Turnkey system offers prepared scripts, ready-made branded landing pages to host video communications from the advisor, and coordinated emails to promote the important messages to clients and prospects
Financial Advisors can now make personal connection videos for their clients and customers simply and easily, all thanks to Snappy Kraken, the martech firm that provides automation solutions to financial advisors for launching its new personal connection video series for its existing subscribers, free of cost. Robert Sofia, CEO of Snappy Kraken expressed that up until now the financial advisors didn’t have a lot of options to use videos to promote their messages. The only...
As the Financial Data Exchange (FDX) continues to grow its membership and dedicated leadership team, FDX is pleased to announce the appointment of Tom Carpenter as Director of Public Affairs and Marketing. Carpenter previously served as the chair of FDX’s Government Affairs Taskforce. In his new role, Carpenter will be responsible for managing and growing the nonprofit’s foothold and brand within the broader financial data ecosystem. He will also oversee external communications, including press and media engagements,...
Mogo Inc. (TSX: MOGO) (NASDAQ: MOGO) (“Mogo” or the “Company”), one of Canada’s leading financial technology companies, today provided an update on its business performance and measures the Company is taking in response to the ongoing COVID-19 pandemic. “Like many companies, we’ve had to quickly adapt and make some difficult but necessary decisions as a result of the emerging effects of the coronavirus. I’m proud of how our team has managed the transition and the tremendous commitment they...
Broadridge Financial Solutions, Inc. (NYSE: BR), a global Fintech leader, today released results from a survey of over 300 financial advisors, revealing that financial advisors are accelerating the transition of their business models to offer more holistic financial wellness services. Fifty-one percent of surveyed advisors stated that there will be an increased focus on holistic financial planning within their practices moving forward. Younger advisors (under 40) are four times more likely than older advisors (over 55) to believe...
Cloud-based solution delivers remote account opening for businesses across the EMEA region
The financial technology industry in Britain is racing to do whatever needed to complete the coronavirus business relief measure by the government. They are willing to offer quick loans to aid the needy and help businesses who are struggling to find a financial foothold during the global crisis of the Coronavirus outbreak. Many top fintech organizations from the country have been pushing for approval and accreditation to be capable of providing quick relief loans to...
Interactive charts and powerful data visualization now widely available for all sectors of FICC
Dama Financial announces its CashToTax service offering to cannabis businesses in Sacramento, California
Phoenix American Financial Services, Inc. (“Phoenix American”) is pleased to announce its new client partnership with AD Securities America LLC (“AD Securities”). Phoenix American will support the back office operational needs of AD Securities’ asset management business with its industry leading investor services platform featuring the state-of-the-art STAR-XMS shareholder management / transfer agent system. AD Securities will benefit from Phoenix American’s combination of advanced technology, focus on customer service and long experience with the unique operational requirements of...
