Search Results for: digital tools

Leading California Lender - LoanMe™ Rebrands and Pushes Boldly Into the Future With Fintech at the Forefront
Banking Fintech Fintech Radar Fintech Startups News

Leading California Lender – LoanMe™ Rebrands and Pushes Boldly Into the Future With Fintech at the Forefront

Fintech News Desk
by Fintech News Desk0
LoanMe launches an ambitious new technology platform, web properties, loan products, and refreshed brand identity to reinforce its mission and commitment to its customers and business partners. A leading Southern California based personal and business lender is pushing boldly into the future with Fintech by placing the human element at......
RIA in a Box Launches Open API for MyRIACompliance at T3 Advisor Conference
Business Fintech News

RIA in a Box Launches Open API for MyRIACompliance at T3 Advisor Conference

Fintech News Desk
by Fintech News Desk0
RIA in a Box, a leading provider of compliance, operations and registration software and services solutions for the wealth management industry, announced the release of an open API for its MyRIACompliance tool. The development was announced at Technology Tools for Today (T3) Advisor Conference in San Diego. RIA in a......
Timeline's Retirement Income Software Announces Livetrack at T3 2020 Advisor Conference
Business Fintech InsurTech

Timeline’s Retirement Income Software Announces Livetrack at T3 2020 Advisor Conference

Fintech News Desk
by Fintech News Desk0
CEO Abraham Okusanya shares new features of the Timeline platform during mainstage presentation  Timelineapp Tech Limited (Timeline), a fintech company that provides advisors with next-generation retirement income software, announced Livetrack – your Co-pilot for retirement journeys – at the 2020 T3 Technology Tools for Today Advisor Conference in San Diego. Livetrack is the......
Cornerstone
Banking Fintech News

Fintech Partnerships a Key Growth Strategy for Banks and Credit Unions in 2020

Fintech News Desk
by Fintech News Desk0
Fintechs Can Provide Better Design Capabilities, Improved Customer Experience, Report States Financial institutions are making fintech partnerships a key priority in 2020, according to new research from Cornerstone Advisors. In What’s Going On In Banking 2020: Outlook for a New Decade, 65 percent of banks and 76 percent of credit unions say......
iDonate Secures $8.7M Round of Financing
Banking Fintech News

iDonate Secures $8.7M Round of Financing

Fintech News Desk
by Fintech News Desk0
The Generosity Industry’s Leading Enterprise Digital Giving Platform Completes Capital Raise Clearing Pathway to Sector Dominance iDonate, the leading provider of digital giving systems, announced an $8.7 million funding round. The financing will allow the company to fully integrate iDonate Payments into its core platform creating a SaaS/Payments solution that supports......
UBS Partners With Clients to Design New UBS Financial Services iPhone App
Banking News

UBS Partners With Clients to Design New UBS Financial Services iPhone App

Fintech News Desk
by Fintech News Desk0
UBS Wealth Management USA has launched an entirely redesigned UBS Financial Services iPhone app (”the app”) in close collaboration with UBS clients and financial advisors. The new app is designed to help clients gain a more complete picture of their total wealth, and get insights and research in new ways......
Three Ways AI Enables Personalized and Engaging Customer Experiences in Financial Services
Artificial Intelligence Guest Posts

Three Ways AI Enables Personalized and Engaging Customer Experiences in Financial Services

Dr. Marlene Wolfgruber
by Dr. Marlene Wolfgruber1
A lot of data would be useless without context. Many words in the human language have multiple meanings, making it hard to understand individual phrases without being aware of its context (where it was said, from whom, what prompted its delivery). Think about the term “bank” within the context of......
Euler Hermes Survey: CFOs Face Rising Levels Of Risk And Uncertainty In 2020
Fintech News

Euler Hermes Survey: CFOs Face Rising Levels Of Risk And Uncertainty In 2020

Fintech News Desk
by Fintech News Desk0
99% of CFOs are at least slightly concerned about risks in 2020, up from 75% Biggest risks: Achieving growth 58%; Cash flow predictability 53.8% 78.8% of CFOs say not getting paid is a concern for their business, up from 66% Ninety-nine percent of CFOs are at least slightly concerned with......
Exactuals’ PaymentHub More than Doubles in Size in 2020; Reaches $1 Billion in Volume
InsurTech News

Exactuals Launches Innovative Product to Streamline and Modernize Insurance Commission Payments

Fintech News Desk
by Fintech News Desk0
Already a Leader in Innovative Solutions for Complex Payments in the Entertainment Industry, Exactuals Is Expanding to the Insurance Industry Exactuals, a leading provider of cloud-based payment services, today announced it will launch PaymentHub for Insurance, a modern SaaS, high-tech product that will streamline insurance commission payments. The platform delivers commission......
The Bancorp Teams Up With SoFi to Support SoFi Money Product
Banking News

The Bancorp Teams Up With SoFi to Support SoFi Money Product

Fintech News Desk
by Fintech News Desk0
Cash Management Account to Utilize The Bancorp as Card Issuer and Banking Service Provider The Bancorp Bank, the wholly owned banking subsidiary of The Bancorp, Inc.  is excited to announce its partnership with SoFi, a digital personal finance company, to provide back-end banking services and act as the exclusive card issuer......
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