Search Results for: advisor marketing

Daily Fintech Series Roundup: Top Fintech News, Analytics and Insights 1st March 2023
Fintech News

Daily Fintech Series Roundup: Top Fintech News, Analytics and Insights

Fintech Staff Writer
by Fintech Staff Writer0
FTS Daily Roundup starts today! We are covering the top updates from around the world. The updates will feature state-of-the-art capabilities in Fintech insights, Trending fintech news, Crypto, Fintech SaaS, Fintech Cloud, Analytics and AI ML. We will cover the role of FTS Daily Roundup and its application in various industries and......
BSI Financial Joins MCT's Co-Issue Marketplace
Mortgage News

BSI Financial Joins MCT’s Co-Issue Marketplace

PR Newswire
by PR Newswire0
Mortgage Capital Trading, Inc., a leading mortgage hedge advisory and secondary marketing software firm, announced that BSI Financial Services (BSI) has become the latest investor to join BAMCO, MCT’s new marketplace for co-issue loan sales. BAMCO brings co-issue transactions directly into MCT’s whole loan trading platform and improves price transparency......
Lateral Investment Management Expands Distribution Team to Focus on Retail Channel
Investment Services News

Lateral Investment Management Expands Distribution Team to Focus on Retail Channel

Business Wire
by Business Wire0
Lateral Investment Management, a private investment firm focused on transformational growth at owner-operated middle market businesses in North America, announced the expansion of its sales team with the addition of Betsy Ward as Director of National Accounts, Angela Clakley as Vice President of Internal Sales, and Ken Johnson as Regional......
How Has The Role Of The CFO Transformed Over The Years
Featured Fintech Fintech Primers

How Has The Role Of The CFO Transformed Over The Years

Pooja Choudhary
by Pooja Choudhary0
How has the CFO’s position changed? Traditionally, the focus of a CFO in an organization was on accounting, planning, budgeting, and cash flow. CFOs were primarily responsible for managing the organization’s core operations. They participated in negotiations with the banking industry to get the funds and resources required to ensure working......
Lincoln Financial Group Further Enhances Industry-Leading MoneyGuard Suite
Finance Investment Services News

Lincoln Financial Group Further Enhances Industry-Leading MoneyGuard Suite

Business Wire
by Business Wire0
With the introduction of Real-Time Approval and the expansion of MoneyGuard Market Advantage, Lincoln highlights its continued commitment to the MoneyGuard suite, its clients and their loved ones Lincoln Financial Group continues to strengthen its MoneyGuard suite with the introduction of real-time underwriting capabilities and the expansion of Lincoln MoneyGuard Market Advantage into California.......
Comerica Bank Selects Ameriprise Financial as its New Investment Program Provider
Banking News

Comerica Bank Selects Ameriprise Financial as its New Investment Program Provider

Business Wire
by Business Wire0
The relationship will enable Comerica to deliver an even stronger value proposition to clients backed by services and capabilities from Ameriprise Ameriprise Financial, Inc. and Comerica Bank announced that Ameriprise Financial Services, LLC and Comerica Bank have signed an agreement for Ameriprise to become Comerica’s new investment program provider. As......
Champions Funding Partners with Hubspot for CRM
Fintech Funding Mortgage News

Champions Funding Partners with Hubspot for CRM

PR Newswire
by PR Newswire0
Champions Funding selects Customer Relationships Manager HubSpot to deliver best-in-class service to mortgage brokers Champions Funding has launched HubSpot as its Customer Relationship Management software, weeks before the one-year anniversary of the company’s initial launch. As a start-up, Champions has invested in the best technology during its foundational phase to catapult its mission of......
Blockchain Founders Fund Announces Final Close of Its 75M Fund
Blockchain News

Blockchain Founders Fund Announces Final Close of Its 75 Million Fund

PR Newswire
by PR Newswire0
Blockchain Founders Fund (BFF) announced the final close of its Fund II with participation from key investors, family offices and institutions in the industry including Polygon, Ripple, Octava, NEO Global Capital (NGC), Appworks, Sebastien Borget COO of The Sandbox, GSR, LD Capital, Metavest Capital, and more. BFF’s Fund II aims to support high growth potential pre-seed and seed stage Web3 and......
CyberCube Enables Brokers to Better Prepare Clients for Cyber Insurance Placements
InsurTech News Security

CyberCube Enables Brokers to Better Prepare Clients for Cyber Insurance Placements

Business Wire
by Business Wire0
Cyber risk analytics leader, CyberCube, has launched Prep Module Version 1.0, an add-on module of Broking Manager, the software-as-a-service (SaaS) solution of choice by discerning brokers, designed explicitly for cyber insurance brokers. When paired with Broking Manager, the add-on module improves a broker’s ability to prepare their clients for the cyber......
Daily Fintech Series Roundup: Top Fintech News, Analytics and Insights 1st March 2023
Banking Fintech News

Daily Fintech Series Roundup: Top Fintech News, Analytics and Insights 24 February

Fintech Analyst
by Fintech Analyst0
FTS Daily Roundup starts today! We are covering the top updates from around the world. The updates will feature state-of-the-art capabilities in Fintech insights, Trending fintech news, Crypto, Fintech SaaS, Fintech Cloud, Analytics and AI ML. We will cover the role of FTS Daily Roundup and its application in various industries and......
1