Finovate

AUGUST 19, 2024

Wealth management solutions and technology company SigFig has added a number of new capabilities to its financial advisor collaboration platform, Engage. The new capabilities include a range of AI-powered tools and solutions to enhance client engagement and boost efficiency for advisors and their teams.

Advisors 59

Advisors AI CRM Automation 59

CB Insights

AUGUST 14, 2018

We have living, breathing, 4,500 style advisors in our stores.”. Way back before most enterprise software solutions were cloud-based, Salesforce was offering a new and different kind of CRM product. Robo-advisors. We have ‘I’. In June 2018 Amazon beat out Walmart, which was also interested, to purchase PillPack for nearly $1B.

Bitcoin 78

Bitcoin Online and Mobile Banking Advisors Origination 78

CB Insights

SEPTEMBER 27, 2017

Way back before most enterprise software solutions were cloud-based, Salesforce was offering a new and different kind of CRM product. These mobile games are “candidly disposable from a consumer standpoint,” said Nintendo president Reggie Fils-Aime, speaking in 2011. Robo-advisors. Salesforce/cloud software.

Bitcoin 65

Bitcoin Advisors Innovation Blockchain 65

Fintech Labs Insights

JULY 14, 2016

Founded in 2008, Betterment was one of the first online wealth management services to launch, entering into the industry well before the first fintech nerd uttered the word robo-advisor. Shapero brings experience as CFO for CRM company Sailthru and also worked at information services company Digital Globe and fintech company Spot Trading.

Advisors 15

Advisors CRM FinTech Accounts 15

Nanonets

JANUARY 17, 2024

Launched in 2011, it remains a robust and versatile choice, especially appealing to the B2C market and smart home enthusiasts. The inbuilt process advisor identifies bottlenecks, paving the way for higher efficiency. It supports a wide range of integrations, from CRM tools to marketing software.

Payment APIs and Integration 52

Payment APIs and Integration Automation CRM API 52