Search Results for: Ryan

Twenty Over Ten Partners With Redtail Technology to Enhance Customer Relations and Digital Marketing Processes for Financial Advisors
Fintech News

Twenty Over Ten Partners With Redtail Technology to Enhance Customer Relations and Digital Marketing Processes for Financial Advisors

Fintech News Desk
by Fintech News Desk0
CRM Integration Provides Two Way Sync Giving Advisors the Ability to Easily Send Personalized Marketing Communications Twenty Over Ten, an industry-leading SaaS company, announced a partnership with Redtail Technology, the leader in web-based client relationship management (CRM) solutions for financial service firms. Through this new integration, Twenty Over Ten’s Lead......
Twenty Over Ten Partners with Riskalyze to Maximize Lead Generation for Financial Advisors
News Risk Management

Twenty Over Ten Partners with Riskalyze to Maximize Lead Generation for Financial Advisors

Fintech News Desk
by Fintech News Desk0
Software Companies Collaborate To Create Seamless Experience, Allowing Advisors to Deliver Hyper-Specific Content Based on Clients’ and Prospects’ Risk Numbers Twenty Over Ten, an industry-leading SaaS company, today announced a partnership with Riskalyze, which enables advisors to pinpoint an investor’s Risk Number® in an effort to build a portfolio containing an......
iGrafx and CFGI Announce Strategic Partnership
News Risk Management Robotic Process Automation

iGrafx and CFGI Announce Strategic Partnership

Fintech News Desk
by Fintech News Desk0
Combines Core Capabilities from Transformation Software Provider iGrafx, and Leading Advisory Firm, CFGI iGrafx and CFGI have formalized a partnership that helps the largest and most complex enterprises find and manage risk, successfully implement robotic process automation (RPA) and achieve operational excellence from financial transformation initiatives. The combined solution leverages......
Bitstamp Announces New Chief Legal Officer and Board Member
Cryptocurrency News Trading

Bitstamp Announces New Chief Legal Officer and Board Member

Fintech News Desk
by Fintech News Desk0
Appointment of Mary Beth Buchanan as Chief Legal Officer and Mike Lempres to the Board of Directors Brings Extensive Legal and Executive Leadership Experience to the Exchange  Bitstamp, the world’s longest-running cryptocurrency exchange and Europe’s largest by trade volume, announces the hiring of Mary Beth Buchanan as Chief Legal Officer......
Twenty Over Ten Launches Lead Pilot, the First Inbound Marketing Solution for Financial Advisors Built to Drive Qualified Prospects Through Hyper-Personalized Content Marketing
Business News

Twenty Over Ten Launches Lead Pilot, the First Inbound Marketing Solution for Financial Advisors Built to Drive Qualified Prospects Through Hyper-Personalized Content Marketing

Fintech News Desk
by Fintech News Desk0
Unveiled at the T3 Advisor Conference, the New Product Offers Advisory Businesses Of All Sizes a Turnkey, AI-Powered Solution that Combines Personalization with Automation  Twenty Over Ten, an industry-leading SaaS company, formally launched Lead Pilot, the industry’s first-ever AI-powered all-in-one solution for content creation and distribution. Twenty Over Ten made......
Ordway Raises $10 Million to Eliminate Manual Workarounds in Sales-to-Finance Operations
Fintech Funding Fintech Radar Fintech Startups News

Ordway Raises $10 Million to Eliminate Manual Workarounds in Sales-to-Finance Operations

Fintech News Desk
by Fintech News Desk0
Ordway, a billing and revenue automation platform for scaling companies, today announced a $10 million Series A investment led by CRV with participation from Clocktower Ventures and existing investors Lerer Hippeau and Revolution’s Rise of the Rest Seed Fund. Led by Sameer Gulati, a SaaS veteran at the epicenter of......
PHP Agency Inc. Hosts Five Regional Events
Fintech Radar Fintech Startups

PHP Agency Inc. Hosts Five Regional Events

Fintech News Desk
by Fintech News Desk0
PHP Agency Inc., a rapidly expanding financial services marketing organization, is entering the new decade with a vision of fundamentally reinvigorating the financial services industry. Last December, a record-breaking 6,653 insurance applications were written, up more than 100% from December 2018. With this continued momentum, PHP hosted five regional events throughout......
MedEvolve Announces Workflow Automation to Minimize Financial Clearance Risk for Physician Practices
Fintech News

MedEvolve Announces Workflow Automation to Minimize Financial Clearance Risk for Physician Practices

Fintech News Desk
by Fintech News Desk0
New Platform Establishes Visual Cues and Natural Automated Workflows to Improve Transparency and Increase Staff Productivity MedEvolve, Inc., a leading provider of data-driven solutions that provide unmatched transparency, automation and accountability for healthcare organizations, unveiled its AI-powered Financial Clearance Workflow Automation platform. The solution leverages visual cues and natural workflow......
Aiera Raises $7M to Further Event Intelligence and Insights Platform
Banking Fintech News

Aiera Raises $7M to Further Event Intelligence and Insights Platform

Fintech News Desk
by Fintech News Desk0
Aiera is announcing that it has raised $7 million through the sale of its Series A Preferred Stock to investors led by Fin Venture Capital and including Macquarie Group, Citi Markets FinTech Investments, and Franklin Templeton. An event intelligence and insights platform founded by former Internet equity research analyst, Ken......
Financial Services CFOs Say Their Institutions Need to Gain Greater Insights into Who and What Drives Profitability, Kaufman Hall Survey Finds
Business Fintech News

Financial Services CFOs Say Their Institutions Need to Gain Greater Insights into Who and What Drives Profitability, Kaufman Hall Survey Finds

Fintech News Desk
by Fintech News Desk0
Huge Gaps Exist Between What Finance Leaders Feel Is Important to Monitor, and What They Actually Measure and Track Pressure from an uncertain economy and unprecedented competition from an increasing number of sources has 92% of CFOs and financial executives feeling like their financial institutions should be doing more to......
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