Search Results for: advisor marketing

Celent Report Finds Personetics Is the Top Banking Solution for Small Business Banking in North America
Banking Fintech News

Celent Report Finds Personetics Is the Top Banking Solution for Small Business Banking in North America

Business Wire
by Business Wire0
Celent evaluated eight fintech providers across data analytics and insights, product recommendations, and workflow digitization Personetics, the global leader in financial data-driven personalization and customer engagement, announced that Celent recognized its platform as superior to other fintech solutions in enabling banks to become “challengers” in small business (SMB) banking. Celent,......
Reltio Unveils Out-of-the-Box Solutions for Financial Services and Insurance Organizations
Finance InsurTech News

Reltio Unveils Out-of-the-Box Solutions for Financial Services and Insurance Organizations

Business Wire
by Business Wire0
New velocity packs with industry-specific data models, predefined configurations for financial services and insurance significantly accelerate implementation times Reltio, the leading cloud-native, SaaS, modern data management company, makes it possible for companies to gain optimal value from their core data quickly — and thrive — even during turbulent economic times. Now,......
BrightTower Advises Leading B2B Information Provider Winsight in Sale to Informa PLC
B2B News

BrightTower Advises Leading B2B Information Provider Winsight in Sale to Informa PLC

PR Newswire
by PR Newswire0
Winsight, LLC, a leading B2B information provider in the foodservice and allied retail industries, is to combine with London-based Informa PLC, a publicly traded, global events, digital products, and academic services firm. Informa acquired Winsight from HPS Investment Partners, and the combination with Informa’s existing B2B foodservice portfolio establishes a category-leading......
Business Digital Featured Fintech Fintech Primers

Best 6 Fintech Startups Transforming Business In 2023

Pooja Choudhary
by Pooja Choudhary0
“Huge.” “Surging.” “Very hot.” Those were just a couple of the terms financial news outlets used to describe the fintech market in 2023. If you’ve ever made a Venmo payment or used a robo-advisor for investing, you’re already somewhat familiar with the fintech and how it works. Summary Introduction The......
Capchase Launches Buy Now, Pay Later Product to Supercharge Business Growth for SaaS Companies
Digital Payments Finance News

Capchase Launches Buy Now, Pay Later Product to Supercharge Business Growth for SaaS Companies

PR Newswire
by PR Newswire0
Launch occurs as 50% of SaaS companies report increased delays in closing contracts, with 40% reporting longer payment collection times Capchase, the leading provider of non-dilutive growth capital, announced the launch of Capchase Pay, a financing and payment product created to decrease the length of Software-as-a-Service (SaaS) sales cycles and......
Atar Capital Completes First International Buyout for Portfolio Company, Keypoint Intelligence
Investment Services News

Atar Capital Completes First International Buyout for Portfolio Company, Keypoint Intelligence

Business Wire
by Business Wire0
Atar Capital, a global private investment firm, announced that its portfolio company, Keypoint Intelligence, has acquired ProPrintPerformance based out of Stockholm, Sweden. This acquisition expands the reach of Keypoint Intelligence in the digital production print market and marks Atar Capital’s first international buyout as an add-on acquisition. ProPrintPerformance, co-founded in 2016, provides......
New Jersey-Based Wealth Management Team Partners with Dynasty Financial Partners to Launch Premier Path
Finance Investment Services News

New Jersey-Based Wealth Management Team Partners with Dynasty Financial Partners to Launch Premier Path

Business Wire
by Business Wire0
Florham Park, N.J. Team Has Financial Planning Focus; Previously Managed $875 Million in Client Assets The members of an eight-person Florham Park, NJ wealth team led by CEO and Founding Partner Michael Lehman, announced that they have launched Premier Path Wealth Partners, an independent RIA. “We are delighted to welcome......
Forward Bank Taps Total Expert to Create Customers for Life Across the Financial Enterprise
Banking News

Forward Bank Taps Total Expert to Create Customers for Life Across the Financial Enterprise

Business Wire
by Business Wire0
Forward Bank, a community financial institution serving Central and Northern Wisconsin, has selected Total Expert to enhance marketing activities and digital onboarding efforts and grow deeper customer relationships. By leveraging Total Expert’s purpose-built customer engagement platform, Forward Bank will proactively communicate with customers and guide them throughout their financial journey. “We are......
CapIntel Announces Strategic Partnership with SEI
Finance Investment Services News

CapIntel Announces Strategic Partnership with SEI

Business Wire
by Business Wire0
CapIntel’s technology will further streamline processes for SEI and third-party advisors CapIntel, a leading financial technology company that helps asset managers, wholesalers and financial advisors improve day-to-day workflow and efficiency, announced a new strategic partnership with SEI, a global provider of technology and investment solutions that connect the financial services......
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