BetaNXT

We'd like to thank our colleagues, clients, and industry partners for a successful 2024, and wish you all the best for 2025. Happy holidays!

Shareholder communications have transformed from annual reports to real-time, interactive engagements. BetaNXT’s Sherry Murdock Moreland recently shared her insights with Financial Advisor Magazine on the shift towards transparency and omni-channel communications, presenting new opportunities and challenges for financial advisors. Check out this article to learn more about how embracing this transformation can strengthen client relationships and meet evolving investor needs: https://hubs.la/Q030dZJd0 #ShareholderCommunications #DigitalTransformation #Innovation #ConnectedWealth

As we wrap up another year, the FinTech industry is reflecting on its progress and looking ahead to 2025. In the latest issue of Financial IT, Jonathan Reeve, Head of Product and Strategy for Beta, a BetaNXT business, shares his thoughts about the ongoing digital transformation in financial services. Key trends like sharing data instead of sending it, cloud migration, and near-real-time processing are set to revolutionize the industry. Read the article and contact us to learn more about how we are powering the future of connected wealth through connected data: https://hubs.la/Q02-yvXV0. #ConnectedWealth #ConnectedData #FinTech #DigitalTransformation #Innovation

Thank you SIFMA for the opportunity to participate in the Heard at Ops series. #ConnectedData #ConnectedWealth #DataXChange

This Thanksgiving, we want to express our sincere appreciation to our employees, clients, and industry partners. Your trust and collaboration are invaluable to us, and we are grateful for the chance to work alongside you. Happy Thanksgiving – here’s to a season of gratitude and a prosperous year ahead!

BetaNXT partners with Rock The Street, Wall Street to empower high school girls and spark an interest in careers in finance. For the past seven years, our Mediant business has hosted young women from Panther Creek High School in our Cary, North Carolina office for a half-day educational event, including a panel discussion led by BetaNXT's Gussie Tate. Special thanks to Mundi Gattis from PNC and Bridget Hughes from Donnelley Financial Solutions for sharing their time with these future leaders, as well as BetaNXT's Laura Sweitzer Franconi and Salena Tyson, who also shared their experiences. #womenfinance #futureleaders

The wealth management industry is entering a new era of connected data, overcoming previous systems and data integration challenges. Download our latest paper, Modernizing Corporate Actions Processing: Enhancing Efficiency and Accuracy, where we explore the drivers for change and advancements in systems connectivity that herald genuine, end-to-end automation of corporate actions processing. https://hubs.la/Q02YP1vy0 #ConnectedWealth #ConnectedData #CorporateActions

BetaNXT's Jonathan Reeve led an engaging panel discussion at SIFMA's recent Red Group Roundtable, entitled "Data Modernization or Bust: Mapping Your Organization’s Transformation." Jonathan talked about the challenging state of data management, principles to guide firms on the journey to data transformation, and how BetaNXT's DataXChange is helping drive data modernization for our clients. Read more about DataXChange here: https://hubs.la/Q02YYP650 #ConnectedWealth #ConnectedData

At BetaNXT, "We succeed when our customers succeed." Our CEO, Bob Santella, spoke with Wealth Solutions Report to share his vision for the firm, how #wealthtech is transforming wealth management, and what to expect in 2025. Highlights include: - The impact of AI and cloud technologies on delivering faster, more accurate data. - The importance of unified platforms for seamless data sharing and comprehensive client management. - Our DataXChange platform, set to roll out in Q2 2025, aims to revolutionize data utilization in wealth management. Read the full article here: https://hubs.la/Q02YW6JH0 #ConnectedData #ConnectedWealth

Looking to enhance your tailored shareholder reports (TSRs)? BetaNXT is here to help! Our solution transforms your reports into personalized, branded packages, delivered according to your investors'/policy owners’ preferences. - Efficient and Accurate: Enjoy a seamless and error-free process from start to finish. - Personalized Engagement: Strengthen brand loyalty with personalized inclusion sheets. - Compliant and Transparent: Gain peace of mind with visibility and compliance through our MIC portal. Ready to take your TSRs to the next level? Visit our site to learn more about BetaNXT’s TSR solution and how we can help you build lasting relationships. https://hubs.la/Q02YlMcv0 #ShareholderReports #CustomerEngagement #Compliance #ConnectedWealth