Search Results for: client experience

Community Bank System, Inc. and Jacobi Capital Management, LLC Announce Strategic Relationship and Collaboration
Banking News

Community Bank System, Inc. and Jacobi Capital Management, LLC Announce Strategic Relationship and Collaboration

Fintech News Desk
by Fintech News Desk0
Community Bank System, Inc. the parent company of Community Bank, N.A. (“Community Bank”), and Jacobi Capital Management, LCC (“Jacobi”) announced today that they have entered into a strategic relationship agreement for Jacobi to provide investment advisory services to Community Bank commercial and high net worth clients in Pennsylvania. Jacobi and......
Peapack-Gladstone Bank Announces Enhancements to its Personal Banking Division
Banking News

Peapack-Gladstone Bank Announces Enhancements to its Personal Banking Division

Fintech News Desk
by Fintech News Desk0
Peapack-Gladstone Financial Corporation and Peapack-Gladstone Bank are proud to announce enhancements to its personal banking division, designed to elevate and support the ultimate client experience. Latest Fintech News: New Workflows in Pega Smart Dispute Help Banks Handle the Evolving Payment Landscape Donna M. Aldredge has been elevated to the position......
Instamojo launches ‘Smart Pages’ to help SMBs build their own D2C eCommerce websites
E-commerce News

Instamojo launches ‘Smart Pages’ to help SMBs build their own D2C eCommerce websites

Fintech News Desk
by Fintech News Desk0
Smart Pages help  create single-page websites that include testimonials, FAQs, product options and discount coupons Instamojo smart pages are mobile-optimized for ease of access, have a simple user interface and are easily shareable Instamojo, a leading ecommerce platform for independent businesses and D2C brands has launched its latest offering Smart Pages,......
LPL Financial Welcomes Aligne Wealth Advisors Investment Management (AWAIM)
Investments News

LPL Financial Welcomes Aligne Wealth Advisors Investment Management (AWAIM)

Fintech News Desk
by Fintech News Desk0
LPL Financial LLC announced today that Ivan Illán has joined LPL Financial as a Hybrid RIA with the launch of Aligne Wealth Advisors Investment Management (AWAIM), an SEC-registered investment adviser and wholly owned business unit of Aligne Wealth Preservation & Insurance Services, LLC. He reported having served approximately $300 million in......
CapIntel Raises $11.0Million USD Series A To Expand Wealth Management Sales Platform, Launching in US Market
Fintech Funding News

CapIntel Raises $11.0Million USD Series A To Expand Wealth Management Sales Platform, Launching in US Market

Fintech News Desk
by Fintech News Desk0
CapIntel Announces Partnership with Leading US-Based Asset Management Firm, The Pacific Financial Group CapIntel, a leading financial technology company that improves day-to-day workflow and fund analysis for financial advisors, announced $11.0M USD in Series A financing led by New York-based FinTech Collective, with an additional participation from Fengate Asset Management on behalf of its investor, the......
Edward Jones Delivers Financial Advisor Flexibility and Choice with Teaming Options
Finance News

Edward Jones Delivers Financial Advisor Flexibility and Choice with Teaming Options

Fintech News Desk
by Fintech News Desk0
Firm provides more autonomy in how financial advisors design and structure their teams  On its journey to deliver human-centered complete wealth management and advance its purpose to make a greater impact in the lives of its clients, colleagues and communities, financial-services firm Edward Jones today announced teaming options for its nearly 19,000......
EP Wealth Advisors Adds Veteran Financial Services Industry Marketer Jim Mocci to Support Growing Advisory Network
Investments News

EP Wealth Advisors Adds Veteran Financial Services Industry Marketer Jim Mocci to Support Growing Advisory Network

Fintech News Desk
by Fintech News Desk0
Former Fisher and BlackRock Exec to Lead Enhancement of Marketing Platform Aimed to Benefit Growing Firm, Client Experience EP Wealth Advisors, LLC (“EP Wealth”), a leading independent registered investment adviser (“RIA”) on a mission to provide clients with personalized advice through integrated financial planning, investment management, and tax and estate planning,......
Clio Announces Centaur Status, Joining Elusive $100Million ARR Club
Fintech Funding News

Clio Announces Centaur Status, Joining Elusive $100Million ARR Club

Fintech News Desk
by Fintech News Desk0
Clio’s rapid innovation and support for the legal industry has secured its position as a market leader, furthering the company’s goal of becoming an enduring, 100-year company. Clio, the world’s leading provider of cloud-based legal technology, is Canada’s first legal technology company to achieve centaur status, a title reserved for private SaaS......
LPL Financial and the Financial Services Network Welcome Encore Capital Management
Finance News

LPL Financial and the Financial Services Network Welcome Encore Capital Management

Fintech News Desk
by Fintech News Desk0
LPL Financial LLC announced that Encore Capital Management has joined LPL Financial’s broker-dealer and corporate registered investment advisor (RIA) model, aligning with The Financial Services Network, an existing firm supporting LPL-affiliated advisors. The advisors of Encore Capital reported having served approximately $205 million in advisory, brokerage and retirement plan assets*. They join......
Onedigital Accelerates Wealth Management Offering With the Addition of Timescale Financial
Investments News

Onedigital Accelerates Wealth Management Offering With the Addition of Timescale Financial

Fintech Staff Writer
by Fintech Staff Writer0
OneDigital Investment Advisors, an SEC-registered investment adviser and wholly-owned subsidiary of OneDigital (“OneDigital”), a leading insurance brokerage, financial services and HR consulting firm, today announced it has acquired TimeScale Financial, a Danvers, MA-based registered investment adviser. This acquisition marks OneDigital’s 5th transaction in a five-month period of strategic growth of the wealth management......
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