Search Results for: advisor marketing

Innovative Payment Solutions
Business Fintech News

Innovative Payment Solutions, Inc. Adds Robert G. Pedersen II to Advisory Board

Fintech News Desk
by Fintech News Desk0
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
Business Fintech News

CircleBlack Expands Sales & Marketing Team to Support Domestic and International Growth

Fintech News Desk
by Fintech News Desk0
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 CMO
Business Fintech News

Anne Daley joins InterPrice Technologies, Inc. as a Partner and Chief Marketing Officer

Fintech News Desk
by Fintech News Desk0
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
Business Fintech News

Levitate Partners with Redtail Technology to Bring Keep-in-Touch Marketing Solution to the Finance Industry

Fintech News Desk
by Fintech News Desk0
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......
Creation of the European PayTech Leader a Powerful Strategic Combination Between Nexi and Nets
Banking Business Capital Markets Fintech News

First Regulated DeFi Project KingSwap Announces Advisory Board

Fintech News Desk
by Fintech News Desk0
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
Blockchain Fintech News

First Regulated DeFi Project KingSwap Announces Advisory Board

Fintech News Desk
by Fintech News Desk0
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
Business Fintech News Risk Management

Foreside Launches New Technology Solutions for Registered Investment Advisors, Broker Dealers, and Asset Managers

Fintech News Desk
by Fintech News Desk0
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
Fintech News

Lifeworks Advisors Launches Technology-Driven Advisor Platform for Growth Minded Advisors to Deliver a Complete, Fee-based Financial Planning Client Experience

Fintech News Desk
by Fintech News Desk0
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
Fintech News

Marketing Veteran Jonathan Mildenhall Joins Dave As Chief Marketing Officer

Fintech News Desk
by Fintech News Desk0
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......
Half of Clients Say They Don’t Read Most Emails From Their Financial Advisor, Finds Study by Life Stage Insights
Fintech News

Half of Clients Say They Don’t Read Most Emails From Their Financial Advisor, Finds Study by Life Stage Insights

Fintech News Desk
by Fintech News Desk0
Half of clients (52%) don’t open or read the majority of emails from their financial advisor, according to a new survey¹ by Life Stage Insights, a marketing technology company that empowers financial advisors to automate deep connections with prospects and clients. The top reason clients say they don’t read their financial......
1