Search Results for: financial management

Bankjoy Integrates with Plaid to Enable Seamless Account Management for Businesses
Banking Fintech News

Bankjoy Integrates with Plaid to Enable Seamless Account Management for Businesses

Business Wire
by Business Wire0
Bankjoy, an end-to-end digital banking provider, announced its partnership with Plaid, the leading open finance provider powering the digital financial ecosystem. Institutions on the Bankjoy platform will now be able to offer their customers API access to Plaid’s network of more than 8,000 fintech apps and services. Latest Fintech Interview:......
Mirador Unveils Enhanced Compensation Management Services
Fintech News

Mirador Unveils Enhanced Compensation Management Services

Business Wire
by Business Wire0
Mirador Empowers Advisors and Streamlines Operations with Cutting-Edge Tools Mirador, a leading managed services partner that provides best-of-breed financial reporting services, technology solutions, and products to the U/HNW wealth management industry, unveiled its revitalized compensation management services. Latest Fintech Interview: Global Fintech Interview with Ramy Ashour, Global Head of Enterprise......
Kelly Johnston Returns to Mechanics Bank to Lead Wealth Management Unit
Banking News

Kelly Johnston Returns to Mechanics Bank to Lead Wealth Management Unit

Business Wire
by Business Wire0
Accompanying her are private banking professionals Phil Donnici and Lauren Goeppert Mechanics Bank has appointed Kelly Johnston as executive vice president and director of wealth management. The industry veteran will lead the Bank’s longtime Wealth Management unit, with a focus on providing additional offerings in trust and estate services, retirement......
Financial Advisors Report 40 Percent of Their Clients Were Forced to Retire, Edward Jones Survey Finds
Finance News

Financial Advisors Report 40 Percent of Their Clients Were Forced to Retire, Edward Jones Survey Finds

PR Newswire
by PR Newswire0
Inflation and Financial Assistance to Loved Ones Among the Greatest Financial Shocks for Retirees Financial advisors across the industry report 40% of their retiree clients were forced into retirement, according to a new survey by financial services firm Edward Jones. Almost all financial advisors surveyed (97%) agree that retirement involves more surprises......
Method Financial Expands Reach to 200k+ Americans Managing More than $22 Billion in Consumer Debt
Fintech News

Method Financial Expands Reach to 200k+ Americans Managing More than $22 Billion in Consumer Debt

Business Wire
by Business Wire0
Method Financial, a leading provider of real-time data and payment access for consumer liabilities, has expanded its reach to more than 200,000 Americans managing over $22 billion in consumer debt since its launch at the end of 2021. Method continues to increase its reach through its growing client base, which......
Zip Bolsters Leadership Team with Addition of Financial Services Industry Veteran Andy Stearns Amidst Ongoing BNPL Adoption Surge in the U.S.
Digital Payments Fintech News

Zip Bolsters Leadership Team with Addition of Financial Services Industry Veteran Andy Stearns

Business Wire
by Business Wire0
Former American Express and Capital One Executive to Drive Strategic Partnerships for Enterprise, Mid–Market and SMB Merchant Initiatives Global digital payments innovator Zip Co Limited announced the appointment of veteran payments and financial services industry leader Andy Stearns as Senior Vice President and Head of Merchant Business, starting immediately, for the......
Shield and LeapXpert Survey: WhatsApp and Messaging Apps Still a Major Risk for Banks
News Risk Management

Survey: WhatsApp and Messaging Channels Remain Biggest Threat to Bank Risk Management Despite Massive Fines

PR Newswire
by PR Newswire0
Survey finds 73% of financial institutions lack confidence in their ability to monitor and regulate communication on unapproved channels Shield, solving communication compliance for financial institutions, and LeapXpert, the responsible business communication pioneer, partnered to release findings that show only half of financial institutions (51%) are monitoring employee communications over WhatsApp.......
iQ Credit Union Announces New Treasury Management Services
Fintech News

iQ Credit Union Announces New Treasury Management Services

PR Newswire
by PR Newswire0
iQ Credit Union (iQ), a member-owned, modern-day financial institution based in the Pacific Northwest, announces the launch of its treasury management services, offering business members access to its automated clearing house (ACH) and fraud prevention tools. “iQ launching treasury management is a significant moment for our business services team,” Jeremy Wiersma, VP......
Hazelcast, AArete Join Forces to Optimize Financial Services Firms Customer Experiences
Banking Finance News

Hazelcast, AArete Join Forces to Optimize Financial Services Firms Customer Experiences

GlobeNewswire
by GlobeNewswire0
Partnership combines Hazelcast’s real-time data-stream processing capabilities with AArete’s data expertise in the financial services industry Hazelcast, Inc., a global leader of unified real-time data platforms, announced a partnership with global management and technology consulting firm AArete. It will enable financial services firms to optimize banking customer experiences, create internally......
BSI Financial Extends Sagent Software Partnership 7 Years to Speed Growth to 1 Million Loans
Fintech Mortgage News

BSI Financial Extends Sagent Software Partnership 7 Years to Speed Growth to 1 Million Loans

Business Wire
by Business Wire0
Deal enables BSI Financial to grow fast in current market cycle with operational precision and cost control Sagent, a Warburg Pincus-backed fintech software company modernizing mortgage servicing for banks and lenders, announced a seven-year partnership extension with BSI Financial Services to continue powering its enterprise mortgage servicing ecosystem. As BSI Financial......
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