Search Results for: personalized services

Third Tier Wealth Management Announces Agreement With Buckingham Strategic Partners
Fintech News

Third Tier Wealth Management Announces Agreement With Buckingham Strategic Partners

Fintech News Desk
by Fintech News Desk0
New Jersey-based RIA Company’s Association With National Firm Will Increase Services & Product Offerings Through A True Team Approach Third Tier Wealth Management, offering financial planning & investment management, announced that they have entered into an agreement to work with Buckingham Strategic Partners (BSP), a national financial services firm with their......
Banking Featured Fintech Fintech Primers

Benefits Of BaaS For Fintech And Non-fintech Companies 

Pooja Choudhary
by Pooja Choudhary0
One fintech innovation that has made it easier for banks and fintech to collaborate is banking as a service (BaaS). BaaS is greatly impacted by the technological change and mobile-first strategy that have emerged in recent years. Customers have the option to choose the essential financial products and services and......
web 3
Artificial Intelligence Cloud Featured Fintech

What Is Web 3.0?

Pooja Choudhary
by Pooja Choudhary0
The third-generation internet, which was coined in 2014, is the next development of the World Wide Web. It has intelligent applications and a semantic web with personalized focus and centralized material. By practically eliminating the platform reliance concerns we currently see, we can future-proof entrepreneurial and investment activity. Let’s talk......
Daily Fintech Series Roundup: Top Fintech News, Analytics and Insights 1st March 2023
Fintech News

Daily Fintech Series Roundup: Top Fintech News, Analytics and Insights

Fintech News Desk
by Fintech News Desk0
FTS Daily Roundup starts today! We are covering the top updates from around the world. The updates will feature state-of-the-art capabilities in Fintech insights, Trending fintech news, Crypto, Fintech SaaS, Fintech Cloud, Analytics and AI ML. We will cover the role of FTS Daily Roundup and its application in various industries and......
Comvest Credit Partners Announces Investment in The JG Wentworth Company
Finance Investment Services News

Comvest Credit Partners Announces Investment in The JG Wentworth Company

Fintech News Desk
by Fintech News Desk0
Comvest Credit Partners, a leading provider of flexible direct financing solutions to middle-market companies, is pleased to announce that it has acted as Administrative Agent on a $30 million senior secured credit facility to The JG Wentworth Company, LLC, a leading provider of consumer financial services. The Financing was used......
GoLogiq Signs Definitive Agreement to Acquire Nest Egg for $30 Million, Adding Wealth-Building Platform for Gen Zs and Millennials
Finance Fintech News

GoLogiq Signs Definitive Agreement to Acquire Nest Egg for $30 Million, Adding Wealth-Building Platform for Gen Zs and Millennials

Fintech News Desk
by Fintech News Desk0
GoLogiq, Inc., a U.S.-based global provider of fintech and consumer data analytics, has signed a definitive share exchange agreement with Nest Egg Investments, a privately-held company providing a simplified retirement investing app. The all-stock transaction is valued at $30 million. Nest Egg brings to GoLogiq a streamlined mobile solution for......
Intuit Supercharges Virtual Expert Platform with AI Enhancements to Streamline Expert-Assisted Tax Filing
Finance News

Intuit Supercharges Virtual Expert Platform with AI Enhancements to Streamline Expert-Assisted Tax Filing

Fintech News Desk
by Fintech News Desk0
Intuit’s platform behind TurboTax Live connects people to experts and helps build customer confidence, while driving personalized experiences at scale and reducing tax filing time Intuit, the global financial technology platform that makes TurboTax, Credit Karma, QuickBooks, and Mailchimp, has introduced artificial intelligence (AI) enhancements for its Virtual Expert Platform to drive highly-personalized experiences, connecting consumers......
CUSO Financial Announces New Partnership with Kemba Credit Union
Finance News

CUSO Financial Announces New Partnership with Kemba Credit Union

Fintech News Desk
by Fintech News Desk0
$1.6 billion credit union chooses CFS for its expertise in credit union vertical CUSO Financial Services, L.P. (CFS), a subsidiary of Atria Wealth Solutions, Inc. (Atria) announced a multi-year agreement with Kemba Credit Union (Kemba) to support and grow its wealth management program, Kemba Investment Services. Established in 1934, Kemba now operates 12......
VIU by HUB Expands Its Digital Brokerage Platform with Renters and Condo Insurance
InsurTech News

VIU by HUB Expands Its Digital Brokerage Platform with Renters and Condo Insurance

Fintech News Desk
by Fintech News Desk0
Customers can shop, compare and purchase personal insurance policies on the digital platform while receiving professional advice VIU by HUB (VIU), a digital insurance brokerage platform, announced the launch of renters and condo insurance. The expansion not only provides new areas of coverage to consumers but enables VIU to partner......
Business Digital Payments News

NJ-Based Payment Solutions Company Expands With Experienced New Team

Fintech Staff Writer
by Fintech Staff Writer0
The NJ-based payment solutions company expands with experienced new team members to assist with marketing, client retention and sales due to high demand. Green Payments, a credit card processing and point of sale provider, announces the expansion of its team of professionals responsible for marketing, sales and client management. This......
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