Search Results for: financial decisions

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Financial Forecasting Tools

Pooja Choudhary
by Pooja Choudhary0
In this age of advanced technology, in which we have access to brand-new technological tools with each new daybreak, it is essential to be able to adapt to the ever-changing technological landscape. Numerous metrics and KPIs can be utilised without difficulty for accurate business forecasting. Due to its superior accuracy......
BAI Launches the BAI Policy Manager Designed to Help Financial Services Organizations Comply with Regulatory Requirements
Compliance management News

BAI Launches the BAI Policy Manager Designed to Help Financial Services Organizations Comply with Regulatory Requirements

Fintech News Desk
by Fintech News Desk0
BAI, a leading nonprofit independent organization that serves the financial services industry, including providing compliance training to over 2,300 organizations, has launched the new BAI Policy Manager to help financial services organizations create, manage, and track their organizational procedures and policies to meet increasingly complex regulatory requirements. “The BAI Policy......
Monnai Strikes a Chord with Financial Institutions, Unlocking Global Consumer Insights
Fintech News

Monnai Strikes a Chord with Financial Institutions, Unlocking Global Consumer Insights

Fintech News Desk
by Fintech News Desk0
Company’s single API approach delivers decisioning insights at every stage of the customer lifecycle Monnai, the world’s only global consumer insight infrastructure provider, announced that in its first full year of operations they demonstrated strong product market fit, customer traction and growth. Financial organizations in seven countries have deployed its......
QNET Advocates for Financial Literacy in Women Through FinGreen Programme in Turkey
Finance Fintech News

QNET Advocates for Financial Literacy in Women Through FinGreen Programme in Turkey

Fintech News Desk
by Fintech News Desk0
QNET is proud to partner with the Foundation for The Support of Women’s Work (KEDV) in Istanbul, Turkey, to improve financial literacy among women. The partnership is part of QNET’s signature financial literacy programme, FinGreen, which aims to foster financial autonomy and inclusion for vulnerable groups, such as women, by addressing knowledge gaps and empowering......
Cryptocurrency Trends, Generational Financial Profiles, and New Data on Payments Uncovered in New Report From Logica Research
Cryptocurrency News

Cryptocurrency Trends, Generational Financial Profiles, and New Data on Payments Uncovered in New Report From Logica Research

Fintech News Desk
by Fintech News Desk0
The latest Logica® Future of Money Study includes highlights on how people work, save, spend and invest, including insights on Gen Z, Millennials, Gen X and Boomers The newest Future of Money Study from Logica Research continues an examination of past, current and future financial trends—providing data that allows brands to make decisions......
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RetirementInvestments Launches 7 New Personalized Online Financial Calculators

Fintech News Desk
by Fintech News Desk0
RetirementInvestments is pleased to announce the launch of their new financial calculators after working on the development of them for the past year. The 7 new calculators include their Retirement Calculator, Roth IRA Calculator, 401(k) Calculator, Home Affordability Calculator, Capital Gains Tax Calculator, Precious Metals IRA Calculator, and Crypto IRA Calculator. These calculators give website publishers the ability to easily......
New Research from Edelman Financial Engines Explores the Mindset Around Wealth in America Today
Finance Investment Services News

New Research from Edelman Financial Engines Explores the Mindset Around Wealth in America Today

Fintech News Desk
by Fintech News Desk0
To better understand how Americans perceive wealth in relation to the world around them, Edelman Financial Engines (EFE) the nation’s top independent wealth planning and investment advisory firm,  released findings from a new report titled Everyday Wealth in America. The research explores critical areas at the intersection of life and money and......
Voyant Collaborates with Morningstar to Deliver Client-Centered Financial Planning Solutions
Finance News

Voyant Collaborates with Morningstar to Deliver Client-Centered Financial Planning Solutions

Fintech News Desk
by Fintech News Desk0
Voyant collaboration tools will help Morningstar Advisor Workstation subscribers deepen client relationships and provide best-in-class planning capabilities Voyant, Inc., announced a collaboration with Morningstar, giving Morningstar Advisor Workstation subscribers in Canada access to Voyant’s interactive financial planning tools that empower clients and advisors to work more collaboratively. “We help financial planners showcase......
CapIntel Momentum Accelerates as Financial Advisors Embrace Modern, Cloud-Native Communications Technology
Fintech Fintech Funding News

CapIntel Momentum Accelerates as Financial Advisors Embrace Modern, Cloud-Native Communications Technology

Fintech News Desk
by Fintech News Desk0
Innovative financial advisor technology firm experiences triple-digit revenue growth; looks to expand U.S. presence by doubling their current headcount, garners industry recognition as one of the top fintech startups CapIntel, a leading financial technology company that improves fund analysis, proposal generation, and day-to-day workflow efficiency for financial services wholesalers and......
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