Search Results for: Wealth management

Fintech Projected to Become a $1.5 Trillion Industry by 2030
Fintech News

Fintech Projected to Become a $1.5 Trillion Industry by 2030

PR Newswire
by PR Newswire0
Asia-Pacific Is Poised to Outpace the US, Becoming the World’s Largest Fintech Market by 2030, According to New Report Financial technology revenues are projected to grow sixfold from $245 billion to $1.5 trillion by 2030, according to a new report released today by Boston Consulting Group (BCG) and QED Investors. The fintech sector, which currently holds a......
IDIQ’s Credit & Debt Launches New Mobile App Experience
Fintech News Technology

IDIQ’s Credit & Debt Launches New Mobile App Experience

Business Wire
by Business Wire0
New personal finance application designed to empower individuals to take control of their money and reach personal financial goals with access to free financial coaching Credit & Debt, an IDIQ company, announced the launch of its new mobile application today. The Credit & Debt app is designed to empower individuals......
ZennLab Introduces Two RapidRollout Solutions for Salesforce & nCino to Accelerate Outcomes
Fintech News Technology

ZennLab Introduces Two RapidRollout Solutions for Salesforce & nCino to Accelerate Outcomes

Fintech News Desk
by Fintech News Desk0
Zennify, a leading Salesforce and nCino consultancy specializing in financial services, announced two new RapidRollout Solutions from ZennLab that enable fast platform implementation. ZennLab is Zennify’s innovation hub, run by industry and technical experts focused on creating solutions to accelerate business outcomes. The Salesforce Financial Services Cloud (FSC) RapidRollout enables Community Banks......
Broadridge Data and Analytics and Aiviq Enhance Data Integration and Transparency for Asset Managers
Analytics Fintech News

Broadridge Data and Analytics and Aiviq Enhance Data Integration and Transparency for Asset Managers

PR Newswire
by PR Newswire0
Aiviq, the leading provider of client-level AUM and asset flow reporting for global asset managers, has collaborated with global Fintech leader Broadridge Financial Solutions, Inc. to improve the quality and transparency of both internal sales reporting data and external market intelligence. “The strategic relationship between Aiviq and Broadridge will provide asset management......
Kasasa Announces Partnership with the Thomas Ho Company for Income Risk Assessments
Banking News

Kasasa Announces Partnership with the Thomas Ho Company for Income Risk Assessments

PR Newswire
by PR Newswire0
The partnership will provide hundreds of community banks and credit unions with interest rate risk modelling services to strengthen confidence in an uncertain banking environment Kasasa, an award-winning financial technology and marketing provider, announced it is partnering with the Thomas Ho Company Ltd. (THC), a leading financial engineering firm to......
Cornerstone Advisors Partners with VPCtech to Provide Bank and Credit Union Clients with Advanced Fiserv DNA Platform Expertise
Fintech News

Cornerstone Advisors Partners with VPCtech to Provide Bank and Credit Union Clients with Advanced Fiserv DNA Platform Expertise

PR Newswire
by PR Newswire0
Cornerstone Advisors, a leading management and technology consultancy for banks, credit unions and fintech firms, announced that it has entered into an exclusive partnership agreement with VPCtech, a specialized technology advisory and implementation services firm, to jointly provide clients with an elevated level of services to optimize their DNA account processing......
Holistiplan Tax Planning Technology Now Available to Advisor Group Advisors
Finance Fintech News

Holistiplan Tax Planning Technology Now Available to Advisor Group Advisors

PR Newswire
by PR Newswire0
Award-winning technology gives financial professionals an opportunity to add significant value in reporting and financial planning Holistiplan, the industry-leading tax planning software for financial advisors, announced a strategic partnership with Advisor Group, one of the nation’s largest network of independent wealth management firms. Holistiplan will now provide discounted access to......
Owners Bank Announces Ecosystem of Strategic Fintech Partners Fueling “No BS” Banking
Banking News

Owners Bank Announces Ecosystem of Strategic Fintech Partners Fueling “No BS” Banking

Business Wire
by Business Wire0
Brings together five best-in-class expert vendors who simplify the banking experience for small business owners and sole proprietors Owners Bank, a new digital bank created to meet the unique needs of small business owners, announced its technology stack of partners that are working together to make banking as seamless as......
First Citizens Bank of Iowa and Minnesota Expands Functionality with Finastra to Enhance its Operations
Banking News

First Citizens Bank of Iowa and Minnesota Expands Functionality with Finastra to Enhance its Operations

PR Newswire
by PR Newswire0
Powered by Finastra’s cloud-based Fusion Phoenix, the bank will better deliver on its commitment to strength and reliability as it continues to grow Finastra announced that First Citizens Bank of Iowa and Minnesota, a family-owned community bank headquartered in Mason City, Iowa, has expanded its collaboration with Finastra, migrating Finastra’s Fusion Phoenix core solution from on-site hosted to the......
Forward Bank Taps Total Expert to Create Customers for Life Across the Financial Enterprise
Banking News

Forward Bank Taps Total Expert to Create Customers for Life Across the Financial Enterprise

Business Wire
by Business Wire0
Forward Bank, a community financial institution serving Central and Northern Wisconsin, has selected Total Expert to enhance marketing activities and digital onboarding efforts and grow deeper customer relationships. By leveraging Total Expert’s purpose-built customer engagement platform, Forward Bank will proactively communicate with customers and guide them throughout their financial journey. “We are......
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