CUSTOMER EXPERIENCE, CONTENT CREATION, CRM

Unifimoney Joins Alkami Partner Program to Empower Regional Banks and Credit Unions with Digital Wealth Management

Unifimoney | December 09, 2022 | Read time : 01:33 min

unifimoney-joins-alkami-partner
-Unifimoney, a multi-asset digital wealth management provider, today announced that its digital wealth management solution will be available through the Alkami Platform. The partnership enables financial institutions (FIs) to offer wealth management services, including robo advisory and commission-free trading in stocks, ETFs, precious metals and digital assets, to all account holders regardless of size.

With Unifimoney, Alkami clients can now extend digital wealth management services to account holders to support their long-term investment journey from their first job through retirement. Digital wealth management represents a $20bn opportunity in incremental non-interest revenue for regional and community FIs according to Unifimoney.

“Our clients see account holder demand for investment services in the volume of deposits sent to third-party investment apps, which has increased at a significant rate,” said Stephen Bohannon, co-founder and chief strategy and product officer of Alkami. “Adding Unifimoney to the Alkami Platform enables our clients to deepen the relationship with their account holders by offering a bundled solution for banking and investing under one roof.”

Alkami serves some of the most innovative and fastest growing financial institutions in the country. We are excited to have the opportunity to support these institutions and the communities they serve by extending their value proposition to include digital wealth management.”

Ben Soppitt, chief executive officer of Unifimoney. 

The Alkami Partner Program nurtures an ecosystem that connects cutting edge fintech partners to Alkami’s client base of regional banks and credit unions in the United States. With more than 270 integrations and over 60 APIs, the Alkami Platform brings regional banks and credit unions the power of future-proofed scalability.

About Unifimoney
Unifimoney is a multi-asset turnkey digital wealth management platform that serves fintechs, community banks and credit unions to enable them to offer compelling investment services to their customers. The Unifimoney platform today includes both passive and active investing in traditional equities and ETFs, as well as 80 cryptocurrencies and precious metals including gold, silver and platinum. Unifimoney RIA, a wholly owned subsidiary of Unifimoney Inc. is an SEC registered RIA. Unifimoney is part of the ICBA 2022 ThinkTech Accelerator Program.

Spotlight

There’s a lot of brand protection vendors out there. Here’s how to choose the right one. In this guide, you’ll learn: How to protect your brand beyond the perimeter – from the outside-in Five essential criteria to evaluate in a brand protection vendor How to create a brand protection strategy without overburdening your security

Spotlight

There’s a lot of brand protection vendors out there. Here’s how to choose the right one. In this guide, you’ll learn: How to protect your brand beyond the perimeter – from the outside-in Five essential criteria to evaluate in a brand protection vendor How to create a brand protection strategy without overburdening your security

Related News

CRM, CHANNEL PARTNERSHIPS, MARKET DEVELOPMENT FUNDS

Remerge’s Agency Activators Program Helps Improve Monetization from Ads in Mobile Apps

Remerge | December 28, 2022

Programmatic in-app advertising for buying and selling ad areas in mobile apps helps target specific audiences and track the effectiveness of ad campaigns in real-time. This is essential for advertisers to ensure the success of their campaigns. In this space, Remerge, a global player in mobile re-engagement campaigns, has launched Agency Activators, a partnership program aimed at helping media and brand agencies become leaders in the programmatic in-app advertising market. Members will be able to take part in workshops and learn how Remerge's technology works so that they can help their clients' app sales grow. Right from bringing back dormant users to sending reminders to users for completing actions on the mobile apps, these actions form an integral part of re-engagement campaign strategies for advertisers. Creating re-engagement campaigns based on what users have done in the past helps bring back customers and do more business with them. The Remerge Agency Activators program is a program designed to help agencies grow their businesses by providing them with the tools and support they need to succeed. Through this program, agencies can access a range of resources, including marketing and training materials, a dedicated account manager, and access to Remerge's advanced ad technology. The goal of the program is to help agencies drive more revenue, improve their efficiency, and scale their operations. By joining the Remerge Agency Activators program, agencies can take advantage of the latest ad technologies and tools, as well as receive support and guidance from the Remerge team to help them achieve their business goals. The first agencies to join the program include M&C Saatchi Performance, Headlight, Phiture, Lemmonet, WITHIN, Publicis' Spark Foundry, and growth transformation partner Winclap. The program will start out in the Americas, but there are plans to bring it to Asia-Pacific, Europe, Africa, and the Middle East as well. Recent market developments have made it harder for mobile businesses to find their way in the programmatic advertising industry and make informed decisions about where to allocate budget to grow revenues. App marketing is a rapidly evolving concept, and our clients need partners who know how to unlock its potential. The expert support, resources, and benefits we get from Remerge’s agency partnership program ensure we can deliver results for our clients.” Adrienne Rice, Director of Media Investment, M&C Saatchi Performance About Remerge Remerge helps app businesses achieve their most fundamental goals: grow, boost revenue, and encourage user loyalty. Its strategy covers user data analysis, creative execution, calculation of the campaign’s incremental value, and continuous optimization. It improves the science of app marketing by coming up with new ways to do things and talking about them openly. Since 2014, it has contributed to the growth of hundreds of apps across all major verticals, including gaming, delivery, e-commerce, and travel. Its international team of specialists works closely with its clients to create high-performing campaigns with the help of new ideas and a strong infrastructure for information.

