Search Results for: relationship management

Atria Wealth Solutions Partners with Riskalyze to Empower Financial Professionals with Holistic View on Client Risk
Business Fintech Investment Services News Risk Management

Atria Wealth Solutions Partners with Riskalyze to Empower Financial Professionals with Holistic View on Client Risk

Fintech News Desk
by Fintech News Desk0
Riskalyze, the company that serves tens of thousands of financial advisors with risk alignment and portfolio analytics, and Atria Wealth Solutions, Inc. (Atria), a multi-channel wealth management solutions holding company, today announced a new partnership that equips nearly 2,500 financial professionals registered through Atria owned broker-dealers with access to Riskalyze......
Envestnet Enhances Ecosystem Launching the Envestnet Trust Services Exchange
Currency Exchange Fintech News

Envestnet Enhances Ecosystem Launching the Envestnet Trust Services Exchange

Fintech News Desk
by Fintech News Desk0
Partnership with Trucendent Directly Integrates Advisors with Trust Administrators, Trustees & Estate Planning Attorneys–Enabling RIAs & Broker-Dealers to Manage Trust Accounts Envestnet, Inc., announces the launch of the Envestnet Trust Services Exchange, a new solution for helping Registered Investment Advisers (RIAs) and broker- dealers seamlessly utilize trust accounts to facilitate......
Patterson & Associates Digitally Transforms With Applied
B2B Banking Business Digital Fintech News

Patterson & Associates Digitally Transforms With Applied

Fintech News Desk
by Fintech News Desk0
Independent insurance agency to seamlessly connect staff and customers through an open management system and mobile customer service technology Applied Systems® today announced that Patterson & Associates has selected the Applied Digital Agency™ solution to digitally transform its business. To provide a simpler, more digital customer experience, the agency will......
NTT DATA Global Study Finds Nearly 50% of Customers Want Financial Institutions to Act as a Conscientious Advisor on Major Spending Decisions
Artificial Intelligence Business Fintech News

NTT DATA Global Study Finds Nearly 50% of Customers Want Financial Institutions to Act as a Conscientious Advisor on Major Spending Decisions

Fintech News Desk
by Fintech News Desk0
Customers want hyper-individualized financial services. They’re even willing to share personal data and pay more as a tradeoff. According to research findings released today by NTT DATA, there is ample opportunity for financial institutions to harness the power of AI to build more meaningful connections and experiences with customers — vastly......
JPMorgan Chase Announces Initiatives to Support Minority-Owned and Diverse-Led Financial Institutions
Banking Digital Fintech Investment Services News

JPMorgan Chase Announces Initiatives to Support Minority-Owned and Diverse-Led Financial Institutions

Fintech News Desk
by Fintech News Desk0
JPMorgan Chase today announced initiatives to further support Minority Depository Institutions (MDIs) and diverse-led Community Development Financial Institutions (CDFIs), as part of the firm’s recently announced $30 billion commitment to advancing racial equity. MDIs and CDFIs provide vital financial services in communities that are often underserved. In order to provide this necessary funding......
Alyssa Phillips of HCR Wealth Advisors Joins Charles Schwab Technology, Operation and Services Board
Business Economy Fintech News

Macrobond Appoints Howard Rees As Chief Commercial Officer

Fintech News Desk
by Fintech News Desk0
MACROBOND Financial, a leading provider of economic and financial data, announced today that it has appointed Howard Rees as Chief Commercial Officer, effective immediately. He will oversee all global sales, customer activities; and strategic partnerships from the company’s London office. Read More: Reef Finance Becomes the Marquee Project in Pioneering Decentralized......
360factors Launches the American Bankers Association (ABA) Risk Library
Business Fintech News Risk Management

360factors Launches the American Bankers Association (ABA) Risk Library

Fintech News Desk
by Fintech News Desk0
Digital Collection of 800+ Risks, Based on ABA’s Risk Management Training Courses and Certification Programs, Now Available for free to Predict360 Customers with Active ABA Memberships 360factors, Inc., the industry leader in risk and compliance intelligence software for banks and financial services organizations, announced today that the company has exclusively......
CFI Welcomes Georges Kordahi as Official Brand Ambassador
Business Fintech News Risk Management Trading

CFI Welcomes Georges Kordahi as Official Brand Ambassador

Fintech News Desk
by Fintech News Desk0
CFI Financial Group, a leading online trading services provider, has announced a new partnership with the famous Middle Eastern TV presenter and celebrity Georges Kordahi. Read More: HK Virtual Bank Mox Captures $5.1 Billion In Deposits In First Five Months The Popular media figure, Georges Kordahi will be the new brand ambassador and......
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