| Name | Title | Contact Details |
|---|---|---|
Philip Sbaratta |
Vice President and Senior Corporate Counsel | Profile |
By Design Financial Solutions is a Stockton, CA-based company in the Financial Services sector.
Finotta is a platform that helps financial institutions personalize their mobile banking application to increase customer engagement, earn a greater share of wallet, and ultimately, create a new stream of revenue with their most important customer base. Banking is now mobile first, and more and more customers are moving their relationships to mobile-first providers for one reason or another. At the same time, traditional banking technology has fallen behind. Customers expect beautiful products that meet their financial needs, and are flocking to fintechs and digital brands to get what they need. To compound the problem, data needs have also changed, and banks need vendors who can help them understand a customer base that to this point has been elusive. Thats where we come in. Finottas platform helps deliver both the tools banking customers expect, while also empowering our FIs with data and insights to create powerfully personalized and customizable experiences.
Neudata helps investment managers discover a wide variety of alternative data sources. Our expertise lies in uncovering datasets that are not available on established platforms and that often have limited awareness beyond Neudata. Unlike data brokers, Neudata does not sell data. Instead, we align our interests with our clients in finding sources that are most promising for alpha generation. Our expertise lies in providing metadata and up-to-date objective research to investment managers through our ever-expanding network of data vendor relationships. As such, Neudata`s clients are often among the first in the industry to be made aware of new data launches. The Neudata team and its global data-scouting network have been at the forefront of data innovation and helping fundamental and quant fund managers with new data intelligence for 20 years. Neudata is constantly searching for interesting relevant datasets. We are keen to engage with data providers or firms with exhaust data.
AssetMark is a leading independent provider of innovative investment and consulting solutions serving financial advisors. We provide investment, relationship and practice management solutions that advisors use to help clients achieve their investment objectives and life goals. Our relentless service ethic and robust client relationship support set us apart. Our offering is flexible to suit each advisor`s vision for working with clients and growing their practice. AssetMark, Inc. has approximately $32.4 billion in combined assets on its platform and a history of innovation spanning over 20 years. For more information, visit www.assetmark.com. Disclosure: Posts are not a solicitation for investment and are not intended as legal or compliance advice. Individual investors should consult with their financial advisors, and qualified tax advisors, before making any investment decisions. Financial advisors should always consult with their own legal and compliance departments, regarding regulatory and industry related topics applicable to their individual practices.
Sun Life Financial is a leading financial services organization dedicated to helping people achieve lifetime financial security and live healthier lives. We provide a wide range of insurance and investment products and services in key markets around the world including Canada, the United States, the United Kingdom, Hong Kong, the Philippines and Indonesia. At Sun Life, we have more than 34,000 employees and 112,900 advisors worldwide.