Search Results for: client experience
UBS Advisor Gail Konstantin Named to Forbes/ SHOOK list of Top Women Wealth Advisors
UBS announced that Gail Konstantin, a Senior Vice President and Financial Advisor in the Firm’s White Plains, NY Office, has been named to Forbes/SHOOK list of Top Women Wealth Advisors for 2020. “On behalf of UBS, I extend my sincerest congratulations to Gail for being recognized by Forbes in their......
Dimensional to Launch Exchange Traded Funds
Dimensional Fund Advisors filed a preliminary registration statement with the Securities and Exchange Commission for the launch of three actively managed exchange traded funds (ETFs), planned for later this year. The ETFs will offer broadly diversified, all cap core equity exposure to US, non-US developed, and emerging markets, while incorporating......
Zenus Bank Becomes Visa Principal Member
Soon-to-launch Zenus Bank will utilize Visa’s scale and global acceptance to issue debit cards for its clients. Zenus Bank, the American digital bank is announcing it is the first International Financial Entity to become a Principal Member of Visa, the world’s leader in digital payments. Read More: M Financial Group......
Factor4 Announces Partnership with Advanced Mobile Payment Inc. (AMP)
Factor4 provides AMP with Omnichannel Gift Card and Loyalty Program Solutions Factor4, LLC, a leading provider of gift card and loyalty solutions for the SMB market, announces their partnership with AMP, a global provider of POS products and solutions. Factor4’s gift card and loyalty program solutions are integrated with AMP’s 8000......
Tegra118 Releases New Enhancements to Fee Billing and Revenue Management Solution
Tegra118, a top provider of wealth and asset management technology solutions – and a portfolio company of Motive Partners, a specialist private equity firm – announced it will release version 8.5 of its comprehensive, cloud-based billing and revenue management solution Advantage Fee™ that includes new enhancements to further simplify fee......
REPAY Announces Partnership With Katabat to Enhance Consumer Lending and Receivables Management
Repay Holdings Corporation, a leading provider of vertically-integrated payment solutions, announced its partnership with Katabat, a leading global supplier of debt management software solutions. Read More: smartTrade’s Solution Awarded Best Multi-Asset EMS System by Markets Media “We believe the integration will add tremendous value to our clients’ current loan servicing,......
280 CapMarkets Launches Straight Through Processing & Additional Asset Classes on its BondNav Platform
280 CapMarkets (280), a fixed income technology company providing best execution trading support and price transparency to advisors, institutions and issuers, has announced the roll-out of straight-through processing (STP) capabilities, which accelerates and automates the processing of client transactions. The goal is for clients to manage their own trading allocations and seamlessly......
Why Do Financial Advisors and Fintechs Need a Sound Omnichannel And Digital Prospecting Strategy?
For tech sales and marketing teams as well as financial advisors who’ve been prospecting for clients during the ongoing Covid-19 pandemic, acquiring new business has been a bigger challenge than usual during the downtime. However, the right strategy combined with the right balance of reach and creative efforts can help......
Cross Border Consultancy’s Corporate Launch & Advisory Panel
Cross Border Consultancy (CBC) is pleased to announce the launch of its business for private and corporate clients facing urgent or complex problems. Read More: Kensho Collaborates with NVIDIA to Advance Automatic Speech Recognition CBC’s group headquarters are Hong Kong. An early stage investor is I-OnAsia, which will host CBC clients at......