WikiFX’s Post

What does your ideal client look like? In the Nester Program, financial advisors define and refine their client base to maximize AUM, boost referrals, and improve service delivery. Learn how to tailor your approach and drive deeper relationships with your clients. Discover more about the Nester Program: https://loom.ly/i5Glt8E #IdealClientProfile #ClientSegmentation #FinancialAdvisors #NesterProgram

【WikiFX Broker Assessment Series - #IGOFX】 ❌VanuatuVFSC with license number: unreleased. The regulatory status is abnormal, and the official regulatory status is revoked. ❌Wikiscorse 2.02/10 Doubt about IGOFX's trustworthiness? Let's take another look at ratings from other dimensions：https://lnkd.in/etE-Tgr6 The latest REVIEW has just been published, and you definitely don't want to miss it:🔥 https://lnkd.in/g_79iTaW #forex #forextrading #forexbroker #brokerreview #reliable #brokerassessment

NeSL’s DDE, a fully automated contract execution platform Enhancing ease of doing business for 60+ financial institutions and beyond by providing 24/7 last-mile connectivity in digital credit process.

Maureen C Downs shares insights on how EP3 offers flexibility and efficiency for exchanges and how this innovative technology is revolutionizing the exchange industry. Discover how EP3 offers a comprehensive solution for exchanges and clearing houses. Watch the full episode here: https://lnkd.in/eZuMbeCE #IPOVID #Exchange #Technology #Finance #Fintech #Innovation #ExchangeInfrastructure  

This FMAS:24 session explores the dos and don'ts of partnerships between brokers and Introducing Brokers (IBs). It emphasizes the mutual benefits and responsibilities in this two-way relationship. Brokers rely on IBs for client acquisition and localized marketing, while IBs depend on brokers for regulatory compliance, quality service, and technological support. Key points discussed include selecting reliable and compliant partners, ensuring transparency and realistic promises to clients, and leveraging technology to enhance service and client management. MODERATOR: Constantinos Michaelides, Director, DGM Tech Solutions SPEAKER: Melih Oğuzkan, Senior Strategy Manager, Finveo 🔗 https://bit.ly/4bDVPlv If you enjoyed this speaker session, you'll love our upcoming premium event, FMPS:24, in Australia. It promises to be even more engaging and insightful with more topics and sessions. Register now to attend > https://bit.ly/3Rm2Tvt #fmas #fmas24 #fmevents #financemagnates #fintech #technology #onlinetrading #forex #investing #investors

Had an enlightening experience attending the WBENC LIFT and Wells Fargo webinar, "Let's Get Growing: The Capital Journey." 💼 It was a privilege to hear from financial experts, a capital advisor, and a seasoned business owner as they shared invaluable insights on capital acquisition and banking relationships. 📈 This knowledge couldn't have come at a better time as I embark on my internship journey with a Mezzanine fund, supporting small-scale businesses. Excited to apply these learnings and contribute to fostering business growth! 🌱 #CapitalJourney #BusinessGrowth #MezzanineFund #InternshipInsights

There are MANY reasons for treasury service providers, FI's, and fintechs to become CTMfile Associate members. Here is reason number 4️⃣: You can amplify📣 your message across multiple channels. Your content will be featured on CTMfile and shared across our social media pages, newsletters, and YouTube video channel, ensuring maximum exposure for your brand and offerings. Want to know more about becoming a CTMfile Associate member? Email us at [email protected] #AssociateMember #CTMfile #Fintech #FinancialInstitutions #BusinessSolutions #TreasuryManagement #BusinessNetworking #TreasuryServices #FinanceTech

🚀 Insightful conversation with industry expert, Catherine Gacad, advisor to Valid, and Donna Cichani, who runs product at Valid, on the crucial relationship between #Fintech and banks! We'll dive into how strategic partnerships can foster innovation and develop mutually beneficial solutions. Don't miss this engaging discussion on bridging the gap in the financial industry. Tune in! 🔉 #FintechInnovation #BankingPartnerships #IndustryInsights #FutureOfFinance

Ready to revolutionize your payment experience? With Fidesic, you can eliminate delays and gain instant access to your funds! Our same-day settlement service is crafted for businesses that demand speed and efficiency. Don’t let outdated payment methods slow you down. Visit fidesicng.com to unlock instant settlements and drive your success forward! #PaymentRevolution #InstantSettlement #BusinessEfficiency #Fidesic #FinancialInnovation #UnlockSuccess

Did you know Montran provides solutions to manage financial instruments in over 40 countries? By leveraging Montran's CSD platform, financial entities can settle different types of financial instruments such as stocks, funds, corporate bonds, commercial papers, certificates of deposit, and more. This provides operational efficiencies and reduces risk. With Montran's integrated platform, CSDs everywhere can seamlessly streamline issuers and investors within capital markets. This increases settlement efficiency and liquidity, enables straight-through-processing, and provides real-time visibility into settlement and market data. Contact us today to learn more! https://lnkd.in/gXigDS4W #Montran #CSD #FinancialInnovation #FinancialMarkets #CapitalMarkets #FinTech