Snappy, the Leading Gifting Platform, Welcomes Matthew Kessler as the Company’s Chief Revenue Officer & Matthew Peterson as the Company’s Chief Financial Officer Read more
Hearsay Systems Unveils Results of 2022 Financial Services Social Selling Content Study: Higher Engagement Linked to Sharing the Right Message in the Right Medium Read more
Discovery Data Launches Advisor Intent Indices Powered by AdvisorTarget to Track Financial Advisor Buying Intent Trends Read more
Xtiva and Whealthcare Solutions Form Strategic Alliance to Enhance Wealth Advisors’ Access to Game Changing Tools for Multigeneration Success Read more
Discovery Data Releases Interests & Lifestyle Data on the Financial Services and Insurance Industries, Empowering Clients to Have More Informed Conversations Read more
InMoment Data Reveals the Current Mindset of Affluent Investors, Links Their Customer Experience to Future Loyalty to Financial Firms Read more