Search Results for: dealer experience

Fortress Investment Group Announces Launch of Fortress Private Wealth Solutions
Investment Services News

Fortress Investment Group Announces Launch of Fortress Private Wealth Solutions

Fintech News Desk
by Fintech News Desk0
New Business to Manage Alternative Investment Products for Retail and High Net Worth Investors Fortress Investment Group LLC announced the formation of Fortress Private Wealth Solutions, a business that will bring over two decades of Fortress institutional-grade investment experience and expertise to a growing segment of individual investors seeking greater......
SEBA Hong Kong Opens Hong Kong Office to Establish APAC Presence
Banking News

SEBA Hong Kong Opens Hong Kong Office to Establish APAC Presence

Fintech News Desk
by Fintech News Desk0
Expansion in a leading global finance centre to drive growth in APAC and solidify its position in the crypto-ecosystem SEBA Bank AG, a leading crypto bank in Switzerland having a suite of fully regulated banking services, officially opened its Hong Kong office for its subsidiary, SEBA (Hong Kong) Limited (“SEBA......
TD Bank Announces Multi-Year Extension of Credit Card Partnership with Nordstrom
Banking News

TD Bank Announces Multi-Year Extension of Credit Card Partnership with Nordstrom

Fintech News Desk
by Fintech News Desk0
TD Bank, America’s Most Convenient Bank, announced the extension of its credit card program agreement with Nordstrom, Inc. TD will continue providing exceptional card products and experiences to Nordstrom customers as the exclusive issuer of Nordstrom’s U.S. Visa and private label consumer credit cards. “Our teams have built an outstanding......
BetaNXT Partners with Envision Financial Systems for Mutual Fund Investor Subaccounting
Finance News

BetaNXT Partners with Envision Financial Systems for Mutual Fund Investor Subaccounting

Fintech News Desk
by Fintech News Desk0
Enables turnkey accounting services for broker-dealers and TAMPs BetaNXT, the next wave in wealth management technology and outsourcing solutions, has partnered with Envision Financial Systems, a leading provider of real-time investor recordkeeping solutions, to deliver an integrated brokerage and mutual fund subaccounting solution. Under the terms of the agreement, BetaNXT......
Artificial Intelligence News Technology

Top 5 Utility Company Places Order for Two ROAMEO Mobile Security Robots From AITX’s Subsidiary Robotic Assistance Devices

Fintech News Desk
by Fintech News Desk0
Artificial Intelligence Technology Solutions, Inc., announced that its wholly owned subsidiary, Robotic Assistance Devices, Inc. (RAD) has received an order for 2 ROAMEO mobile security robots. This order, a capital purchase facilitated through one of RAD’s largest authorized dealers, will see one ROAMEO deployed at the major utility company’s corporate......
Advisor360° Survey: Financial Advisors Are Losing Business Due to Subpar Technology
Finance Fintech News

Advisor360° Survey: Financial Advisors Are Losing Business Due to Subpar Technology

Fintech News Desk
by Fintech News Desk0
73 Percent of Advisors Say Millennials & Gen Z Require Different Engagement than Boomers & Gen X While the right technology may give financial advisors an edge, the wrong technology can cost them real dollars and real clients. A new report by Advisor360°, a leading provider of integrated technology for broker-dealers......
Lincoln Financial Network Welcomes Financial Professionals Scott LoPresti and Dean DiPierro to the Firm
Finance News

Lincoln Financial Network Welcomes Financial Professionals Scott LoPresti and Dean DiPierro to the Firm

Fintech News Desk
by Fintech News Desk0
Team with nearly $500 million in client assets brings their advisory expertise to Lincoln Financial Network with an eye toward the future of their practice and enhancing wealth management client support Lincoln Financial Network (LFN), the retail wealth management affiliate of Lincoln Financial Group, announced that Scott LoPresti and Dean......
StratCap Advisory and Fintrust Announce a Merger to Form UPWISERY
Finance News

StratCap Advisory and Fintrust Announce a Merger to Form UPWISERY

Fintech News Desk
by Fintech News Desk0
A boutique and holistic financial advisory and services firm StratCap Advisory, recognized among the top investment banking firms in India, and Fintrust Advisors, one of the fastest growing multi-client family office advisory firms, have announced a merger to create ‘UPWISERY‘, a multi-disciplinary professional advisory and financial services firm. Speaking on this......
Total Expert Launches New Capabilities for Banks and Lenders to Create Growth Opportunities
Finance News

Total Expert Launches New Capabilities for Banks and Lenders to Create Growth Opportunities

Fintech News Desk
by Fintech News Desk0
Product release includes industry-leading integrations and features to continue building ecosystem, increase referrals, improve sales productivity, and keep deals from falling through the cracks Total Expert, the CRM and customer engagement platform purpose-built for modern financial institutions, launched new capabilities to help banks and lenders deliver on every financial milestone......
Island Pay Launches First-Ever Digital Currency Tourist Wallet and Small Merchant Apps to Help Drive Economic Growth
Digital Wallet News

Island Pay Launches First-Ever Digital Currency Tourist Wallet and Small Merchant Apps to Help Drive Economic Growth

Fintech News Desk
by Fintech News Desk0
Island Pay, one of the world’s leading digital currency technology companies, is pushing to drive increased tourism to The Bahamas and is aiming to help small merchants become a larger part of the financial ecosystem with the launch of the world’s first ever digital Tourist Wallet App and the Small Merchant App.......
1