Search Results for: financial services industry

Envestnet Launches More Product Enhancements, Further Streamlining Workflows for Improving Client Outcomes
Banking Fintech News

Envestnet | Yodlee and JPMorgan Chase Sign Data Agreement to Enhance Consumer Data Protections, Bolster Overall Data Connectivity and Reliability

Fintech News Desk
by Fintech News Desk0
Agreement Provides Consumers Improved Access to Their Financial Data Envestnet | Yodlee, a leading data aggregation and analytics platform powering dynamic, cloud-based innovation for digital financial services, and JPMorgan Chase have signed a data sharing agreement, providing the framework for the bank’s customers to more securely and effectively share and......
Snappy Kraken Enhances Product and Service Offering to Address Unique Advisor Needs During COVID-19 Crisis
Business Fintech News

Snappy Kraken and Sawtooth Solutions Partner to Provide IARs & RIAs With Marketing That Costs Zero Up Front and Only Pay for Success

Fintech News Desk
by Fintech News Desk0
Full White Label and Hybrid Label Marketing Partnerships Now Available Industrywide to Help Financial Services Firms Serving Advisors Snappy Kraken, a MarTech company focused on helping financial professionals automate their marketing and business processes, has announced an enterprise relationship with Sawtooth Solutions, an investment platform that provides both RIAs and IARs......
Redtail Technology Survey: Advisors Still Rely on Traditional Communication Methods
Banking Fintech News

Redtail Technology Survey: Advisors Still Rely on Traditional Communication Methods

Fintech News Desk
by Fintech News Desk0
“Advisorcomms 2019” Survey Finds Nearly 90% of Advisory Firm Employees Believe Their Clients Would Like to Communicate With Them via Text Message Redtail Technology , a leading provider of client relationship management (CRM) solutions for financial services firms, published the results from its “AdvisorComms 2019” survey, which found that in-person......
Tiingo Joins FinTech Sandbox as Data Partner to Enable FinTech Startups to Do Good
Fintech Funding Fintech Startups

Tiingo Joins FinTech Sandbox as Data Partner to Enable FinTech Startups to Do Good

Fintech News Desk
by Fintech News Desk0
Tiingo INC., an Award-Winning Online Financial Data Analytics Tool and Market Data Provider, Has Joined Fintech Sandbox as a Data Partner in Support of Innovation in Financial Services. FinTech Sandbox announced that Tiingo Inc., an award-winning online financial data analytics tool and market data provider, has signed on as a......
Sapphire Software, Makers of Panoramix, Adds Director to Board
Banking Fintech News

Sapphire Software, Makers of Panoramix, Adds Director to Board

Fintech News Desk
by Fintech News Desk0
Growing Innovator in Financial Technology (FinTech) and Consulting Expands Board of Directors to Include 34-Year Wells Fargo Veteran. Sapphire Software Services, Inc., a Minnesota-based software consulting firm and makers of Panoramix for Financial Advisors, announced an expansion of the board of directors as part of a general organization meeting. Joining......
The Next Billion Dollar Fintech Opportunities at the 4th Annual FINTECHTALK Conference on October 23rd and Host iValley Announces the Launch of SpaceTechTalk
Blockchain Cryptocurrency Fintech Funding

The Next Billion Dollar Fintech Opportunities at the 4th Annual FINTECHTALK Conference on October 23rd and Host iValley Announces the Launch of SpaceTechTalk

Fintech News Desk
by Fintech News Desk0
Fintech Unicorns, Startups, Venture Capitalists, Internet Firms and Financial Institutions Will Discuss Next Billion Dollar Fintech Opportunities in Spacetech and Climate Financing; What’s Next in Consumer Lending, Payments, Challenger Banks, Capital Markets, Blockchain and Cryptocurrencies. iValley Innovation Center, a corporate focused FinTech accelerator will host its annual FINTECHTALK covering a broad range......
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