Tag : client engagement

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’......
FinTech360 Launches Cross-Device Trading Solutions to Meet Growing Mobile Demand in FinTech Industry
Fintech News Trading

FinTech360 Launches Cross-Device Trading Solutions to Meet Growing Mobile Demand in FinTech Industry

GlobeNewswire
by GlobeNewswire0
Revolutionary Trading Platforms for Brokers Now Available Across Mobile and Web FinTech360, a leading B2B provider of fintech solutions for regulated forex brokers, announced the launch of its new cross-device trading solutions, designed to meet the increasing demand for mobile-friendly platforms in the fintech industry. This innovative system enables brokers......
Nitrogen Deepens Functionality of Investment Research, Financial Planning, and Advisor Marketing Products
Investment Services News

Nitrogen Deepens Functionality of Investment Research, Financial Planning, and Advisor Marketing Products

Business Wire
by Business Wire0
Client engagement innovator reveals summer 2024 product releases to expanded software platform; More than 1,000 financial advisors attend the unveiling Nitrogen (formerly Riskalyze), the company that is revolutionizing how wealth management firms scale the delivery of personalized advice and client engagement, announced the availability of its summer 2024 product release.......
SMArtX Advisory Solutions Introduces Transition Analysis Tool to Help Advisors Enhance Tax Efficiency
Finance Fintech News

SMArtX Advisory Solutions Introduces Transition Analysis Tool to Help Advisors Enhance Tax Efficiency

Business Wire
by Business Wire0
The new tool represents SMArtX’s commitment to pioneering a new era in managed account administration with advanced automation and customization. SMArtX Advisory Solutions, a leading innovator in managed accounts technology, today announces the launch of its SMArtX Transition Analysis Tool. This innovative solution empowers financial advisors to seamlessly migrate client accounts......
YCharts-and-Savant-Wealth-Management-Enhance-Partnership-To-Elevate-Client-Engagement-With-Streamlined-Proposal-Generation
Finance Fintech News

YCharts and Savant Wealth Management Enhance Partnership To Elevate Client Engagement With Streamlined Proposal Generation

Business Wire
by Business Wire0
This strategic collaboration aims to empower advisors with enhanced capabilities, accelerating business growth by optimizing proposal generation and strengthening client communication. YCharts, a premier cloud-based investment research platform and proposal builder, is excited to announce an expanded partnership with Savant Wealth Management, a leading fee-only RIA recognized among Barron’s Top 100......
Introducing Collected Strategies, a Strategic Communications Firm for Today’s Dynamic Markets
Finance News

Introducing Collected Strategies, a Strategic Communications Firm for Today’s Dynamic Markets

Business Wire
by Business Wire0
Six founding partners have advised clients and broken news on the highest profile M&A, shareholder activism and crisis matters of the last 20 years Collected Strategies LLC, an independent advisory firm, launches to provide a new alternative for clients who demand leading financial communications, media relations and stakeholder engagement strategies.......
BetaNXT Launches Enhanced Client Communications Solutions for Financial Services Firms
Finance News

BetaNXT Launches Enhanced Client Communications Solutions for Financial Services Firms

PR Newswire
by PR Newswire0
Investor Communications Technology Improves the Advisor and Investor Experience BetaNXT, a provider of wealth management infrastructure software with real-time data capabilities and an enhanced advisor experience, announced at the SIFMA Operations Conference and Exhibition in Orlando the rollout of an enhanced Client Communications Solutions to help financial services firms digitally transform......
Advice Engagement Platform Lumiant Announces $3.5 Million USD Seed Funding Round
Fintech Funding News

Lumiant Announces $3.5 Million USD Seed Funding Round

Business Wire
by Business Wire0
Fresh capital to accelerate U.S. expansion and support platform and mobile enhancements Lumiant, an advice and client engagement platform that empowers advisors to connect with clients and families around their lives, values and finances, announced it has closed a seed funding round totaling $3.5 USD million. Funding came from Australian......
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