Search Results for: advisor marketing

FinPay Names Newest Advisory Board Member, Bradley F. Sorte
Artificial Intelligence News

FinPay Names Newest Advisory Board Member, Bradley F. Sorte

PR Newswire
by PR Newswire0
FinPay LLC, a recognized leader in patient engagement and financial management announced the addition of Brad Sorte as the newest member of the FinPay Advisory Board. Brad is a Co-Founder of SCAI, an early-stage technology startup focused on developing an artificial intelligence platform to transition the substance abuse disorder treatment industry......
CAIS Expands Strategies of Leading Alternative Asset Managers Amid Accelerated Demand from Independent Advisors
Investment Services News

CAIS Expands Strategies of Leading Alternative Asset Managers Amid Accelerated Demand from Independent Advisors

Business Wire
by Business Wire0
CAIS, the leading alternative investment platform for independent financial advisors, announced an expanded menu of strategies from twelve leading alternative asset managers, underscoring their commitment to the independent wealth channel. Latest Fintech Interview : Global Fintech Interview with Randall Tidwell, CFO at Serviceaide Apollo Global Management, Ares Management Corporation, Bain......
Broadridge Launches New Financial Advisor Productivity Integrations for Salesforce Financial Services Cloud Customers
Lending News

Broadridge Launches New Financial Advisor Productivity Integrations for Salesforce Financial Services Cloud Customers

PR Newswire
by PR Newswire0
Broadridge’s books and records data consolidation, securities lending and financial advisor marketing systems will help Salesforce customers streamline workflows and enhance advisor productivity Broadridge Financial Solutions announces a collaboration with Salesforce to help wealth management firms scale their businesses, accelerate digital transformation, reduce cost, mitigate risk and increase advisor productivity. Through......
Nitrogen AI Marketing Content Tool Sees Immediate Adoption by Wealth Management Firms
Artificial Intelligence News

Nitrogen AI Marketing Content Tool Sees Immediate Adoption by Wealth Management Firms

Business Wire
by Business Wire0
Nitrogen AI empowers advisors with customized content generation, surpassing 500 advisor users Nitrogen, the company that is revolutionizing how financial advisors and wealth management firms grow,  announced the significant traction demonstrated by Nitrogen AI, an AI-driven virtual marketing content assistant embedded into its Advisor Marketing Kit. The tool, available to Elite,......
RFG Advisory Secures Significant Growth Investment from Long Ridge Equity Partners
Investment Services News

RFG Advisory Secures Significant Growth Investment from Long Ridge Equity Partners

PR Newswire
by PR Newswire0
The strategic capital will further RFG’s commitment to fueling the success of its independent advisor community. RFG Advisory, an innovative and fast-growing platform for independent advisors, announced that it has secured a substantial growth investment from Long Ridge Equity Partners, a private equity firm with significant experience in the financial......
Pinnacle Private Wealth Advisors Launches With Support From LPL Financial
Fintech News

Pinnacle Private Wealth Advisors Launches With Support From LPL Financial

Business Wire
by Business Wire0
LPL Financial LLC announced that financial advisors Matt Tabler, Mark Eberle and Mark Allison have joined LPL Financial to launch a new independent practice, Pinnacle Private Wealth Advisors. They chose to affiliate with LPL’s supported independence model, LPL Strategic Wealth Services, and reported having served approximately $650 million in advisory, brokerage......
Savvy Wealth Unveils Fully Integrated, AI-Powered Advisor Platform Designed for Modern Financial Advisors
Artificial Intelligence Fintech News

Savvy Wealth Unveils Fully Integrated, AI-Powered Advisor Platform Designed for Modern Financial Advisors

Business Wire
by Business Wire0
New platform includes a proprietary CRM system, client portal, marketing automation, and compliance and back-office support to provide advisors with unprecedented efficiency Savvy Wealth, a digital-first platform designed for financial advisors to modernize human financial advice, and the parent company of Savvy Advisors Inc. (“Savvy”), a national registered investment advisor......
Intention.ly Taps Fintech Marketing Heavyweight John DeVincent as Chief Growth Officer, Appoints Partner Tina Powell Community Chief
Fintech News

Intention.ly Taps Fintech Marketing Heavyweight John DeVincent as Chief Growth Officer, Appoints Partner Tina Powell Community Chief

Business Wire
by Business Wire0
With two industry giants stepping into their new roles, the consultancy firm is poised to offer clients an unrivaled competitive edge in the finserv marketplace. –Intention.ly, the growth engine design consultancy firm transforming the way finserv and fintech companies approach marketing, is excited to announce the addition of John DeVincent to the......
Lake Michigan Credit Union Adopts Total Expert to Fuel Member Engagement and Drive Marketing Visibility
Lending Mortgage News

Lake Michigan Credit Union Adopts Total Expert to Fuel Member Engagement and Drive Marketing Visibility

PR Newswire
by PR Newswire0
Customer Intelligence, automated Journeys, and built-in digital content library will help top credit union deliver the perfect member journey Lake Michigan Credit Union (LMCU), a top five mortgage credit union headquartered in western Michigan, has partnered with Total Expert to help drive personalized engagement to their more than 568,000 members. By leveraging Total......
Nitrogen and FMG Announce Integrated, One-Click Multi-Channel Marketing Solution
Fintech News

Nitrogen and FMG Announce Integrated, One-Click Multi-Channel Marketing Solution

Business Wire
by Business Wire0
Streamlined solution helps financial advisors leverage Nitrogen’s lead-generation tools within FMG’s platform for accelerated growth Nitrogen, the company that is revolutionizing how financial advisors and wealth management firms grow, has entered into a strategic alliance with FMG, a leading SaaS company specializing in marketing software and services for financial advisors. This......
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