Search Results for: advisor marketing

New Jersey-Based Wealth Management Team Partners with Dynasty Financial Partners to Launch Premier Path
Finance Investment Services News

New Jersey-Based Wealth Management Team Partners with Dynasty Financial Partners to Launch Premier Path

Business Wire
by Business Wire0
Florham Park, N.J. Team Has Financial Planning Focus; Previously Managed $875 Million in Client Assets The members of an eight-person Florham Park, NJ wealth team led by CEO and Founding Partner Michael Lehman, announced that they have launched Premier Path Wealth Partners, an independent RIA. “We are delighted to welcome......
Forward Bank Taps Total Expert to Create Customers for Life Across the Financial Enterprise
Banking News

Forward Bank Taps Total Expert to Create Customers for Life Across the Financial Enterprise

Business Wire
by Business Wire0
Forward Bank, a community financial institution serving Central and Northern Wisconsin, has selected Total Expert to enhance marketing activities and digital onboarding efforts and grow deeper customer relationships. By leveraging Total Expert’s purpose-built customer engagement platform, Forward Bank will proactively communicate with customers and guide them throughout their financial journey. “We are......
CapIntel Announces Strategic Partnership with SEI
Finance Investment Services News

CapIntel Announces Strategic Partnership with SEI

Business Wire
by Business Wire0
CapIntel’s technology will further streamline processes for SEI and third-party advisors CapIntel, a leading financial technology company that helps asset managers, wholesalers and financial advisors improve day-to-day workflow and efficiency, announced a new strategic partnership with SEI, a global provider of technology and investment solutions that connect the financial services......
Sheehan Wealth Partners Joins LPL Strategic Wealth Services
Fintech News

Sheehan Wealth Partners Joins LPL Strategic Wealth Services

GlobeNewswire
by GlobeNewswire0
LPL Financial LLC announced that financial advisors James Sheehan CFP, CPWA, and Shawn Tighe CFP, have joined LPL Financial’s broker-dealer, RIA and custodial platforms. They become the 30th team to join LPL Strategic Wealth Services, the firm’s modern supported independent solution that enables advisors to grow their business according to their vision.......
National Bank Holdings Corporation Announces Acquisition of StoneCastle Digital Solutions
Banking Finance News

National Bank Holdings Corporation Announces Acquisition of StoneCastle Digital Solutions

GlobeNewswire
by GlobeNewswire0
National Bank Holdings Corporation announced that its bank subsidiary NBH Bank has recently acquired StoneCastle Digital Solutions, LLC (d/b/a Cambr), a subsidiary of StoneCastle Partners, LLC. Cambr is a unique deposit acquisition and processing platform that generates core deposits from accounts offered through embedded finance companies. Today, Cambr administers approximately......
Hearsay Unveils Content+, the Only AI-Powered Content Solution Tailored to the Unique Needs of Financial Services Organizations
Artificial Intelligence Finance News

Hearsay Unveils Content+, the Only AI-Powered Content Solution Tailored to the Unique Needs of Financial Services Organizations

Business Wire
by Business Wire0
Hearsay breaks new ground with AI-based content recommendations and enhanced curation of third-party, compliant content Hearsay Systems, the trusted global leader in digital client engagement for the financial services industry, announced Content+. With Hearsay Content+, digital content administrators can design, manage and curate exclusive, compliant third-party content collections within Hearsay Social......
Let's Dive Deep Into Fintech Vs The Conventional Banking
Banking Featured Fintech Fintech Primers Technology

Let’s Dive Deep Into Fintech Vs The Conventional Banking

Pooja Choudhary
by Pooja Choudhary0
Introduction to Financial Technologies (FinTech) So much in vogue: Fintech, Fintech, Fintech! Yes, right… Your eyes must have rolled on many articles and blogs based on fintech and its domain, but this article is no less than a ray of sun in a cave! Believe me, with the immense amount......
WeBank Recognized as "Best Global Digital-Only Bank" by The Asian Banker
Banking News

WeBank Recognized as “Best Global Digital-Only Bank” by The Asian Banker

PR Newswire
by PR Newswire0
WeBank was again named the Asian Banker’s “2023 Best Global Digital-Only Bank” in recognition of its exceptional fintech innovation capabilities and robust inclusive financial services. In addition, WeBank received two awards, namely “Best Digital-Only Bank in Asia Pacific” and “Best Chatbot/Voice Banking Service”. Latest Fintech Interview: Global Fintech Interview with Jyotirmoy......
ZkProof: A Comprehensive Cryptocurrency Ecosystem Poised to Disrupt the Crypto Space
Cryptocurrency News

ZkProof: A Comprehensive Cryptocurrency Ecosystem Poised to Disrupt the Crypto Space

GlobeNewswire
by GlobeNewswire0
ZkProof is proud to announce the launch of its comprehensive cryptocurrency ecosystem built on the Ethereum network. The platform aims to provide a one-stop-shop for token creation and management on ZkSync network. The ZkProof ecosystem offers a range of additional tools and services to streamline the token creation process, with......
OKX Launches Turkish Lira Deposits and Withdrawals
Digital Asset Management News

OKX Launches Turkish Lira Deposits and Withdrawals

PR Newswire
by PR Newswire0
OKX makes it more convenient than ever to directly deposit and withdraw Turkish Lira (TRY), streamlining the trading experience for Turkish users OKX, the world’s second largest crypto exchange by trading volume, launched Turkish Lira (TRY) deposits and withdrawals on Android, iOS and web. The move comes as OKX deepens......
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