Search Results for: financial analysis

CornerCap Adds Financial Advisor Ian Clemens To Growing Team
Finance Fintech News

CornerCap Adds Financial Advisor Ian Clemens To Growing Team

Fintech News Desk
Wealth Advisory Firm Offers Unique Focus on Xennials as Group Reaches Key Financial Milestone CornerCap Wealth Advisors announced the addition of Ian Clemens to the financial services company’s expanding team. As the company’s newest Wealth Strategist, Ian Clemens brings new focus on the Xennial microgeneration, whose members are now reaching key financial milestones......
Milliman Analysis: Public Pension Funded Status Ends 2021 at 85.5%, Highest in Over Five Years
Finance News

Milliman Analysis: Public Pension Funded Status Ends 2021 at 85.5%, Highest in Over Five Years

Fintech News Desk
Milliman PPFI deficit declines to $833 billion, lowest in study history Milliman, Inc., a premier global consulting and actuarial firm, released the fourth quarter (Q4) 2021 results of its Public Pension Funding Index (PPFI), which consists of the nation’s 100 largest public defined benefit pension plans. Latest Fintech Insights: BlockFi Selects......
The Financial Marketing Institute Announces Leading Financial Services Companies
Finance Fintech News

The Financial Marketing Institute Announces Leading Financial Services Companies in Digital Experience For 2021

Fintech News Desk
The Financial Marketing Institute, the provider of the most comprehensive research and analytics for financial marketers, announces the leading financial services companies in digital experience for 2021. “Our digital experience models are quantitatively-driven and, therefore, enable us to provide very specific analysis to our sponsor participants on where they are......
Financial Services Industry Ranks Ninth out of 10 Industries in MBLM's Brand Intimacy COVID Study
Finance Fintech News

Financial Services Industry Ranks Ninth out of 10 Industries in MBLM’s Brand Intimacy COVID Study

Fintech News Desk
Despite Low Ranking, Positive Emotional Connections and Daily Usage Are on the Rise The financial services industry ranks ninth out of the 10 industries reviewed in MBLM’s Brand Intimacy COVID Study, which analyzes brands based on emotional connections in the second year of the pandemic. USAA remains in first place, followed by PayPal......
NARSSA Announces Partnership With the National Association of Personal Financial Advisors (NAPFA)
Finance Fintech News

NARSSA Announces Partnership With the National Association of Personal Financial Advisors (NAPFA)

Fintech News Desk
NARSSA and NAPFA to Collaborate on Social Security Education for its Members The National Association of Registered Social Security Analysts (NARSSA), the leader in expert Social Security education, training, and analysis fulfillment for financial professionals, has announced a partnership with the National Association of Personal Financial Advisors (NAPFA). NAPFA is the country’s......
Spott Redefines Financial Services With Timely Launch of Frictionless Liability Insurance for E-commerce Businesses
E-commerce InsurTech News

Spott Redefines Financial Services With Timely Launch of Frictionless Liability Insurance for E-commerce Businesses

Fintech News Desk
Fintech startup emerges from stealth mode after raising $8.3 million in seed funding in 2021 led by Team8 and Viola Ventures Spott announced the launch of the world’s first digital insurance platform designed exclusively for e-commerce sellers. As part of a broader suite of financial services, Spott’s insurance offering enables e-commerce......
Financial Institutions Falling Short In Use of Technology To Combat Fraud
Fintech News Technology

Financial Institutions Falling Short In Use of Technology To Combat Fraud

Fintech News Desk
Survey from Guidehouse & American Banker/Arizent finds that technology needs to be more closely aligned with broader fraud mitigation programs Ongoing vulnerability & risk assessments, adequate investments and coordination with third parties is essential to maximize the benefits of available technology solutions Despite a market saturated with advanced technology tools,......
Trustradius Names Blackline ‘Best Of’ in Financial Close Automation, Again
Fintech News

Trustradius Names Blackline ‘Best Of’ in Financial Close Automation, Again

Fintech News Desk
Accounting automation software leader recognized for strong relationships and outstanding feature set, as rated by its customers at leading software peer reviews platform BlackLine, Inc. has taken first place in two financial close categories (‘Best Relationship’ and ‘Best Feature Set’) in the second annual ‘Best of Finance Software Awards’ presented......
Fintech Predictions 2022: Diversity, FinTech Collaboration, and Filling the Skills Gap will Trend for Financial Services in 2022
Business Insights Interviews Technology

FinTech Predictions 2022: Diversity, FinTech Collaboration, and Filling the Skills Gap will Trend for Financial Services in 2022

Sudipto Ghosh
Welcome to our Fintech Predictions Series 2022. The rapid speed of change in banking during 2021 was like no other, but will it continue, and what are the predictions for 2022? We sat down with Cheryl Chiodi, an expert in financial services technology with digital intelligence company ABBYY, to identify......
Resource Financial Builds on Ocrolus to Automate Residential Mortgage Processing
Mortgage News

Resource Financial Builds on Ocrolus to Automate Residential Mortgage Processing

Fintech News Desk
Independent Mortgage Bank offers a completely digital mortgage origination process to residential customers in the Southeast United States Ocrolus, the only automation platform that analyzes financial documents with over 99 percent accuracy, and Resource Financial Services, a leading independent mortgage banker serving the Southeastern United States, announced a technology partnership to further......
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