Search Results for: client experience

Mercury Digital Assets Partners with Wintermute to Provide Clients with Liquidity For OTC Cryptocurrency Trading
News Trading

Mercury Digital Assets Partners with Wintermute to Provide Clients with Liquidity For OTC Cryptocurrency Trading

Fintech News Desk
by Fintech News Desk0
Clients using Mercury’s automated OTC platform solution and order & execution management system will have access to Wintermute’s liquidity Mercury Digital Assets, the leading digital asset and cryptocurrency trading technology provider, announced they have officially partnered with Wintermute, one of the largest market making firms, to provide their clients with......
StarCompliance Welcomes New Client: IFP Securities, LLC
Finance News Security

StarCompliance Welcomes New Client: IFP Securities, LLC

Fintech News Desk
by Fintech News Desk0
StarCompliance to provide compliance software to support broker-dealer’s risk management program and strengthen controls StarCompliance (“Star”), a provider of compliance technology solutions to the financial services industry, announced its new partnership with Independent Financial Partners (“IFP”)—consisting of IFP Advisors, an investment adviser, and IFP Securities, a broker-dealer, co-headquartered in Tampa, Florida—to......
Alkami Helps Clients Drive Engagement Through New Marketing Service
Banking News

Alkami Helps Clients Drive Engagement Through New Marketing Service

Fintech News Desk
by Fintech News Desk0
Alkami Activate delivers go-to-market support to engage digital banking users Alkami Technology Inc., a leading cloud-based digital banking solutions provider for U.S. banks and credit unions, has announced the launch of Alkami Activate, a new marketing service that helps financial institutions (FIs) engage digital banking users through end-user awareness and explainer videos,......
BackBay Communications Announced More Than 160 Private Markets Investments For Clients in 2021
Fintech Investment Services News

BackBay Communications Announced More Than 160 Private Markets Investments For Clients in 2021

Fintech News Desk
by Fintech News Desk0
Specialist private equity communications firm also publicized 15 fund closes totaling $18.3 billion on behalf of private markets clients in 2021 BackBay Communications, a leading integrated financial services public relations, thought leadership, and digital marketing firm, announced it promoted 162 deal announcements on behalf of its private markets clients in 2021.......
MarketWall and Morningstar Launch Morningstar Global Market, a GEMINA-Based Research and Market Data Offering For Enterprise Clients
Fintech News

MarketWall and Morningstar Launch Morningstar Global Market, a GEMINA-Based Research and Market Data Offering For Enterprise Clients

Fintech News Desk
by Fintech News Desk0
Artificial Intelligence company, AnalytixInsight’s FinTech affiliate, MarketWall, together with Morningstar, Inc., a leading provider of independent investment research, announced the launch of Morningstar Global Market, an innovative enterprise research and market data platform targeted for institutional users of financial data and related investment products. Latest Fintech Insights: Global Finance Names ICD......
Capintel Partners With Canadian Financial Services Leader Equitable Life to Enhance Experience For Financial Advisors and Customers
Fintech News

Capintel Partners With Canadian Financial Services Leader Equitable Life to Enhance Experience For Financial Advisors and Customers

Fintech News Desk
by Fintech News Desk0
CapIntel’s partnership with Equitable Life signals accelerated movement within Canadian financial services leaders working with fintech companies to thrive in a digital world. CapIntel, a financial technology (Fintech) company that supports wholesalers and financial advisors in their day-to-day workflow to deliver top-tier client service, announced a partnership with Equitable Life. Leading......
Advisor Group Welcomes Three Financial Advisors With Over $481 Million of Total Client Assets to Its Platform
Fintech News

Advisor Group Welcomes Three Financial Advisors With Over $481 Million of Total Client Assets to Its Platform

Fintech News Desk
by Fintech News Desk0
Gerald Kleber, Dustin Carr and Tad Lyle join Advisor Group through SagePoint Financial and The AmeriFlex Group. Advisor Group, the nation’s largest network of independent wealth management firms, announced its successful partnership with three financial advisors who oversee $481 million in total client assets. Latest Fintech Insights: Marco Financial Partners with DP......
The Financial Marketing Institute Announces Leading Financial Services Companies
Finance Fintech News

The Financial Marketing Institute Announces Leading Financial Services Companies in Digital Experience For 2021

Fintech News Desk
by Fintech News Desk0
The Financial Marketing Institute, the provider of the most comprehensive research and analytics for financial marketers, announces the leading financial services companies in digital experience for 2021. “Our digital experience models are quantitatively-driven and, therefore, enable us to provide very specific analysis to our sponsor participants on where they are......
Ted Dobos Joins Newfront as Private Equity Group Leader to Deliver Unmatched Value for Clients in M&A Transactions
Fintech News

Ted Dobos Joins Newfront as Private Equity Group Leader to Deliver Unmatched Value for Clients in M&A Transactions

Fintech News Desk
by Fintech News Desk0
Mason Moss (Marsh), Tony Katz (Aon), Scott McCoy (Aon), and an industry-leading Transaction Liability broker join Newfront’s Private Equity Group, securing additional expertise for the current M&A practice Newfront, the tech-driven insurance brokerage based in San Francisco, announced that Ted Dobos has joined to lead its Private Equity Group (PEG). The Private Equity Group will act as an extension of private......
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