Search Results for: advisor marketing

Datasite Completes Agreement to be Acquired by CapVest
Fintech News

Datasite Completes Agreement to be Acquired by CapVest

Fintech News Desk
by Fintech News Desk0
Datasite®, the leading SaaS technology provider for mergers and acquisitions (M&A) professionals, has completed its agreement to be acquired by funds managed by CapVest Partners LLP, an international private equity firm. Read More: Standard Chartered Partners with Northern Trust to Launch Zodia, a Cryptocurrency Custodian for Institutional Investors The transaction, first......
First Financial Bank Partners with 360 View to Elevate Customer Relationships
Business Fintech News

First Financial Bank Partners with 360 View to Elevate Customer Relationships

Fintech News Desk
by Fintech News Desk0
360 View, a trusted provider of customer relationship management software designed specifically for banks and credits unions, announced that First Financial Bank will be implementing its CRM growth platform in efforts to bring customer interactions to a new level. Read More: NOW Insurance Closes $2.5 Million Seed Round, Enhances AI-Enabled......
DFIN is Digital-First Product Launch Recognized with Industry Innovation Award
Fintech News Risk Management

DFIN is Digital-First Product Launch Recognized with Industry Innovation Award

Fintech News Desk
by Fintech News Desk0
Donnelley Financial Solutions was awarded NICSA’s NOVA Award for Innovation in Product and Marketing Donnelley Financial Solutions(DFIN), a leading risk and compliance company, announced that its ArcDigital Add-to-Cart campaign has won the 2020 NICSA NOVA Award for Innovation in Product and Marketing. Read More: DNA Behavior Announces Integration with Schwab Advisor Center “The......
RiverFront Investment Group & 55ip Partner to Offer Tax Efficient Investing for ETF Solutions
Business Fintech Investment Services News

RiverFront Investment Group & 55ip Partner to Offer Tax Efficient Investing for ETF Solutions

Fintech News Desk
by Fintech News Desk0
Offering Ease & Efficiency to Advisors Looking for Tax Management Capabilities Leveraging 55ip’s Intelligent Automation. RiverFront Investment Group, a global asset manager and ETF strategist, announced today their partnership with 55ip, a financial technology company. The joint solution is intended to make it easier for advisors to transition clients into......
Innovative Payment Solutions, Inc. Launches Joint Venture with BLGI, Inc. to Expand its Blockchain Technology Application
Artificial Intelligence Blockchain Business Fintech News

Innovative Payment Solutions, Inc. Launches Joint Venture with BLGI, Inc. to Expand its Blockchain Technology Application

Fintech News Desk
by Fintech News Desk0
Innovative Payment Solutions, Inc (the “Company” or “Innovative”), (OTCQB: IPSI), a U.S.-based fintech company building 21st century digital payment solutions, announced today the launch of a joint venture with blockchain and artificial intelligence company BLGI, Inc. (OTCQB: “BLGI”) to help expand the Company into global digital payment infrastructures. Read More: Lukka Closes......
Schibsted Doubles Digital Subscription Revenue on the Zuora Platform
Business Fintech News

Schibsted Doubles Digital Subscription Revenue on the Zuora Platform

Fintech News Desk
by Fintech News Desk0
Decision by Scandinavian media giant to consolidate and migrate multiple entities to the Zuora platform pays off as digital subscription revenue hits the 1 billion NOK mark in 2020 Zuora, Inc., (NYSE:ZUO) the leading cloud-based subscription management platform provider, announced today that its customer Schibsted ASA (OSE:SCHA) has doubled digital subscription revenue......
Spurred by Coronavirus, Investors Will Drive the Digital Advice Revolution
Business Fintech Guest Posts Investment Services

Spurred by Coronavirus, Investors Will Drive the Digital Advice Revolution

Chris Sonzogni
by Chris Sonzogni0
Financial advice tends to be a localized business. Where other financial services have digitized and fractured, relying on mobile apps and decentralization to boost margins and cut overhead, many advisory firms haven’t followed suit. The introduction of the coronavirus has largely changed that. And the changes the virus has ushered......
Fintech Leader Policygenius Raises $125 Million Series E Round
Business Featured Fintech Fintech Startups

Fintech Start-Ups Backed by Global Tech Leaders

Fintech News Desk
by Fintech News Desk0
The use of special algorithms and software provided by fintech innovators has made finance management more convenient and user friendly to consumers everywhere. Advancement of technology has provided consumers with the ability to perform services traditionally only available in banks from remote locations and without any hassle. There are many......
Fidelity Digital Assets℠ Adds Collateral Agent Capabilities, Will Custody Bitcoin Pledged on Loans Financed by BlockFi
Blockchain Business Cryptocurrency Fintech News

Fidelity Digital Assets℠ Adds Collateral Agent Capabilities, Will Custody Bitcoin Pledged on Loans Financed by BlockFi

Fintech News Desk
by Fintech News Desk0
 New capability brings capital efficiency to institutional clients who can now access risk-managed cash borrowing while maintaining unparalleled asset security Fidelity Digital Assets℠ today announced a new offering that enables clients on Fidelity’s institutional-grade digital assets custody platform to pledge bitcoin as collateral in a transaction. The new capability marks......
What Should The Next Generation Of Financial Services Focus On Giving Users?
Artificial Intelligence Banking Business Featured Fintech

What Should The Next Generation Of Financial Services Focus On Giving Users?

Paroma Sen
by Paroma Sen0
In today’s digital banking ecosystem, financial institutions are employing value-added finance technologies to help automate digital experiences and a range of online financial services. These new age digital engagements are now at the forefront of most banking priorities with most fintech and industry leaders prioritizing data driven strategies to back......
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