Search Results for: client experience

Asset-Map Partners with Cetera to Empower Financial Professionals with the Leading Advice Engagement Experience
Finance News

Asset-Map Partners with Cetera to Empower Financial Professionals with the Leading Advice Engagement Experience

Fintech News Desk
by Fintech News Desk0
Asset-Map, the leading financial advice engagement experience for financial professionals, announced a partnership with Cetera to bring its visualized financial planning and advice-led solutions to the organization’s 8,000 independent financial professionals. “We are excited to start this endeavor with Cetera and support their deep commitment to their members’ advice delivery experience”......
Lumiant Partners with DMW Strategic Consulting to Upgrade the Financial Advice Experience
Finance News

Lumiant Partners with DMW Strategic Consulting to Upgrade the Financial Advice Experience

Fintech News Desk
by Fintech News Desk0
The partnership will support advisors as they pivot toward a more memorable, impactful and deeply personal financial planning experience Lumiant, an advice and client engagement platform that empowers advisors to connect with clients and families around their lives, values and finances, announced a partnership with DMW Strategic Consulting that will support......
Nied Financial Seeks Enhanced Client Service With Grove Point Financial
Finance Investment Services News

Nied Financial Seeks Enhanced Client Service With Grove Point Financial

Fintech News Desk
by Fintech News Desk0
Rock Springs, WY firm brings $22 million AUM to Grove Point partnership Grove Point Financial, a boutique broker-dealer and investment advisory platform, announces the addition of Nied Financial, a Rock Springs, Wyoming-based firm overseeing $22 million in assets. “We are delighted to welcome Nied Financial and its clients into the......
MortgageRight Attracts Mortgage Originators With Client-First Policies
Mortgage News

MortgageRight Attracts Mortgage Originators With Client-First Policies

Fintech News Desk
by Fintech News Desk0
Birmingham, AL based MortgageRight is reaching out to mortgage originators who wish to work with a professional, comprehensive provider that prioritizes the client. To make it simpler for those involved in this industry to see what makes the company stand apart from its competitors, MortgageRight has published a blog post......
Bank Nagelmackers Partners With Objectway to Implement Their New Private Client Offering
Banking News

Bank Nagelmackers Partners With Objectway to Implement Their New Private Client Offering

Fintech News Desk
by Fintech News Desk0
Focused on delivering premium private banking services, Nagelmackers provides clients with a digital native service and investment experience, building on Objectway Suite to underpin its digital transformation Bank Nagelmackers, one of the leading personal and private banks in Belgium, has selected Objectway, a Pan-European Wealth & Asset Management software and......
Walker & Dunlop Leverages Advisory Experience to Help Capital Providers Manage Loan Portfolios
debt collection Finance News

Walker & Dunlop Leverages Advisory Experience to Help Capital Providers Manage Loan Portfolios

Fintech News Desk
by Fintech News Desk0
There is $2.5 trillion of impending commercial real estate debt maturities in 2023-2027 amidst the backdrop of a rising interest rate environment, high inflation, asset revaluations, and a muted liquidity environment. Walker & Dunlop Inc. is leveraging its $121 billion servicing portfolio and national investment sales platform, which has closed nearly $40......
Experience the Future of Investment Banking with Finalis
Banking Investment Services News

Experience the Future of Investment Banking with Finalis

Fintech News Desk
by Fintech News Desk0
The Finalis Marketplace enables independent investment banks to source deal flow in an easy-to-use, real-time technology-enabled platform Finalis, a rapidly growing investment-banking-as-a-service platform for dealmakers, recently launched its state-of-the-art platform, Finalis Marketplace. The platform allows investment bankers, placement agents and M&A advisors to offer, find and promote deal collaboration with......
Zip Unveils Product Advancements to Enhance User Experience and Improve Employee Adoption
B2B Fintech News

Zip Unveils Product Advancements to Enhance User Experience and Improve Employee Adoption

Fintech News Desk
by Fintech News Desk0
Zip Enables Faster and More Seamless B2B Purchase Approvals With New One-click Approval Updates, Collaboration Features, Page View Options, Comments and Notification Features Zip, the world’s leading intake-to-procure solution, announced new product advancements to streamline the user experience and accelerate employee adoption of the Zip platform. With new collaboration features,......
Announcing Kraken Pro: The Secure Trading Platform for Advanced Clients
Cryptocurrency News Trading

Announcing Kraken Pro: The Secure Trading Platform for Advanced Clients

Fintech News Desk
by Fintech News Desk0
Institutional-grade performance with a modern, highly customizable user interface Kraken, one of the world’s longest standing and most trusted crypto platforms, is proud to announce the public launch of Kraken Pro. The powerful web platform encompasses a full suite of advanced trading tools and unified access to spot trading, margin......
60% Of Consumers Abandon Purchases Due To Poor Website User Experience, Costing E-commerce Companies Billions
Analytics E-commerce News

60% Of Consumers Abandon Purchases Due To Poor Website User Experience, Costing E-commerce Companies Billions

Fintech News Desk
by Fintech News Desk0
Survey of 6,000 online shoppers in the US and Europe reveals consumers abandon an average of 5 purchases a year due to poor websites 42% say they decide whether to stay on or leave a website within 10 seconds – 20% within 5 seconds Limited payment options, poor navigation or layout, and......
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