Search Results for: personalized services
Daily Fintech Series Roundup: Top Fintech News, Analytics and Insights
FTS Daily Roundup starts today! We are covering the top updates from around the world. The updates will feature state-of-the-art capabilities in Fintech insights, Trending fintech news, Crypto, Fintech SaaS, Fintech Cloud, Analytics and AI ML. We will cover the role of FTS Daily Roundup and its application in various industries and......
Money Concepts Capital Corp. Enhances Advisor Productivity and Client Servicing Capabilities with Broadridge
Leveraging Broadridge Wealth Data Aggregation and Financial Reporting enables Money Concepts to create their wealth platform for the future Money Concepts Capital Corp. has enhanced its data management technology with the implementation of Wealth Data Aggregation and Financial Reporting from global Fintech leader Broadridge Financial Solutions, Inc.. This data aggregation, reporting......
ProNvest Rebrands as Future Capital, Empowering Investors with Retirement Solutions and Unwavering Support
Leading WealthTech Platform’s Rebranding Highlights Commitment to Advanced Technology, Customized Solutions, and Personalized Guidance for Long-Term Wealth and Financial Stability ProNvest, a leading WealthTech solution specializing in personalized services for workplace retirement plan participants, has rebranded as Future Capital. This name change reflects the firm’s focus on empowering advisors and......
Banks and Lenders See Opportunity to Rebuild Customer Trust Amid Crisis Through Digital Transformation
A new report from Smart Communications and Salesforce of 430 global executives highlights the importance of digital investment and hyper-personalized customer experience in rebuilding trust and succeeding in the future Smart Communications, a leading technology company focused on helping businesses engage in more meaningful customer conversations, in partnership with Salesforce,......
Exploring The Benefits Of Fintech Data Types, Uses, And Security Frameworks
In this blog, I have covered all the peaks and valleys of fintech, its data types, usage, and security frameworks. Nothing can be crispier than this well-researched data with the immense hard work of a fortnight for this piece of color. Fintech is like a peacock that has its own......
How AI Is Driving Ecommerce App Development
In this article, we shall be covering out our best about AI and how it is driving Ecommerce App development. It shall give a good insight into the best applications of AI in Ecommerce. Snapshot Of AI Artificial Intelligence is a concept that dominates the world of technology. Although it......
Dah Sing Bank and Sun Life Join Forces in 15-Year Exclusive Bancassurance Partnership in Hong Kong
Dah Sing Bank, Limited and Sun Life Hong Kong Limited, a subsidiary of Sun Life Financial Inc., announced an exclusive 15-year bancassurance partnership in Hong Kong (“Bancassurance Partnership”). Under this Bancassurance Partnership, Sun Life will be the exclusive provider of life insurance solutions to Dah Sing Bank’s 570,000 retail banking customers......
FNZ to acquire YieldX, Accelerating the Personalization of Wealth Management Solutions
Financial institutions, advisors and their clients will benefit from the combination of FNZ’s full service, end-to-end platform, and YieldX’s market leading fixed income portfolio management technology FNZ, the global wealth management platform, has agreed to acquire YieldX, a U.S.-based provider of fixed income portfolio management technology, optimization services and direct......
Andes Wealth Technologies Announces Patent on Investor Profiling and Behavioral Risk Management System
Andes Wealth Technologies, the first company to combine behavioral finance and risk analytics, empowering financial advisors to differentiate, satisfy Reg BI, and deliver hyper-personalized services, announces that the U.S. Patent and Trademark Office has approved the patent application of Helen Yang, its founder and CEO, titled Investor Profiling and Behavioral Risk......