Tag: client experience

Greystone Names Sahil Sagar as Chief Information and AI Officer

Greystone names Sahil Sagar as Chief Information & AI Officer; most recently at Citi, he brings 20+ years in AI/tech leadership.

GDS Wealth Management Named to Inc. 5000 List for Second Consecutive Year

DALLAS, Aug. 15, 2025 /PRNewswire/ -- GDS Wealth Management, a premier financial advisory firm serving individuals and families across the nation, is proud to...

Sahm Capital Signs Strategic Agreement with WalaOne to Empower WalaOne Clients with Investment Services

Bridging digital rewards with capital market access for smarter financial growth.

Lido Advisors Names Elena Ro Chief Compliance Officer to Strengthen Regulatory and Operational Oversight

LOS ANGELES, Aug. 14, 2025 /PRNewswire/ -- Lido Advisors, a fast-growing national wealth advisory firm with more than $30 billion in RAUM*, today announced...

Sun Life Announces Appointment of David Healy as incoming President of Sun Life U.S.

Dan Fishbein to retire in March 2026 TORONTO, Aug. 7, 2025 /CNW/ - Kevin Strain, President and Chief Executive Officer of Sun Life is pleased...

UAE’s Largest Bank FAB Relocates to New London Address Cementing 48-Year Legacy in the UK

LONDON and ABU DHABI, UAE, Aug. 1, 2025 /PRNewswire/ -- First Abu Dhabi Bank (FAB), the UAE's global bank and one of the world's...

Meridian and the Centene Foundation Announce $1 Million Grant to the Food Bank Council of Michigan

The partnership aims to expand access to fresh food and enhance health outcomes in rural southwest Michigan food deserts DETROIT, July 31, 2025 /PRNewswire/ -- Meridian...

Axis Trustee Services Launches Industry-First AI-Powered Chatbot ‘AVA’ to Transform Client Experience

Leverages AI to offer real-time support, raise service requests, and simplify complex transaction queries MUMBAI, India, July 23, 2025 /PRNewswire/ -- Axis Trustee Services Limited (ATSL),...

Skycorp Solar Group Ltd. Embraces Cryptocurrency Payments to Enhance Global Client Experience

Ningbo, China, July 22, 2025 (GLOBE NEWSWIRE) -- Skycorp Solar Group Limited (the “Company”) (NASDAQ: PN), a solar PV product provider engaged in the manufacture and sale of solar cables and solar connectors, today announced the adoption of cryptocurrency as an accepted method of payment for international transactions, effective August 1, 2025. The Company will support leading digital assets, including Bitcoin (BTC), Ethereum (ETH), and major stablecoins such as USDC and USDT.

Coldstream Enhances Leadership Structure to Support Recent Growth and Future Expansion

Rapidly Scaling Financial Services Firm Shifts Structure to Address Unique Opportunities of a Non-PE-Backed Growth Strategy SEATTLE, July 16, 2025 /PRNewswire/ -- Coldstream today announced...

Alchemy Markets Limited, a Wholly Owned Subsidiary of FDCTech, Inc., Launches TradingView Integration

Seamless Charting and Real-Time Execution—Now Trade Directly from TradingView on the Alchemy Platform

Watts Lights and Lumenary Pro Announces Strategic Partnership to Disrupt the Smart Lighting Industry

Appleton, WI, July 11, 2025 (GLOBE NEWSWIRE) -- Watts Lights, a North American leader in permanent smart lighting systems, and Lumenary Pro, an emerging force in the smart home sector, have announced a strategic partnership to build a national network dedicated to delivering permanent lighting systems to homes and commercial properties across the United States. Together, they’re reshaping how smart lighting is sold, serviced, and experienced by homeowners.

MOMENTUM AG EXPANDS INSURANCE OFFERINGS TO MEET THE GROWING NEEDS OF FARMERS AND RANCHERS

WEST DES MOINES, Iowa, July 8, 2025 /PRNewswire/ -- Momentum Ag, a division of Patriot Growth Insurance Services, LLC (Patriot), has announced the expansion...

Merit Financial Advisors Announces New Minority Investment Partner, Fueling Next Chapter of Expansion

ATLANTA, July 7, 2025 /PRNewswire/ -- Merit Financial Advisors ("Merit"), an Atlanta-based, rapidly growing national wealth management firm with $19.94 billion in assets under...

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HomeTagsClient experience

Doba Expands AI-Powered Dropshipping Workflow With Upgraded AI Tool Hub

Buzz Bomb Emphasizes Sugar-Free, Easy-Access Energy To Keep Daily Energy Levels High

Stephen Curry & Ben Proudfoot’s Documentary Wins Global Spotlight Award at SSFF & ASIA 2026