Read More

CONTENT CREATION, CRM, MARTECH

Introducing New Impartner Partnerships to Expand Ecosystems and Streamline Processes

Impartner Software | December 29, 2022

Impartner, a provider of channel management and partner relationship management (PRM) software, has announced partnerships with iPaaS providers Syncari and Tray.io to improve the accuracy of partner data in its PRM system. Through these partnerships, Impartner's customers will be able to sync and standardize partner data more easily between different systems. This will lead to more transparency and better decision-making. These integrations will provide a central entry point for all PRM activity and increase the value of connectivity within an organization's technology infrastructure. With Syncari and Tray.io, Impartner will be able to improve the accuracy of partner data across multiple integrations and update partner information in real time. The partnerships also enable secure data exchange between critical business systems, such as a CRM or data warehouse, and ensure that channel performance and partner data remain accurate and accessible within the PRM system. Because of these partnerships, Impartner will be able to give its customers more control over their partner data and more visibility into it. "Because partnerships inherently span cross-departmental teams, strategic projects, and critical systems, it is becoming increasingly more challenging to centralize ecosystem technology management." "With these integrations, we not only have provided a single entry-point to all Partner Relationship Management (PRM) activity but have immensely increased the overall value connectivity of PRM within an organization's technology infrastructure." Gary Sabin, VP of Product at Impartner Impartner has previously integrated with Microsoft Dynamics 365, HubSpot, and Salesforce. Syncari helps teams align, analyze, and activate customer data through data management, workflow automation, and data synchronization, while Tray.io is a low-code automation platform that allows businesses to easily turn unique processes into repeatable workflows that can be scaled and adapted as needed. About Impartner Impartner is the fastest-growing and most award-winning provider of channel management technologies, including its flagship Partner Relationship Management (PRM) and Through Channel Marketing Automation (TCMA) solutions, which help businesses around the world manage their partner relationships, drive demand through partners, and accelerate revenue and profitability through indirect sales channels. Impartner is headquartered in Utah's Silicon Slopes, a tech hotspot.

Read More

MARTECH

Softchoice Reveals the Winners of the 2023 Partner of the Year Awards

Softchoice | February 15, 2023

On February 14, 2023, Softchoice Corporation has revealed the winners of its annual Partner of the Year awards, which honor the contributions of Softchoice's technology partners to the company's and its customers' success. Partner Impact, the company's annual partner event, was held in Softchoice's Toronto headquarters on February 14 to announce this year's winners. Vice President, Solutions & Alliances, Softchoice, Chris Woodin, said, “Our technology partners play an integral role in helping our shared customers compete and win in their markets.” He added, “We are proud to have an exceptional partner community, strongly aligned with our go-to-market strategy and execution. These awards are a great opportunity to celebrate them and their incredible work.” (Source – Businesswire) Vice President, Revenue Growth & Marketing, Softchoice, Cheryl Stookes, stated, “Softchoice is widely respected within the technology partner ecosystem for our capabilities across our Cloud, Workplace, Software Asset Management and Security portfolios.” She also said, “Our winners consistently deliver value across their respective portfolios, enabling our customers’ organizations and their IT professionals to succeed.” (Source – Businesswire) Award winners: Social Impact Partner of the Year:Cisco Amplify Partner of the Year:Logitech Partner of the Year:Microsoft Workplace Partner of the Year:Lenovo Security Partner of the Year:Palo Alto Networks Services Partner of the Year:KMicro Cloud Partner of the Year:AWS Marketing Partner of the Year:Trend Micro About Softchoice Softchoice is a technology firm that empowers enterprises to be efficient, flexible, and inventive and assists their employees in being productive, innovative, and happy at work. It is a team of strategists, architects, and boots on the ground that believe that technology can unleash the potential of organizations and individuals, giving them the possibility to be future-ready immediately, with potential for growth and prosperity. To do this, its multidisciplinary teams collaborate with businesses to fully exploit the promise of the cloud, construct the workplaces of the future, and make more informed choices about their technology portfolios.

Read More