Search Results for: financial management

InvestCloud Partners With 55ip to Integrate Tax-Smart Technology on the InvestCloud Financial Supermarket
Investment Services News

InvestCloud Partners With 55ip to Integrate Tax-Smart Technology on the InvestCloud Financial Supermarket

Fintech News Desk
55ip’s integration onto the InvestCloud Financial Supermarket™ furthers InvestCloud’s mission to transform the industry, through scalable technology aimed to deliver better financial outcomes InvestCloud, the global leader in digital transformation for the financial industry, and 55ip, the tax-smart investment platform, announce a breakthrough partnership to integrate 55ip’s tax-smart investment technology......
Cashfree Payments Launches ‘Co-lend’: India’s First Fully Automated Escrow Management Solution for Co-lending
Digital Payments News

Cashfree Payments Launches ‘Co-lend’: India’s First Fully Automated Escrow Management Solution for Co-lending

Fintech News Desk
‘Co-lend’ facilitates instant disbursal, auto reconciliation, and a dashboard for managing multiple co-lending partnerships Cashfree Payments, India’s leading payments and API banking solutions company, launched ‘Co-lend’, India’s first fully automated escrow management solution for co-lending. ‘Co-lend’ has been developed in line with the digital lending guidelines announced by the Reserve Bank of India (RBI). It facilitates......
FICO Score Open Access Program Promotes Credit Transparency by Enabling Financial Services Firms
Finance News

FICO Score Open Access Program Promotes Credit Transparency by Enabling Financial Services Firms

Fintech News Desk
Parachute, a leading start-up lender, becomes the first organization in Canada to use FICO Score 10 and take part in the FICO Score Open Access program Today, global analytics software firm, FICO announced that Parachute, a leading start-up dedicated to making financial well-being accessible for all Canadians, is the first organization......
Featured Finance Fintech Primers

Why Is Financial Planning Important?  

Pooja Choudhary
What Is Financial Planning?   Financial planning is a model whereby planning for the future is done, specifically around how one will manage the finances and prepare for all of the potential expenses that may arise. The process involves analyzing the current financial situation and thereby identifying the goals and then......
Leading Financial Services Companies Turn to Lattice to Drive Workforce Effectiveness and Business Performance
Finance News

Leading Financial Services Companies Turn to Lattice to Drive Workforce Effectiveness and Business Performance

Fintech News Desk
More than 400  banks, credit unions, and insurance companies now leveraging the Lattice people management platform to ensure employees are aligned, effective, and engaged Lattice, the leading provider of people management software that empowers company leaders to build engaged and high-performing teams that drive business success, announced significant momentum and......
Archer Announces Acquisition of Atlas to Expand Policy Management Capabilities
News Risk Management

Archer Announces Acquisition of Atlas to Expand Policy Management Capabilities

Fintech News Desk
Archer, the leading provider of integrated risk management solutions, announced it has acquired Atlas, an innovative provider of workflow and content governance and collaboration software. Atlas had previously been part of the numo llc, a fintech incubator and subsidiary of The PNC Financial Services Group, Inc. The acquired capabilities will......
Quantalytix Launches Enterprise Bank Management Software for Credit Unions
Analytics Finance News

Quantalytix Launches Enterprise Bank Management Software for Credit Unions

Fintech News Desk
Comprehensive data analytics solution provides actionable insights to enhance member experience, generate revenue Quantalytix, the provider of cloud-based Enterprise Bank Management (EBM) software for financial institutions, announced the launch of their comprehensive data analytics solution specifically tailored for credit unions. Quantalytix announces the launch of its Enterprise Bank Management software......
South Indian Bank Announces the Launch of Sib Wealth - A Wealth Management Platform
Banking News

South Indian Bank Announces the Launch of SIB Wealth – A Wealth Management Platform

Fintech News Desk
South Indian Bank announces the launch of a wealth management platform in partnership with Geojit Financial Services Ltd. SIB Wealth is an exclusive value-added service that will help the bank’s high net worth (HNI) customers to invest their money in the best financial instruments available in the market. Under the......
Nycole Freer Launches Eden Financial
Finance News

Nycole Freer Launches Eden Financial

Fintech News Desk
Certified Financial Planner, Entrepreneur and Emerging Author Nycole Freer celebrates the New Year by announcing the opening of her financial planning practice, Eden Financial After serving young entrepreneurs, families, women and children with their financial planning needs for over a decade, Nycole Freer decided to double down on her commitment to educating......
Splash Financial Partners With FairPlay to Ensure the Fairness of Its Student and Personal Loans
Lending News

Splash Financial Partners With FairPlay to Ensure the Fairness of Its Student and Personal Loans

Fintech News Desk
With its mission to “make people more powerful than their debt,” Splash’s proprietary risk modeling will now incorporate FairPlay’s Fairness-as-a-Service Solutions FairPlay, the world’s first Fairness-as-a-Service company, is announcing a new customer relationship with Splash Financial, the online lending platform that democratizes access to loan offers. As a new customer,......
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