Search Results for: financial comparison

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......
Luma Financial Technologies Expands into Life Insurance, Offering the First Integrated Technology Platform Solution for Life Insurance and Annuities
Fintech InsurTech News

Luma Financial Technologies Expands into Life Insurance, Offering the First Integrated Technology Platform Solution for Life Insurance and Annuities

Business Wire
by Business Wire0
Luma Financial Technologies (“Luma”), a global leader in structured products and insurance solutions, is excited to announce its expansion into the life insurance sector. As the first platform to offer an end-to-end solution that integrates life insurance and annuities, Luma enables advisors to manage both products seamlessly through a single,......
E-commerce Featured Fintech Robotic Process Automation

Automating Financial Reconciliation for E-commerce Using AI and RPA

Fintech Staff Writer
by Fintech Staff Writer0
In the fast-evolving world of e-commerce, managing financial transactions accurately and efficiently is crucial for business success. Financial reconciliation—the process of verifying that records from different financial accounts align—is a fundamental aspect of financial management. In the e-commerce sector, the vast volume of transactions, multiple payment channels, and diverse currencies......
New FIS Research Shows Consumers Leaning on Social Media for Financial Advice, Giving Banks an Opportunity to Avoid a Generational Trust Cliff
Finance Fintech News

New FIS Research Shows Consumers Leaning on Social Media for Financial Advice, Giving Banks an Opportunity to Avoid a Generational Trust Cliff

Business Wire
by Business Wire0
New survey reveals significant shift in relationship between younger generations and traditional financial institutions as trust in financial advice from social media grows. According to the survey, social media has become the primary source of financial advice for younger generations, which can promote unrealistic comparisons and financial insecurity. FIS, a......
New MoneyLion Financial Literacy Report Sheds Light on the 2024 Financial Landscape for U.S. Hispanics
Finance Fintech News

New MoneyLion Financial Literacy Report Sheds Light on the 2024 Financial Landscape for U.S. Hispanics

Business Wire
by Business Wire0
The MoneyLion Understanding U.S. Hispanic Financial Literacy & Empowerment 2024 Report explores financial literacy and attitudes toward personal finance within the U.S. Hispanic community MoneyLion (“MoneyLion”), a digital ecosystem for consumer finance that empowers everyone to make their best financial decisions, shared findings from a new Understanding U.S. Hispanic Financial......
New Research Finds Consumers Demand Payment Choice, Worry About Cash Access, and Remain Optimistic About Their Financial Future
Digital Payments Digital Wallet News

New Research Finds Consumers Demand Payment Choice, Worry About Cash Access, and Remain Optimistic About Their Financial Future

Business Wire
by Business Wire0
Paysafe’s annual Inside the Wallet report polled the spending and saving habits of 14,500 people across age groups from around the world Over half of consumers worldwide (56%) have changed their spending habits from a year ago, not only becoming more price conscious but demanding payment choice, from debit cards and bank......
Fintech Guest Posts Security

Strengthening the Financial Sector Through Authentication and Regulation

Frederik Mennes
by Frederik Mennes0
At the beginning of 2024, the U.S. Treasury Department’s Financial Crimes Enforcement Network (FinCEN) published a report quantifying the impact of weak identity solutions on our financial system. This is the first time a federal agency has made an effort to quantify the impact of compromised credentials on the US......
Luma Financial Technologies Partners with Gradient Insurance Brokerage to Offer Advanced Annuity Tools to KonnexME Platform
Finance Fintech News

Luma Financial Technologies Partners with Gradient Insurance Brokerage to Offer Advanced Annuity Tools to KonnexME Platform

Business Wire
by Business Wire0
Luma Financial Technologies (“Luma”), the world’s top independent, multi-issuer, structured products, and annuities platform, is pleased to announce their latest partnership with Gradient InsuranceBrokerage, LLC (“Gradient”), an independent marketing organization specializing in fixed annuities and life insurance. This collaboration is poised to empower Gradient’s proprietary KonnexME platform, equipping financial services......
Luma-Financial-Technologies-Announces-a-Collaboration-with-BNY-Mellon’s-Pershing-to-Provide-Next-Level-Annuity-Management-Solutions
Finance Fintech News

Luma Financial Technologies Announces a Collaboration with BNY Mellon’s Pershing to Provide Next-Level Annuity Management Solutions

Business Wire
by Business Wire0
Through Pershing’s award-winning custodial platform, NetX360 ®+, advisors will be able to access Luma’s educational materials, analytics, and suitability tools to help them streamline and manage sales activities for all annuity product types. Luma Financial Technologies (“Luma”), the world’s top independent, multi-issuer, structured products and annuities platform, and BNY Mellon’s......
Poland Aspires to Be Among the World’s Top 30 Most Competitive Financial Centers
Fintech News

Poland Aspires to Be Among the World’s Top 30 Most Competitive Financial Centers

PR Newswire
by PR Newswire0
Poland has strong advantages that can help strengthen its position on the global stage of financial centers. This is the main message promoted by the delegation of Polish companies and institutions during the Singapore Fintech Festival. The potential of Poland, possible synergies, and collaboration opportunities were also discussed by participants at the Poland......
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