Today, YourStake announced our exciting collaboration to help enable a new level of frictionless investing for fintechs and advisors. Here’s how the new collaboration can help your firm: 1. Provides seamless solutions on-demand without having to build them in-house 2. Your customers can receive real-time financial analysis based on their user profile 3. Helps customers fill in account transfer details without typing them in manually Learn more about the collaboration here: https://bwnews.pr/3KCARIt
Apex Fintech Solutions’ Post
More Relevant Posts
-
🚀 Unlock Efficiency and Innovation with Tradesocio's Financial Solutions 🚀 In today's fast-paced financial landscape, staying competitive requires a strategic edge. Tradesocio's cutting-edge financial solutions offer precisely that, helping institutions across digital banking, brokerage firms, investment and wealth management, and pension firms streamline operations and drive innovation. Here's how: ✅ Streamlined Operations: Tradesocio's platforms automate manual tasks, slashing operational overhead and allowing financial professionals to focus on what truly matters. 📊 Data-Driven Insights: Informed decisions are key. Our advanced analytics tools provide deep insights into market trends, customer behavior, and investment performance, giving institutions a significant advantage. 🔒 Compliance and Security: Trust is paramount. We ensure that our platform is fortified with robust security measures and is always in compliance with industry regulations. 🛡️ Risk Management: Navigating risk is crucial. Our advanced risk assessment tools empower institutions to mitigate risks and protect investments even in the most dynamic market environments. 🤖 AI and Automation: We've embraced the future. Our platform leverages AI and automation to optimize decision-making processes, enhance customer service, and reduce costs. Imagine having an AI-powered ally by your side, making the right moves in real-time. The financial world is evolving, and Tradesocio is here to help institutions not just keep pace but lead the way. Our solutions empower you to drive efficiency and foster innovation, all while ensuring your clients receive the exceptional service they deserve. Ready to revolutionize your operations and stay at the forefront of financial innovation? Reach out to Tradesocio today and embark on a journey towards unparalleled efficiency and innovation! 💼📈💡 #FinancialInstitutions #FintechInnovation #AIinFinance
To view or add a comment, sign in
-
-
PIMFA WealthTech, the market network and technology platform created to bring together the FinTech and Wealth and Investment Management sectors, and NayaOne, a leading financial technology company today (20 September 2023) invite FinTechs to participate in a new Tech Sprint to meet a challenge focused on industry-wide client analytics and profiling. Read more: https://lnkd.in/dgtJvJmq #wealthmanagement #investmentmanagement #fintech #FinancialIT
PIMFA WealthTech Partners with NayaOne to Launch Client Analytics & Profiling Tech Sprint
financialit.net
To view or add a comment, sign in
-
Orion just introduced a game-changer for financial advisors with their new à la carte and stacked services. This is a significant step forward in allowing advisors to tailor their tech stack precisely to their needs. As someone deeply invested in leveraging AI and technology to enhance sales and client interactions, I see this as a pivotal shift towards more personalized and efficient advisory services. This approach aligns perfectly with the ongoing trend of customization in financial services. It underscores the importance of adaptability and client-centric solutions in our rapidly evolving industry. I believe this represents an exciting opportunity to enhance service delivery and stay ahead of the curve. Thoughts? #FinancialAdvisors #FinTech #OrionAdvisorSolutions #WealthManagement #Innovation
Orion releases à la carte and ‘stacked’ services
citywire.com
To view or add a comment, sign in
-
#MustReads Robo-advisors deliver advantages on two key features—accessibility and transparency. The AI bot provides value and convenience, enabling users to make well-informed investment decisions by leveraging its extensive information base. It surpasses human wealth managers in accessing crucial dimensions like liquidity and diversification. #fintech #roboadvisors #wealthmanagement
Efficiencies and Pitfalls of Robo-Advisors
https://talkfintech.com
To view or add a comment, sign in
-
The Ultimate Productivity Tech Stack for Fintech Brands - Finextra Research: One of the primary advantages of productivity tools is their ability to save time. Automated task scheduling, reminders, and calendar integrations ...
No title
finextra.com
To view or add a comment, sign in
-
Great to hear the voice of Paraplanners being highlighted again. If anyone can offer an expert opinion on making the advice process slicker and quicker then these people can! Kudos to Professional Adviser for supporting the Paraplanning posse. intelliflo #Paraplanner #Paraplanning #KeyLessDoMore #Integration #FinTech #FinancialPlanning
Paraplanners demand technology upgrades and 'better integration'
professionaladviser.com
To view or add a comment, sign in
-
Helping midsize and enterprise businesses to reduce IT development costs by delivering innovative digital solutions 🚀
🤖 What is a “Robo-Advisor” and how does it work? Robo-advisors are a technology that uses an algorithm after putting in the initial data about investors’ goals, preferences, and willingness to take risks to help them make smart choices when picking investments. The algorithms can be used to show an immediate profit with higher risks of picking a “dark horse” that is about to be on the rise or spreading the investment across multiple companies and stretching it over time aiming for average returns in the market. Big Data and AI made robo-advisors more effective in comparison with their human counterparts, but it’s too early to say that human advisors are out of the equation. Learn more in our new article 😉 https://lnkd.in/dhewdJJ6 #fintech #investment #investtech #roboadvisor
Exploring Robo-Advisors: A Popular Trend In FinTech 2023 - Elinext
https://www.elinext.com
To view or add a comment, sign in
-
Nearly half of all Filipinos don’t use a bank. GCash (Mynt - Globe Fintech Innovations, Inc.), in collaboration with BCG X, is revolutionizing financial experiences for this population by leveraging an AI-driven personalization engine called GCash. GCash delivers over 225 million hyper personalized messages daily to its users, significantly outperforming its legacy CRM program and generating ten times higher revenue. Watch this clip to see how this technology is enhancing financial inclusion and customer engagement in the Philippines: https://bit.ly/3uqBXTe
Turbocharging Financial Inclusion with AI-Driven Hyperpersonalization
bcg.com
To view or add a comment, sign in
B2B Marketing and Product Marketing Leader || SaaS, Fintech, AI, Web3 || 3x CMO / VP Head of Marketing || Ex-Booz&Co, Ex-US Navy Officer
1moAnyone who has seen one of those 60 page statements -- with no online option to download a .csv -- can appreciate what a big deal this is for Advisors and their clients.