Tag:
wealth management
Investment and Budget Allocation
Procyon Expands National Footprint with Acquisition of OLV Investment Group
Procyon, a leading independent registered investment advisory firm, has significantly expanded its national presence with the acquisition of OLV Investment Group, adding more than...
Customer Success
CROFirst’s Weekly Roundup: Clari, Salesloft, BlackRock, AWS, SalesHood, Nuvei, Microsoft, Accenture, WEVO, Amazon Connect & More
Welcome to CROFirst’s Weekly Roundup — your essential briefing on the latest breakthroughs in revenue strategy, predictive analytics, AI-driven customer engagement, and next-gen sales...
Quick Byte
Capco and PureFacts Form Strategic Alliance to Redefine Revenue Optimization in Wealth Management
Capco, a global management and technology consultancy under Wipro, has entered a strategic partnership with PureFacts Financial Solutions to transform revenue optimization for wealth...
News
HCLTech and AWS Partner to Drive AI‑Powered Transformation in Financial Services
global technology services company HCLTech announced a strategic collaboration with Amazon Web Services (AWS) aimed at accelerating the transformation of the financial services industry....
Investment and Budget Allocation
Wilshire Appoints Todd Cassler as Chief Revenue Officer
Wilshire, a leading investment solutions and analytics platform with over $1.5 trillion in assets under advisement and $125 billion in assets under management, announced...
Investment and Budget Allocation
iA Financial Group Finalizes Acquisition of RF Capital to Strengthen Wealth Management Leadership
iA Financial Corporation Inc. and RF Capital Group Inc. have completed their announced acquisition. This marks a key milestone in Canada’s wealth management sector....
Customer Success
d1g1t and Mako Financial Technologies Form Strategic Partnership to Digitally Streamline Client Management Workflows
d1g1t, a leading enterprise wealth management technology provider, and Mako Financial Technologies, a provider of next-generation workflow technology solutions for the financial services industry, announced...
News
DataDasher & Bento Engine Partner to Boost Data-Driven Advice
With the Bento integration, DataDasher further expands its capabilities to provide purpose-built content and high-impact advice at scale for customers
DataDasher AI, developer of an...
