Search Results for: personalized services

New PayNearMe Study Reveals Growing Importance of Customer Experience in Loan Repayment
Digital Payments Fintech News

New PayNearMe Study Reveals Growing Importance of Customer Experience in Loan Repayment

PR Newswire
by PR Newswire0
As consumer demand for alternative payment options and personalized experiences increases, growing dissatisfaction with traditional loan repayment processes reaches a tipping point PayNearMe, the fintech company bringing progress to payments, released a study titled, Consumer Trends Driving the Future of Loan Payments, which reveals that challenges in the loan repayment......
FICO-Platform-Produced-a-Significant-Return-on-Investment-for-Businesses-According-to-New-Total-Economic-Impact-Study
Fintech Investments News

FICO Platform Produced a Significant Return on Investment for Businesses According to New Total Economic Impact Study

Business Wire
by Business Wire0
The report examines the ROI enterprises received by deploying the platform from different stages in various industries over three years. Highlights: A commissioned study conducted by Forrester Consulting, on behalf of FICO, found that FICO® Platform customers noted improved customer retention, significant cost savings by upgrading legacy infrastructure, and heightened......
PayZen Report Reveals US Healthcare Affordability Crisis: 36% Skipped Care Due to Inability to Pay
Digital Payments News

PayZen Report Reveals US Healthcare Affordability Crisis: 36% Skipped Care Due to Inability to Pay

PR Newswire
by PR Newswire0
The report reveals concerning trends among Americans accessing healthcare, including a complete inability to pay. PayZen, a healthcare-focused technology company tackling healthcare affordability with AI-powered solutions, released its latest industry report titled The High Cost of Health: Analyzing America’s Healthcare Affordability Crisis. The report surveyed 1,007 Americans who had a hospital......
Surefire Local Secures Strategic Partnership with Sunflower Bank for Accelerated Growth
Banking News

Surefire Local Secures Strategic Partnership with Sunflower Bank for Accelerated Growth

PR Newswire
by PR Newswire0
The funding will further develop Surefire Local’s technology and sales operations. Through its marketing software, Surefire Local provides a platform for local businesses that helps them find new customers, engage them with targeted marketing campaigns, and save time to reinvest in their businesses. GenNext Media, dba Surefire Local a leading......
Parafin Secures $125 Million Warehouse Facility from Silicon Valley Bank and Trinity Capital
Fintech News

Parafin Secures $125 Million Warehouse Facility from Silicon Valley Bank and Trinity Capital

PR Newswire
by PR Newswire0
Provided by SVB’s national fintech practice, the financing facility will support Parafin in providing capital to businesses on premier platforms such as DoorDash and Amazon. Silicon Valley Bank (SVB), a division of First Citizens Bank, along with lending partner Trinity Capital Inc. (“Trinity”), announced that it has provided a $125......
YCharts-and-Savant-Wealth-Management-Enhance-Partnership-To-Elevate-Client-Engagement-With-Streamlined-Proposal-Generation
Finance Fintech News

YCharts and Savant Wealth Management Enhance Partnership To Elevate Client Engagement With Streamlined Proposal Generation

Business Wire
by Business Wire0
This strategic collaboration aims to empower advisors with enhanced capabilities, accelerating business growth by optimizing proposal generation and strengthening client communication. YCharts, a premier cloud-based investment research platform and proposal builder, is excited to announce an expanded partnership with Savant Wealth Management, a leading fee-only RIA recognized among Barron’s Top 100......
Graham Capital Wealth Management Expands with Launch of Regis Tax and Accounting, LLC
Fintech News

Graham Capital Wealth Management Expands with Launch of Regis Tax and Accounting, LLC

PR Newswire
by PR Newswire0
Tax and accounting industry veteran David Gearhart, J.D., CPA, will lead the new sister organization as it works in conjunction with Graham Capital to provide investors with a truly holistic suite of financial and tax planning services. Graham Capital Wealth Management, LLC, (Graham Capital) an independent Registered Investment Advisor with......
Financial-Advisor-Thomas-Mains-Joins-UBS-Private-Wealth-Management-in-Atlanta,-GA
Finance Fintech News

Financial Advisor Thomas Mains Joins UBS Private Wealth Management in Atlanta, GA

Fintech News Desk
by Fintech News Desk0
Mains joined the UBS Southeast Market, managed by Lane Strumlauf, and will be located in the firm’s Atlanta, Georgia Private Wealth Management office. UBS Private Wealth Management today announced that Thomas (Tom) Mains has joined the firm as a Financial Advisor. He joins the UBS Southeast Market, managed by Lane......
Creative Planning Acquires ML&R Wealth Management
Investment Services News

Creative Planning Acquires ML&R Wealth Management

PR Newswire
by PR Newswire0
ML&R expands Creative Planning’s presence in Texas and furthers the firm’s mission to have local advisors in every major metropolitan market. Creative Planning, one of the nation’s leading Registered Investment Advisors (RIA), announced the acquisition of ML&R Wealth Management (Maxwell Locke & Ritter). With offices in Austin and Round Rock, Texas, ML&R Wealth Management......
Fintech Guest Posts

Future-Proofing Finance With AI, Financial Wellness, and Fintech Partnerships

David Dowhan
by David Dowhan0
Though digital transformation is nothing new, the past several years have accelerated that transformation for many industries that were traditionally slow to adopt new technologies, such as the financial sector. Driven by emerging financial technologies (fintechs), businesses in the financial services industry are at a crossroads: Adopt relevant, cutting-edge tech......
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