Tag : financial professionals

Symphony is Securely Connecting Clients to Their Private Banks in Asia via WhatsApp and WeChat
Banking Fintech News Uncategorized

Symphony is Securely Connecting Clients to Their Private Banks in Asia via WhatsApp and WeChat

Fintech News Desk
by Fintech News Desk0
Banking has engaged Symphony – the leading markets’ infrastructure and technology platform- to develop and deploy HSBC GPB Chat, a client engagement platform that enables the private bank’s clients to interact with their relationship management team via one-to-one chat, group chat, document sharing and video/audio conferencing on WhatsApp or WeChat, in a......
CAIS and Digital Asset Partner to Tackle Inefficiencies at Intersection of Wealth Management and Alternative Investments
Blockchain Digital Asset Management Investments News

CAIS and Digital Asset Partner to Tackle Inefficiencies at Intersection of Wealth Management and Alternative Investments

Fintech News Desk
by Fintech News Desk0
New alliance will explore use cases for blockchain, distributed ledgers and smart contracts, including faster investor authentication methods, reduction of transaction cost and friction, and enhancing product liquidity CAIS, the leading alternative investment platform, and Digital Asset, the creators of the Daml multi-party application platform, announced a working collaboration to explore......
Advisor Group Accelerates Digital Transformation Strategy With Launch Of Multiple Tech-enabled Platforms At National Conference
Fintech News

Advisor Group Accelerates Digital Transformation Strategy With Launch Of Multiple Tech-enabled Platforms At National Conference

Fintech News Desk
by Fintech News Desk0
Hybrid ConnectED Event Kicks Off with Rollout of Streamlined, End-to-End Technology-Enabled Journey for Financial Advisors via New Express Onboarding, Upgraded Customer Relationship Management Platform, Advisor Business Hub and Vidyard for Advisor Group Forms Pilot of Financial Planning Jump Start Program for Next-Gen Financial Advisors, Expands Behavioral Financial Advice Training Program......
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......
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