Search Results for: marketing

FinTech Company Uses Online Appointment Setting to Keep Financial Services Professionals In Business During COVID - Goes Public Under GRWCD
Fintech News

FinTech Company Uses Online Appointment Setting to Keep Financial Services Professionals In Business During COVID – Goes Public Under GRWCD

Fintech News Desk
by Fintech News Desk0
Public Employee Retirement Assistance utilizes technology to pair public employees with retirement specialists virtually and is now a subsidiary of Grow Capital, Inc.(PERA) Grow Capital, announced that it has formally acquired Public Employee Retirement Assistance, LLC (PERA). Read More: DataRooms.com Embeds the dtSearch Engine to Enable Instant Searching across Terabytes......
Alviere Launches The HIVE So Any Business Can Become a Bank
Business Fintech News

Alviere Launches The HIVE So Any Business Can Become a Bank

Fintech News Desk
by Fintech News Desk0
Alviere introduces a complete, single-integration financial technology platform enabling companies worldwide to offer financial services Ensuring long-term customer retention while simultaneously increasing revenue and reducing cost is the holy grail for any business. Today, companies around the world, in all industries and sizes, are looking to position their businesses beyond......
Ameriprise Financial Reports 96% Satisfaction Rate as Company Engages Record Number of Clients in Compelling Digital Experience
Fintech News

Ameriprise Financial Reports 96% Satisfaction Rate as Company Engages Record Number of Clients in Compelling Digital Experience

Fintech News Desk
by Fintech News Desk0
In the midst of an unpredictable year, clients of Ameriprise Financial are overwhelmingly pleased with the experience the firm provides to help them stay in control of their financial lives. Ninety-six percent of clients surveyed said they are “highly satisfied,” and Ameriprise provides the advice that addresses their needs. Ninety-two......
Fintech News

Equitize USA Changes the Game in Equity Crowdfunding

Fintech News Desk
by Fintech News Desk0
A Revolutionary REG D Equity Crowdfunding platform connects international companies with US investors Crowdfund Roundup Association LLC, (“CFR”), announces the debut of their revolutionary Equitize USA investment platform. Equitize USA provides unprecedented access to global investment opportunities for U.S. investors and a path to the U.S. capital market for emerging growth companies around......
Fintech News

Real Estate Technology Helping New York and New Jersey Consumers Find Opportunity During COVID-19 Crisis

Fintech News Desk
by Fintech News Desk0
REX, the real estate technology company connecting residential real estate buyers and sellers and offering the lowest transaction costs in the industry, released two new reports Wednesday analyzing housing market trends in New York and New Jersey. Public data compiled and analyzed by REX’s data team, led by Chief Data Scientist Andy Terrel, shows......
Investment Services News

Financial Advisors Divided on Third-Party Investment Strategies, COVID-19 Prompts Reflection on Overseeing Client Assets

Fintech News Desk
by Fintech News Desk0
Third-party models enable time savings, more client engagement, but heightened uncertainty leads advisors toward hands-on portfolio management, YCharts survey found YCharts, an investment research, analytics, and client communications platform, has released the results of the company’s latest research report, “Advisor Sentiment Survey: Coronavirus, Third-Party Models & In-house Portfolio Management.” The......
Broadridge Names Edmund Reese Chief Financial Officer
Artificial Intelligence Blockchain Fintech News

Current Wealth Technology Tools Not Meeting Financial Advisor Expectations, According to Broadridge Study

Fintech News Desk
by Fintech News Desk0
Financial advisors across the United States and Canada report fundamental changes to client relationships and business activity as they grapple with the lasting effects of the Covid-19 pandemic, according to a new survey from Broadridge Financial Solutions, Inc., a global Fintech leader. Seventy-seven percent of financial advisors say they have lost business as a result......
Investment Services News Trading

Sequire Platform Exceeds 1 Million Investors and Traders

Fintech News Desk
by Fintech News Desk0
SRAX, Inc. (NASDAQ: SRAX), a digital marketing and consumer data management technology company, announced its investor intelligence and communications platform, Sequire, has surpassed 1,000,000 active investors and traders from 91 public companies. Read More: Habito, UK’s Digital Mortgage Broker, Secures £5.5m in Series A funding Sequire has shown rapid growth since......
Aurigin: Pioneering Fintech Equips Investment Banks for COVID-era
Banking Fintech Investment Services News

Aurigin: Pioneering Fintech Equips Investment Banks for COVID-era

Fintech News Desk
by Fintech News Desk0
New York based Aurigin (formerly BankerBay), the largest M&A platform in the world with over USD 250 billion of live, curated deals, is rolling out a business solution that no bank can afford to ignore. Read More: DataRooms.com Embeds the dtSearch Engine to Enable Instant Searching across Terabytes of Virtual Data Room Content......
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