Search Results for: balance sheet

Carat from Fiserv Introduces Fraud Mitigation Solution to Simplify How Large Businesses Manage Risk
Digital Payments Finance News

Carat from Fiserv Introduces Fraud Mitigation Solution to Simplify How Large Businesses Manage Risk

Business Wire
by Business Wire0
Modular solution provides access to fraud and risk controls, transaction scoring, and chargeback management via a single integration Fiserv, Inc., a leading global provider of payments and financial services technology solutions, introduced a new fraud mitigation solution designed to simplify how large enterprises manage omnichannel risk. Accessible through the Carat......
Sandbox Banking Secures $4.3 Million in Seed Funding to Streamline Integration for Banks and Credit Unions
Banking News

Sandbox Banking Secures $4.3 Million in Seed Funding to Streamline Integration for Banks and Credit Unions

Fintech News Desk
by Fintech News Desk0
Sandbox Banking seamlessly connects core banking, loan origination and CRM systems to fintechs via its Glyue API builder Sandbox Banking, the fintech building a low-code integration platform for banking, announces its completion of a strategic investment led by Horizon Ventures, bringing the company’s total financing to $6M. Participating investors include Forum......
Featured Finance Fintech Primers

Why Is Financial Planning Important?  

Pooja Choudhary
by Pooja Choudhary0
What Is Financial Planning?   Financial planning is a model whereby planning for the future is done, specifically around how one will manage the finances and prepare for all of the potential expenses that may arise. The process involves analyzing the current financial situation and thereby identifying the goals and then......
Sagent Appoints Fannie Mae Vet and Mortgage Fintech Pacesetter Marianne Sullivan as Chief Operating Officer
Fintech Mortgage News

Sagent Appoints Fannie Mae Vet and Mortgage Fintech Pacesetter Marianne Sullivan as Chief Operating Officer

Fintech News Desk
by Fintech News Desk0
Exec who made digital mortgage originations mainstream from top GSE and fintech posts will now oversee modernization of $13T mortgage servicing sector Sagent, a Warburg Pincus-backed fintech software company modernizing mortgage servicing for banks and lenders, appointed Marianne Sullivan as Chief Operating Officer to accelerate development of the industry’s first......
First Dollar's Banking and Identity Dashboards Streamline Customer Support for Plan Administrators
Banking Compliance management News

First Dollar’s Banking and Identity Dashboards Streamline Customer Support for Plan Administrators

Fintech News Desk
by Fintech News Desk0
First Dollar, a technology company that builds healthcare benefits infrastructure, announced the release of its banking operation and customer identity tools today. Integrated within its Health Wallet Manager app, these dashboards give plan administrators the ability to own their customer support experience with real-time data reporting and self-service tools for......
Lincoln Financial Group Announces Launch of Financial Wellness Marketplace for Employer Customers
Finance News

Lincoln Financial Group Announces Launch of Financial Wellness Marketplace for Employer Customers

Fintech News Desk
by Fintech News Desk0
Available through Lincoln’s proprietary WellnessPATH solution, the marketplace will connect employees with financial wellness resources, starting with student debt solutions in 2023 Lincoln Financial Group’s Workplace Solutions business announced an expansion of its financial wellness program with the launch of a new marketplace that connects individuals with partner companies that offer......
Angeles Wealth Management Launches Comprehensive Mission-Related Investing Program
Investment Services News

Angeles Wealth Management Launches Comprehensive Mission-Related Investing Program

Fintech News Desk
by Fintech News Desk0
Angeles provides the playbook for families to come together around their values to meet financial, tax, family, and philanthropic goals Angeles Wealth Management, announced the launch of the Angeles Wealth Mission-Related Investing program. This new initiative will enable integration of families’ investment and philanthropic activities and deliver bespoke solutions that......
Treasury Management Services Outsourcing helps with Data to Optimize Business Performance, Says IBN Technologies
Finance News

Treasury Management Services Outsourcing Helps with Data to Optimize Business Performance, Says IBN Technologies

Fintech News Desk
by Fintech News Desk0
IBN Technologies is the go-to outsourcing partner for treasury management services for multiple clients that rely on the team’s expertise around cash management risk management, finance and treasury control The post pandemic times and a looming recession have pushed growing businesses to optimize their cash management efficiency while they focus......
Rockhill Capital & Investments Joins Forces With Horizon Capital Partners
Finance Investment Services News

Rockhill Capital & Investments Joins Forces With Horizon Capital Partners

Fintech News Desk
by Fintech News Desk0
Now under one roof as Rockhill Capital & Investments, the merger is advancing the North Texas firm’s leadership team and real estate investing capabilities Veteran North Texas real estate development firm, Rockhill Capital & Investments, announced its merger with North Texas-based real estate investment firm, Horizon Capital Partners. Now under one roof......
Investments News

Confluence’s Composites Solution Chosen By Madison Investments

Fintech News Desk
by Fintech News Desk0
Confluence Technologies, Inc. (“Confluence”), a global technology solutions provider helping the investment management industry solve complex investment data challenges, signed a multi-year contract with Madison Investments (“Madison”). The Wisconsin-based firm with more than US$20 billion in assets under management now employs Confluence’s composite solution to streamline its processes and enhance its client offering.......
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