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Fintech Bytes: RBC works with Salesforce, Wealthbox integrates with MaxMyInterest
A roundup of the week's top tech news, including MaxMyInterest integrating with Wealthbox, CapIntel's growth and Smarsh hiring new executives.
Fintech Bytes: Fidelity integrates with Salesforce; RightCapital launched new tool
Here's a roundup of some of the adviser fintech news you may have missed this week.
New technology helps advisers convert prospects into clients
Less than half of advisers are keeping track of how many of their prospects become paid clients.
T3 2022 recap: Top takeaways from the adviser fintech conference
What the advisory industry will look like after the pandemic was a major theme at the conference.
Fidelity Institutional adds new head of client growth
Rohit Mahna will report to Mike Durbin and fills the spot vacated in June by Sanjiv Mirchandani, who took part in Fidelity's sweeping buyout offer.
Principal, Salesforce prevail in 401(k) lawsuits
After a six-day bench trial in U.S. District Court in the Southern District of Iowa Central Division, a judge ruled in favor of Principal on all counts. Salesforce also won a case, while a new one was filed against Kimberly-Clark, and another was settled by John Hancock.
Comparing CRM systems: Breaking down the details
A simple collation of the tools and features of adviser-facing CRMs.
