Search Results for: financial analysis

What Do the Cloud, Metaverse and Zombies All Have in Common? Financial Institutions.
Commerce Guest Posts Machine Learning

What Do the Cloud, Metaverse and Zombies All Have in Common? Financial Institutions.

Cheryl Chiodi
by Cheryl Chiodi0
They say word-of-mouth generates the most genuine opinions, so it’s good to see the conference circuit opening up again to get an ear to the ground on the latest news and future trends for the financial services industry. My recent trips included the IDC Directions Conference in Boston, the CeFPro......
Praxent Supports alooola in Launching Digital-First Financial Advisory Platform Geared Toward Millennials
Finance Fintech News

Praxent Supports alooola in Launching Digital-First Financial Advisory Platform Geared Toward Millennials

Fintech News Desk
by Fintech News Desk0
Praxent helps established RIA with mobile app development, Plaid and DriveWealth integrations Praxent, a fintech design and engineering partner to financial companies, announced that it has supported the launch of alooola, an education-based wealth management and investment advisory platform. “With our design and development expertise and integration guidance, Glen Eagle......
Canadian Financial Advisors Added 3.85% In Tangible Value to Client Accounts in 2021, Surpassing the Typical 1% Fee
Investment Services News

Canadian Financial Advisors Added 3.85% In Tangible Value to Client Accounts in 2021, Surpassing the Typical 1% Fee

Fintech News Desk
by Fintech News Desk0
Russell Investments Canada Limited (R­ussell Investments) has released its seventh-annual Value of an Advisor study, which aims to quantify an advisor’s broadening role to holistically serve their clients. The firm’s 2022 analysis found the value added to a client’s portfolio by a full-service Canadian advisor who delivers comprehensive wealth management is 3.85%.......
Market Demand Increases for Financial Planning That Goes Beyond Just Money
Finance Fintech News

Market Demand Increases for Financial Planning That Goes Beyond Just Money

Fintech News Desk
by Fintech News Desk0
Equitable announces unique partnership with Columbia University that teaches advisors to connect clients’ life goals and dreams to long-term financial planning Equitable, a leading financial services company and subsidiary of Equitable Holdings, has launched a unique partnership and program curriculum with Columbia University. The program invites financial professionals to study specific......
TIFIN's Financial Answers Acquires Two Additional Digital Assets To Expand Its Consumer Data Platform
Analytics Artificial Intelligence Digital Asset Management News

TIFIN’s Financial Answers Acquires Two Additional Digital Assets To Expand Its Consumer Data Platform

Fintech News Desk
by Fintech News Desk0
TIFIN, a fintech platform using artificial intelligence and investment-driven personalization to shape the future of investor experiences, today announced that its subsidiary Financial Answers has completed the acquisitions of All Star Charts, Inc. and INO.com, Inc. Both firms are high-quality investor education platforms, with deeply engaged audiences and subscribers. TIFIN an AI-powered fintech,......
Auditchain Expands Footprint in $600 Billion Global Accounting, Financial Reporting and Audit Services Market
Digital Asset Management Finance News

Auditchain Expands Footprint in $600 Billion Global Accounting, Financial Reporting and Audit Services Market

Fintech News Desk
by Fintech News Desk0
Acquisition substantially increases AUDT token utility infrastructure and strengthens reporting capabilities on the Auditchain Protocol for the European market Auditchain Labs AG, the developer of the world’s first decentralized accounting, financial reporting, audit, and analysis protocol for assurance and disclosure, announced that it has acquired Areport, a platform for creating......
Advanced Communication and Collaboration Solutions Boost Efficiency for Frontline Workers in Global Financial Services
Finance News

Advanced Communication and Collaboration Solutions Boost Efficiency for Frontline Workers in Global Financial Services

Fintech News Desk
by Fintech News Desk0
Technology providers to partner with service and software experts to better address the needs of a hybrid workforce, finds Frost & Sullivan Frost & Sullivan’s recent analysis reveals that technology vendors are rolling out new and improved communication, collaboration, and contact center solutions to help financial service institutions connect a workforce that......
Principal Financial Group Announces Global Financial Inclusion Index
Finance News

Principal Financial Group Announces Global Financial Inclusion Index

Fintech News Desk
by Fintech News Desk0
Inaugural study examines key drivers shaping financial inclusion in 40+ markets, provides actionable insights to address inclusion gaps and challenges Principal Financial Group announced it will launch the Global Financial Inclusion Index (“Index”) in collaboration with the Centre for Economics and Business Research (Cebr). The inaugural Index and its analysis......
Bairong's New Precision Marketing Solution Empowers Financial Institutions to Make Data-Driven Decisions
Analytics Fintech News

Bairong’s New Precision Marketing Solution Empowers Financial Institutions to Make Data-Driven Decisions

Fintech News Desk
by Fintech News Desk0
Bairong Inc, a leading independent AI-powered technology platform in China, announced that the Company has been granted a new patent for its smart method and system for marketing strategy generation, an industry-leading solution designed to help financial institutions address challenges in precision marketing and enable them to engage their customers with......
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