Search Results for: Financial Advisor

Access Softek
Banking Digital Mobile Banking News

Seaboard Federal Credit Union Selects Access Softek Robo-Advisor, EasyVestTM

Fintech News Desk
by Fintech News Desk0
Access Softek, Inc., an omnichannel digital banking provider, announced that Seaboard Federal Credit Union, has selected EasyVest, Access Softek’s integrated robo-advisor solution, to provide automated investing solutions to members. EasyVest is a fully automated investment manager that seamlessly integrates with both online and mobile banking and gives credit union members a......
seaboardfcu
Banking Digital Mobile Banking News

Seaboard Federal Credit Union Selects Access Softek Robo-Advisor, EasyVest

Fintech News Desk
by Fintech News Desk0
Access Softek, Inc., an omnichannel digital banking provider, announced that Seaboard Federal Credit Union ($181 million in assets), has selected EasyVest, Access Softek’s integrated robo-advisor solution, to provide automated investing solutions to members. EasyVest is a fully automated investment manager that seamlessly integrates with both online and mobile banking and gives credit union members a......
Jack Henry Supports TruStone Financial Credit Union Through Merger of Scale
Banking Digital Digital Payments Mobile Banking News

Jack Henry Supports TruStone Financial Credit Union Through Merger of Scale

Fintech News Desk
by Fintech News Desk0
Credit union relies on strategic guidance and expertise of partner, becoming the second-largest credit union in Minnesota and one of the top 100 in the U.S. Jack Henry & Associates, Inc. is a leading provider of technology solutions and payment processing services primarily for the financial services industry. Its Symitar division announced......
Kaplan Partners with Wall Street Bound to Prepare Diverse, Under-represented Youth for Careers in the Financial Services Industry
Fintech News

Kaplan Partners with Wall Street Bound to Prepare Diverse, Under-represented Youth for Careers in the Financial Services Industry

Fintech News Desk
by Fintech News Desk0
Kaplan, Inc., one of the world’s largest and most diverse education providers, is investing in a partnership with Wall Street Bound, Inc., an emerging finance education nonprofit organization committed to recruit, train, and mentor diverse and under-represented youth for careers in the financial services industry. “We’re excited to be working with......
WSTA and Nemertes Announce Executive TechTalks for Financial Technology and Business Professionals
Fintech News

WSTA and Nemertes Announce Executive TechTalks for Financial Technology and Business Professionals

Fintech News Desk
by Fintech News Desk0
The Wall Street Technology Association (WSTA®) and Nemertes are pleased to announce a new on-demand video series, Executive TechTalks. In this new offering, FinServ executives, from some of the world’s top financial firms, discuss their technology tribulations and triumphs around six industry relevant and timely topics targeted to the financial......
Discovery Data Partners With Snowflake to Seamlessly Deliver Premium Financial Services Insights at Scale
Fintech InsurTech News

Discovery Data Partners With Snowflake to Seamlessly Deliver Premium Financial Services Insights at Scale

Fintech News Desk
by Fintech News Desk0
Clients can now leverage Snowflake’s fast, flexible, and secure data platform to consume Discovery Data insights on the financial services industry  Discovery Data, the market leader in data, insights, and analytics for the financial services and insurance industries, announced that it has partnered with Snowflake, the Data Cloud company, to seamlessly......
Finance Industry Veterans Join Altruist to Make Independent Financial Advice Better, More Accessible, and More Human
Finance Fintech News

Finance Industry Veterans Join Altruist to Make Independent Financial Advice Better, More Accessible, and More Human

Fintech News Desk
by Fintech News Desk0
Grace Mellis joins as Chief Financial Officer and Adam Grealish as Head of Investments, building on strong company growth and significant adoption of its modern RIA platform Altruist, the all-in-one custodial solution for modern financial advisors, announced two powerhouse leadership team hires. Grace Mellis, a former JPMorgan Chase managing director,......
Figure Announces Merger With Top Mortgage Lender Homebridge Financial Services
Blockchain Fintech News

Figure Announces Merger With Top Mortgage Lender Homebridge Financial Services

Fintech News Desk
by Fintech News Desk0
Merger Pairs Blockchain Tech, Brand Loyalty, Multiple Product Lines with $25 Billion plus Mortgage Originator Homebridge and 150,000 Customers Figure Technologies, Inc., a leader in transforming financial services through the power of blockchain technology, announced it has signed an agreement to merge with Homebridge Financial Services in a landmark deal......
Dynasty Financial Partners Doubles Down on Tech
Artificial Intelligence Fintech News

Dynasty Financial Partners Doubles Down on Tech

Fintech News Desk
by Fintech News Desk0
Two FinTech Executives Join the Firm: Frank Coates is Named as Chief Technology Officer and Taylor Howard Joins as Chief Digital Officer Dynasty Financial Partners announced today that two financial technology executives have joined the firm. Frank Coates has been named Chief Technology Officer and Taylor Howard has been appointed......
Innovative Payment Solutions, Inc. Appoints Richard Rosenblum as President and Chief Financial Officer
Digital Payments Fintech News

Innovative Payment Solutions, Inc. Appoints Richard Rosenblum as President and Chief Financial Officer

Fintech News Desk
by Fintech News Desk0
Innovative Payment Solutions, Inc., a California-based fintech company focused on building a 21st century universal digital payment platform, IPSIPay, announced the appointment of Richard Rosenblum as the Company’s new President and Chief Financial Officer. Mr. Rosenblum is an entrepreneur and business veteran in the areas of the financial services, capital......
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