Search Results for: advisor marketing

eMoney Advisor Celebrates 20 Years of Delivering Planning-led Solutions to Financial Professionals
Fintech News

eMoney Advisor Celebrates 20 Years of Delivering Planning-led Solutions to Financial Professionals

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 has marked 20 years of transforming the financial advice industry through planning-led solutions. Over the last two decades, eMoney expanded its client base to more than 70,000 financial professionals by developing......
Featured Fintech Fintech Startups

Why Do Financial Advisors and Fintechs Need a Sound Omnichannel And Digital Prospecting Strategy?

Paroma Sen
by Paroma Sen0
For tech sales and marketing teams as well as financial advisors who’ve been prospecting for clients during the ongoing Covid-19 pandemic, acquiring new business has been a bigger challenge than usual during the downtime. However, the right strategy combined with the right balance of reach and creative efforts can help......
SecurityScorecard and Great American Insurance Group Team Up to Share Security Ratings with Cyber Risk Insureds
Fintech News

SecurityScorecard Adds Industry-Leading Advisors to Continue Rapid Growth Trajectory

Fintech News Desk
by Fintech News Desk0
SecurityScorecard, the global leader in security ratings, announced the addition of three key advisors: Deven Sharma, former CEO of S&P Global; Marshall Lux, an esteemed financial services consultant and senior advisor for the Boston Consulting Group; and Grant Geyer, CPO at Claroty & former SVP of products at RSA Security. They will......
CentSai One Launches, Making Marketing for Financial Professionals Easy
Fintech News

CentSai One Launches, Making Marketing for Financial Professionals Easy

Fintech News Desk
by Fintech News Desk0
CentSai, the leading financial wellness platform that takes the fear out of finance through its content and storytelling, launched CentSai One . This SaaS platform gives users access to a treasure trove of marketing materials to brand for their own business development. Read More: Simple Announces Launch of Tax Refund Feature to Automate......
Incapsulate Welcomes Steve Siegel to its Insurance Team as Senior Advisor
Fintech InsurTech News

Incapsulate Welcomes Steve Siegel to its Insurance Team as Senior Advisor

Fintech News Desk
by Fintech News Desk0
Incapsulate is pleased to welcome Stephen Siegel, an insurance industry veteran, to its growing insurance industry team. For over 25 years, Steve has worked with companies in all segments of insurance including Life, P&C, Group, Health, and LTC. He has advised senior executives at some of the largest insurance organizations on transformation......
BioCatch Appoints Mark Elliot Chief Marketing Officer
Fintech News

BioCatch Appoints Mark Elliot Chief Marketing Officer

Fintech News Desk
by Fintech News Desk0
BioCatch, the global leader in behavioral biometrics, announced that Mark Elliot has joined the senior leadership team as Chief Marketing Officer. In this role, Mark will lead all marketing efforts and grow the brand globally as BioCatch looks to broaden its product offerings and further support its expanding client base......
SIMON Introduces Allianz Life as Newest Carrier to Join InsurTech Platform’s Marketplace
Fintech InsurTech News

SIMON Launches Dynamic New Website, Showcasing Industry-Leading Education and Analytics Platform for Financial Advisors

Fintech News Desk
by Fintech News Desk0
As an extension to its innovative digital platform for financial advisors, SIMON Markets LLC and SIMON Annuities and Insurance Services LLC this week introduced a new, dynamic, public-facing website. The new site showcases the features and functionality of SIMON’s leading-edge wealth management platform, with user-friendly navigation and additional content focused......
FIDx Partners with TruChoice to Provide Advisors with High-Quality Annuity Solutions Through Envestnet Insurance Exchange
Business Fintech InsurTech Investment Services News

FIDx Partners with TruChoice to Provide Advisors with High-Quality Annuity Solutions Through Envestnet Insurance Exchange

Fintech News Desk
by Fintech News Desk0
TruChoice Diversifies Selection of Insurance Carriers Offering Guaranteed Income & Protection Strategies Envestnet, announces that TruChoice Financial Group, LLC (TruChoice), a provider of insurance solutions for a network of investment advisors, registered representatives, and insurance professionals, has launched the Envestnet Insurance Exchange, an insurance network providing access to reputable insurance carriers......
Ameriprise Financial Announces New Grants and Connects Employees and Advisors to Volunteer Opportunities in a Time of Crisis
Fintech Investment Services News

Ameriprise Financial Announces New Grants and Connects Employees and Advisors to Volunteer Opportunities in a Time of Crisis

Fintech News Desk
by Fintech News Desk0
Ameriprise Financial, along with its subsidiary, Columbia Threadneedle Investments, is adapting its longstanding volunteer program so its employees and advisors can give back to communities that face immediate need while adhering to local health and safety guidelines. As the firm approaches its annual National Day of Service, which in past......
Finastra Appoints Margaret Franco as Chief Marketing Officer
Fintech News

Finastra Appoints Margaret Franco as Chief Marketing Officer

Fintech News Desk
by Fintech News Desk0
Finastra has appointed Margaret Franco as Chief Marketing Officer. Joining from Dell Technologies, she is based at Finastra’s London headquarters and takes responsibility for leadership of the global marketing organization, including corporate communications, brand, digital, solutions and field, and partner marketing. Read More: GlobalFintechSeries Interview with Ashish Singhal, CEO and Co-Founder at CRUXPay Margaret......
1