Search Results for: financial coaching

AdvisorTouch Announces the Integration of Their Workflow System Into Wealthbox CRM
Business Fintech News

AdvisorTouch Announces the Integration of Their Workflow System Into Wealthbox CRM

Fintech News Desk
by Fintech News Desk0
Formerly Fox Financial Planning Network AdvisorTouch, formerly known as Fox Financial Planning Network, officially announced today the completion of the integration of AdvisorTouch’s custom workflow templates and system into Wealthbox CRM.  The integration will enable wealth management firms to work more efficiently and profitably, devote more time to client relationships......
Holt Accelerator - Seeking the World's Best Early Stage Fintechs to Join Cohort 3.0
Investment Services

Holt Accelerator – Seeking the World’s Best Early Stage Fintechs to Join Cohort 3.0

Fintech News Desk
by Fintech News Desk0
Holt Fintech Accelerator is currently receiving applications for their 2020 cohort – version 3.0. This will be the third cohort following active investments in 18 top fintechs, enabling 30+ deals for their startups (ie. half with financial institutions as customers / partners, half with institutional investors), resulting in companies raising an......
Outlier Raises $22.1M in Series B Funding to Oust Business Intelligence Dashboards
Business Fintech News

Outlier Raises $22.1M in Series B Funding to Oust Business Intelligence Dashboards

Fintech News Desk
by Fintech News Desk0
Outlier, the Leader in Automated Business Analysis Category, Is Growing 4x Year Over Year The adoption of AI-based and augmented analysis tools is on every business priority list in 2020. To maximize on the market opportunity, Outlier announced the close of its $22.1M Series B round of funding led by Emergence, with participation from......
Ignition Point Partners Launches to Provide Outsourced Expertise to Enhance Advisor-Recruiting and Acquisition Platforms for Independent Broker-Dealers and Registered Investment Advisors
Business News

Ignition Point Partners Launches to Provide Outsourced Expertise to Enhance Advisor-Recruiting and Acquisition Platforms for Independent Broker-Dealers and Registered Investment Advisors

Fintech News Desk
by Fintech News Desk0
Combines Knowledge, Networks and Experience of Leading Advisor Recruiting and Transition Consultant Jeff Nash, CEO of BridgeMark Strategies, and Steve Pirigyi, CEO of The Higher Line Ignition Point Partners announced its launch as a comprehensive consultancy that provides outsourced expertise to heads of business development and CEOs focused on evaluating......
Baker Hill Leadership Receives Recognition Throughout 2020
Banking Fintech News

Baker Hill Announces New CRO Amidst Unprecedented Growth

Fintech News Desk
by Fintech News Desk8
FinTech Leader Wraps 2019 With Robust Year End Market Activity, Expanded Partnerships, Multiple Award Recognitions, and Incoming Executive to Continue Growth Trajectory. Baker Hill, the leading financial technology provider in delivering solutions for common loan origination, risk and relationship management, CECL, and smart data analytics, announces the selection of Todd......
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