Search Results for: advisor marketing

Bluespring Wealth Partners Launches Groundbreaking ‘Bluespring Blueprint for Growth’ Program
Finance Fintech News

Bluespring Wealth Partners Launches Groundbreaking ‘Bluespring Blueprint for Growth’ Program

Business Wire
by Business Wire0
Program will reimagine the way advisory firms generate new business, strengthening pipeline and increasing speed of new leads Bluespring Wealth Partners, LLC, an industry-leading acquirer and partner of best-in-class wealth management firms, announced Blueprint for Growth, designed to stimulate consistent and sustainable growth among its partner firms. This new program helps......
CION Investment Group Acquires Full Stake in Seven Group
Investments News

CION Investment Group Acquires Full Stake in Seven Group

Fintech News Desk
by Fintech News Desk0
CION Investment Group (CION), a leading alternative investment solutions platform, has acquired a full stake in the financial advisor marketing, practice management, and content platform, Seven Group. Latest Fintech News: Accenture Invests in pulsESG to Advance ESG and Sustainability Measurement, Decision Making and Reporting for Companies This acquisition expands the value-add services......
Securities-Based Lending Expected to Grow 20% plus by Year-End, According to New Broadridge Report
Fintech News

Securities-Based Lending Expected to Grow 20% plus by Year-End, According to New Broadridge Report

Fintech News Desk
by Fintech News Desk0
Digitization is enabling expansion of SBL to retail wealth Broadridge Financial Solutions, Inc., a global Fintech leader, has published the 2021 Securities-Based Lending Survey Report, reflecting the views of the company’s securities-based lending (SBL) customer base. The customers, representing over $100B in securities-backed lines of credit, project significant growth in the year ahead as......
TrendSpider Launches AI Strategy Lab to Empower Investors to Build Custom AI-Powered Trading Models with Ease
Artificial Intelligence News Trading

TrendSpider Launches AI Strategy Lab to Empower Investors to Build Custom AI-Powered Trading Models with Ease

PR Newswire
by PR Newswire0
AI Strategy Lab empowers investors to seamlessly create and refine custom AI trading strategies that help identify the best time to enter trades with an optimized risk/reward profile – without a computer science degree TrendSpider, a leading developer of cloud-based market research and trading software for active investors, announced the......
AI Advancements Are Boosting Tech Investment in the Majority of Financial Services Firms, According to New Research From Seismic
Fintech Investment Services News

AI Advancements Are Boosting Tech Investment in the Majority of Financial Services Firms, According to New Research From Seismic

Business Wire
by Business Wire0
New data reveals AI will be indispensable in financial services over the next 5 years, as it helps to provide more personalised customer experiences A new study from Seismic, the global leader in enablement, has found that almost all (92%) financial services leaders plan to invest in new technologies, predicting a......
Arta Finance Launches Globally via Singapore, Unveils Arta AI Copilot, and Announces Wealth-As-A-Service for Banks
Finance Fintech News

Arta Finance Launches Globally via Singapore, Unveils Arta AI Copilot, and Announces Wealth-As-A-Service for Banks

PR Newswire
by PR Newswire0
MAS-licensed Arta launches in Singapore and internationally Arta unveils Arta AI Copilot – a number of AI-enhanced experiences on its wealth platform Arta announces partnerships with Wio Invest, Google Cloud, and Capco for its Wealth-as-a-service offering for banks and financial institutions globally Arta welcomes Ralph Hamers as external advisor Fast-growing digital wealth management platform Arta......
Docupace Unveils Reimagined User Experience and Enhanced Platform Empowering Users Like Never Before
Banking Fintech News

Docupace Unveils Reimagined User Experience and Enhanced Platform Empowering Users Like Never Before

PR Newswire
by PR Newswire0
New Modern, Intuitive and Intelligent Experience will Accelerate Delivery, Increase Adoption and Boost Operational Scale Docupace, the trailblazer in back-office automation software for wealth management enterprises, proudly announces the launch of its next-generation user interface (UI) and user experience (UX) initiative – a leap forward designed to turbocharge productivity, fuel......
UserTesting Global Survey: 88% of Adults Prefer Human Assistance for Insurance Advice, but AI Interest is Rising
Artificial Intelligence Finance Fintech News

UserTesting Global Survey: 88% of Adults Prefer Human Assistance for Insurance Advice, but AI Interest is Rising

Business Wire
by Business Wire0
On a global basis, 10% of adults would rather sit in traffic than deal with insurance enrollment, but 37% are open to AI-powered advice in the future UserTesting, a SaaS leader in experience research and insights, today released findings from a global survey on consumer experiences with insurance and artificial intelligence......
Artificial Intelligence Digital Payments Finance Fintech Interviews

Global Fintech Series Interview with Jeff Marsden, Chief Product Officer at PureFacts

Paroma Sen
by Paroma Sen0
Jeff Marsden, Chief Product Officer at PureFacts chats about AI in fintech and how it’s enabling better investment cycles in today’s financial ecosystem in this catch-up with Global Fintech Series: ___________   Tell us about yourself and your role at PureFacts. We’d also love to hear about your time in......
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