Tag : client engagement

FP Alpha Unveils Estate Insights 2.0; Helping Financial Advisors Deliver Deeper, More Actionable Planning
Artificial Intelligence Finance Fintech News

FP Alpha Unveils Estate Insights 2.0; Helping Financial Advisors Deliver Deeper, More Actionable Planning

PR Newswire
by PR Newswire0
FP Alpha, the premier AI-driven wealthtech platform for financial advisors, today announced the release of its enhanced Estate Insights 2.0, a groundbreaking advancement in estate planning technology designed to empower financial advisors with deeper, more actionable insights while streamlining the estate review process. This enhanced capability marks a significant evolution in......
YCharts Expands Relationship with LPL Financial Through ClientWorks Integration
Fintech Investment Services News

YCharts Expands Relationship with LPL Financial Through ClientWorks Integration

Business Wire
by Business Wire0
YCharts, a leading client engagement and investment research platform trusted by financial advisors and investment professionals across North America, has expanded its relationship with LPL Financial by launching a direct integration with ClientWorks, LPL’s advisor technology platform. This enhancement streamlines workflows, reduces manual data entry, and improves client engagement for......
Zocks Announces Strategic Partnership with Practifi to Enhance Wealth Management Workflows
Analytics Artificial Intelligence Fintech News

Zocks Announces Strategic Partnership with Practifi to Enhance Wealth Management Workflows

Business Wire
by Business Wire0
New Integration Enables Seamless Data Flow Between Platforms, Helping Advisors Deepen Client Relationships Through AI-Powered Insights Zocks, an innovative, privacy-first AI platform that turns client conversations into actionable data and insights, announced a strategic partnership with Practifi, the leading CRM built for wealth management. This integration enables seamless two-way data......
Midwestern Securities and YCharts Forge Strategic Partnership to Boost Advisor Efficiency and Client Engagement
Investment Services News Security

Midwestern Securities and YCharts Forge Strategic Partnership to Boost Advisor Efficiency and Client Engagement

Business Wire
by Business Wire0
YCharts, a leading investment research and client engagement platform, is thrilled to announce a strategic enterprise partnership with Midwestern Securities, a trusted partner to community banks and financial institutions. This collaboration provides Midwestern Securities’ advisors with full access to YCharts’ robust suite of tools and integrations, streamlining operations, enhancing client......
Alpha FMC Releases 2025 Asset & Wealth Management and Alternatives Outlooks: AI, Private Markets, and Regulatory Shifts Take Center Stage
Artificial Intelligence Fintech News

Alpha FMC Releases 2025 Asset & Wealth Management and Alternatives Outlooks: AI, Private Markets, and Regulatory Shifts Take Center Stage

GlobeNewswire
by GlobeNewswire0
A critical turning point for both industries, with innovation, AI integration, and operational efficiency identified as key success drivers in a competitive landscape. Despite challenges like rising interest rates and tightening regulations in 2024, Alpha FMC’s outlooks predict a year of transformation for both industries, where firms focused on adaptability......
Exhibit A Launches, Helping Advisors Enhance Client Engagement With Impactful Visuals
Finance Fintech News

Exhibit A Launches, Helping Advisors Enhance Client Engagement With Impactful Visuals

Business Wire
by Business Wire0
New platform brings firm’s signature visual storytelling, actionable insights to financial advisors Today marks the official launch of Exhibit A, a platform designed to improve client engagement and decision-making via visually compelling charts and accompanying context. Conceptualized and launched through executives from Ritholtz Wealth Management (RWM), a registered investment advisor (RIA)......
Osaic Forms Strategic Relationship with Zocks to Provide Their Financial Professionals Access to an AI-Driven Edge in Productivity
Artificial Intelligence News Security

Osaic Forms Strategic Relationship with Zocks to Provide Their Financial Professionals Access to an AI-Driven Edge in Productivity

Business Wire
by Business Wire0
Collaboration empowers Osaic’s financial professionals with Zocks’ Client Intelligence Platform for streamlining workflows, and enhancing client engagement, while ensuring the highest standards of privacy and security Zocks, a privacy-first AI platform for financial advisors, announced a strategic relationship with Osaic, one of the nation’s largest providers of wealth management solutions.......
WealthFeed Announces Strategic Partnership with NewEdge Advisors
Fintech News

WealthFeed Announces Strategic Partnership with NewEdge Advisors

PR Newswire
by PR Newswire0
WealthFeed, an AI-powered Money-in-Motion platform for financial advisors, is excited to announce a strategic partnership with NewEdge Advisors, a growth-oriented financial advisory services and wealth management firm. The collaboration provides advisors with advanced prospecting and client engagement tools, enabling them to identify new prospects and drive organic growth. This partnership......
Psympl Launches Motivation Decoder to Improve Client Acquisition and Retention in Consumer Financial Services
Finance Fintech News

Psympl Launches Motivation Decoder to Improve Client Acquisition and Retention in Consumer Financial Services

PR Newswire
by PR Newswire0
Psympl, the leader in the application of Psychographic AI, is excited to announce the launch of the Motivation Decoder. This revolutionary tool is designed to transform client engagement in the consumer financial services, wealth management, and consumer insurance industries by predicting consumers’ psychographic profiles with an impressive 90% accuracy using......
oneZero Acquires Autochartist
Fintech News Risk Management Trading

oneZero Acquires Autochartist

PR Newswire
by PR Newswire0
oneZero, the global leading provider of multi-asset enterprise technology solutions for trade execution and risk management for banks, brokers and buy side market participants, announced the acquisition of Autochartist, a leading provider of client engagement automation through market data-driven content. The acquisition creates a mutually beneficial relationship, enhancing both companies’......
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