Search by Tag: Credit Unions

2020-03-10 | Four DeepTarget Clients Honored for January and February Performance

2020-02-20 | DeepTarget Poised for 2020 Expansion and Growth Acceleration

2020-01-26 | "By offering financial advisors more options for independence and flexibility, advisors feel more confident about branching out on their own," said Angela Vlach, President and CEO of Financial Advocates

2020-01-24 | C. myers corporation offers three ALM Education courses in 2020.

2020-01-21 | DeepTarget to power customer engagement and revenue growth for goDough FI customers

2019-12-16 | DeepTarget is now even easier to use with a sleek, new contemporary look and feel

2019-11-13 | Gary Campbell to assume the role of Chief Strategy Officer

2019-11-08 | Financial Advocates transitions a combined total of over $315 million in brokerage and advisory assets under management in third quarter

2019-11-01 | Appearances by financial services industry experts Jackie Wilke, Phil Toews, Paul Cahill and Michael Wilson

2019-09-17 | Over seventy-five Access Softek clients have achieved marketing and sales success using DeepTarget's intelligent platform to power member engagement and revenue growth

2019-08-20 | Michael Walters Advertising assisted Affinity with this initiative by designing an engaging and attention-grabbing advertising and marketing campaign that educates members about saving and incentivizes them with cash prizes to take action.

2019-08-13 | DeepTarget's "Design Once, Engage Everywhere" intelligent platform is powering engagement and growth across the connected FI ecosystem

2019-07-18 | Rothmeier Earns Honorable Mention for the Volunteer of the Year Award in the 2019 Invest in Others Awards.

2019-07-12 | In 2018, Financial Advocates added financial planning, para-planning, investment trading, marketing, website design, and virtual broker to their existing custom services program.

2019-06-26 | "Our business structure and team's diverse industry experience enable us to dive in and create programs that respond quickly to the needs of independent advisors."

2019-06-04 | CUSO and FinTech company extend partnership to provide credit unions with smarter digital marketing and sales solutions

2019-05-03 | Keynote Speakers Duncan MacPherson and Paul Cahill in Attendance

2019-04-10 | Sharing a common vision of transformative marketing, Cathedral will deploy DeepTarget's intelligent marketing and sales campaigns in eStatements and Print

2019-03-06 | "Our unique structure empowers advisors to build their practices as they see fit."

2019-01-23 | Poised to deliver even more growth with new and strengthened partnerships and initiatives this year