Search Results for: client acquisition

Why Fintech Leaders Should Embrace Three Key Strategies to Deliver Value for Their Business and Customers
Digital Payments Fintech Guest Posts

Three Key Fintech Strategies to Deliver Value to Customers

Ralph Dangelmaier
by Ralph Dangelmaier0
Fintech leaders are constantly challenged to deliver incremental value for their businesses and customers. This has become even more heightened in today’s landscape, as economic factors and a competitive market are leaving organizations strapped for solutions to stand out and get ahead. As a result, many are turning to technical......
Bluespring Wealth Partners Launches Groundbreaking ‘Bluespring Blueprint for Growth’ Program
Finance Fintech News

Bluespring Wealth Partners Launches Groundbreaking ‘Bluespring Blueprint for Growth’ Program

Business Wire
by Business Wire0
Program will reimagine the way advisory firms generate new business, strengthening pipeline and increasing speed of new leads Bluespring Wealth Partners, LLC, an industry-leading acquirer and partner of best-in-class wealth management firms, announced Blueprint for Growth, designed to stimulate consistent and sustainable growth among its partner firms. This new program helps......
BSI Financial Joins MCT's Co-Issue Marketplace
Mortgage News

BSI Financial Joins MCT’s Co-Issue Marketplace

PR Newswire
by PR Newswire0
Mortgage Capital Trading, Inc., a leading mortgage hedge advisory and secondary marketing software firm, announced that BSI Financial Services (BSI) has become the latest investor to join BAMCO, MCT’s new marketplace for co-issue loan sales. BAMCO brings co-issue transactions directly into MCT’s whole loan trading platform and improves price transparency......
Fame Markets Joins Web3 Revolution Through KryptoPips' Loyalty Program
Blockchain News

Fame Markets Joins Web3 Revolution Through KryptoPips’ Loyalty Program

GlobeNewswire
by GlobeNewswire0
Fame Markets, a leading brokerage service provider, has announced its adoption of KryptoPips’ innovative blockchain-based loyalty program solutions. This makes Fame Markets the second brokerage company to adopt the initiative. Latest Fintech Interview: Global Fintech Interview with Lisa Loud, CEO & Co-founder at FLUIDEFI KryptoPips is a cutting-edge blockchain-enabled solution......
HeightZero and CoinDesk Indices Partner to Bring Index-Based Digital Asset Exposure to Financial Advisors
Digital Asset Management News

HeightZero and CoinDesk Indices Partner to Bring Index-Based Digital Asset Exposure to Financial Advisors

Fintech News Desk
by Fintech News Desk0
Launch of large-cap offering provides efficient, simplified access to the crypto ecosystem HeightZero, a cutting-edge turnkey digital asset management platform (TDAMP), announced the availability of the CoinDesk Large Cap Select Index (DLCS) within their offering. The DLCS index will allow investment advisors, an industry with over $128T in managed assets......
Banking Featured Fintech Fintech Primers

Benefits Of BaaS For Fintech And Non-fintech Companies 

Pooja Choudhary
by Pooja Choudhary0
One fintech innovation that has made it easier for banks and fintech to collaborate is banking as a service (BaaS). BaaS is greatly impacted by the technological change and mobile-first strategy that have emerged in recent years. Customers have the option to choose the essential financial products and services and......
Analytics Artificial Intelligence Fintech News

ML Tech Raises $1.9 Million Strategic Round

Fintech News Desk
by Fintech News Desk0
 ML Tech, a non-custodial digital asset investment management platform providing institutional investors access to automated crypto trading strategies, recently raised over $1.9 million in a strategic round that included well-known investors such as Belvedere Strategic Capital, Hyperithm, and Nascent. “Belvedere Strategic Capital is excited to invest in and partner with......
Heightened Competition and Consumer Expectations Driving Changes in Banking, Finance and Insurance
Analytics Banking News

Heightened Competition and Consumer Expectations Driving Changes in Banking, Finance and Insurance

Fintech News Desk
by Fintech News Desk0
Increasing competition in the banking, financial services and insurance (BFSI) industry is driving enterprises to improve customer engagement and experience, say experts with Information Services Group (ISG), a leading global technology research and advisory firm, appearing at an upcoming ISG event. “Customers expect their BFSI institutions to meet them wherever......
VRGL Announces $15Million Series A Fundraising Round led by MissionOG and FINTOP Capital
Finance News

VRGL Announces $15Million Series A Fundraising Round led by MissionOG and FINTOP Capital

Fintech News Desk
by Fintech News Desk0
Investment follows immediate revenue growth post launch as wealth managers embrace solution to accelerate the Client Acquisition, Proposal Management, and Retention process (“CAPM & R”) VRGL, Inc (“VRGL”), a provider of institutional-grade analytics and automated data extraction to the wealth management industry, today announced it has raised $15 million in a......
Future Proof Announces Inaugural FintechX Demo Finalists
Fintech News

Future Proof Announces Inaugural FintechX Demo Finalists

Fintech News Desk
by Fintech News Desk0
10 cutting edge fintechs have been awarded the opportunity to demo their innovations live to thousands of financial professionals and industry leaders Advisor Circle, a product and content studio for the financial services industry, in partnership with Ritholtz Wealth Management, is pleased to announce an elite group of finalist presenters for the......
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