Search Results for: educational tools

Financial Advisors Need to Amp Up Their Digital Marketing Efforts – New Research Shows
Fintech News

Financial Advisors Need to Amp Up Their Digital Marketing Efforts – New Research Shows

Fintech News Desk
A survey of 2,000 adults investigated how people interact with marketing tactics conducted by financial advisors. Key takeaways include: Almost two-thirds (63%) of respondents said insightful and educational content, as well personalization, would make an advisor’s marketing stand out 84% of Americans said personalized content is very important when working......
Visa Commercial Pay Brings Virtual Card Capabilities to Clients and Partners Worldwide
Business Economy Fintech News

Visa Expands Fast Track Program to Enable Next Generation of Fintechs to Rebuild the Global Economy

Fintech News Desk
The COVID-19 pandemic has created major financial challenges for businesses and consumers alike. As money management becomes increasingly digital, fintechs play a pivotal role in helping to restore and rebuild the global economy. To provide increased support for the ecosystem, Visa announced two new components of its fintech Fast Track program:......
AlphaLive A Modern Trading Platform Launches Trading App on Google Play
Fintech News Trading

AlphaLive A Modern Trading Platform Launches Trading App on Google Play

Fintech News Desk
AlphaLive is a modern trading platform that aims to provide traders with all the educational materials they need to make knowledgeable trades. AlphaLive launched a new trading app for Android users. Now, AlphaLive customers will be able to enjoy the full potential of cryptocurrency trading, directly from their mobile devices.......
iConnections Announces Partnership With The Investment Institute to Build Transformational Ecosystem For the Investment Industry
Fintech Investment Services News

iConnections Announces Partnership With The Investment Institute to Build Transformational Ecosystem For the Investment Industry

Fintech News Desk
iConnections and TII Are Pleased To Announce They Have Entered Into a Global Strategic Partnership, Combining TII’s Industry Leading Educational Forum Services with iConnections’ World Class Strategy-Led Enterprise Delivery and Next-Gen Technology Services The Investment Institute (TII), a leading membership body offering unbiased and non-commercial educational investment forums for senior decision-makers......
Fintech Fintech Funding News

Collective Launches With $8.65 Million in Funding To Empower Businesses-of-One With First All-in-One Back Office Platform

Fintech News Desk
Online Platform Pairs User-Friendly Dashboard With Concierge Service from Trusted Advisors and Community-Building Features Collective, the first online back office platform designed for businesses-of-one, launched today and announced $8.65 million in funding to empower, support and connect the self-employed community that comprises 36% of the American workforce. Collective’s technology and......
RightCapital and Allianz Life Announce Partnership
Business Fintech InsurTech News

RightCapital and Allianz Life Announce Partnership

Fintech News Desk
Allianz Life partners with RightCapital to provide advisor network with a financial planning solution that allows for greater flexibility and more robust retirement tools RightCapital, Inc. (RightCapital) and Allianz Life Insurance Company of North America (Allianz Life) today announced their new partnership. RightCapital is the fastest-growing company in the financial planning software......
New York Life Investments Launches Data Visualization Platform for Financial Advisors
Big Data Capital Markets Fintech Investment Services News

New York Life Investments Launches Data Visualization Platform for Financial Advisors

Fintech News Desk
Advisor Channel offers advisors data-driven visuals on capital markets and investment trends New York Life Investments, in partnership with Visual Capitalist, announced the launch of Advisor Channel, a data visualization platform offering financial advisors easily accessible and digestible educational material on critical capital markets and investment trends. Read More: GlobalFintechSeries......
15 Billion Usernames and Passwords for Internet Services Including Bank and Social Media Accounts on Offer to Cyber Criminals, Finds New Research From Digital Shadows
Fintech News

Crediverso Is the Online Financial Products Marketplace Launching to Bridge a Cultural Divide

Fintech News Desk
Spanish and English Personal Finance Platform to Provide Tools and Information for Financial Literacy Crediverso is the first online financial products marketplace built for the US Latino audience. Crediverso’s mission is to provide access to financial products and financial information to Latinos living in the US. Bridging the cultural gap where......
CAIS Announces New Integration with Orion for Seamless Transaction Reporting
Fintech News

CAIS Announces Rapid Advisor Adoption for New Learning Platform

Fintech News Desk
CAIS IQ is driving education of alternative investments, CE credits for Financial Advisors Everywhere CAIS, the industry-leading alternative investment platform, today announced growth and momentum for CAIS IQ, the company’s modern learning system for financial advisors, that helps them learn faster, remember longer and enhance client outcomes. CAIS IQ combines......
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