Search Results for: Financial Advisor

Bankers-Life-Uses-New-Software-to-Provide-Customers-an-Interactive-Retirement-Income-Planning-Experience
Banking Business Fintech Investment Services News

Bankers Life Uses New Software To Provide Customers An Interactive Retirement Income Planning Experience

Fintech News Desk
by Fintech News Desk0
Bankers Life, a national life and health insurance brand focused on the insurance and investment needs of Americans near or in retirement, announced today a new software tool that provides consumers efficient, more personalized assistance with retirement income planning. Through a collaboration with RetireUp, an unaffiliated entity, Bankers Life wealth management......
Envestnet Appoints Robert Coppola as Chief Technology Officer
Business Fintech News

Envestnet Appoints Robert Coppola as Chief Technology Officer

Fintech News Desk
by Fintech News Desk0
Organization Continues Aligning the Envestnet User Experience Across Applications to Help Advisors Enhance Their Clients’ Financial Wellness Envestnet, Inc. (NYSE: ENV) announces that Robert Coppola has joined the organization as Chief Technology Officer. Mr. Coppola reports to President Stuart DePina, and will succeed Scott Grinis, who has served as Envestnet’s Chief Technology Officer for the......
NetSuite Helps Accountants Tap Into the Power of the Cloud
Economy Fintech News

NetSuite Helps Accountants Tap Into the Power of the Cloud

Fintech News Desk
by Fintech News Desk0
Economic environment has only increased the ways in which businesses, both big and small, rely on accountants. From bookkeeper to business strategy, accounting professionals are taking on much larger roles than the traditional number crunching stereotypes portray and increasingly find themselves in business advisory roles, partnering with stakeholders to not......
M&T Bank Enlists Point Predictive’s Powerful Outsourced Fraud Mitigation to Keep Auto Loan Risk at Bay
Artificial Intelligence Fintech Investment Services News

Point Predictive Accelerates Growth with Key Additions to Senior Management Team

Fintech News Desk
by Fintech News Desk0
Point Predictive Inc., the San Diego-based company that provides machine learning solutions to the lending industry, today announced additions and changes to its leadership team on the heels of its recent Series B investment round. The company has appointed key executives to lead its technology, data science, sales, marketing, product......
University of Miami Herbert Business School and 2U, Inc. Launch FinTech Boot Camp
Fintech News

University of Miami Herbert Business School and 2U, Inc. Launch FinTech Boot Camp

Fintech News Desk
by Fintech News Desk0
Part-time, online fintech training program available to working professionals in the Miami region starting in February 2021 Today, University of Miami Patti and Allan Herbert Business School announced a new partnership with 2U, Inc. (Nasdaq: TWOU), a global leader in education technology, to launch its first intensive online training program in financial technology. Geared......
Discovery Data Launches MarketPro Intelligence Platform, Unveils Evolved Brand
Fintech InsurTech News

Discovery Data Launches MarketPro Intelligence Platform, Unveils Evolved Brand

Fintech News Desk
by Fintech News Desk0
Discovery Data, the market leader in data, insight, and analytics for the financial services and insurance industries, announced today its next-generation market intelligence platform in conjunction with the expansion of its market-leading product suite. These new releases extend Discovery Data’s lead over market competitors, delivering strategic outcomes including revenue growth,......
Tomorrow to Offer its 500,000 App Users All-Digital Life Insurance Through Bestow Partnership
Fintech InsurTech News

Tomorrow to Offer its 500,000 App Users All-Digital Life Insurance Through Bestow Partnership

Fintech News Desk
by Fintech News Desk0
– Tomorrow’s legal will and trust customers can now apply for term life insurance in minutes using the free-to-use app. – For the first time, Bestow’s all-digital, no-medical-exam life insurance application will be offered entirely through a partner’s digital experience. – 75% of Millennials and GenX Americans need a legal......
ePlus Celebrates 30th Anniversary
Artificial Intelligence Business Fintech InsurTech News Risk Management

ePlus Celebrates 30th Anniversary

Fintech News Desk
by Fintech News Desk0
ePlus inc. (NASDAQ NGS: PLUS – news) announced that it is celebrating its 30th anniversary as a leading global technology and financing provider helping advise and enable customers to achieve more from their technology and flexible financing options. Founded in 1990 to provide advanced asset management and financing options for......
Bestow to Acquire Centurion Life Insurance Company
Business Fintech InsurTech News

Bestow Launches Protect API, Bringing 100% Digital Life Insurance to Partners

Fintech News Desk
by Fintech News Desk0
With the Protect API, Bestow’s instant term life insurance experience can seamlessly integrate into any app or website. Bestow announces the Protect API launch, expanding access to its entirely digital term life insurance experience. Designed with an Insurance as a Service approach, the Protect API enables companies to directly offer......
Citigroup Selects Vesttoo to Participate in a Prestigious Program
Fintech News

Citigroup Selects Vesttoo to Participate in a Prestigious Program

Fintech News Desk
by Fintech News Desk0
Vesttoo is proud to announce that it has been selected to join the prestigious financial technology accelerator program run by Citigroup. This accelerator for outstanding start-up companies provides mentoring and support from Citi professionals to enhance product, service, market approach, and more. The Citi accelerator offers FinTech and FinTech-related startups the......
1