Search Results for: advisor emails

AssetLink Launches First AI-Powered Bidirectional Platform for Investment Discovery
Artificial Intelligence Fintech News

AssetLink Launches First AI-Powered Bidirectional Platform for Investment Discovery

Fintech News Desk
by Fintech News Desk0
Asset Link is connecting asset managers, advisors, and accredited investors to revolutionise capital introductions AssetLink, an AI-powered, bidirectional platform for asset managers and financial advisors, officially launches today. Led by Devon Drew, founder & CEO, the platform connects buyers and sellers, bringing efficiency and to investment discovery. “The future of......
Nitrogen AI Marketing Content Tool Sees Immediate Adoption by Wealth Management Firms
Artificial Intelligence News

Nitrogen AI Marketing Content Tool Sees Immediate Adoption by Wealth Management Firms

Business Wire
by Business Wire0
Nitrogen AI empowers advisors with customized content generation, surpassing 500 advisor users Nitrogen, the company that is revolutionizing how financial advisors and wealth management firms grow,  announced the significant traction demonstrated by Nitrogen AI, an AI-driven virtual marketing content assistant embedded into its Advisor Marketing Kit. The tool, available to Elite,......
Salesforce Launches Starter Suite, Simplifying CRM for Small Businesses
Business News

Salesforce Launches Starter Suite, Simplifying CRM for Small Businesses

Fintech News Desk
by Fintech News Desk0
Starter brings sales, service, and marketing capabilities together in a simple, out-of-the-box experience to help SMBs find, win, and keep customers Salesforce announced general availability of Starter, a simple all-in-one CRM app bringing sales, service, and marketing capabilities together to help small and growing businesses manage customer relationships, centralize key data, and grow......
Artificial Intelligence Cloud Featured Fintech Primers Recommended

Unleashing The Power: How Tech Giants Harness Generative AI Chatbots

Pooja Choudhary
by Pooja Choudhary0
Introduction In this blog, we have discussed the top 6 companies that use Gen AI chatbots. Come let’s take a tour of the top 6 giants. One subset of AI, known as generative AI, employs tools like NLP, neural networks, and deep learning to generate novel concepts and data. You......
Stearns Bank & Sardine Transform Fintech Compliance with a New Operating System for Risk Management
Fintech News Risk Management

Stearns Bank & Sardine Transform Fintech Compliance with a New Operating System for Risk Management

PR Newswire
by PR Newswire0
Stearns Bank N.A. has partnered with Sardine, a leading provider of risk management and compliance solutions, to enhance Stearns Bank’s fintech program. This collaboration marks a first-of-its-kind approach in community banking to provide an all-in-one risk management and compliance platform for sponsored programs to address evolving regulatory and compliance requirements. As the......
Vymo Joins the LIMRA Roster to Empower the Insurance Community
InsurTech News

Vymo Joins the LIMRA Roster to Empower the Insurance Community

PR Newswire
by PR Newswire0
Through the membership, Vymo will help insurers understand emerging distribution trends and challenges to help navigate the shifting business landscape Vymo, the leading Sales Engagement Platform for Insurance, has announced its membership with LIMRA, the largest trade association supporting the insurance and related financial services industry. Despite carriers investing millions of......
Levitate Now Offering FINRA-Reviewed Content As Part of Content Library
Finance News

Levitate Now Offering FINRA-Reviewed Content As Part of Content Library

Fintech News Desk
by Fintech News Desk0
Levitate is proud to announce the addition of FINRA-reviewed content to its expansive content library. Getting marketing content approved can be burdensome for small businesses in the finance industry. The Financial Industry Regulatory Authority (FINRA), a not-for-profit government-authorized organization that oversees U.S. broker-dealers, has many rules and regulations around financial advertising. While......
AdvizorPro Launches Insurance Producer Data Module, Expanding Its Reach in the Financial Services Ecosystem
B2B InsurTech News

AdvizorPro Launches Insurance Producer Data Module, Expanding Its Reach in the Financial Services Ecosystem

Fintech News Desk
by Fintech News Desk0
AdvizorPro releases insurance producer dataset, the latest addition to AdvizorPro’s rapidly growing financial services intelligence platform AdvizorPro, a leading provider of B2B contact and company data intelligence, is excited to announce the release of its insurance producer dataset. The launch of the insurance offering provides customers a single unified platform to......
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