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Wealth.com Raises $30M To Provide Estate Documents To Advisors’ Clients (And More Of The Latest In Financial #AdvisorTech – October 2024)

Nerd's Eye View

From there, the latest highlights also feature a number of other interesting advisor technology announcements, including: VRGL has announced a new venture capital funding round to continue building out its capabilities to extract data from prospects' investment statements and automatically generate investment proposals – which while having proven (..)

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Fintech Stock Targets ₹100 Cr Profit in FY26, Digital Surge Boosts Growth Outlook

Trade Brains

It operates an asset-light model with over 19 lakh merchant outlets covering 97% of India’s pin codes. It offers services through both B2B and direct merchant models. Fino Payments Bank, launched in 2017 and backed by ICICI Bank, BPCL, Blackstone, and IFC, provides simple digital banking services. The bank serves 1.43

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Crizac Limited IPO: From issue details to financials; Here’s what you need to know

Trade Brains

Overview of Crizac Limited Crizac Limited was incorporated in 2011 and is a B2B education platform that connects global education agents with institutions of higher learning. The company’s net asset value per share is Rs. GMP of Crizac Limited IPO Crizac Limited’s IPO currently has no grey market premium (GMP) available.

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Arisinfra Solutions IPO: From issue details to financials; Here’s what you need to know

Trade Brains

As a B2B tech-driven company, it simplifies the procurement process, offering a smooth end-to-end experience for customers in the growing construction materials market. Asset-light business model reduces capital burden and increases margins. Strong vendor network supports reliable sourcing and timely delivery services.

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Virginia Laskowski

SEI

Digital advertising and B2B marketing. Virginia Laskowski. vlaskowski. Tue, 08/16/2022 - 13:43. Marketing Specialist. Ginny Laskowski SEI Sphere. IT Professionals (ITS). IT professionals (US). Strategic thinking and content strategy. Account and project management. vlaskowski@seic.com.

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Why Short-Form Financial Advisor Video Marketing Is Fueling Growth

Indigo Marketing Agency

Thats a huge shift and shows just how much short video is gaining ground in the B2B world. These quick videos work like digital assets. LinkedIn Is Leading the Way That same Wyzowl report shared that LinkedIn is now the top platform for financial advisor video marketing , with 70% of marketers using it.

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How to Build a High-Performing Website with Andy Crestodina

Steve Sanduski

The key psychological barrier that both B2B and B2C sites have to account for. Bill Keen is the founder and CEO of Keen Wealth Advisors, which is an RIA in the greater Kansas City area with half a billion dollars in assets under management. The Perfect B2B Website Service Page: 13-Point Checklist by Andy Crestodina.

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