Tag : financial professionals

Yext Launches Financial Services Cloud, Highlighted by Guided AI-Powered Search Solution
Fintech News

Yext Launches Financial Services Cloud, Highlighted by Guided AI-Powered Search Solution

Fintech News Desk
by Fintech News Desk0
As consumer demand for personalization grows, the solution set offers a customizable experience when searching for financial products and services  Yext, Inc., the AI Search Company, announced the launch of its Financial Services Cloud, a set of AI search solutions optimized for banks and other financial institutions. Yext, Inc. Incorporating......
Gainfully joins White Glove to Accelerate Growth in Enterprise Financial Services
Fintech News

Gainfully joins White Glove to Accelerate Growth in Enterprise Financial Services

Fintech News Desk
by Fintech News Desk0
Acquisition of Gainfully accelerates transition to full spectrum marketing White Glove, a portfolio company of Rockbridge Growth Equity and fintech marketing company specializing in client acquisition services for financial advisors, announced the acquisition of Gainfully Inc., an industry leader in compliance-enabled content marketing technology for enterprise insurance and financial services......
J.P. Morgan Asset Management Launches New Guide to the Markets Mobile-Based Augmented Reality (AR) Experience
Fintech News

J.P. Morgan Asset Management Launches New Guide to the Markets Mobile-Based Augmented Reality (AR) Experience

Fintech News Desk
by Fintech News Desk0
Developed in collaboration with Coffee Labs, the smartphone and tablet-enabled platform offers clients a new way to access interactive analysis on major economic themes impacting markets and investors  J.P. Morgan Asset Management announced the launch of the award-winning Guide to the Markets which includes a mobile-based augmented reality (AR) experience, offering clients......
SUMA Wealth Selects MX to Power its Data Platform Focused on Building Financial Wealth in the Latinx Community
Fintech News

SUMA Wealth Selects MX to Power its Data Platform Focused on Building Financial Wealth in the Latinx Community

Fintech News Desk
by Fintech News Desk0
Majority female-backed fintech helps Latinx community close the wealth gap and build prosperity with clean data and personalized financial alerts from MX MX, the financial data platform and leader in modern connectivity, announced that SUMA Wealth, a revolutionary financial technology company for U.S. Latinx youth founded by successful Latinx entrepreneurs......
Shield and LeapXpert Collaborate to Deliver Real-Time Surveillance Across Encrypted Messaging Applications
Fintech News

Shield and LeapXpert Collaborate to Deliver Real-Time Surveillance Across Encrypted Messaging Applications

Fintech News Desk
by Fintech News Desk0
Services like WhatsApp and WeChat have become relied upon in hybrid work environments, leading to an immediate need for tech driven compliance tools  Shield, the world’s leading Workplace Intelligence platform for compliance teams, announces it’s collaboration with LeapXpert, the leader in front-office conversational solutions. LeapXpert’s Federated Messaging Orchestration Platform (FMOP)......
Riskalyze Expands Trading Footprint by Extending Connected Trading to 25,000+ Additional Financial Professionals
Finance Fintech News

Riskalyze Expands Trading Footprint by Extending Connected Trading to 25,000+ Additional Financial Professionals

Fintech News Desk
by Fintech News Desk0
New notable networks with access to Riskalyze’s enhanced trade delivery technology Riskalyze today announced the general availability of the Riskalyze Trading platform to every financial professional leveraging Interactive Brokers, Apex Fintech Solutions (“Apex”), and RBC Clearing & Custody. With Riskalyze’s innovative Connected Trading technology integrated into these platforms, more than 25,000 financial professionals with client......
Huntington Hires Michael Maeser To Lead Twin Cities Wealth Management Team
Banking Finance Fintech News

Huntington Hires Michael Maeser To Lead Twin Cities Wealth Management Team

Fintech News Desk
by Fintech News Desk0
Huntington Bank announced that Michael Maeser has joined the company as the Minneapolis-St. Paul area executive for its wealth-management arm, the Huntington Private Bank. He previously served as the longtime leader of Wells Fargo’s wealth-management business in the Twin Cities. In his new role, Maeser will oversee all aspects of the Huntington Private Bank’s......
Hello Digital Assets: SIMON and NYDIG Partner to Deliver Bitcoin Education and Investments to Financial Professionals
Digital Asset Management Fintech News

Hello Digital Assets: SIMON and NYDIG Partner to Deliver Bitcoin Education and Investments to Financial Professionals

Fintech News Desk
by Fintech News Desk0
SIMON’s centralized platform for wealth managers gears up to launch digital assets portal designed to meet the industry’s evolving education and access needs SIMON Markets LLC (SIMON), a fintech company transforming the digital wealth management landscape through its leading platform for financial professionals, announced a new partnership with NYDIG—a leading......
"We're Banking On You": Albert Launches Albert Cash Out Of Beta, Bringing Personalized Banking And Advice To Everyone
Banking Finance Fintech News

“We’re Banking On You”: Albert Launches Albert Cash Out Of Beta, Bringing Personalized Banking And Advice To Everyone

Fintech News Desk
by Fintech News Desk0
Albert members doubled savings deposits during the height of the pandemic, with nearly one billion dollars saved in total since launch With the wide release of its Albert Cash product, Albert is the first company to bring high-touch personalized banking to everyone. Albert combines banking, savings, investing, and budgeting with Albert Genius, a team......
MML Investors Services Enters Into an Agreement With NYDIG to Provide Financial Professionals and Investors Access to Bitcoin Fund
Finance Fintech Investments News

MML Investors Services Enters Into an Agreement With NYDIG to Provide Financial Professionals and Investors Access to Bitcoin Fund

Fintech News Desk
by Fintech News Desk0
Massachusetts Mutual Life Insurance Company (“MassMutual”) announced that its broker-dealer, MML Investors Services (MMLIS), has entered into a placement agent agreement with NYDIG, a leading provider of technology and investment solutions, for a bitcoin fund. Select MMLIS financial professionals will offer qualifying clients access to the fund, which provides an......
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