Search Results for: advisor marketing

Gil Baumgarten, President of Segment Wealth Management, Accepted into Forbes Finance Council
Business Finance Fintech News

Gil Baumgarten, President of Segment Wealth Management, Accepted into Forbes Finance Council

Fintech News Desk
Forbes Finance Council is an Invitation-Only Community for Executives in Accounting, Financial Planning, Wealth and Asset Management, and Investment Firms Gil Baumgarten, President of Segment Wealth Management, an award-winning advisory services firm in Houston, Texas, has been accepted into Forbes Finance Council, an invitation-only community for executives in accounting, financial planning,......
Customer Acquisition
Banking News

Ecobank Transnational Incorporated appoints Tomisin Fashina as Group Executive, Operations & Technology

Fintech News Desk
Ecobank Transnational Incorporated (ETI), parent company of the Ecobank Group announces that Tomisin Fashina has been appointed as its new Group Executive for Operations & Technology, a position he will now hold in addition to his existing role of Managing Director of eProcess International. Ecobank Transnational Incorporated (‘ETI’) is the parent......
BillingPlatform Launches New Partner Program and Marketplace
Business News

BillingPlatform Launches New Partner Program and Marketplace

Fintech News Desk
Partnership ecosystem coupled with world-class billing platform and other enabling technology solutions help customers grow their businesses and increase profitability BillingPlatform, the leading global cloud-based monetization and billing solution provider, announced a comprehensive new partner program designed for system integrators, independent software vendors, consulting firms and other partners with complementary......
Digital Vehicle Inspections by AutoVitals Help Develop Motorist Trust in the Digital Age
Digital News

Digital Vehicle Inspections by AutoVitals Help Develop Motorist Trust in the Digital Age

Fintech News Desk
The Misunderstood Mechanic Is A Thing of the Past, Thanks to Digital Shop Success Solutions from AutoVitals AutoVitals – the only complete digital Shop Success Solution for the independent auto repair shop – is helping shops drive profitable growth with their highly-reviewed suite of tools for automated workflow, digital inspections, online......
Digital Banking: Transformation or Trepidation?
Banking Guest Posts Mobile Banking

Digital Banking: Transformation or Trepidation?

Colin Murphy
The right strategy can open the door to new innovations, enhanced consumer experiences The rise in online and mobile banking related to the COVID-19 crisis is accelerating the need for digital transformation in retail banking to meet shifting consumer expectations. Financial institutions know digital transformation can usher in innovative ways......
WealthSource Holdings Enters Into a Definitive Agreement to Acquire SurePath Wealth Management; Names Patrick Brewer President and CMO
Business Finance Fintech News

WealthSource Holdings Enters Into a Definitive Agreement to Acquire SurePath Wealth Management; Names Patrick Brewer President and CMO

Fintech News Desk
Deal adds three financial advisor coaches and six marketing professionals, substantially augmenting the WealthSource value proposition nationally WealthSource Holdings announced that it has entered into a definitive agreement to acquire SurePath Wealth Management and will merge SurePath into WealthSource Partners, its registered investment advisory firm. Following the acquisition, WealthSource Partners......
Advanced Technologies Allow for More Flexibility in Payment Solutions
Blockchain Cryptocurrency Digital Payments News

Advanced Technologies Allow for More Flexibility in Payment Solutions

Fintech News Desk
In the present-day, technology has become the driving force for virtually every industry. In particular, cloud computing has become a major global industry and is primarily comprised of three main segments: infrastructure-as-a-service (IaaS), platform-as-a-service (PaaS), and notably, software-as-a-service (SaaS). SaaS is a software distribution model in which a third-party provider......
FiVerity Secures $2M Round to Accelerate Growth and Expand its Cyber Fraud Detection Platform for Banks, Credit Unions and Credit Card Providers
Finance Fintech News

FiVerity Secures $2 Million Round to Accelerate Growth and Expand its Cyber Fraud Detection Platform for Banks, Credit Unions and Credit Card Providers

Fintech News Desk
FiVerity’s Machine Learning-Powered Platform Addresses Fast-Growing Types of Cyber Fraud and Other Rapidly Expanding Financial Crimes  FiVerity, Inc., a leading provider of cyber fraud detection and threat intelligence, announces today that it closed a $2 million round of financing to expand its cyber fraud detection and threat intelligence platform, which addresses......
addy Launches New Affiliate Program with Fintel Connect
Finance News Technology

addy Launches New Affiliate Program with Fintel Connect

Fintech News Desk
Proptech company, addy, launches affiliate marketing program leveraging Fintel Connect Technology and Network Real estate investing platform, addy, has recently launched its affiliate program in partnership with Fintel Connect. An innovative proptech that originally started in the Vancouver market, addy’s technology allows multiple individuals to invest up to $1,500 into a property, enabling them to......
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