Search Results for: financial wellness

B2C Featured News

Welcome TurnKey Lender v.7.10- The New Escrow Mechanism

Pooja Choudhary
The new escrow mechanism and the accounting add-on are the most consequential new business features in this release. Let’s discuss the new features and what benefits a business can reap from its launch. Let’s have a recap from the video below and thereafter, its add-ons. Quick and easy out-of-the-box solutions......
Pocketnest Launches Tool for Independent Practices
Fintech News

Pocketnest Launches Tool for Independent Practices

PR Newswire
Fintech app expands to smaller, independent clients at 42 percent growth rate Pocketnest, the female-founded financial wellness platform, announces its latest product rollout—Pocketnest for Independent Practices—aimed at independent wealth advisors, CPAs, mortgage brokers, financial advisors, and more. The latest product addition brings three new practices to the Pocketnest roster, with......
Union Credit Launches Marketplace of Trusted Credit Union Lenders
Fintech News

Union Credit Launches Marketplace of Trusted Credit Union Lenders

Fintech News Desk
Mission focused Fintech takes on challenge of bringing the next generation of membership to credit unions and offering consumers more equitable choices Union Credit launched the first marketplace for credit unions to make firm, one-click credit offers at the point of purchase. Latest Fintech Interview: Global Fintech Interview with Paul Monk,......
UNest and Verified Inc. Announce Strategic Partnership to Power 1-Click User Referrals
Fintech News

UNest and Verified Inc. Announce Strategic Partnership to Power 1-Click User Referrals

Cision PRWeb
UNest has joined the Verified Network, empowering users to sign up for financial service partners in a single click. UNest, a leading fintech company that makes it easier than ever for parents to invest in their kids’ future, announced that they have partnered with Verified Inc., the Verified Network, to......
Guild’s Student Debt Prevention Impact Expands to Include Debt Optimization through Partnership with Candidly, Helping America’s Workforce Reduce Existing Student Loan Debt
Fintech News

Guild’s Student Debt Prevention Impact Expands to Include Debt Optimization through Partnership with Candidly

Business Wire
New partnership provides Guild members tools and resources to accelerate debt reduction and unlock economic opportunity Guild, the leader in opportunity creation for America’s workforce, announced its new partnership with Candidly, an AI-driven student debt and savings optimization platform. By design, Guild prevents the rise of new student debt through access......
interface.ai Unveils Sphere: AI-Powered Chat Assistant Enhancing Banking Experience for Banks & Credit Unions
Banking News

interface.ai Unveils Sphere: AI-Powered Chat Assistant Enhancing Banking Experience for Banks & Credit Unions

PR Newswire
Spearheading the era of Interactive Intelligence for Banking, interface.ai’s new product suite, Sphere, uniquely converges the System of Engagement and System of Intelligence interface.ai, a frontrunner in providing AI-powered solutions for the financial industry, announced the launch of Sphere – an innovative generative AI-powered multimodal assistant mirroring capabilities of ChatGPT.......
Money Concepts Capital Corp. Enhances Advisor Productivity and Client Servicing Capabilities with Broadridge
Analytics News

Money Concepts Capital Corp. Enhances Advisor Productivity and Client Servicing Capabilities with Broadridge

PR Newswire
Leveraging Broadridge Wealth Data Aggregation and Financial Reporting enables Money Concepts to create their wealth platform for the future  Money Concepts Capital Corp. has enhanced its data management technology with the implementation of Wealth Data Aggregation and Financial Reporting from global Fintech leader Broadridge Financial Solutions, Inc.. This data aggregation, reporting......
Paychex Named a Leader in HCM Technology by NelsonHall
Fintech News

Paychex Named a Leader in HCM Technology by NelsonHall

Business Wire
NelsonHall, a global analyst and research firm, has once again identified Paychex, a leading provider of integrated human capital management (HCM) software solutions for human resources, employee benefits, insurance services, and payroll, as a “Leader” in its 2023 NelsonHall Vendor Evaluation and Assessment Tool (NEAT) for Next Generation HCM Technology. The......
Fintech company Clair raises $175 million to launch first free, on-demand pay solution powered by FDIC-insured bank, to help front-line workers get paid same day
Banking Fintech News

Fintech Company Clair Raises $175 Million To Launch First Free, On-demand Pay Solution Powered By FDIC

Business Wire
Powered by national banking partner Pathward, N.A., Clair enables companies to offer unique employee benefits, improving financial health amid worker shortage Clair, a mission-driven fintech company, announced it raised $175 million in funding to launch the first free, consumer-friendly, on-demand pay solution as a consumer lending program backed by an......
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