Mako Fintech’s digital onboarding platform and Fidelity Clearing Canada’s tech-driven custody and clearing services allow wealth management offices to scale their client outreach and increase their revenue by opening new accounts faster while reducing operational costs.
New estate planning offering focuses on driving productivity and efficiency for advisors and wealth strategists serving high-net-worth and ultra-high-net-worth clients
The Rapidly Growing Platform Built for Insurance Distributors Now Has Over 11,000 Agent Users in Just Over a Year
IRIS CRM (“IRIS”), the premier business management and CRM software provider for the payments industry, has been acquired by full commerce enablement platform, Network Merchants, LLC. (“NMI”), for an undisclosed sum. Wellesley Hills Financial, the Boston-based financial technology investment bank, served as IRIS’ exclusive strategic and financial advisor for the transaction. Founded in 2010, IRIS continues to offer best-of-breed business management software for merchant services organizations. The company’s cloud-based platform provides ISOs and other payments processors with the value-added...
Kasasa®, an award-winning financial technology and marketing provider, received two Silver Telly Awards for its Community in Focus branded content and one Bronze Telly Award for its Kasasa Care™ promotional video. Founded in 1979, the Telly Awards honors video and television made for all screens and is judged by the Telly Award Judging Council, a group of leading video and television experts from some of the most prestigious companies in entertainment, publishing, advertising and emerging technology. Winners are...
Provider of Technology-Enabled Regulatory and Compliance Consulting and Fund Distribution Services to the Global Financial Services Industry Chooses Financial Services PR Firm BackBay
BeSmartee’s integration with Insellerate will enable lenders to maximize their prospect's conversions and build customers for life.
Home builder and real estate marketing experts announce Mobile CRM app general availability, comprehensive KPI reporting, greater interoperability, and more to the home builder, condo and residential developer industry’s most robust, integrated sales and marketing platform.
New integration allows loan officers to send SMS text messages to contacts through MyCRMDashboard
