Search Results for: advisor marketing

Digital Banking Grows During Covid-19 As Consumers Look Beyond Their Primary Banks For Product Options
Banking Fintech Mobile Banking News

Digital Banking Grows During Covid-19 As Consumers Look Beyond Their Primary Banks For Product Options

Fintech News Desk
Research by Bain & Company shows that consumers are defecting to competitor banks, seeking out convenience with more affordable products and better digital tools. Through the ongoing Covid-19 pandemic, as bank branch visits have dropped, customers have turned to digital channels for all kinds of transactions, including the purchasing of......
Financial-Advice-is-(Finally)-Affordable-–-Status-Money-Launches-Virtual-Coaching-Starting-at-_3-per-Month
Business Fintech News

Financial Advice is (Finally) Affordable – Status Money Launches Virtual Coaching Starting at $3 per Month

Fintech News Desk
Status Money announced today the launch of its financial coaching service that connects individual members with certified financial professionals via video conference. Access to professional financial guidance and advice has never been more important, with 40% of US investors surveyed by Cerulli Associates in October saying they need more advice......
FactSet Brings Enhanced Portfolio Reporting to Japanese Market
Fintech News

FactSet Brings Enhanced Portfolio Reporting to Japanese Market

Fintech News Desk
Asset Management One selects new offering for Japan due to more efficient and automated reporting process FactSet, a global provider of integrated financial information, analytical applications, and industry-leading service, announced that it has launched Vermilion, its flagship portfolio reporting solution, in Japan. Asset Management One Co., Ltd., (AM-One), is the first Japanese......
Intesa Sanpaolo Opens Digital Corporate & Transaction Banking Academy
Banking Business Investment Services News

Intesa Sanpaolo Opens Digital Corporate & Transaction Banking Academy

Fintech News Desk
Intesa Sanpaolo and Università Cattolica del Sacro Cuore-Cetif announce the launch of the Digital Corporate & Transaction Banking Academy, which aims to guide entrepreneurs and managers through the process of digital transformation and internationalisation. Two courses are being offered which result from a partnership agreement between Intesa Sanpaolo, Università Cattolica......
Nasdaq Appoints Jeremy Skule Chief Strategy Officer
Business Fintech News

Nasdaq Appoints Jeremy Skule Chief Strategy Officer

Fintech News Desk
Today, Nasdaq announced Jeremy Skule has been appointed to the position of Executive Vice President and Chief Strategy Officer. Expanding his scope in this new role, Skule will lead the Global Strategy Organization to drive strategic planning, mergers and acquisitions, divestitures, venture investing, NasdaqNext innovation, and will be responsible for the company’s......
Moven Hires Chief Revenue Officer to Accelerate Go-to-Market Execution
Banking Fintech Investment Services News

Moven Hires Bryan Clagett As Chief Revenue Officer

Fintech News Desk
Movencorp, Inc., a leading technology provider of intelligent banking solutions designed to improve consumer financial engagement and wellness, announced today the expansion of its executive leadership team with the naming of Bryan Clagett as Chief Revenue Officer. Read More: Datasite Completes Agreement to be Acquired by CapVest With Mr. Clagett’s appointment,......
Quantifind Secures $22 Million Financing Round
Fintech Fintech Funding News

Quantifind Secures $22 Million Financing Round

Fintech News Desk
Funding Will Accelerate Pursuit of a Growing Market for Automated Financial Crime and Risk Investigation Quantifind, a provider of solutions that use data science to help automate financial crimes investigations, is proud to announce a strategic growth funding round of $22 million. Quantifind will use the funds to execute its go-to-market......
Sapiens-Wins-Two-Celent-XCelent-Awards-in-the-Life-Illustration-Systems-Category-in-North-America
Business Fintech News

Sapiens Wins Two Celent XCelent Awards in the Life Illustration Systems Category in North America

Fintech News Desk
Sapiens Americas, a wholly owned subsidiary of Sapiens International Corporation, (NASDAQ: SPNS) (TASE: SPNS), a leading global provider of software solutions for the insurance industry, announced today that Sapiens IllustrationPro has won Celent’s XCelent awards for both the Advanced Technology and Breadth of Functionality categories. This recognition follows the recent......
Paystone Closes $69 Million Financing Round
Fintech Fintech Funding News

Paystone Closes $69 Million Financing Round

Fintech News Desk
Paystone, a leading payments and integrated software company, announces the closing of $69 million in strategic financing from Canadian Business Growth Fund (CBGF) and National Bank of Canada. The funds will be used to fuel growth in customer engagement services and electronic payment processing solutions. Read More: ‘Mobile Payments’ Mentions......
AC Milan to Join Sports Crypto Movement with Launch of $ACM Fan Token
Business Fintech Investment Services News

Crystal Capital Partners Releases Web-Based, Client-Facing Alternative Investment Proposals

Fintech News Desk
As client interactions move into the virtual space, innovation is business critical. Financial advisors must be prepared to differentiate themselves and deliver highly visual and engaging experiences to their clients and prospects. It is time to raise the bar — boring content has no place in 2021. Read More: Aurora Mobile......
1