Tag: client acquisition

Unbiased Pro has announced the launch of SmartAccept, an AI-powered tool designed to give financial advisers a competitive edge in securing new clients.

The landscape of wealth management is undergoing a transformative shift, moving away from traditional robo-advisory to embrace a new, dynamic model known as "intelligent...

The wealth management industry is undergoing a major transformation, driven by technological innovation, evolving client expectations, and a growing affluent population. With the sector expected to reach $2.6trn by 2028, firms are under pressure to provide personalised financial solutions at scale.

Cashmere, a pioneering WealthTech startup, has successfully raised $3.6 million in seed capital. The funding round was spearheaded by FinTech venture specialists, Canapi Ventures.

VRGL, a leader in client acquisition and investment proposal management solutions, has announced the completion of a new funding round.