Search Results for: spend management

BusyKid and The American Public Education Foundation Team Up for Better Financial Future for Generations of Kids
Fintech News

BusyKid and The American Public Education Foundation Team Up for Better Financial Future for Generations of Kids

Fintech News Desk
by Fintech News Desk0
Partnership will focus on achieving improvements in financial education in schools and at home BusyKid announced today it is joining forces with The American Public Education Foundation to achieve both organization’s mutual goal of improving financial education and literacy in the United States. According to the S&P Global FinLit Survey,......
Ask Kodiak and Vertafore Announce Partnership
News Risk Management

Vertafore Introduces RiskMatch Retention Prediction to Help Independent Agencies Improve Client Retention Rates

Fintech News Desk
by Fintech News Desk0
Industry-first analytics tool uses data modeling & adaptive machine learning to surface at-risk polices, equipping agents for proactive client engagement Vertafore today announced RiskMatch® Retention Prediction, a groundbreaking tool to give agencies insights to increase client retention by identifying policies at risk for cancelation or non-renewal. As an integrated part of Vertafore’s award-winning......
Plum Launches as the World's First B2B Retail-Solutions Marketplace
Artificial Intelligence News

Plum Launches Rewards Program Powered by Button’s Technology: Enabling Users to Seamlessly Shop at Retailers Like Groupon, ASOS, and Farfetch

Fintech News Desk
by Fintech News Desk0
Groupon achieved a 66% tap-to-install rate through Plum’s adoption of Button’s Personalization API Button, the leading mobile commerce technology company, today announced its partnership with Plum, the money management AI assistant. By powering a personalized commerce program in Plum’s app on iOS and soon Android, Button’s technology enables users to discover......
Investment Services News

Financial Advisors Divided on Third-Party Investment Strategies, COVID-19 Prompts Reflection on Overseeing Client Assets

Fintech News Desk
by Fintech News Desk0
Third-party models enable time savings, more client engagement, but heightened uncertainty leads advisors toward hands-on portfolio management, YCharts survey found YCharts, an investment research, analytics, and client communications platform, has released the results of the company’s latest research report, “Advisor Sentiment Survey: Coronavirus, Third-Party Models & In-house Portfolio Management.” The......
Who do Banks Need to Refocus Efforts on Breaking Down User Behavior with Data?
Artificial Intelligence Banking Cryptocurrency Featured Fintech

Why do Banks Need to Refocus Efforts on Breaking Down User Behavior with Data?

Paroma Sen
by Paroma Sen0
Banks will need to focus on understanding changing consumer behaviors based on historic customer data to compete in a post Covid-19 world While global economies including banks and businesses reevaluate business plans and strategies and remote work policies, they need to also refocus their understanding of their customers based on......
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Probate Process Made Simple, Easy And Affordable With EZ-Probate

Fintech News Desk
by Fintech News Desk0
For the First Time, Customers Can Effectively and Inexpensively Avoid Probate or Probate an Estate Independently with EZ-Probate Solution Company Leads in Successfully Probating the Most Cases, Saving Customers Millions in Legal Fees Like many disruptive technologies, EZ-Probate was born out of the founder’s unpleasant – and very expensive –......
CAIS Announces New Integration with Orion for Seamless Transaction Reporting
Fintech News

CAIS Announces Rapid Advisor Adoption for New Learning Platform

Fintech News Desk
by Fintech News Desk0
CAIS IQ is driving education of alternative investments, CE credits for Financial Advisors Everywhere CAIS, the industry-leading alternative investment platform, today announced growth and momentum for CAIS IQ, the company’s modern learning system for financial advisors, that helps them learn faster, remember longer and enhance client outcomes. CAIS IQ combines......
Kin Insurance Closes $35M Series B to Fuel Industry Disruption
Fintech InsurTech News

Kin Insurance Closes $35M Series B to Fuel Industry Disruption

Fintech News Desk
by Fintech News Desk0
The Series B round supports the insurtech’s efforts to modernize an industry rife with inefficiency. Kin Insurance, the insurance technology company that makes home insurance easy and affordable, announced a $35 million Series B round. The funding was led by Commerce Ventures with participation from Hudson Structured Capital Management Ltd.......
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