Tag: MarTech
FPA rebuilds PlannerSearch to match clients with planners
The Financial Planning Association (FPA), a membership body and trade group representing CERTIFIED FINANCIAL PLANNER professionals, has unveiled a rebuilt version of FPA PlannerSearch,...
Snappy Kraken unveils Snappy AI for financial advisors
Snappy Kraken, a marketing technology firm serving the financial services sector, has introduced Snappy AI.
The tool acts as an AI marketing operations coworker...
Audiencerate joins Microsoft Partner Ecosystem to explore global markets
Audiencerate, a prominent player in the data management sector, has revealed that it has joined the Microsoft Partner Ecosystem to promote the adoption of its Customer Data Platform to a wider audience.



