Tag : client acquisition

VRGL Adds Risk Tolerance Capabilities to its Industry Leading Investment Proposal Management
Investment Services News

VRGL Adds Risk Tolerance Capabilities to its Industry Leading Investment Proposal Management

Business Wire
by Business Wire0
VRGL, a Client Acquisition and Investment Proposal Management solution, announced the launch of its new Risk Tolerance capabilities integrated within the existing VRGL workflow. VRGL’s Risk Tolerance capabilities allow advisors to leverage a turnkey, industry-researched Risk Tolerance Questionnaire, or to craft fully bespoke risk assessments aligned with advisor and organizational......
Bluespring Wealth Partners Launches Groundbreaking ‘Bluespring Blueprint for Growth’ Program
Finance Fintech News

Bluespring Wealth Partners Launches Groundbreaking ‘Bluespring Blueprint for Growth’ Program

Business Wire
by Business Wire0
Program will reimagine the way advisory firms generate new business, strengthening pipeline and increasing speed of new leads Bluespring Wealth Partners, LLC, an industry-leading acquirer and partner of best-in-class wealth management firms, announced Blueprint for Growth, designed to stimulate consistent and sustainable growth among its partner firms. This new program helps......
VRGL Announces $15Million Series A Fundraising Round led by MissionOG and FINTOP Capital
Finance News

VRGL Announces $15Million Series A Fundraising Round led by MissionOG and FINTOP Capital

Fintech News Desk
by Fintech News Desk0
Investment follows immediate revenue growth post launch as wealth managers embrace solution to accelerate the Client Acquisition, Proposal Management, and Retention process (“CAPM & R”) VRGL, Inc (“VRGL”), a provider of institutional-grade analytics and automated data extraction to the wealth management industry, today announced it has raised $15 million in a......
Capco Canada Names Ben Kosic as New Partner to Lead Insurance Practice
Analytics InsurTech News

Capco Canada Names Ben Kosic as New Partner to Lead Insurance Practice

Fintech News Desk
by Fintech News Desk0
Capco, a Wipro company, the global technology and management consultancy, has hired Ben Kosic as a new Partner in its Canadian Insurance practice. Ben joins Capco after eight years as President and CEO of Canadian National Insurance Crime Services (CANATICS), the anti-fraud consortium representing eight of Canada’s largest insurers. During......
SmartCard Marketing Systems Inc (OTC:SMKG) Enters Definitive Deal to Acquire The Portfolio of Chat Bot AI to Accelerate Digital Transformation In Fintech and PayTech Segments
Banking Blockchain Digital Fintech News

SmartCard Marketing Systems Inc Enters Definitive Deal to Acquire The Portfolio of Chat Bot AI to Accelerate Digital Transformation In Fintech and PayTech Segments

Fintech News Desk
by Fintech News Desk0
SmartCard Marketing Systems Inc: The company recently entered a Letter of Intent to acquire the Intellectual Property of Chat Bot AI to further accelerate and complement client acquisition and conversions and now finalized the agreed purchase terms. Note: Executive management is excited about this addition to its portfolio of intellectual......
US-Analytics and MindStream Strategically Align to Improve and Expand Solutions to Bring Digital Transformation to Finance Teams
Business Digital Fintech News

US-Analytics and MindStream Strategically Align to Improve and Expand Solutions to Bring Digital Transformation to Finance Teams

Fintech News Desk
by Fintech News Desk0
US-Analytics and MindStream, two organizations dedicated to designing solutions that help enterprise businesses improve their financial planning, budgeting, reporting, and analytics, are proud to announce an expanded strategic alliance that will help meet the CFOs’ growing demand for digital transformation initiatives in the workplace. Read More: Latinia Invests In Fintech Company......
Fintech Veteran Brett R. Walker Joins Access Softek to Lead Growth Initiative
Business Fintech Mobile Banking News

Fintech Veteran Brett R. Walker Joins Access Softek to Lead Growth Initiative

Fintech News Desk
by Fintech News Desk0
Access Softek, an omnichannel digital banking platform provider, is expanding its team with the addition of Brett R. Walker as Director of Emerging Markets. #Fintech veteran Brett R. Walker joins @AccessSoftek to lead #growth initiative Read More: Global Fintech Series Interview with Thomas (Tom) Aronica, Founder and CEO of Biller Genie......
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