Search Results for: demographic

Wealthbox Releases Integration with LPL Financial's ClientWorks Platform
Fintech News

Wealthbox Releases Integration with LPL Financial’s ClientWorks Platform

PR Newswire
by PR Newswire0
Wealthbox, the highest-rated CRM software for financial advisors, announced its live integration with ClientWorks, LPL Financial’s advisor technology platform. Starting , the integration with ClientWorks provides LPL-affiliated advisors with visibility into client account information and demographic data from directly within Wealthbox to help streamline their work. “We’re grateful for our......
Investors and Marketers Use Brand Maps To Identify Breakout Consumer Brands
Investment Services News

Investors and Marketers Use Brand Maps To Identify Breakout Consumer Brands

PR Newswire
by PR Newswire0
AI-powered solution identifies emerging brands and their growth potential Social Standards, the leader in transforming complex social data into actionable consumer insights, has launched an innovative new solution called Brand Maps. Developed in tandem with industry professionals from the consumer goods, private equity, and investment banking sectors, Brand Maps offers......
Life insurance industry unprepared for $7.8 trillion wealth transfer to beneficiaries by 2040
Finance Fintech

Life insurance industry unprepared for $7.8 trillion wealth transfer to beneficiaries by 2040

Business Wire
by Business Wire0
60% of individuals aged 65 or older have not sought professional financial advice to prepare for retirement or to transfer their wealth Three-in-four consumers are interested in innovative life insurance offerings to help them age well, but insurers lack the product development capabilities The Capgemini Research Institute’s World Life Insurance......
Global Neobank, Zolve Secures $100 Million Warehouse Debt Facility to Expand Financing of US Immigrants
Finance Investment Services News

Global Neobank, Zolve Secures $100 Million Warehouse Debt Facility to Expand Financing of US Immigrants

PR Newswire
by PR Newswire0
Zolve, a cross border neobank helping immigrants across the world gain access to financial services, is proud to announce that it has secured a warehouse debt facility of up $100 million from Community Investment Management (CIM). This milestone marks another significant step forward in Zolve’s mission to ensure the seamless movement of......
Uzum Aims to Invest $300 Million in Uzbekistan’s New Economy Alongside Prominent International Investment Funds
Investment Services News

Uzum Aims to Invest $300 Million in Uzbekistan’s New Economy Alongside Prominent International Investment Funds

PR Newswire
by PR Newswire0
Uzum alongside prominent international investors plans to invest $300 million to fund further growth of the digital economy in Uzbekistan. Investments are planned to be allocated towards accelerating expansion of e-commerce, digital banking and fintech services offered by Uzum Group as well as expanding the company’s own logistics infrastructure. The investment round will......
Blue Ocean Technologies & QUODD Announce Global Strategic Partnership to Deliver US Market Data After Hours
Fintech News

Blue Ocean Technologies & QUODD Announce Global Strategic Partnership to Deliver US Market Data After Hours

Business Wire
by Business Wire0
Blue Ocean Technologies, LLC (BOT), a unique capital markets fintech leader in global after hours trading, and QUODD, a comprehensive market data on demand provider for the financial services industry and a NewSpring Holdings platform company, announced a strategic partnership aimed at delivering after hours trading capabilities to global investors. As......
Socure Announces Partnership with Public to Launch Investment Service in the UK
Investment Services News

Socure Announces Partnership with Public to Launch Investment Service in the UK

PR Newswire
by PR Newswire0
Socure, the leading provider of digital identity verification and fraud solutions, announced its partnership with Public, a New York-based multi-asset investment platform, on its recent launch in the United Kingdom. U.K. members can now invest in over 5,000 U.S-listed equities, benefit from low FX fees*, zero-commission trading during U.S. market hours, and advanced data and......
Lirium Selected to Power Digital NFT Access for Galicia, One of Argentina's Leading Banks
Digital Asset Management News

Lirium Selected to Power Digital NFT Access for Galicia, One of Argentina’s Leading Banks

PR Newswire
by PR Newswire0
Lirium, a leading licensed European provider of B2B2C digital asset access solutions, will begin powering digital access to NFTs using the Polygon network for Galicia, the largest private bank in Argentina based on market value. Lirium already partners with financial services companies in Argentina, Brazil, Mexico, Peru, Chile, Paraguay, Uruguay, Panama, Nigeria and Kenya. Lirium’s white label solution will give Galicia......
Pepper Advantage Grows Customer Base 40%
Investment Services News

Pepper Advantage Grows Customer Base 40 Percent

Business Wire
by Business Wire0
– Growth driven by demand for credit management and technology in higher interest rate environment – Data and technology investments lead to new customer wins across both banking and non-banking sectors – Strong Asian growth driven by Indian and Indonesian markets Pepper Advantage, a global loan servicing and credit technology......
1