Search Results for: financial management

CUSO Financial Services Announces New Partnership with West-Aircomm Federal Credit Union
Investment Services News

CUSO Financial Services Announces New Partnership with West-Aircomm Federal Credit Union

PR Newswire
$322 Million Credit Union is Second Financial Institution to Join CFS from LPL Financial this Month CUSO Financial Services, L.P. (CFS), a subsidiary of Atria Wealth Solutions, Inc. (Atria), is pleased to announce the addition of West-Aircomm Federal Credit Union (West-Aircomm). The Pennsylvania-based financial institution serves 21,000 members with more than $322 million in......
E4E Relief launches first-of-its-kind Emergency Financial Relief platform
Fintech News

E4E Relief launches first-of-its-kind Emergency Financial Relief platform

GlobeNewswire
The organization’s world-class technology, which makes financial relief available to all stakeholders material to a business, was created in collaboration with KPMG LLP and Microsoft. E4E Relief, a pioneer in providing financial relief to individuals on behalf of the companies they serve, has launched a world-class technology platform designed to......
Singaporean Startup ONEVIEW Secures Seed Funding of S$4 Million, to Revolutionise Document Management and Bill Payment Industry in Southeast Asia
Digital Payments Fintech News

Singaporean Startup ONEVIEW Secures Seed Funding of S$4 Million, to Revolutionise Document Management and Bill Payment Industry in Southeast Asia

Fintech News Desk
ADERA Global, Beyon Connect and Cumulo9 to invest S$4 million in Singapore-based startup, ONEVIEW ONEVIEW is aligned with Singapore’s smart nation and digitization efforts, providing a simple, secure and convenient communication platform and helping to reduce paper waste, assisting Singapore to go green and support NEA’s sustainability efforts ONEVIEW aims......
Policygenius and Labyrinth Financial Services Announce Partnership
InsurTech Investment Services News

Policygenius and Labyrinth Financial Services Announce Partnership

PR Newswire
Policygenius and Labyrinth Financial Services (LFS) announced a partnership that leverages Policygenius’ term life fulfillment platform Policygenius Pro to streamline term life insurance for LFS partners and simplify the application process for clients. Policygenius Pro is a turnkey partnerships platform that helps advisors and financial professionals simplify the life insurance application......
CUSO Financial Services Announces New Partnership with Clearview Federal Credit Union
Finance News

CUSO Financial Services Announces New Partnership with Clearview Federal Credit Union

PR Newswire
$1.8 Billion Credit Union Joins Financial Institution Focused Wealth Management Firm CUSO Financial Services, L.P. (CFS), a subsidiary of Atria Wealth Solutions, Inc. (Atria), is pleased to announce the addition of Clearview Federal Credit Union. Clearview serves over 117,000 members with more than $1.8 billion in assets from 18 financial centers throughout Southwestern Pennsylvania. Clearview......
White Clay Launches Treasury Management Pricing and Profitability Solution
Finance News

White Clay Launches Treasury Management Pricing and Profitability Solution

Business Wire
New solution helps banks price commercial relationships to optimize capital and revenue White Clay, a company that helps community and regional financial institutions improve relationships and increase revenue, announced the launch of its Treasury Management Pricing and Profitability solution. Determining the pricing and profitability of treasury management relationships can often......
Origin Acquires Finny to Fill a Critical Gap in Workplace Financial Education
debt collection Finance News

Origin Acquires Finny to Fill a Critical Gap in Workplace Financial Education

GlobeNewswire
Acquisition will help Origin users improve global financial literacy and debt management with more complete toolkit for smarter financial planning Origin, the startup reimagining financial wellness in the workplace, announced it has acquired Finny, a financial health startup. Origin will integrate Finny’s financial education, content, curriculum, and debt management tools......
Why A Data-Driven Approach to Digital Lending and Portfolio Management is Key for SMB Lenders
Guest Posts Lending

Why A Data-Driven Approach to Digital Lending and Portfolio Management is Key for SMB Lenders

Will Tumulty
Small businesses in the U.S. continue face challenges ranging from recessionary concerns, to rising inflation, labor shortages, and ongoing supply-chain issues, among others. The net effect is a current SMB closure rate of nearly 38% nationally and while some of this is attributable to factors such as lack of market......
AvidXchange Automates Lien Waiver Management, Improves Payment Process in Leading Purchase-to-Pay Solution TimberScan
Digital Payments News

AvidXchange Automates Lien Waiver Management, Improves Payment Process in Leading Purchase-to-Pay Solution TimberScan

GlobeNewswire
AvidXchange Holdings, Inc., a leading provider of accounts payable (AP) automation software and payment solutions for middle market businesses and their suppliers, announced Lien Waiver Management for TimberScan, a premium feature embedded in AvidXchange’s full purchase-to-pay solution with a seamless Sage 300 CRE integration. With Lien Waiver Management, construction industry......
VIU by HUB Revolutionizes Personal Insurance Management with Launch of New Mobile App and Enhanced Digital Wallet
Digital Wallet InsurTech News

VIU by HUB Revolutionizes Personal Insurance Management with Launch of New Mobile App and Enhanced Digital Wallet

PR Newswire
Consumers can now manage all personal insurance policies in one place and access proactive advice regardless of carrier VIU by HUB (VIU), a digital insurance brokerage platform, announced the launch of its new mobile app and enhanced digital wallet that makes managing personal insurance policies simpler and more seamless than......
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