Search Results for: advisor marketing

Braze for Commerce Empowers Retailers to Create Dynamic Engagements Powered by First-Party Data
E-commerce News

Braze for Commerce Empowers Retailers to Create Dynamic Engagements Powered by First-Party Data

Fintech News Desk
by Fintech News Desk0
New product Braze Catalogs help marketers build more personalized campaigns Braze, the comprehensive customer engagement platform that powers interactions between consumers and the brands they love, announced a series of new products and enhancements called Braze for Commerce, aimed at allowing retail and eCommerce marketers to increase sales through highly personalized......
Novo Hires Daniel Cronyn as EVP of Growth
Business Fintech News

Novo Hires Daniel Cronyn as EVP of Growth

Fintech News Desk
by Fintech News Desk0
Novo, the powerfully simple small business checking account and financial technology platform,  announced that the company has hired Daniel Cronyn as EVP of Growth. “As someone who has both owned a small business and advised countless others, Daniel is passionate about growing the adoption for products that truly serve small......
Fasanara Makes Key Hires As It Looks To Expand Across Products And Geographies
Fintech News

Fasanara Makes Key Hires As It Looks To Expand Across Products And Geographies

Fintech News Desk
by Fintech News Desk0
Encouraged by the increasing interest in its suite of Fintech Investment Products, Fasanara Capital has made two significant additions to the team to strengthen deal origination and support the launch of its new Fintech-focused Venture Capital Fund. The first addition is Raj Dutta, appointed as Chief Commercial Officer. Raj joins......
‘Customer Intelligence’ from Total Expert Helps Financial Brands Connect with Customers at Key Moments of Opportunity
Fintech News

‘Customer Intelligence’ from Total Expert Helps Financial Brands Connect with Customers at Key Moments of Opportunity

Fintech News Desk
by Fintech News Desk0
Platform combines key customer insights with industry-leading intelligent automation to deliver the perfect customer journey in modern financial services Total Expert, the only CRM and customer engagement platform purpose-built for modern financial institutions, launched ‘Customer Intelligence.’ This is the first fintech platform to bring customer insights directly into automated sales......
TrustToken Bolsters Executive Suite with Addition of Wall Street and Product Veterans
DeFi Lending News

TrustToken Bolsters Executive Suite with Addition of Wall Street and Product Veterans

Fintech News Desk
by Fintech News Desk0
New hires bring decades’ worth of tech, finance, and marketplace technology experience to TrustToken’s leadership as the company scales up its DeFi lending protocol, TrueFi TrustToken, the core team responsible for building the leading unsecured lending protocol TrueFi, as well as popular stablecoins including TrueUSD, expands its C-suite with two new......
Oaktree and 17Capital Announce Strategic Partnership
Finance News

Oaktree and 17Capital Announce Strategic Partnership

Fintech News Desk
by Fintech News Desk0
Oaktree and 17Capital are pleased to announce an agreement for Oaktree to acquire a majority stake in 17Capital. 17Capital specializes in providing non-dilutive capital to high-quality private equity management companies, funds and institutional investors that are seeking to finance value creation and portfolio management initiatives. Oaktree is a leader among......
Consumer Genius Launches jugglingdebt.ca to Aid Canadians in Lowering and Consolidating Their Debts
debt collection Fintech News

Consumer Genius Launches jugglingdebt.ca to Aid Canadians in Lowering and Consolidating Their Debts

Fintech News Desk
by Fintech News Desk0
Consumer Genius Inc. Canada’s Fastest Growing Fintech Company has announced the launch of a platform strictly focused on helping Canadian consumers manage their debt loads, www.jugglingdebt.ca. A recent study shows the average Canadian household debt remains near record high levels with the average Canadian owing close to $1.78 for every dollar earned. To put......
Highland Wealth Partners Launches With Support of LPL Strategic Wealth Services
Finance News

Highland Wealth Partners Launches With Support of LPL Strategic Wealth Services

Fintech News Desk
by Fintech News Desk0
LPL Financial LLC announced that financial advisors Richard DeYoung and Jessica Boehm have launched a new independent practice, Highland Wealth Partners, through affiliation with LPL Strategic Wealth Services, a platform designed to support the unique needs of breakaway advisors. DeYoung and Boehm reported to LPL that they served approximately $280 million in......
Indyfin Launches New “Investor Experience Platform” for Wealth Management
Fintech News

Indyfin Launches New “Investor Experience Platform” for Wealth Management

Fintech News Desk
by Fintech News Desk0
Fresh off a $2.2 million capital raise, innovative fintech platform will be the “Yelp” for wealth management as SEC marketing regulations expand to allow for endorsements, testimonials and client reviews Indyfin, an innovative fintech company, announced the launch of its new Investor Experience Platform. This new and innovative digital marketplace......
SocialGood App Raises $14.2 Million For Patented Crypto Back Platform
Cryptocurrency News

SocialGood App Raises $14.2 Million For Patented Crypto Back Platform

Fintech News Desk
by Fintech News Desk0
The SocialGood App, which gives users cryptocurrency rewards for shopping, has raised $14.2 million in Series A funding from a venture capital firm. The SocialGood App (available on iOS and Android) is partnered with more than 1,800 major online stores, including AliExpress, eBay, Nike, and more. When users shop at......
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