial Guidance

GlobeNewswire
by GlobeNewswire0
Alpha Trends has launched its solution for CFD Trading, which leverages a unique combination of advanced AI technology with expert human guidance. This synergistic approach allows Alpha Trends to deliver precise, informed investment strategies that optimize portfolio performance while effectively managing risk, highlighting the blend of innovative technology and deep......
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