Search Results for: financial tools

Total Expert Enters Insurance Market as Platform Drives ROI Across the Financial Enterprise
Fintech InsurTech News

Total Expert Enters Insurance Market as Platform Drives ROI Across the Financial Enterprise

Business Wire
by Business Wire0
Insurance companies can now use turnkey marketing automation and customer intelligence to deliver the perfect customer journey across every financial milestone Total Expert, the CRM and customer engagement platform purpose-built for modern financial institutions, is helping insurance agencies and brokerages modernize their marketing processes and provide agents with actionable insights......
New Financial Confidence Survey Reveals Major Gaps in US Residents' Ability To Manage Their Finances
Finance News

New Financial Confidence Survey Reveals Major Gaps in US Residents’ Ability To Manage Their Finances

PR Newswire
by PR Newswire0
New Survey from Unbiased.com Reveals a Third of Americans Blame the Education System For Their Lack Of Confidence In Financial Matters A new survey from Unbiased, the leading source for impartial and independent financial advice in the United Kingdom, which recently launched in the U.S., reveals some concerning shortcomings in the U.S.......
Citizens Announces $2 Million in Financial Empowerment Contributions to Nonprofits Across Footprint
News Risk Management

Citizens Announces $2 Million in Financial Empowerment Contributions to Nonprofits Across Footprint

Business Wire
by Business Wire0
150 Nonprofits Receive Support through Citizens Helping Citizens Manage Money Program Citizens announced that 150 nonprofit organizations across the communities it serves will receive support through the bank’s Citizens Helping Citizens Manage Money program. Select nonprofits will receive a total of $2 million to support work in this critical area. The......
Neo Financial Launches New Hybrid Neo Money card as a Debit Card Alternative
Finance News

Neo Financial Launches New Hybrid Neo Money card as a Debit Card Alternative

Business Wire
by Business Wire0
Expanding beyond credit, Neo now offers the benefits of a chequing account, high interest savings account, and premium rewards card for no annual fee Neo Financial (Neo) is announcing the launch of the Neo Money card, expanding on the benefits of the high-interest Neo Money account with credit-like rewards when......
Equifax Introduces New OneScore Scoring Model to Help Expand Access to Credit and Drive Financially Inclusive Lending
Finance Fintech News

Equifax Introduces New OneScore Scoring Model to Help Expand Access to Credit and Drive Financially Inclusive Lending

PR Newswire
by PR Newswire0
New Offering Is First to Combine Traditional Credit Data With Telecommunications, Utility, Pay TV and Speciality Finance Data; Builds on Equifax Leadership in Alternative Data to Boost Scorable Population of Credit Seeking U.S. Consumers Equifax continues to support financially inclusive lending with the launch of OneScore, a new consumer credit scoring model......
Pidgin Partners with Effectiv to Help Financial Institutions Mitigate Transaction Fraud
Digital Payments News

Pidgin Partners with Effectiv to Help Financial Institutions Mitigate Transaction Fraud

Business Wire
by Business Wire0
Pidgin, a secure, real-time payments platform built for the future of payments, has partnered with Effectiv, a fraud-fighting and compliance automation platform to help financial institutions monitor transactions to detect and prevent payments fraud in real time. “As adoption of faster payments grows, many financial institutions are concerned about the implications......
AllGen Financial Welcomes Growth to Investment Management Department
Finance Investment Services News

AllGen Financial Welcomes Growth to Investment Management Department

Fintech News Desk
by Fintech News Desk0
AllGen Financial Advisors is strengthening its investment management department with the hiring of a new Director of Fixed Income, Christina Shaffer, CFA, and promoting financial analyst Ryan Staton to Director of Trading and Portfolio Implementation AllGen Financial Advisors, Inc., a financial advisory firm in Orlando, Florida, is thrilled to expand its......
Scientific Financial Systems Launches Quotient on the Snowflake Data Cloud
Finance Investment Services News

Scientific Financial Systems Launches Quotient on the Snowflake Data Cloud

PR Newswire
by PR Newswire0
Quotient, Powered by Snowflake, to drive Speed, Scalability, and Performance Scientific Financial Systems, Inc. (SFS) is pleased to announce the migration of Quotient, its flagship Advanced Analytical and Data Management application, to the Snowflake Data Cloud. Quotient, Powered by Snowflake, will allow financial companies to take advantage of the robust quantitative analytics tool set with the......
How EWA Helps Employees Reduce Financial Stress Amidst Economic Challenges
Analytics Guest Posts Insights

How EWA Helps Employees Reduce Financial Stress Amidst Economic Challenges

Jim Colassano
by Jim Colassano0
According to a 2023 Financial Wellbeing in the Workplace report, 85% of employees feel financially stressed – and this is true across all income levels, ages, demographics, and industries. Unfortunately, there is no reason to expect these sky-high rates of financial stress to taper off anytime soon. Financially strapped Americans......
Best Egg Partners with MX Technologies to Deliver Financial Insights to Consumers
Finance Fintech News

Best Egg Partners with MX Technologies to Deliver Financial Insights to Consumers

Business Wire
by Business Wire0
Marlette Holdings, Inc., a leading financial technology company operating the Best Egg financial health platform, announced its partnership with MX Technologies, Inc. to provide enhanced financial data aggregation capabilities and insights to millions of Best Egg Financial Health users. The partnership further enables Best Egg to provide informative, actionable insights......
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