Search Results for: advisor marketing

Broadridge Names Edmund Reese Chief Financial Officer
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Current Wealth Technology Tools Not Meeting Financial Advisor Expectations, According to Broadridge Study

Fintech News Desk
by Fintech News Desk0
Financial advisors across the United States and Canada report fundamental changes to client relationships and business activity as they grapple with the lasting effects of the Covid-19 pandemic, according to a new survey from Broadridge Financial Solutions, Inc., a global Fintech leader. Seventy-seven percent of financial advisors say they have lost business as a result......
KBC Bank Chooses Finastra for Libor Transition
Fintech InsurTech News

Signal Advisors Launches First-Ever Platform To Pay Annuity Commissions In One Day

Fintech News Desk
by Fintech News Desk0
Signal Advisors today announced the debut of their tech-enabled Independent Marketing Organization, or IMO. IMOs distribute annuities and life insurance through a large network of independent financial advisors. “The world doesn’t need another IMO. It needs something fundamentally different,” said Patrick Kelly, Co-Founder and CEO of Signal Advisors, who has spent......
Fintech News

Orion’s New Client Portal Runs a Critical Thread of Connectivity Through the Entire Advisor-Client Journey

Fintech News Desk
by Fintech News Desk0
New portal and Apex Clearing integration meet the rising demand for one-stop, go-anywhere access to investors’ complete financial picture Orion Advisor Solutions, the premier provider of the tech-enabled fiduciary framework that empowers financial advisors to Prospect, Plan, Invest, and Achieve within a single, connected experience, today unveils a new Orion......
Financial Advisors Need to Amp Up Their Digital Marketing Efforts – New Research Shows
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eMoney Advisor Announces Agenda for Annual Summit

Fintech News Desk
by Fintech News Desk0
eMoney Advisor (eMoney), a leading provider of technology solutions and services that help people talk about money, today announced a more detailed agenda for its annual eMoney Summit, the industry’s premier event for planning-led financial professionals. Centered on the theme “Power to the Plan,” the 2020 eMoney Summit will be fully virtual,......
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Tech Unfamiliarity, Client Defection and Lead Generation Top List of Financial Advisor Concerns in 2020: AdvisorStream Research

Fintech News Desk
by Fintech News Desk0
Financial advisors who are not fully embracing digital marketing in 2020 are at risk of losing clients and unable to take advantage of the surge in investors looking for advice during the ongoing COVID-19 pandemic and massive market volatility, according to new findings of the “AdvisorStream: State of Advisor Communications” research.......
Cloudera MD for Financial Services, Dr. Richard Harmon, Joins Aiydec as Special Advisor, Oxford University Professor Dr. Alessandro Abate Joins as Chief Scientist
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Cloudera MD for Financial Services, Dr. Richard Harmon, Joins Aiydec as Special Advisor, Oxford University Professor Dr. Alessandro Abate Joins as Chief Scientist

Fintech News Desk
by Fintech News Desk0
Aiydec announced that Dr. Richard Harmon has joined Aiydec as special advisor for “Go to market strategy” and “External partnerships.” Also, Dr. Alessandro Abate has joined the company as Chief Scientist. Read More: Bank of Montreal, Motley Fool, Pernod Ricard USA and Wabtec Among Customers That Signed On With BlackLine In Q1 2020 Dr. Harmon is based......
Advisor360° Expands HR, Operations and Engineering Teams with Four New Hires
Fintech News

Advisor360° Expands HR, Operations and Engineering Teams with Four New Hires

Fintech News Desk
by Fintech News Desk0
WealthTech software company Advisor360° announced four new hires: Meredith Crouse as Senior Vice President, Chief People Officer, Doug Wood as Senior Vice President, Customer Success and Operations, Gilad Sade as Vice President, Engineering Development and John Considine as Vice President, Solutions Architect. Read More: GlobalFintechSeries Interview with Patrick Turiano, Director of Marketing at Paysafe Group “This is a......
Beyond Insurance and TrustLayer Announce New Strategic Partnership to Provide BIGN Members with Access to Risk Management Platform
Fintech News

Callsign Amplifies U.S. Presence with New Executive Advisor Ben Wallach

Fintech News Desk
by Fintech News Desk0
Digital identity leader Callsign announces the continued expansion of its U.S. leadership team with the addition of Ben Wallach as senior advisor. A leader in the cybersecurity and fraud space for more than two decades, Wallach will be joining Callsign to further push market growth, build out more strategic partnerships and to......
Fidelity's eMoney Advisor Rolls Out First Mobile App
Fintech News

eMoney Advisor Provides Access to Planning Platform and Certification Program for FPA Virtual Externship Participants

Fintech News Desk
by Fintech News Desk0
eMoney Advisor (eMoney), a leading provider of technology solutions and services that help people talk about money, announced it will make its eMoney certification available for free to nearly 2,000 participants in the Financial Planning Association(FPA)’s Virtual Externship, which launched on June 1. As the exclusive technology partner, eMoney is......
OneStream Software Recognized as a Leader and Earns Perfect Recommend Score in Dresner Advisory Services’ EPM Market Study for Third Consecutive Year
Fintech News

OneStream Software Recognized as a Leader and Earns Perfect Recommend Score in Dresner Advisory Services’ EPM Market Study for Third Consecutive Year

Fintech News Desk
by Fintech News Desk0
Recognition stems from OneStream’s leadership in customer experience and overall vendor credibility in the Enterprise Performance Management (EPM) market OneStream Software, LLC, a leading provider of modern Corporate Performance Management (CPM) solutions for mid-sized to large enterprises, has been named an overall leader for the third consecutive year in the 2020......
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