Category : Finance

Featured Finance Fintech Primers Technology

Financial Forecasting Tools

Pooja Choudhary
by Pooja Choudhary0
In this age of advanced technology, in which we have access to brand-new technological tools with each new daybreak, it is essential to be able to adapt to the ever-changing technological landscape. Numerous metrics and KPIs can be utilised without difficulty for accurate business forecasting. Due to its superior accuracy......
Finance News

Levitate Now Offering FINRA-Reviewed Content As Part of Content Library

Fintech News Desk
by Fintech News Desk0
Levitate is proud to announce the addition of FINRA-reviewed content to its expansive content library. Getting marketing content approved can be burdensome for small businesses in the finance industry. The Financial Industry Regulatory Authority (FINRA), a not-for-profit government-authorized organization that oversees U.S. broker-dealers, has many rules and regulations around financial advertising. While......
Finance Fintech News

Wamo Announces 50% Growth in Team Size Following Launch of UK Incorporation Services and Shopify Affiliation

Fintech News Desk
by Fintech News Desk0
Digital financial services company, Wamo, is proud to announce that its team has grown by 50% since the launch of its new UK incorporation services and Shopify affiliation. The new products have been well-received by the market and have helped to drive the company’s growth. Wamo is a digitally native......
Finance News

Asset-Map Partners with Cetera to Empower Financial Professionals with the Leading Advice Engagement Experience

Fintech News Desk
by Fintech News Desk0
Asset-Map, the leading financial advice engagement experience for financial professionals, announced a partnership with Cetera to bring its visualized financial planning and advice-led solutions to the organization’s 8,000 independent financial professionals. “We are excited to start this endeavor with Cetera and support their deep commitment to their members’ advice delivery experience”......
Finance News

Lumiant Partners with DMW Strategic Consulting to Upgrade the Financial Advice Experience

Fintech News Desk
by Fintech News Desk0
The partnership will support advisors as they pivot toward a more memorable, impactful and deeply personal financial planning experience Lumiant, an advice and client engagement platform that empowers advisors to connect with clients and families around their lives, values and finances, announced a partnership with DMW Strategic Consulting that will support......
Banking Finance News

J.P. Morgan Self-Directed Investing Named Best-in-Class in Education and Banking Services

Fintech News Desk
by Fintech News Desk0
J.P. Morgan Self-Directed Investing was named Best-in-Class for Education and Banking Services from StockBrokers.com as part of its annual review of the best online brokerage and trading platforms. “Clients have been asking for accessible educational content, at their knowledge level and right at their fingertips” J.P. Morgan also received strong marks......
Finance Fintech News

MPOWER Financing and inSpring Partner to Enhance International Students’ Employment Outcomes

Fintech News Desk
by Fintech News Desk0
The two leading student financing and talent mobility companies commit to supporting students’ career readiness and job placement after graduation MPOWER Financing, a mission-driven fintech firm and the leading provider of education loans to promising international and DACA students, announced a new strategic partnership with inSpring, an organization dedicated to......
Finance InsurTech News

Majority of Americans are More Concerned About Paying Bills Right Now Than Financial Future

Fintech News Desk
by Fintech News Desk0
Allianz Life study finds many Americans are prioritizing present needs at the cost of their retirement The majority of Americans say present financial issues are more important than preparing for their future. Two in three Americans (67%) say they are more concerned about paying bills right now than saving for......
Finance Fintech News

MeridianLink Announces Marketing Automation Product Advancements

Fintech News Desk
by Fintech News Desk0
Enhancements to MeridianLink Engage—the marketing automation component of the company’s multi-product platform, MeridianLink One—empowers financial institutions with personalized data and campaigns to build deeper connections with consumers and grow their customer base MeridianLink, a leading provider of modern software platforms for financial institutions and consumer reporting agencies, announced the expansion of......
Finance News

NYC firm, Universal Processing, Collaborates with the SBA’s CNPP Program Through USPAACC

Fintech News Desk
by Fintech News Desk0
Universal Processing aligns with the Small Business Administration’s Community Navigator Pilot Program for struggling businesses Local New York City financial services firm, Universal Processing, is partnering with the Small Business Administration’s (SBA) $100 million Community Navigator Pilot Program (CNPP). They were selected as a National Spoke of the US Pan......
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