Search Results for: Envestnet

Foresight Research: Gen Z and Millennials plan to switch their financial institution in big numbers - Good news for credit unions
Fintech News

Foresight Research: Gen Z and Millennials plan to switch their financial institution in big numbers – Good news for credit unions

Fintech News Desk
18 % of Gen Z and Millennials bank customers or credit union members intend to switch their primary financial institution in the next year or two. But, during the pandemic that changed big time. 27% of Gen Z now plan to switch and a whopping 38% of Millennials plan to......
InComm Payments Acquires Todo Cartões, One of Brazil's Leading Gift Card Processors
Fintech News

InComm Identifies Areas of Growth for Gift Cards in 2020, Despite COVID

Fintech News Desk
Study identifies year-over-year consumer purchasing habits, growth in digital content, popular spend categories Online purchases of gift cards more than doubled in the first two quarters of 2020, outpacing the year-over-year growth of 24 percent measured from 2018 to 2019. This insight reveals how retailers can engage consumers who may......
LemonadeLXP Offers Access to Course Material in Content Exchange Hub
Fintech News

LemonadeLXP Offers Access to Course Material in Content Exchange Hub

Fintech News Desk
LemonadeLXP, the learning experience and digital adoption platform for financial institutions, has launched its content exchange (CEX). The CEX is a library of canned courseware which LemonadeLXP clients can download to use in their digital training programs. After downloading training modules, LemonadeLXP clients can customize the training modules or use......
New Schwab Model Portfolios Designed to Help Advisors Keep Clients on Course
Fintech Fintech Funding Investment Services News

New Schwab Model Portfolios Designed to Help Advisors Keep Clients on Course

Fintech News Desk
Charles Schwab Investment Management, Inc. (CSIM), an asset management arm of The Charles Schwab Corporation, announced the launch of a series of model portfolios available to advisors through the Envestnet Fund Strategist Network (Envestnet). Read More: DataRooms.com Embeds the dtSearch Engine to Enable Instant Searching across Terabytes of Virtual Data......
Creation of the European PayTech Leader a Powerful Strategic Combination Between Nexi and Nets
Fintech News

SMArtX Announces New Office Expansion with Four Key Hires

Fintech News Desk
SMArtX Advisory Solutions (“SMArtX”), a leader in managed accounts technology and operator of the SMArtX turnkey asset management platform (TAMP), announced today a new Austin, Texas office and the recent addition of four new strategic hires to further position itself for rapid industry growth. The hires include Brad Haag as......
News Trading

Flyer Adds Brian Bleasdell as Chief Product Officer

Fintech News Desk
Flyer, a leading provider of trading tools, connectivity and infrastructure for the wealth management industry, announced today that Brian Bleasdell has joined the firm’s executive team as Chief Product Officer. Read More: Equifax Launches Innovative New Solutions for Credit Monitoring and Identity Theft Protection As Flyer extends its offering for wealth managers, Bleasdell......
Financial Data Exchange Launches FDX API 4.2 - Now the Most Comprehensive Tax Information API in the United States
Fintech News

Leading Canadian Financial Services Firms Moving to Adopt the FDX Technical Standards for Secure Financial Data Sharing

Fintech News Desk
Financial Data Exchange Launches in Canada Financial Data Exchange, LLC (FDX) has officially launched in Canada, with 31 organizations leading the country’s financial services ecosystem in joining FDX and taking part in its mission to develop a secure, common, interoperable, flexible and royalty-free industry standard for financial data sharing. Read More: Strider......
News Risk Management

CyberGRX Sees Massive Success Marking First Year Down Under

Fintech News Desk
CyberGRX, provider of the world’s first and largest global risk exchange, is marking a year of significant progress since establishing its Australian presence. The company’s international expansion into the region last year, supported by many investors and partners, has allowed customers to mitigate the cyber risks that come as a......
Artificial Intelligence Business Fintech News

Tavant Introduces Digital Software Factory and Expands into New Business Lines

Fintech News Desk
First half of 2020 sees Tavant fintech business expanding into banking, payments, and proptech  Tavant, a Silicon Valley-based provider of AI-powered digital technologies, today announced key success milestones of its Fintech business achieved in the first half of 2020. While many companies were forced to scale back due to the......
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