Search Results for: financial market

Intention.ly Launches Advisor Brand Builder, a New Marketing Technology for Financial Firms
Fintech News

Intention.ly Launches Advisor Brand Builder, a New Marketing Technology for Financial Firms

Business Wire
Streamlined 20-minute, interactive discovery workflow and brand asset generation engine will revolutionize the financial advisor branding experience Intention.ly, the growth engine design consultancy firm transforming the way finserv and fintech companies approach marketing, is redefining brand design for financial advisors with launch of Advisor Brand Builder (ABB). Latest Fintech Interview......
PNC Capital Markets Launches PNC Asset Exchange to Help Financial Institution Clients Optimize Loan Portfolios
Capital Markets News

PNC Capital Markets Launches PNC Asset Exchange to Help Financial Institution Clients Optimize Loan Portfolios

PR Newswire
Exclusive online loan marketplace, powered by Community Capital, will expand client loan market access and liquidity management PNC FIG Advisory, part of PNC Capital Markets LLC, announced an expansion to its client offerings through the introduction of PNC Asset Exchange, an online loan resource and marketplace for financial institutions. PNC Asset......
Virtu Financial and InvestorLink Announce Strategic Alliance to Provide Global Retail Access to Primary Markets
Fintech News

Virtu Financial and InvestorLink Announce Strategic Alliance to Provide Global Retail Access to Primary Markets

GlobeNewswire
Alliance aims to address retail investors’ growing demand for greater access A global network of retail brokers will have access to InvestorLink’s primary market technology using Virtu’s technology Virtu Financial, a leading global provider of financial services, market making and technology solutions, and InvestorLink, a primary market workflow technology provider,......
OTC Markets Group Welcomes Ledyard Financial Group to OTCQX
Finance News Trading

OTC Markets Group Welcomes Ledyard Financial Group to OTCQX

GlobeNewswire
OTC Markets Group Inc., operator of regulated markets for trading 12,000 U.S. and international securities,  announced Ledyard Financial Group, Inc., the holding company for Ledyard National Bank. headquartered in Hanover, New Hampshire, has qualified to trade on the OTCQX Best Market. Ledyard Financial Group, Inc. upgraded to OTCQX from the......
Red Iron Group Announces Strategic Investment in Graphite Financial to Accelerate Expansion and Reinforce Market Leadership
Investment Services News

Red Iron Group Announces Strategic Investment in Graphite Financial to Accelerate Expansion and Reinforce Market Leadership

PR Newswire
Red Iron Group, a Menlo Park-based private investment firm,  announced a significant growth investment in Graphite Financial Group, LLC. In connection with this announcement, Red Iron and Graphite also announced its acquisition of CPM Advisory Group, LLC, with CPM’s business to be combined with Graphite. The three firms came together around......
Galileo Financial Technologies Joins AWS Marketplace
Fintech News

Galileo Financial Technologies Joins AWS Marketplace

PR Newswire
Galileo furthers commitment in offering innovative, accessible financial technology solutions, now listed on AWS Marketplace Galileo Financial Technologies, LLC, a leading financial technology company owned and operated independently by SoFi Technologies, Inc., announced that its solutions will now be listed on the AWS Marketplace, a curated digital catalog with thousands......
Legendary Financial Services Veteran Neil Greene Launches JABOY Capital Markets
Capital Markets Investment Services News

Legendary Financial Services Veteran Neil Greene Launches JABOY Capital Markets

PR Newswire
JABOY Capital Markets To Bring New Level of Deal Flow and VIP Services To Family Offices, RIAs, BDs and HNWI In the Trusted JABOY Productions Network JABOY Capital Markets is pleased to announce its official launch of a traditional and alternative investments platform to service the family office, RIA and high-net-worth clients within the......
Total Expert is Now Available in AWS Marketplace to Help Financial Institutions Maximize Technology Spend Amid Market Disruption
Cloud Finance News

Total Expert is Now Available in AWS Marketplace to Help Financial Institutions Maximize Technology Spend Amid Market Disruption

Business Wire
Total Expert’s purpose-built customer engagement platform can now be purchased directly through the AWS Marketplace Total Expert, the customer engagement platform purpose-built for modern financial institutions, is now available in AWS Marketplace, a digital catalog with thousands of software listings from independent software vendors that make it easy to find,......
Total Expert Enters Insurance Market as Platform Drives ROI Across the Financial Enterprise
Fintech InsurTech News

Total Expert Enters Insurance Market as Platform Drives ROI Across the Financial Enterprise

Business Wire
Insurance companies can now use turnkey marketing automation and customer intelligence to deliver the perfect customer journey across every financial milestone Total Expert, the CRM and customer engagement platform purpose-built for modern financial institutions, is helping insurance agencies and brokerages modernize their marketing processes and provide agents with actionable insights......
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