Global Fintech Interview with Malcolm Tan, Advisor at KingSwap
How do you Reformulate Sales and Marketing Strategies for the New Normal? Catch these tips where leaders from Xactly, Upland Software, CloudShare and JotForm share their thoughts!...
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Innovative Payment Solutions, Inc. Adds Robert G. Pedersen II to Advisory Board
Innovative Payment Solutions, a US-based fintech company, focused on building 21st Century digital payment solutions, announced that a veteran business leader Robert G. Pedersen II has joined the Company’s Advisory Board. Mr. Pedersen has extensive experience in operations, marketing, and financial management. Read More: GlobalFintechSeries Interview with Marc Barrachin, Head......
CircleBlack Expands Sales & Marketing Team to Support Domestic and International Growth
CircleBlack, the digital wealth management and financial data aggregation platform for financial advisors and their clients, today announced it has added two industry veterans, Ken O’Brien and Claudine Martin to its management team. The expansion of the team represents CircleBlack’s tremendous growth in support of RIAs and a focus on delivering the technology they......
Anne Daley joins InterPrice Technologies, Inc. as a Partner and Chief Marketing Officer
Industry Veteran to Lead Marketing Effort for a FinTech Treasury Platform InterPrice Technologies, Inc., an early-stage financial technology company, announced today that Anne Daley has joined the firm as Partner and Chief Marketing Officer (“CMO”). In this role, Ms. Daley will lead the firm’s marketing efforts to corporate issuers and......
Levitate Partners with Redtail Technology to Bring Keep-in-Touch Marketing Solution to the Finance Industry
Users of Redtail CRM can now seamlessly integrate with Levitate’s personalized marketing tools. Levitate, the keep-in-touch marketing platform started by former ShareFile founder Jesse Lipson, announced an integration partnership with Redtail Technology, the leading provider of client relationship management (CRM) solutions for financial advisors. Read More: SBLI Increases Coverage to $750K......
First Regulated DeFi Project KingSwap Announces Advisory Board
KingSwap’s High-Yield Liquidity Platform with Extensive Staking Rewards & Digital Collectibles Set to Launch on Uniswap Later this Month KingSwap, the regulated DeFi project introducing a liquidity pool platform with fiat conversions, today announced its advisory board. Industry leaders joining the KingSwap board are Michael Terpin, founder, BitAngels and Transform......
First Regulated DeFi Project KingSwap Announces Advisory Board
KingSwap’s High-Yield Liquidity Platform with Extensive Staking Rewards & Digital Collectibles Set to Launch on Uniswap Later this Month KingSwap, the regulated DeFi project introducing a liquidity pool platform with fiat conversions, today announced its advisory board. Industry leaders joining the KingSwap board are Michael Terpin, founder, BitAngels and Transform Group; Lionel......
Foreside Launches New Technology Solutions for Registered Investment Advisors, Broker Dealers, and Asset Managers
Products address Code of Ethics and personal account monitoring, best execution, education and training, advertising reviews, and cybersecurity Foreside Financial Group, a global provider of regulatory and compliance service and technology offerings for firms in the global asset and wealth management industry, is introducing a robust collection of technology-based compliance......
Lifeworks Advisors Launches Technology-Driven Advisor Platform for Growth Minded Advisors to Deliver a Complete, Fee-based Financial Planning Client Experience
Unified technology stack combined with proven financial planning system and digital marketing tools provide an all-inclusive, end-to-end platform to enable fast growth for today’s modern advisor Lifeworks Advisors, a fast-growing independent RIA firm, announced the launch of a complete and unified financial advisor technology platform intentionally designed from the ground......
Marketing Veteran Jonathan Mildenhall Joins Dave As Chief Marketing Officer
Former Airbnb CMO To Establish Dave As the Most-Loved Fintech Brand By Elevating Average Americans Throughout Their Financial Journeys Dave announced that Jonathan Mildenhall has joined the company as Chief Marketing Officer leading all growth and brand marketing initiatives as well as partnering with the product team to build a best......