Search Results for: Financial Technology

How to Bridge the Financial Advice Gap for Millennials and Gen Z
Analytics Fintech Primers Guest Posts

How to Bridge the Financial Advice Gap for Millennials and Gen Z

Jennifer Valdez
by Jennifer Valdez0
The current economic environment is certainly challenging and for many, downright confusing. While some experts argue that the economy will avoid a downturn, others, including 95% of community bankers, believe the U.S. economy is already in a recession. With an economy we can’t quite seem to predict, younger generations are......
Conquest Planning and CapIntel Collaborate to Help Financial Advisors
Fintech News

Conquest Planning and CapIntel Collaborate to Help Financial Advisors

Business Wire
by Business Wire0
Conquest’s platform solution will allow CapIntel’s enterprise financial advisors to easily deliver transparent and personalized goals-based advice Conquest Planning Inc., a technology platform modernizing financial planning with customized and convenient advice, announced a partnership with CapIntel, a leading financial technology platform that improves day-to-day workflow efficiency and fund analysis for......
TrueNorth Partners with RADD LLC to Support Regulatory Compliance for Financial Institutions
Finance Fintech News

TrueNorth Partners with RADD LLC to Support Regulatory Compliance for Financial Institutions

Business Wire
by Business Wire0
As part of its strategic expansion into the banking and credit union sectors, TrueNorth, a preeminent global financial technology services company, is thrilled to announce its new partnership with RADD LLC, a distinguished compliance consulting and internal audit firm. “This partnership extends this expertise to some of the most exciting......
Sila and Fortress Trust Join Forces to Elevate Fintech Industry with Comprehensive Payment and Custodial Services
Blockchain News

BTC Digital Announces Strategic Partnership with Zhonglian Digital Technology Limited

PR Newswire
by PR Newswire0
BTC Digital Ltd., a blockchain technology company, announced that it entered into a strategic cooperation agreement with Zhonglian Digital Technology (International) Limited. According to the Agreement, both parties will cooperate with each other in the field of digital mining, and each party will rely on the resources of the other party......
Financial Advisors Have Used FIDx's Platform for More Than $1B in New Annuity Contracts
InsurTech News

Financial Advisors Have Used FIDx’s Platform for More Than $1 Billion in New Annuity Contracts

PR Newswire
by PR Newswire0
Accelerated Growth Driven by Increased Adoption from Financial Advisors Fiduciary Exchange LLC (FIDx) is celebrating a significant milestone: financial advisors have utilized FIDx’s platform, which includes tools and integrated technology solutions for managing annuities, for more than $1 billion in new annuity contracts since the platform’s full market launch in September 2021. “Our......
MeridianLink Mortgage Partners with Industry Leader to Help Innovative Financial Institutions Profit from Opportunities in Residential Lending
Lending Mortgage News

MeridianLink Mortgage Partners with Industry Leader to Help Financial Institutions Profit from Opportunities in Residential Lending

Business Wire
by Business Wire0
MeridianLink, Inc., a leading provider of modern software platforms for financial institutions and consumer reporting agencies, has partnered with Jim Deitch, Certified Mortgage Banker (CMB), to create a checklist for how innovative financial institutions can profit from opportunities in residential lending. With the increasing demand for efficient, personalized, and user-friendly......
AmTrust Financial Services Selects One Inc’s PremiumPay for a Robust Digital Infrastructure
Digital Payments News

AmTrust Financial Services Selects One Inc’s PremiumPay for a Robust Digital Infrastructure

Business Wire
by Business Wire0
Insurer Eyes Superior Policyholder Experience Through Digital Payments One Inc, the leading digital payments network for the insurance industry, announced that AmTrust Financial Services, Inc., a global specialty property and casualty insurer and the nation’s third-largest provider of workers’ compensation insurance, has selected One Inc’s inbound payments platform and best-in-class......
Orion Innovation Empowers Cebuana Bank's Vision for Financial Inclusion in the Philippines
Banking News

Orion Innovation Empowers Cebuana Bank’s Vision for Financial Inclusion in the Philippines

PR Newswire
by PR Newswire0
Orion Innovation (Orion), a leading digital transformation and product development service firm, is excited to announce a strategic partnership with Philippines-based Cebuana Lhuillier Bank in its transformative journey towards financial inclusion and modernized banking services. Cebuana Lhuillier Bank, which serves 6 million Filipinos, signed the deal with Orion to implement the advanced......
AgileThought Announces Strategic Financial Restructuring to Strengthen Financial Future
Finance Fintech Funding News

AgileThought Announces Strategic Financial Restructuring to Strengthen Financial Future

PR Newswire
by PR Newswire0
Secures additional funding to support operations and enters into agreement to go-private with backing of its senior secured lenders, ensuring a brighter and more efficient future AgileThought, Inc., a global provider of digital transformation services, agile software development, and next generation technology solutions, announced additional working capital funding, a go-private......
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