Search Results for: advisor marketing

PAAY and Bluefin Join Forces to Dramatically Advance Remote Commerce Security
Blockchain Fintech News

Tratok, the Travel and Tourism Blockchain Disruptor, Goes Mainstream, Offering Users the Chance to Win a Holiday per Year for Life

Fintech News Desk
by Fintech News Desk0
The privately funded blockchain travel disruptor, which has raised industry standards at every stage, has launched an initiative to maximize public awareness and adoption. Tratok’s users have always claimed that the UAE based disruptor holds a significant edge over its counterparts in the blockchain travel and tourism niche. To back......
FinTech Company Uses Online Appointment Setting to Keep Financial Services Professionals In Business During COVID - Goes Public Under GRWCD
Fintech News

FinTech Company Uses Online Appointment Setting to Keep Financial Services Professionals In Business During COVID – Goes Public Under GRWCD

Fintech News Desk
by Fintech News Desk0
Public Employee Retirement Assistance utilizes technology to pair public employees with retirement specialists virtually and is now a subsidiary of Grow Capital, Inc.(PERA) Grow Capital, announced that it has formally acquired Public Employee Retirement Assistance, LLC (PERA). Read More: DataRooms.com Embeds the dtSearch Engine to Enable Instant Searching across Terabytes......
Ameriprise Financial Reports 96% Satisfaction Rate as Company Engages Record Number of Clients in Compelling Digital Experience
Fintech News

Ameriprise Financial Reports 96% Satisfaction Rate as Company Engages Record Number of Clients in Compelling Digital Experience

Fintech News Desk
by Fintech News Desk0
In the midst of an unpredictable year, clients of Ameriprise Financial are overwhelmingly pleased with the experience the firm provides to help them stay in control of their financial lives. Ninety-six percent of clients surveyed said they are “highly satisfied,” and Ameriprise provides the advice that addresses their needs. Ninety-two......
Fintech News

Equitize USA Changes the Game in Equity Crowdfunding

Fintech News Desk
by Fintech News Desk0
A Revolutionary REG D Equity Crowdfunding platform connects international companies with US investors Crowdfund Roundup Association LLC, (“CFR”), announces the debut of their revolutionary Equitize USA investment platform. Equitize USA provides unprecedented access to global investment opportunities for U.S. investors and a path to the U.S. capital market for emerging growth companies around......
Coupa Acquires Treasury Management Leader BELLIN Group
Fintech News

Clermont Partners Expands Senior Leadership with the Addition of Jim Koppa as Director of Research

Fintech News Desk
by Fintech News Desk0
Clermont Partners, one of the nation’s largest women-owned financial communications firms, announced today it has expanded its senior management team with the addition of Jim Koppa as Director of Research. For more than 15 years, Mr. Koppa has utilized his deep knowledge of the investment community, leveraging advanced data analytics......
SIMON Expands Annuities Marketplace as Global Atlantic Joins Platform
Fintech InsurTech News

SIMON Expands Annuities Marketplace as Symetra Joins Platform

Fintech News Desk
by Fintech News Desk0
Symetra annuities are now available on SIMON’s insurtech platform, which offers powerful allocation and income analytics to wealth managers in one centralized location SIMON Annuities and Insurance Services LLC (“SIMON”) today announced a new partnership with Symetra Life Insurance Company (“Symetra”) in a move that expands SIMON’s annuities platform and......
Temenos Named a Leader in the Dow Jones Sustainability World and Europe Indices
Fintech News

LendingHome Names Stephanie Casper to Lead Sales Division

Fintech News Desk
by Fintech News Desk0
LendingHome, one of the nation’s largest financial lenders to real estate investors, today announced that Stephanie Casper is the company’s new Vice President of Sales. As a member of LendingHome’s executive team, Casper reports to Michael Bourque, LendingHome’s Chief Operating and Financial Officer. In this role, Casper leads a team......
1