Search Results for: marketing experience

Fintech News

Orion’s New Client Portal Runs a Critical Thread of Connectivity Through the Entire Advisor-Client Journey

Fintech News Desk
by Fintech News Desk0
New portal and Apex Clearing integration meet the rising demand for one-stop, go-anywhere access to investors’ complete financial picture Orion Advisor Solutions, the premier provider of the tech-enabled fiduciary framework that empowers financial advisors to Prospect, Plan, Invest, and Achieve within a single, connected experience, today unveils a new Orion......
Business News

TD Ameritrade Institutional: RIAs Are Prepared to Weather Coronavirus Challenges

Fintech News Desk
by Fintech News Desk0
New FA Insight Study Reveals Productivity Gains but Tempered Growth Expectations for 2020 Amid the immense challenges and disruption spawned by the coronavirus pandemic, independent registered investment advisors (RIAs) are again proving their resiliency, course-correcting as needed to position themselves for long-term growth, according to new FA Insight benchmarking research from TD Ameritrade......
U.S. Bank simplifies accounts payable, digitally transforms invoice-to-pay process with AP OptimizerTM
Business News

U.S. Bank Announces Several Key Leadership Changes

Fintech News Desk
by Fintech News Desk0
Executive appointments further company’s commitment to people, diversity, equity and inclusion, and business transformation U.S. Bank announced several executive leadership changes today, including a new external hire and promoting key talent to broader roles. Read More: Kensho Collaborates with NVIDIA to Advance Automatic Speech Recognition “This has been an extraordinary year......
Uncategorized

Apex Clearing’s Q2 2020 ‘Millennial 100’ Stock Pulse Report Shows Cross-Generational Support for Certain Stocks in Post-Pandemic World

Fintech News Desk
by Fintech News Desk0
Amid a continuing backdrop of fear and uncertainty in the second quarter, investors that custody with Apex Clearing again traded at unprecedented levels with a seeming consensus across generations on a few top picks Apex Clearing, the custody and clearing engine powering the future of wealth management, has released its......
Financial Advisors Need to Amp Up Their Digital Marketing Efforts – New Research Shows
Fintech Mobile Banking News

eMoney Advisor Announces Agenda for Annual Summit

Fintech News Desk
by Fintech News Desk0
eMoney Advisor (eMoney), a leading provider of technology solutions and services that help people talk about money, today announced a more detailed agenda for its annual eMoney Summit, the industry’s premier event for planning-led financial professionals. Centered on the theme “Power to the Plan,” the 2020 eMoney Summit will be fully virtual,......
Banking Fintech News

Galileo Integrates with Plaid to Simplify ACH Transfer Setup

Fintech News Desk
by Fintech News Desk0
Integration streamlines authentication of bank accounts for customers  Galileo announced its integration with Plaid today, giving Galileo clients a streamlined experience in the bank authentication process for its customers. With this integration, joint clients of Galileo and Plaid may offer their customers an easy way to connect their bank accounts and......
Fintech Fintech Funding News

TermScout Secures $1.25 Million Seed Funding to Grow Legal Tech Offerings and Sales

Fintech News Desk
by Fintech News Desk0
TermScout, a legal tech platform developed by lawyers to help legal and sales teams reduce the complexity and time required in the commercial contract review process, announced today that it has closed a $1.25 million Series Seed and a previous $350,000 convertible note funding round for a combined $1.6 million. Read More: Strider Announces John Mullen,......
Saviynt Expands Executive Team with Key New Hire
Fintech News

Saviynt Expands Executive Team with Key New Hire

Fintech News Desk
by Fintech News Desk0
Wade Tibke joins Los Angeles based security technology company as Senior VP of Marketing Saviynt, the leading cloud-first Identity Management platform, announced the addition of Wade Tibke as Senior Vice President of Marketing. With over two decades of experience building dynamic marketing teams at enterprise SaaS companies, Tibke is responsible......
Business News

Bestpass Appoints Tom Fogarty as CEO

Fintech News Desk
by Fintech News Desk0
Bestpass, the comprehensive payment platform provider that is the leader in toll management solutions for commercial fleets, today announced the appointment of Tom Fogarty as Chief Executive and to its Board of Directors. John Andrews will continue as President and Chief Strategy Officer, in addition to his appointment as the Chair of the......
Blockchain Fintech News

Mainframe Acquires Sablier and Relaunches to Introduce a DeFi Bonds System

Fintech News Desk
by Fintech News Desk0
Mainframe, a blockchain company that launched in 2018 as a decentralized communication platform, today announced its relaunch as Mainframe Lending Protocol, following its acquisition of Sablier, a protocol for real-time finance on the Ethereum blockchain. Mainframe plans to integrate Sablier’s money streaming technology into a fixed-rate lending protocol and create tokenized debt......
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