Search Results for: banking services

UBS Private Wealth Management Hires Leading Washington, D.C.-based Financial Advisor Team
Fintech News

UBS Financial Advisor Teresa Jacobsen Named to Forbes/SHOOK List of Top Women Wealth Advisors

Fintech News Desk
by Fintech News Desk0
Recognition of an exceptional career in Financial Services UBS announced that Financial Advisor Teresa Jacobsen in the firm’s Northeast Private Wealth Management Market, has been named to the Forbes/SHOOK list of Top Women Wealth Advisors for 2020. In this year’s list of 1,000 women, 157 UBS advisors were included. Overall,......
Morgan Stanley to Acquire Eaton Vance
Capital Markets Fintech News

Morgan Stanley to Launch Wealth Management in Canada as Part of Its Leading Workplace Offering

Fintech News Desk
by Fintech News Desk0
Morgan Stanley announced its plan to launch Morgan Stanley Wealth Management Canada, a full-service wealth management offering to complement the existing Shareworks by Morgan Stanley stock plan administrative services it provides to executives and employees who reside in Canada (subject to regulatory approval). Morgan Stanley has selected Canaccord Genuity as......
Fiserv Named Best Digital Mortgage Company in 2020 FinTech Breakthrough Awards
Fintech News

Fiserv Named Best Digital Mortgage Company in 2020 FinTech Breakthrough Awards

Fintech News Desk
by Fintech News Desk0
Prestigious award program recognizes Fiserv for second consecutive year Fiserv, a leading global provider of payments and financial services technology solutions, has been named the Best Digital Mortgage Company in the fourth annual FinTech Breakthrough Awards. FinTech Breakthrough, an independent market intelligence organization, recognizes the top companies, technologies and products......
New Solution Finder Service Helps Financial Institutions and Businesses Find Qualified Payments Solution Providers
Banking Fintech Mobile Banking News

New Solution Finder Service Helps Financial Institutions and Businesses Find Qualified Payments Solution Providers

Fintech News Desk
by Fintech News Desk0
Launching this week, the new and improved Solution Finder is designed to help financial institutions, businesses and governmental agencies easily and efficiently find payments solutions which can meet and exceed requirements. In this time of social distancing where the traditional process of solution provider research and selection (tradeshows, conferences and......
Tech Alliance is Helping Rebuild the Shattered Economies by Democratizing FinTech During the Pandemic
Banking Fintech News

Tech Alliance is Helping Rebuild the Shattered Economies by Democratizing FinTech During the Pandemic

Fintech News Desk
by Fintech News Desk0
You can’t rebuild during a hurricane. But you can rebuild during a pandemic. While this pandemic rages on we can prepare for the future we are going to need to rebuild. The future that was well underway, where innovations in financial inclusion were eliminating extreme poverty for not millions, but......
Banking Capital Markets Fintech Guest Posts

Consider Effortless Customer Experiences to Boost the Bottom Line

Point B
by Point B0
Banks are facing unprecedented disruption from all directions. Leverage this disruption to gain a competitive advantage through innovative customer interactions.  Social distancing and the effects of COVID-19 have required multiple organizations to rethink and, in some cases, accelerate their customer experience initiatives. Financial services firms are no different. Moving forward,......
Redstone Federal Credit Union Taps Fiserv for P2P Payments
Fintech Mobile Banking News

Redstone Federal Credit Union Taps Fiserv for P2P Payments

Fintech News Desk
by Fintech News Desk0
Expansion of decade-long relationship exemplifies innovation and collaboration Redstone Federal Credit Union members will soon be able to send money to other people and transfer money between their own accounts with greater speed, ease and convenience. The credit union is expanding its existing relationship with Fiserv, a leading global provider of......
DriveWealth Lands $56.7 Million Series C Funding Round to Bolster Technology, Support Acquisition Strategy
Banking Fintech Investment Services Mobile Banking News Trading

DriveWealth Forges Agreement with Access Softek to Bring U.S. Stock Investing to Credit Union Members, Community Bank Customers

Fintech News Desk
by Fintech News Desk0
Digital Banking Innovator Leverages DriveWealth Technology, Execution, Clearing, Settlement and Custody Services DriveWealth, LLC, a U.S. based leader in global digital trading technology, announced it has forged an agreement with online and mobile banking software provider Access Softek, Inc. Through the partnership, DriveWealth will integrate with Access Softek’s new investing app,......
Kasasa “Report Card” Provides Actionable Insights to Financial Institution Clients
Banking Fintech News

Kasasa Finds Those With a Community Financial Institution As Their Primary FI Are More Likely To Be Satisfied Than Those at Megabanks During Pandemic

Fintech News Desk
by Fintech News Desk0
According to a recent consumer study commissioned by Kasasa, those who say their primary financial institution (PFI) is a community bank or credit union are more likely than those whose PFI is a megabank to say they are satisfied with the service at their primary financial institution during the COVID-19 pandemic......
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