Search Results for: Personal Financial Management

Featured Finance Fintech Primers

What Is Personal Financial Management (PFM)?

Pooja Choudhary
by Pooja Choudhary0
Introduction Personal finance apps, in lieu of mobile banking, usually offer more robust money management capabilities and greater flexibility in terms of customization, allowing users to do things like pay bills, monitor deposits and withdrawals, and move money across accounts. Many not only let you make payments and keep tabs......
Canadian Bank and Credit Card Apps Slow to Include Personal Financial Management Tools, J.D. Power Finds
Banking News

Canadian Bank and Credit Card Apps Slow to Include Personal Financial Management Tools, J.D. Power Finds

Business Wire
by Business Wire0
Personalized Budgeting and Financial Management Tools Create Opportunities for Providers While the major U.S. retail banks and credit card providers have trained their sights on a new generation of personal financial management “super tools” as the next frontier of mobile app and website development, Canadian banks have been slower to......
Qi Card's Personal Banking App Brings Convenience and Security to Personal Financial Management
Fintech Mobile Banking News

Qi Card’s Personal Banking App Brings Convenience and Security to Personal Financial Management

Fintech News Desk
by Fintech News Desk0
Download the Qi Services from Al-Rafidain Bank App to Access Personal Banking Online Qi Card, the leading electronic banking solution and default national debit/credit card of Iraq, offers Iraqi customers the most user-friendly personal banking experience through the Qi Services from Al-Rafidain Bank app. On tablets and smartphones, Qi Card and Mastercard holders banking with Al-Rafidain......
LendingPoint Launches Personal Financial Health and Management Tool
Lending News

LendingPoint Launches Personal Financial Health and Management Tool

Business Wire
by Business Wire0
In honor of National Financial Awareness Day, new personal finance tool available to all LendingPoint customers via mobile app LendingPoint, the AI-driven CreditTech platform that provides one-stop financing solutions for consumers, e-commerce and point of sale partners, and lending institutions, announced the release of their personal financial health and management......
Potomac Fund Management Pays for Staff to Get Personal Financial Advice
Finance Fintech Funding News

Potomac Fund Management Pays for Staff to Get Personal Financial Advice

Fintech News Desk
by Fintech News Desk0
The latest in a series of new employee benefits, the firm has now added financial advice and tax services to its list of employee perks Potomac Fund Management, Inc., an investment strategist firm for financial advisors, rolled out a new employee benefit that covers the cost for employees to get......
Luma Financial Technologies and iPipeline Collaborate to Streamline Annuity and Life Insurance Solutions for Financial Advisors and Agents
Finance Fintech News

Luma Financial Technologies and iPipeline Collaborate to Streamline Annuity and Life Insurance Solutions for Financial Advisors and Agents

Business Wire
by Business Wire0
Luma Financial Technologies (“Luma”), a global leader in structured products and insurance solutions, announces a collaboration with iPipeline®, a leading provider of digital solutions for the life insurance, annuities, and wealth management industries. Through this collaboration, Luma and iPipeline have developed a fully integrated solution that streamlines and simplifies workflows......
Blend Taps Digital Transformation Veteran Alex Sion as Financial Services Vertical Leader
Artificial Intelligence Finance Fintech News

Blend Taps Digital Transformation Veteran Alex Sion as Financial Services Vertical Leader

PR Newswire
by PR Newswire0
Blend, a leader in data science and AI-powered solutions, announced today the appointment of Alex Sion as the Financial Services Vertical Leader. With over two decades of experience leading digital transformation across financial services giants like JP Morgan Chase, Citi, and fintech private equity investor Motive Partners, Alex will spearhead Blend’s mission to......
Zafin Introduces IO Canvas, a Low-Code Builder, to Redefine Data Integration for Financial Institutions
Finance Fintech News

Zafin Introduces IO Canvas, a Low-Code Builder, to Redefine Data Integration for Financial Institutions

Business Wire
by Business Wire0
Providing a low-code environment, IO Canvas helps banks accelerate progressive core modernization and uninterrupted business transformation while mitigating financial risks associated with traditional solutions. Integrating core banking systems with new technology infrastructures has always been a complex challenge for banks, requiring significant developer resources, extensive coding, and lengthy project timelines.......
Volante Technologies Launches Real-Time Payments Intelligence Solution for Financial Institutions
Digital Payments Fintech News

Volante Technologies Launches Real-Time Payments Intelligence Solution for Financial Institutions

PR Newswire
by PR Newswire0
Volante Payments Intelligence gives all stakeholders a deep, accurate assessment of business performance, driving increased operational efficiency, time-to-market, internal innovation, and business growth Volante Technologies, the global leader in Payments as a Service (PaaS), announced the launch of Volante Payments Intelligence, a powerful new solution that offers financial institutions unparalleled......
AI Advancements Are Boosting Tech Investment in the Majority of Financial Services Firms, According to New Research From Seismic
Fintech Investment Services News

AI Advancements Are Boosting Tech Investment in the Majority of Financial Services Firms, According to New Research From Seismic

Business Wire
by Business Wire0
New data reveals AI will be indispensable in financial services over the next 5 years, as it helps to provide more personalised customer experiences A new study from Seismic, the global leader in enablement, has found that almost all (92%) financial services leaders plan to invest in new technologies, predicting a......
1