Insight Partners

DECEMBER 4, 2023

It leverages a patented generative AI technology that can securely assimilate vast amounts of data—data solely derived from the enterprise domain—to construct meaningful, useful responses to RFPs. As of June 30, 2023, the firm has over $80B in regulatory assets under management.

Startups 52

Startups Venture Capital Education Consulting 52

FMG

FEBRUARY 2, 2023

Snyder Asset Management includes a straightforward call-to-action that simply says, “Let’s Talk” after the question, “How Can We Help You Move Towards Greater Financial Health?” You have 7 seconds to make a strong first impression, so make sure you are engaging with them and then giving them clear, direct instructions on your call to action.

Prospects 52

Prospects Education Leveraging Asset Management 52

Indigo Marketing Agency

DECEMBER 18, 2019

But which marketing companies for financial advisors will help you grow your assets under management (AUM) and which are a waste of money? Her firm provides one-on-one consulting services for two groups of people: elite firms managing $300 million to $1 billion in client assets and their high-performing assistants.

Companies 52

Companies Education Consulting Consultants 52

The Motley Fool

JULY 1, 2023

I don't think there's a whitepaper out there that the Fed is pointing to that says, no, 2% is the correct long-term rate of inflation. A bank is solving around a risk, and there's a large perceived risk in asset class change. Matthew Argersinger: I love that question. laughs] I'm serious. It's just a number.

Banks 243

Banks Mergers and Acquisitions Debt Capital 243