Indigo Marketing Agency
DECEMBER 19, 2022
He’s coached thousands of financial service professionals on how to identify and serve more ideal clients. Steve Sanduski is a CFP® professional and personal coach to financial professionals. Ron is a household name among financial advisors and one of our personal heroes and mentors. Check out his Twitter feed here.
Steve Sanduski
APRIL 2, 2024
On today’s show, Vinay Nair and I survey the state of AI in financial services. ” Examples of TIFIN’s fintech platforms for both consumer and B2B and how the firm is using AI to fulfill its mission: “Better advice for more people.”
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Trade Brains
APRIL 11, 2023
Started in 2008, the company’s objective is to solve the problems of small B2B agents by providing them with a one-stop platform to make all their bookings. It provides a wide array of products and services such as the distribution of mutual funds & insurance, equity and derivatives, commodity, PMS and financial planning.
Trade Brains
OCTOBER 12, 2023
The Indian government has raised the FDI limit in the e-commerce marketplace model to 100% for B2B models to attract more foreign players. In 2021, India’s e-commerce sector received a record US$ 15 billion in PE/VC investments, a 5.4 times increase from the previous year. anticipated in 2022 to reach US$ 74.8
Trade Brains
NOVEMBER 24, 2023
In FY2023, they added over 250+ clients in B2B and B2B2C segments and over 850+ clients across various industries, with a retention ratio of more than 90%. Segment Analysis The company has recognized revenue earnings as a segment known as Map Data and Map Data-related services. in FY22.
Trade Brains
FEBRUARY 28, 2024
These are Hi-Tech and Manufacturing , Banking , Financial Services and Insurance , and Consumer Services. Rate Gain is a leading Software as a Service (SaaS) Company serving the hospitality and travel sector allowing them to maximize their revenue with Rate Gain’s AI-powered solutions. Stock P/E (TTM) 67.15
Harness Wealth
DECEMBER 14, 2022
As an experienced executive and entrepreneur, Stephany has spent the last decade building technology to optimize financial outcomes for individuals – first at LearnVest where she holds patents for the design of its financial planning software, and now at Orum, a B2B Fintech company that is powering faster payments.
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