Tag : client engagement platform

YCharts Names Industry Veteran Steve Bendt as Chief Marketing Officer
Finance Investments News

YCharts Names Industry Veteran Steve Bendt as Chief Marketing Officer

Business Wire
by Business Wire0
Fintech marketing veteran joins top investment research and client engagement platform to accelerate growth and strengthen YCharts’ market leadership YCharts, a leading investment research and client engagement platform trusted by thousands of financial professionals across North America, announced the appointment of Steve Bendt as Chief Marketing Officer. He will lead......
YCharts and Designed Securities Announce Strategic Partnership to Empower Canadian Advisors
Finance Fintech Investments News

YCharts and Designed Securities Announce Strategic Partnership to Empower Canadian Advisors

Business Wire
by Business Wire0
YCharts, a leading investment research and client engagement platform trusted by financial advisors and investment professionals across North America, is excited to announce a new partnership with Designed Securities, Canada’s premier financial services pro This strategic collaboration is set to transform the advisor experience by streamlining workflows and enhancing client......
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