Tag : financial services firms

Forming Strategic Partnerships with FinTech Providers that Offer Options
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Forming Strategic Partnerships with FinTech Providers that Offer Options

Steven McKean
How Partnership Programs Are Helping Financial Services Firms Be Successful in the Digital Marketplace Recently, financial services firms have searched for ways to amplify digital innovations – offering new solutions that create more stickiness to retain existing customers and attract new consumers – to remain competitive in the digital marketplace.......
Financial Services Firms That Invested In Emerging Technologies Profited In 2020, New Broadridge Study Finds
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Financial Services Firms That Invested In Emerging Technologies Profited In 2020, New Broadridge Study Finds

Fintech News Desk
Widening gap emerges between Leaders and Non-leaders Leading firms to allocate nearly 20% of global IT budgets to next-generation technologies by 2023 Over half of financial services firms worldwide plan to increase their spending over the next two years on next-generation technologies such as AI, blockchain, the Cloud and digital,......
Embracing The Practical Power Of A Target Operating Model
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Embracing The Practical Power Of A Target Operating Model

Point B
Authored By Mike Lee and Edward Dellheim, Point B A year into the COVID-19 pandemic, financial services firms are looking beyond the steps they’ve already taken to cut costs and preserve cash. It’s becoming increasingly clear that most can’t just wait out this crisis by trimming around the edges. Additionally,......
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FinMason Reaches “20 Million Portfolios Analyzed” Milestone

Fintech News Desk
FinMason, a FinTech firm and investment analytics provider that enables WealthTech platforms to accelerate development and time-to-market, today announced it has analyzed over 20 million portfolios for clients since launching its analytics API service in 2017. In the past 12 months, FinMason has doubled the number of portfolios analyzed by......
RegEd CEO and Founder to be a Featured Presenter at FSI OneVoice 2020
Business News

RegEd CEO and Founder to be a Featured Presenter at FSI OneVoice 2020

Fintech News Desk
John M. Schobel Will Present on the Topic of Driving Efficiency and Effectiveness in Branch Exams and Field Audits. RegEd, the leading provider of compliance technology solutions to broker-dealers and other financial services firms, is pleased to announce its participation in the Financial Services Institute (FSI) OneVoice conference in San......
Fidelity Launches Bond Beacon℠, an Innovative, Digital Fixed Income Trading Solution for Firms and Advisors
Fintech Investment Services News

Fidelity Moves to Establish New Digital Asset Business Supporting European Institutional Investors

Fintech News Desk
Fidelity Digital Assets, Ltd. Aims to Meet Increasing Demand for Digital Asset Custody and Trading Fidelity Investments, one of the world’s most diversified financial services firms, announced that it is establishing a new entity to serve European institutions investing in digital assets. Fidelity Digital Assets, Ltd. will offer access to......
Redtail Technology Survey: Advisors Still Rely on Traditional Communication Methods
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Redtail Technology Survey: Advisors Still Rely on Traditional Communication Methods

Fintech News Desk
“Advisorcomms 2019” Survey Finds Nearly 90% of Advisory Firm Employees Believe Their Clients Would Like to Communicate With Them via Text Message Redtail Technology , a leading provider of client relationship management (CRM) solutions for financial services firms, published the results from its “AdvisorComms 2019” survey, which found that in-person......