Search Results for: Financial Advisor

Alkami to Acquire Segmint, Leading Financial Data Analytics and Transaction Cleansing Provider
Banking News

Alkami to Acquire Segmint Inc., Leading Financial Data Analytics and Transaction Cleansing Provider

Fintech News Desk
by Fintech News Desk0
Acquisition combines Segmint’s data insights with Alkami’s digital account opening and digital banking capabilities to activate financial institutions’ user data along the account holder journey Alkami Technology, Inc., a leading cloud-based digital banking solutions provider for US financial institutions (FIs), announced it has entered a definitive agreement to acquire Segmint Inc., a......
Cambridge Savings Bank Empowers Development of Local Small Businesses Through Financial Education Courses
Business Finance News

Cambridge Savings Bank Empowers Development of Local Small Businesses Through Financial Education Courses

Fintech News Desk
by Fintech News Desk0
Cambridge Savings Bank (CSB), a full-service mutual bank with a customer-first approach and more than $5 billion in assets, announced the launch of its Small Business Financial Education Program. Led by CSB’s Financial Education Manager, Philip Mustone, the program will provide small businesses with information on best practices related to marketing, cash......
Bread Financial and Victoria’s Secret Launch New Co-Brand Mastercard, Renew Long-Standing Partnership
Digital Payments Fintech News

Bread Financial and Victoria’s Secret Launch New Co-Brand Mastercard, Renew Long-Standing Partnership

Fintech News Desk
by Fintech News Desk0
Continued relationship to include tech-forward dual-card program with enhanced rewards for Victoria’s Secret cardmembers Bread Financial, a tech-forward financial services company that provides simple, flexible payment, lending and saving solutions, launched a new co-brand credit card program with Victoria’s Secret, the world’s largest intimates specialty retailer, to provide customers with......
DigitalGen Financial Services Is Disrupting the Industry with Its Crypto Savvy Financial Advice
Cryptocurrency Finance News

DigitalGen Financial Services Is Disrupting the Industry with Its Crypto Savvy Financial Advice

Fintech News Desk
by Fintech News Desk0
DigitalGen Financial Services is helping clients plan their financial futures while using tools from the world of digital finance. Providing virtual online services, they are filling a gap in the market when it comes to financial advisors and professionals who are knowledgeable about new technologies including cryptocurrency and blockchain. With a......
Mercator Advisory Group Releases Payments Industry Research
Digital Payments News Security

Mercator Advisory Group Releases Payments Industry Research: Payment Fraud – The Consumers’ Perspective

Fintech News Desk
by Fintech News Desk0
A new report from Mercator Advisory Group’s Fraud Experience PaymentsInsights survey series provides a fact-based, comprehensive view into payment and identity theft-related fraud that impacts consumers in the United States Mercator Advisory Group’s most recent report, 2022 Fraud Experience PaymentsInsights: Payment Fraud – The Consumers’ Perspective, examines payment methods in relation......
Farmers National Banc Corp. and Emclaire Financial Corp. Announce Merger
Banking News

Farmers National Banc and Emclaire Financial Announce Merger

Fintech News Desk
by Fintech News Desk0
Farmers National Banc Corp., the holding company for The Farmers National Bank of Canfield, and Emclaire Financial Corp., the holding company for The Farmers National Bank of Emlenton (“Emlenton Bank”), jointly announced that they have entered into an agreement and plan of merger (the “Agreement”). Pursuant to the Agreement, each......
IDC Financial Insights Announces Two New Analyst Team
Blockchain News

IDC Financial Insights Bolsters Analyst Team; Extends Coverage of Digital Lending Transformation and Blockchain, Crypto, and NFT Strategies

Fintech News Desk
by Fintech News Desk0
Raymond Pucci and Phillip Silitschanu Named Research Directors IDC Financial Insights announced two new strategic hires to its analyst team. Raymond Pucci was named Research Director, Worldwide Consumer and Small Business Lending Digital Transformation Strategies, and Phillip Silitschanu was named Research Director, Worldwide Blockchain, Crypto, and NFT Strategies. Together, these accomplished......
‘Customer Intelligence’ from Total Expert Helps Financial Brands Connect with Customers at Key Moments of Opportunity
Fintech News

‘Customer Intelligence’ from Total Expert Helps Financial Brands Connect with Customers at Key Moments of Opportunity

Fintech News Desk
by Fintech News Desk0
Platform combines key customer insights with industry-leading intelligent automation to deliver the perfect customer journey in modern financial services Total Expert, the only CRM and customer engagement platform purpose-built for modern financial institutions, launched ‘Customer Intelligence.’ This is the first fintech platform to bring customer insights directly into automated sales......
Hakkoda Launches Financial Services Analytics Offering to Help Banks and Lenders Unlock Customer Insights with Snowflake
Cloud Finance News

Hakkoda Launches Financial Services Analytics Offering to Help Banks and Lenders Unlock Customer Insights with Snowflake

Fintech News Desk
by Fintech News Desk0
Anand Pandya joins the company to lead newly formed division focused on designing, building and managing modern data platforms for financial institutions Hakkoda, the cloud data experts, announced it has launched a new multi-party analytics offering on Snowflake designed for financial services companies. The new solution will enable banks and lenders......
Moneytree Celebrates 40 Years of Financial Planning Success With One-Page Summary Report Functionality
Finance News

Moneytree Celebrates 40 Years of Financial Planning Success With One-Page Summary Report Functionality

Fintech News Desk
by Fintech News Desk0
Fintech platform celebrates 40th anniversary on top of continued growth of platform Moneytree Software, LTD, an Accutech Systems Corporation company and a leading provider of cloud-based financial planning solutions, announces the celebration of 40 years of growth and success in the financial planning sector, along with new one-page summary functionality within......
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