Search Results for: financial coaching

New Operation HOPE Research Finds That Financial Literacy Resources, Tools & Coaching Services Are Key Drivers of Optimism Despite Uncertain Economic Times
Fintech News

Operation HOPE Announced the Results of The HOPE Insider

Business Wire
by Business Wire0
More than 3,500 HOPE Clients Responded to First-Ever Operation HOPE-Backed Survey, Providing Key Insights into a Broad Cross Section of American Financial Sentiment Operation HOPE, a national nonprofit dedicated to helping low- and moderate-income Americans thrive in an ever-changing economy, today announced the results of The HOPE Insider, its most comprehensive......
Finastra Showcases Strategies for Lending Growth and Compliance at Its User Connect Series
Lending News

Finastra Showcases Strategies for Lending Growth and Compliance at Its User Connect Series

PR Newswire
by PR Newswire0
Takeaways from the events highlight why an end-to-end technology stack is key to unlocking innovation for mortgage and lending teams at community banks and credit unions Finastra, a global provider of financial software applications and marketplaces, brought together leaders from community banks and credit unions across the United States to discuss innovation......
Entergy announces new partnership to address the racial wealth gap, empower HBCU students for future success
Fintech News

Entergy Announces New Partnership to Address the Racial Wealth Gap, Empower HBCU Students for Future Success

PR Newswire
by PR Newswire0
Pilot program will provide students at Dillard, SUNO and Xavier access to financial aid, resources and investment accounts to build a brighter, more prosperous tomorrow Entergy launched a new initiative – The Power of Prosperity – a partnership with Single Stop and Stackwell to support Historically Black College and University, or HBCU, students to ensure their......
Wipfli announces two business units of Sheshunoff Consulting + Solutions will join firm
Lending News Risk Management

Wipfli Announces Two Business Units Of Sheshunoff Consulting + Solutions Will Join Firm

PR Newswire
by PR Newswire0
Wipfli LLP (Wipfli), a top 20 advisory and accounting firm, announced it has acquired Sheshunoff Consulting + Solutions’ risk management and loan review services divisions. Latest Fintech Interview : Global Fintech Interview with Olivier Thierry “OT”, CRO at HungerRush The transaction adds over 70 new members to Wipfli’s existing risk......
RFG Advisory Secures Significant Growth Investment from Long Ridge Equity Partners
Investment Services News

RFG Advisory Secures Significant Growth Investment from Long Ridge Equity Partners

PR Newswire
by PR Newswire0
The strategic capital will further RFG’s commitment to fueling the success of its independent advisor community. RFG Advisory, an innovative and fast-growing platform for independent advisors, announced that it has secured a substantial growth investment from Long Ridge Equity Partners, a private equity firm with significant experience in the financial......
First Hawaiian Bank Selects Q2 to Transform its Commercial Lending Business
Banking Lending News

First Hawaiian Bank Selects Q2 to Transform its Commercial Lending Business

Business Wire
by Business Wire0
Q2’s premier relationship pricing and profitability solution, Q2 PrecisionLender, enables First Hawaiian Bank to strengthen client relationships and maximize profitability Q2 Holdings, a leading provider of digital transformation solutions for banking and lending, announced that First Hawaiian Bank (“FHB”), the principal subsidiary of First Hawaiian, has selected Q2 PrecisionLender™, Q2’s......
Intuit to Launch IDEAS Program in Partnership with the Los Angeles Urban League
Fintech News

Intuit to Launch IDEAS Program in Partnership with the Los Angeles Urban League

Business Wire
by Business Wire0
The pilot program will help diverse local area small businesses accelerate growth and scale Intuit Inc., the global financial technology platform that makes Intuit TurboTax, Credit Karma, QuickBooks, and Mailchimp, in partnership with the Los Angeles Urban League (LAUL) launched a new initiative called the Intuit IDEAS (Invest, Develop, Empower, Accelerate, and Scale) program.......
Bluespring Wealth Partners Selects Catchlight to Help Power New Blueprint for Growth Initiative
Finance Fintech News

Bluespring Wealth Partners Selects Catchlight to Help Power New Blueprint for Growth Initiative

Business Wire
by Business Wire0
Catchlight’s data and AI-driven insights help advisors drive success throughout their entire lead funnel Catchlight has been chosen by Bluespring Wealth Partners LLC, an industry-leading acquirer and partner of best-in-class wealth management firms, to infuse every stage of their advisors’ lead funnel with data insights to accelerate organic growth. Soon, the first wave of Bluespring partner......
Bluespring Wealth Partners Launches Groundbreaking ‘Bluespring Blueprint for Growth’ Program
Finance Fintech News

Bluespring Wealth Partners Launches Groundbreaking ‘Bluespring Blueprint for Growth’ Program

Business Wire
by Business Wire0
Program will reimagine the way advisory firms generate new business, strengthening pipeline and increasing speed of new leads Bluespring Wealth Partners, LLC, an industry-leading acquirer and partner of best-in-class wealth management firms, announced Blueprint for Growth, designed to stimulate consistent and sustainable growth among its partner firms. This new program helps......
ProNvest Rebrands as Future Capital, Empowering Investors with Retirement Solutions and Unwavering Support
Finance News

ProNvest Rebrands as Future Capital, Empowering Investors with Retirement Solutions and Unwavering Support

Business Wire
by Business Wire0
Leading WealthTech Platform’s Rebranding Highlights Commitment to Advanced Technology, Customized Solutions, and Personalized Guidance for Long-Term Wealth and Financial Stability ProNvest, a leading WealthTech solution specializing in personalized services for workplace retirement plan participants, has rebranded as Future Capital. This name change reflects the firm’s focus on empowering advisors and......
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