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Jemstep Launches Digital Advice Platform on Salesforce AppExchange

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Jemstep, a leading digital advice solutions provider, today announced the launch of the Jemstep Advisor Pro App on Salesforce AppExchange, the world’s leading enterprise cloud marketplace. Jemstep serves banks, credit unions, broker dealers, insurance companies, and RIAs. The App is available today to all financial advisory firms using Jemstep Advisor Pro, Jemstep’s configurable, white-label digital advice platform. It is also configured for Lightning and Financial Services Cloud, as well as Sales and Service Clouds.

The rising tide of digital adoption

The rising tide of digital adoption is reshaping investor expectations. To meet these expectations, wealth management firms are transforming their businesses to provide investors with personalized service and the convenience of 24/7 access. The new Advisor Pro App demonstrates Jemstep’s commitment to supporting its enterprise customers using Salesforce to meaningfully engage with their clients and prospects.

“Jemstep embraces collaborations to unify the digital advice experience for banks, broker-dealers, insurers and RIAs,” said Simon Roy, Jemstep President and CEO. “Combining the modern, goal-based investing experience of Jemstep Advisor Pro with Salesforce’s extensive CRM capabilities results in an intelligent and scalable enterprise class digital platform for advisors supporting personalized solutions for investors.”

A digital partner for personalized, goal-based advice

Jemstep Advisor Pro is an end-to-end digital advice platform that integrates a client’s investment experience with Salesforce on AppExchange. The App integrates investor goals, risk profiles and suitability, current and held-away assets, and mapped investment models to Salesforce users in real-time. It also reduces the integration setup and administration costs and supports functionality updates.

Jemstep Advisor Pro guides clients and prospects through the investment experience, from initial profiling to identifying financial goals, discovering assets to help achieve those goals, and tracking each goal’s progress. The Advisor Pro App enables advisors and home offices to support their clients and digitally transform their businesses in several ways:

  • Grow AUM. For prospects and existing clients, Jemstep Advisor Pro provides a goal-based experience that encourages a more complete view of investor assets. With greater visibility into an investor’s financial profile and goals through the Salesforce integration, advisors can structure conversations to build and reinforce trust. Opportunities to digitally engage retail banking clients in wealth management solutions are easier to discover and can result in deeper and more enduring client household relationships. The App also enables a more targeted and scalable approach to prospecting, segmentation, and outreach prioritization.
  • Reduce the cost to serve clients. Capable of tailoring advice and investment models by client segment, Jemstep Advisor Pro allows firms to configure human and digital guidance to match client segment economics and preferences. Jemstep Advisor Pro drives efficiencies by making it easier for clients to self-onboard with paperless account opening and 24×7 self-service using an intuitive client dashboard. The platform maps investment solutions to client needs with a consistent approach informed by a firm’s compliance standards, and the App enables firms to make that data accessible to their advisors, middle and back office teams.
  • Create an enhanced experience. With Jemstep, clients onboard in 10 minutes or less. Straight-through processing and deep custodian integrations make it easy for advisors and investors to open and manage accounts. Real-time data from Jemstep Advisor Pro enriches the advisor experience on Salesforce, and can facilitate deeper, more informed client relationships and more efficient middle and back office services.

“We are excited to welcome Jemstep to Salesforce AppExchange and into the Financial Services Cloud ecosystem,” said Rohit Mahna, SVP and GM, Financial Services at Salesforce. “We look forward to watching Jemstep continue to build innovative solutions that empower financial advisors to deliver the best client experience.”

As one of the leaders in digital advice, Jemstep provides a modern solution to offering goal-based investing to clients. Over the past year, Jemstep has gained significant momentum and expanded its reach into the US banking sector, giving banks and other financial services firms a way to bring a superior digital investing experience to life for their advisors and clients.

 

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BingX Joins NBX 2025 as a Gold Sponsor: Empowering Blockchain Innovation

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PANAMA CITY, March 15, 2025 /PRNewswire/ — BingX, a global leading cryptocurrency exchange, is excited to announce its participation as a Gold Sponsor at the 5th edition of Next Block Expo (NBX), scheduled for March 19-20, 2025, at Multikino Złote Tarasy in Warsaw, Poland. As one of Europe’s premier Web3 events, NBX 2025 is expected to attract over 2,000 attendees, making it a key platform for blockchain innovation and collaboration.

NBX serves as a dynamic hub for industry leaders, startups, investors, and developers, fostering knowledge-sharing and networking opportunities to drive the future of blockchain. As a firm advocate for Web3 advancements, BingX will showcase its ongoing commitment to innovation through an interactive booth, featuring engaging activities, expert insights, and exclusive giveaways. Attendees will gain firsthand knowledge of how BingX supports high-potential blockchain projects with financial backing, technical expertise, and strategic growth consultations.

In addition to its sponsorship, Vivien Lin, Chief Product Officer of BingX, will be a key speaker at NBX 2025, contributing to discussions on strategic trading approaches, risk management, and the evolving landscape of blockchain investments. She will also deliver a keynote speech exploring BingX’s vision for blockchain innovation and how the company translates emerging technologies into real-world applications.

“At BingX, we believe that true innovation comes from bold ideas and strategic execution,” said Lin. “Sponsoring NBX 2025 is more than just a presence for us — it’s a commitment to fostering a thriving blockchain ecosystem. We are here to connect with visionaries, provide the resources they need, and help shape the future of decentralized technology. By empowering builders and innovators, we’re not just supporting projects — we are accelerating the evolution of Web3 itself.”

