Search Results for: financial comparison

Schwab Introduces Free Digital Financial Planning for Clients Seeking to Manage Their Retirement Goals
Fintech News

Schwab Introduces Free Digital Financial Planning for Clients Seeking to Manage Their Retirement Goals

Fintech News Desk
by Fintech News Desk0
Launch of Schwab PlanTM Gives All Schwab Clients a Modern Way to Access a Personalized Financial Plan Regardless of Asset Level As part of its ongoing commitment to democratize access to investing and financial planning, Charles Schwab announced the launch of Schwab Plan, a free digital financial plan designed to......
Investment Services News

Financial Advisors Divided on Third-Party Investment Strategies, COVID-19 Prompts Reflection on Overseeing Client Assets

Fintech News Desk
by Fintech News Desk0
Third-party models enable time savings, more client engagement, but heightened uncertainty leads advisors toward hands-on portfolio management, YCharts survey found YCharts, an investment research, analytics, and client communications platform, has released the results of the company’s latest research report, “Advisor Sentiment Survey: Coronavirus, Third-Party Models & In-house Portfolio Management.” The......
15 Billion Usernames and Passwords for Internet Services Including Bank and Social Media Accounts on Offer to Cyber Criminals, Finds New Research From Digital Shadows
Fintech News

Crediverso Is the Online Financial Products Marketplace Launching to Bridge a Cultural Divide

Fintech News Desk
by Fintech News Desk0
Spanish and English Personal Finance Platform to Provide Tools and Information for Financial Literacy Crediverso is the first online financial products marketplace built for the US Latino audience. Crediverso’s mission is to provide access to financial products and financial information to Latinos living in the US. Bridging the cultural gap where......
Even Financial Achieves SOC 2 Type I Compliance
Fintech News

Even Financial Achieves SOC 2 Type I Compliance

Fintech News Desk
by Fintech News Desk0
 Even Financial, the leading API for financial services search, acquisition, and monetization, today announced that it has successfully completed a Service and Organization Control (SOC 2) Type I examination for its industry-leading API. The audit was conducted by Schneider Downs & Co. and confirms that Even’s security practices, policies, procedures, and operations......
Spotlight Financials' "BankTrends" and SRA Announce Partnership to bring Industry Trends into Watchtower
Business Fintech News Risk Management

Spotlight Financials’ “BankTrends” and SRA Announce Partnership to bring Industry Trends into Watchtower

Fintech News Desk
by Fintech News Desk0
Strategic Risk Associates, a national leader in enterprise and performance risk management, announced that a strategic partnership with BankTrends will integrate and enhance the peer analytics functionality in ERM Watchtower by providing a more dynamic visual display of bank and credit union performance in comparison to standard and custom peer groups, enabling institutions......
Inclusion Foundation Formed to Tackle Financial Exclusion
Fintech News

Inclusion Foundation Formed to Tackle Financial Exclusion

Fintech News Desk
by Fintech News Desk0
The Inclusion Foundation (TIF), the Community Interest Company (CIC) uniting the fintech industry to give the UK’s 13m under-served adults better access to financial services, announces its launch today.[1] This comes at a time when the society’s most vulnerable are in the greatest need of vital financial services as they......
Pushpay Launches New Financial Dashboard, Provides Visibility to the Financial Health of the Church
Banking Fintech News

Pushpay Launches New Financial Dashboard, Provides Visibility to the Financial Health of the Church

Fintech News Desk
by Fintech News Desk0
Pushpay’s Winter Product Release Provides New Tools and Insights to Help the Church Streamline Administration and Engage With Their Congregation — Any Day of the Week Pushpay Holdings Limited, the leading payments and engagement provider to the US faith sector, announces its winter product updates, which include a new financial......
Cornerstone Advisors Launches Affiliate Software Company to Provide On-Demand Performance Benchmarks to Financial Institutions
Banking News

Cornerstone Advisors Launches Affiliate Software Company to Provide On-Demand Performance Benchmarks to Financial Institutions

Fintech News Desk
by Fintech News Desk0
Cornerstone Advisors announced the formation of PeerMetrix, a new company providing Performance Vault, a cloud-based platform designed to give financial institutions on-demand access to Cornerstone’s exclusive bank and credit union revenue, staffing, spending and customer service benchmarks. “For the past 18 years, Cornerstone Advisors has worked with hundreds of financial institutions......
Nordson Corporation Announces Planned Retirement of Chief Financial Officer
Business News

Nordson Corporation Announces Planned Retirement of Chief Financial Officer

Fintech News Desk
by Fintech News Desk0
Nordson Corporation  announced that Gregory A. Thaxton, Executive Vice President and Chief Financial Officer, plans to retire in 2020 after thirty successful years with the company, with the last 12 years as CFO. The company has initiated a search of internal and external candidates for his successor. Mr. Thaxton will......
DNA Payments Launches Apple Pay Express Checkout for Ecommerce
Digital Payments Finance Fintech News

DNA Payments Launches Apple Pay Express Checkout for Ecommerce

Business Wire
by Business Wire0
DNA Payments introduces Apple Pay Express Checkout, giving Ecommerce merchants a new way to accept payments DNA Payments has introduced Apple Pay Express Checkout, giving Ecommerce clients a new way to accept customer payments. Now, merchants can offer Apple Pay at checkout or via the Express option through the Safari......
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