Tag : marketing platform

EP Wealth Advisors Adds Veteran Financial Services Industry Marketer Jim Mocci to Support Growing Advisory Network
Investments News

EP Wealth Advisors Adds Veteran Financial Services Industry Marketer Jim Mocci to Support Growing Advisory Network

Fintech News Desk
by Fintech News Desk0
Former Fisher and BlackRock Exec to Lead Enhancement of Marketing Platform Aimed to Benefit Growing Firm, Client Experience EP Wealth Advisors, LLC (“EP Wealth”), a leading independent registered investment adviser (“RIA”) on a mission to provide clients with personalized advice through integrated financial planning, investment management, and tax and estate planning,......
Nations Lending Breezes Through Southern California with New Branch
Lending Mortgage News

Nations Lending Breezes Through Southern California with New Branch

Fintech News Desk
by Fintech News Desk0
Leading full-service mortgage lender Nations Lending has announced the opening of its newest California Branch in Costa Mesa. Quy Huynh will lead the office as branch manager. He will report to Regional Sales Manager Mike Towery and Divisional Sales Manager Nino Saso. “He is the best person to lead the......
StakeHound Launches to Unlock $20 Billion in Liquidity for the Ethereum and Radix DeFi Ecosystem
Fintech News

Jungo’s Integration with Blend® Enhances Efficiency for Loan Originators

Fintech News Desk
by Fintech News Desk0
Enterprise Mortgage Marketing & CRM Solution provider partners with Digital Lending Platform to make loan origination as simple as possible. Jungo is now fully integrated with Blend, the leading digital lending platform. With just one click, loan originators can launch mortgage applications, and view and track customer data, within Jungo’s......
Levitate Partners with Redtail Technology to Bring Keep-in-Touch Marketing Solution to the Finance Industry
Business Fintech News

Levitate Partners with Redtail Technology to Bring Keep-in-Touch Marketing Solution to the Finance Industry

Fintech News Desk
by Fintech News Desk0
Users of Redtail CRM can now seamlessly integrate with Levitate’s personalized marketing tools. Levitate, the keep-in-touch marketing platform started by former ShareFile founder Jesse Lipson, announced an integration partnership with Redtail Technology, the leading provider of client relationship management (CRM) solutions for financial advisors. Read More: SBLI Increases Coverage to $750K......
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