BingX’s participation at NBX 2025 underscores its long-term vision of driving blockchain innovation and supporting the next generation of industry leaders. As BingX continues to expand its global footprint, initiatives like this sponsorship reinforce its role as a catalyst for growth in crypto space. By engaging with emerging projects, thought leaders, and investors, BingX remains at the forefront of Web3 advancements, bridging the gap between groundbreaking ideas and real-world impact.

About BingX 

Founded in 2018, BingX is a leading crypto exchange, serving over 20 million users worldwide. BingX offers diversified products and services, including spot, derivatives, copy trading, and asset management – all designed for the evolving needs of users, from beginners to professionals. BingX is committed to providing a trustworthy platform that empowers users with innovative tools and features to elevate their trading proficiency. In 2024, BingX proudly became the official crypto exchange partner of Chelsea Football Club, marking an exciting debut in the world of sports.

For more information please visit: https://bingx.com/

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Great Bay Insurance Group announces executive changes

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WEST ATLANTIC CITY, N.J., March 14, 2025 /PRNewswire/ — The Great Bay Insurance Group (the “Group”), a leading provider of coastal homeowners’ insurance in New Jersey, today announced the following leadership changes. Timothy J. Byrne, Jr., has been named as President of the Group and Ronald R. Lovatt has been named President of Great Bay Insurance Company, a wholly owned affiliate of the Group.

Mr. Byrne Jr. has nearly 15 years of industry experience and previously served as the Group’s Chief Operating Officer overseeing the Groups operations and underwriting strategies. 

Mr. Timothy J. Byrne, Sr., Chief Executive Officer of the Group, added, “I’m excited to announce the promotion of Tim Jr. to the role of President of The Great Bay Insurance Group and Ron to the role of President of Great Bay Insurance Company. Tim Jr. and Ron have been an integral part of the Group since its founding in 2019.”

As President, Tim Jr. will provide oversight for all corporate support functions and will continue to report to Tim Sr. 

Mr. Byrne Jr. holds a BS in Economic and Mathematics from the University of Vermont, an MBA in Risk Management and Insurance from St. John’s University and holds a CPCU designation.

Mr. Lovatt has 40 years of broad insurance industry experience in leadership capacities with international, national, regional and start-up insurance companies. Ron is a founding member of The Great Bay Insurance Group, working with Tim Sr. & Tim Jr. to launch Great Bay in late 2019. Ron currently serves as Chief Underwriting Officer & Chief Claims Officer for The Great Bay Insurance Group, has an MBA from The Wharton School of the University of Pennsylvania, and a Bachelor of Science degree in Economics, Finance, Accounting & Marketing from Miami University.

Contact:
Investor Relations
Brian Schleider, CPA
Chief Financial Officer
609-434-2000, x102

brian.schleider@greatbayinsure.com

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Forward Global responds to surge in UK shareholder activism with launch of UK Corporate Contests Practice

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LONDON, March 14, 2025 /PRNewswire/ — International risk management firm Forward Global launched its UK Corporate Contests Practice on Tuesday in response to what is described as “all-time high of shareholder activism” in London and Paris. 

Speaking ahead of the launch on Tuesday night, Brendan Foo, Partner and Global Head of Corporate Contests at Forward Global, said “As activism gains currency as an asset class, savvy investors are looking toward the UK and Europe to generate alpha. Indeed, in 2025 alone, we have seen an unprecedented demand for our services not just in our traditional strongholds of the US and Canada, but also in the UK and Europe. This reflects the surge in activist (and active) engagements, with which our team is uniquely well-placed to assist.”

Forward Global’s Corporate Contests Practice was established to meet demand from law firms, investors, and advisers to provide a comprehensive suite of services to support companies in high-stakes shareholder engagements. In keeping with the firm’s established activism practice in the US, the new London offering will deliver investigative and intelligence work such as vetting board nominees, relationship mapping, scrutinizing the track records of both incumbents and challengers, and conducting deep-dive reputation analyses. In Europe, Forward Global’s Patrice Lambert-de Diesbach offers clients battle-tested expertise in investor relations and financial communications.

Shareholder activism in the UK has expanded significantly, with campaigns becoming more frequent and sophisticated. In 2023, the number of new public activist campaigns in Europe surged by 68%, with the UK remaining a primary target. US-based activist investors have also increased their focus on UK firms, launching 40% of all UK activist campaigns in 2024. With contested boardroom battles and regulatory shifts on the rise, the expansion of Forward Global’s Corporate Contests practice into the UK is well-timed, equipping issuers with the intelligence and strategies needed to navigate this evolving landscape.

The firm launched the new practice at an exclusive gathering at the International Institute of Strategic Studies in London, bringing together leading voices from the shareholder activism space to discuss the evolving landscape of transatlantic shareholder activism.

The panel discussion, featuring Brendan Foo, Patrick J. McHugh of Okapi Partners, and Sebastian Fain of Freshfields, explored critical considerations for US investors entering the UK market and vice versa, differences in engagement styles across jurisdictions, and strategies for issuers to proactively engage with both activist and active investors. Panelists also examined the impact of anti-DEI and ESG sentiment on investor relations in the UK, as well as how issuers can adapt to evolving regulatory and institutional expectations.

John Watts, Managing Partner of Forward Global UK, added, “Forward Global’s new UK Corporate Contests Practice is designed to provide companies with the strategic intelligence and investigative depth needed to navigate an increasingly complex activist landscape. Our team is committed to equipping clients with the tools to engage proactively with investors, safeguard their strategic interests, and strengthen shareholder relations across Europe.”

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Notes for Editors

Forward Global is an international group, with its historic headquarters in France, boasting five main offices in Paris, Brussels, London, Miami, and Washington. As a leading player in risk management with over 450 employees and 30 partners, Forward Global offers an integrated approach across the three major risks: digital, economic, and informational.

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