Search Results for: advisor marketing

CoinField Introduces Crypto Exchange Franchises in 15 Markets
Cryptocurrency News

CoinField Introduces Crypto Exchange Franchises in 15 Markets

Fintech News Desk
CoinField is launching a global franchise network for potential new partners to help drive the adoption of cryptocurrencies worldwide. With the new franchise model, CoinField will provide business partners with access to its fully regulated and licensed fiat-to-crypto exchange based in the EU. New business partners will have access to a fast......
Norton joins advisory board of InsureTech startup Pricing Platform
Artificial Intelligence Fintech News

Pricefx Invests in Next-Generation of Pricing Professionals with University of Rochester Partnership

Fintech News Desk
Simon Business School Student Pricing Competition Will Utilize Pricefx’s Award-Winning Technology and Use Cases From Customer IRON Mountain Pricefx, the global leader in native cloud pricing software, is partnering with the Simon Business School at the University of Rochester and Iron Mountain to sponsor the 2020 Simon Pricing Club Case Competition. This is the......
Phoenix American Financial Services Announces New Client Partnership with Forum Partners
Banking Business News

Phoenix American Financial Services Announces New Client Partnership with Forum Partners

Fintech News Desk
Phoenix American Financial Services, Inc. (“Phoenix”) is pleased to announce its new client partnership with Forum Partners (“Forum”). Phoenix will support Forum with its full fund administration services suite including fund accounting as well as its industry leading investor services platform. Forum will benefit from Phoenix American’s combination of advanced technology, focus......
Ryan Promotes Eight to Principal in Three Practice Areas
Banking Business

Ryan Promotes Eight to Principal in Three Practice Areas

Fintech News Desk
Ryan, a leading global tax services and software provider, announced it has promoted eight individuals to the leadership role of Principal: Michael Abbatemarco, Property Tax Commercial Landon Julius, Sales and Use Tax John Minogue, Property Tax Commercial Teresa Sharp, Property Tax Commercial Vance Shull, Property Tax Commercial Jamie Sieffert, Property Tax Commercial Samuel Tae, International Income Tax......
Phoenix Finance Receives Most Innovative Fintech E-Wealth Management Platform award at The Wealth APAC forum
Banking News

Phoenix Finance Receives Most Innovative Fintech E-Wealth Management Platform award at The Wealth APAC forum

Fintech News Desk
The Wealth APAC forum – IPWM & IFWM China Awards 2019 were hosted in Shanghai by WEALTH Magazine on December 18, 2019. The forum brought together 100 well-known experts from the Asian Pacific wealth management community and executives from top financial institutions in the region who engaged in in-depth research and discussions on the current status......
KlariVis Taps FinTech Leader Jeff Harper as Chief Revenue Officer
Business News

KlariVis Taps FinTech Leader Jeff Harper as Chief Revenue Officer

Fintech News Desk
Two-Decade Industry Veteran Joins Team as Data Analytics Platform Officially Launches KlariVis, a unique and proprietary data analytics software platform developed by bankers for bankers, announced that financial industry veteran, Jeff Harper, has joined its team as chief revenue officer (CRO). KlariVis, which will officially launch this week at Bank......
Total Expert Reports a 9.6% Lift in Lead-to-Applications for Financial Services Customers Using New "Focused View" Feature
Banking Fintech Investment Services News

Total Expert Reports a 9.6% Lift in Lead-to-Applications for Financial Services Customers Using New “Focused View” Feature

Fintech News Desk
Initial Market Testing Shows That the Latest Update Has Increased Lead-To-Application Conversions by More Than Double the Initial Benchmark Total Expert, the leading marketing and customer engagement technology platform for banks, lenders, and financial services, announced a dramatic improvement in lead-to-application conversion rates for early adopters of a new feature......
BriteCore Welcomes New Chief Product Officer and SVP of Services
Business Fintech News

BriteCore Welcomes New Chief Product Officer and SVP of Services

Mohit Manoharan
BriteCore, the leading provider of next-generation core software solutions for insurers, is pleased to welcome two new executives to the BriteCore team: John Davi as Chief Product Officer and Chris Heggelund as Senior Vice President of Services. As Chief Product Officer, John Davi will oversee the current and future state of BriteCore’s cloud-based insurance core system.......
Mastercard, FIS, and Open Lending Named NAFCU Services Innovation Award Winners
Banking Fintech News

Mastercard Launches Augmented Reality Experience to Bring Card Benefits to Life

Fintech News Desk
New Application Informs and Empowers Cardholders to Maximize the Full Potential of Their Card Benefits Mastercard unveiled a new augmented reality (AR) app that lets cardholders see, explore and access the benefits of their Mastercard. The industry-first card benefits app delivers a photorealistic AR experience that transports users to a......
Phoenix Finance Ranked in the "2019 KPMG China Fintech 50"
Fintech Fintech Funding News

Phoenix Finance Ranked in the “2019 KPMG China Fintech 50”

Fintech News Desk
On December 23rd, KPMG officially announced the list of “2019 KPMG China Fintech 50” and held the awards ceremony for “2019 KPMG China Fintech 50” in Beijing. Phoenix Finance, a comprehensive intelligent financial service platform established by Phoenix TV Group for global Chinese, was selected for its development and applying of fintech......
1