Search Results for: financial professionals

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Ameritas Investment Company, LLC Chooses Entreda, A Wholly Owned Subsidiary Of Smarsh, To Provide Endpoint Cyber Risk And Compliance Software; Completes Roll Out To Independent Financial Professionals

Fintech News Desk
by Fintech News Desk0
Entreda’s Cybersecurity Compliance Platform, Together with Smarsh’s Information Archive Platform, help to Keep Ameritas Data Safe Entreda, an award-winning developer of integrated cybersecurity software and solutions for the wealth management and insurance industries, today announced that it has finalized an agreement with Ameritas Investment Company, LLC (AIC), an independent Broker/Dealer......
Cambridge and INVENT.us Reimagining and Redesigning Digital Business Environment for Independent Financial Professionals
Business Fintech News

Cambridge and INVENT.us Reimagining and Redesigning Digital Business Environment for Independent Financial Professionals

Fintech News Desk
by Fintech News Desk0
Cambridge, among the leading financial solutions firms, and INVENT.us, an innovative cloud technology and consulting firm, announced today that Cambridge has selected INVENT.us and its consulting arm, INVENT Elite, to reimagine and redesign Cambridge’s financial professional experience through its comprehensive CLIC digital business environment. Read More: Voyager Digital Continues Servicing......
Fintech News

Millennials and Gen Xers Shaping the Future of Financial Planning by Establishing New Norms with Financial Professionals

Fintech News Desk
by Fintech News Desk0
According to a new study from AIG Life & Retirement and the MIT AgeLab, financial clients are expressing a willingness and desire to step beyond traditional conversational boundaries with their financial professionals. This is particularly apparent with younger clients between the ages of 30 and 45 who indicate the most......
eMoney Advisor Celebrates 20 Years of Delivering Planning-led Solutions to Financial Professionals
Fintech News

eMoney Advisor Celebrates 20 Years of Delivering Planning-led Solutions to Financial Professionals

Fintech News Desk
by Fintech News Desk0
eMoney Advisor (eMoney), a leading provider of technology solutions and services that help people talk about money, announced it has marked 20 years of transforming the financial advice industry through planning-led solutions. Over the last two decades, eMoney expanded its client base to more than 70,000 financial professionals by developing......
CentSai One Launches, Making Marketing for Financial Professionals Easy
Fintech News

CentSai One Launches, Making Marketing for Financial Professionals Easy

Fintech News Desk
by Fintech News Desk0
CentSai, the leading financial wellness platform that takes the fear out of finance through its content and storytelling, launched CentSai One . This SaaS platform gives users access to a treasure trove of marketing materials to brand for their own business development. Read More: Simple Announces Launch of Tax Refund Feature to Automate......
Advisor Group Announces Organizational Realignment To Accelerate Delivery Of Industry-Leading Technology, Platforms And Tools To Financial Professionals Across Recently Acquired Ladenburg Firms
Fintech Investment Services News

Advisor Group Announces Organizational Realignment To Accelerate Delivery Of Industry-Leading Technology, Platforms And Tools To Financial Professionals Across Recently Acquired Ladenburg Firms

Fintech News Desk
by Fintech News Desk0
Investacorp, SSN and KMS to Become Part of Securities America in Phased Plan to Commence in Summer and Conclude by Year End Advisor Group, the nation’s largest network of independent wealth management firms, announced an organizational realignment to drive the accelerated delivery of its industry-leading technology, platforms and growth resources......
Survey: 92% of Financial Services Professionals See Positive ROI on XR Technology, with Privacy and Security being Crucial to Adoption
Fintech News

Survey: 92% of Financial Services Professionals See Positive ROI on XR Technology, with Privacy and Security being Crucial to Adoption

PR Newswire
by PR Newswire0
Survey shows that XR significantly improves skill development, customer experiences, and operational efficiencies, with 9 out of 10 surveyed highlighting the importance of strong privacy and security measures Premier virtual reality (VR) and extended reality (XR) company HTC VIVE has released a report on the financial service industry’s adoption of XR,......
ForwardLane Launches EMERGE - Generative AI Platform to Supercharge New Gen of Financial Services Professionals
Analytics Artificial Intelligence Finance News

ForwardLane Launches EMERGE – Generative AI Platform to Supercharge New Gen of Financial Services Professionals

PR Newswire
by PR Newswire0
With the new generative AI platform, financial organizations can rapidly scale their data and analytics capabilities while key sales, marketing, business and product professionals with no AI/LLM expertise can now easily create, preview and engage with valuable insights ForwardLane, the provider of AI-powered intelligence solutions, announces the launch of its......
Climate Risk Management Workshop for Financial Industry Risk Professionals Launched
Fintech News Risk Management

Climate Risk Management Workshop for Financial Industry Risk Professionals Launched

PR Newswire
by PR Newswire0
RMA and McKinsey & Company, as a knowledge partner, announced that they are holding a workshop designed to help bank executives integrate climate risks, opportunities, and regulations into their business decisions and operations. The workshop will take place at The Ritz Carlton New Orleans from April 12-13, 2023. Attendance is......
Hearsay Helps Financial Services Professionals Ensure Compliance with SEC Modernized Marketing Rule
Fintech News

Hearsay Helps Financial Services Professionals Ensure Compliance with SEC Modernized Marketing Rule

Fintech News Desk
by Fintech News Desk0
Offering enables compliant use of testimonials and endorsements to drive business growth Hearsay Systems, the trusted global leader in digital client engagement for the financial services industry, announced that it is expanding its compliance capabilities to help financial professionals make the most of testimonials and endorsements. The new functionality, which......
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