Search Results for: financial decisions

Bread Financial Supports Junior Achievement of Central Ohio’s Financial Literacy Mission
Finance News

Bread Financial Supports Junior Achievement of Central Ohio’s Financial Literacy Mission

Fintech News Desk
by Fintech News Desk0
$1.5 million gift invests in ongoing and expanded financial education programming for area youth Bread Financial Holdings, Inc., a tech-forward financial services company that provides simple, flexible payment, lending and saving solutions, announced a $1.5 million gift to Junior Achievement of Central Ohio (JA). JA inspires and prepares central Ohio......
Allvue Systems Partners with Exos Financial on Portfolio Optimizer Solution
Investment Services News

Allvue Systems Partners with Exos Financial on Portfolio Optimizer Solution

Fintech News Desk
by Fintech News Desk0
Solution will utilize Exos’ genetic algorithm based portfolio optimizer to better identify and execute trade opportunities for loan managers on Allvue’s portfolio management product suite Allvue Systems, a leading alternative investment technology solutions provider, announced that they have formed a partnership with Exos Financial, a next-gen platform for B2B institutional finance,......
Marlette Holdings Acquires Flexible Rent Platform Till, Expanding the Best Egg Suite of Financial Products
Fintech News

Marlette Holdings Acquires Flexible Rent Platform Till, Expanding the Best Egg Suite of Financial Products

Fintech News Desk
by Fintech News Desk0
The acquisition will enhance the company’s rapidly growing Best Egg product portfolio, offering customers personalized rent payment solutions Marlette Holdings, Inc., a leading financial technology company that operates the Best Egg platform, announced the acquisition of Till, Inc., a leading flexible rent platform. Till will be rebranded as Best Egg......
Intuit to Acquire Financial Health Startup SeedFi
Fintech News

Intuit to Acquire Financial Health Startup SeedFi

Fintech News Desk
by Fintech News Desk0
SeedFi’s Credit Builder feature will join Intuit’s Credit Karma business to help more members build credit while saving money Intuit, the global financial technology platform that makes TurboTax, Credit Karma, QuickBooks, and Mailchimp, announced it has entered into an agreement to acquire SeedFi, the partner behind Credit Karma’s Credit Builder, which helps low, or......
J.P. Morgan Launches Digital Money Coach to Help Clients Make Smart Money Decisions
Finance News

J.P. Morgan Launches Digital Money Coach to Help Clients Make Smart Money Decisions

Fintech News Desk
by Fintech News Desk0
J.P. Morgan Wealth Plan™ is available for free to all Chase customers and allows them to plan, save and invest in one place J.P. Morgan Wealth Management launched Wealth Plan, a free digital money coach that gives clients a full picture of their finances and helps them plan, save and invest,......
Forrester: Over Half Of US Customers Have Minimal Trust In Their Financial Services Providers
Investment Services News

Forrester: Over Half Of US Customers Have Minimal Trust In Their Financial Services Providers

Fintech News Desk
by Fintech News Desk0
Forrester’s Financial Services Customer Trust Index helps providers assess and build customer trust to accelerate revenue growth According to Forrester’s Financial Services Customer Trust Index rankings, over 50% of US customers have low trust in financial services providers across the banking, credit card, insurance, and investment industries. These firms are unsure of......
Origence Announces Strategic Financial Investment in Zest AI
Artificial Intelligence News

Origence Announces Strategic Financial Investment in Zest AI

Fintech News Desk
by Fintech News Desk0
Industry leaders strengthen partnership to serve the technology needs of credit unions Origence, the leading lending technology solutions provider for credit unions, announces a strategic investment in Zest AI, a pioneer in automated underwriting powered by artificial intelligence (AI). This investment strengthens the existing partnership between the two firms, which......
Advisors with $264 Million Join Ameriprise Financial for the Firm’s Client-First Culture and Cutting-Edge Technology
Finance News

Advisors with $264 Million Join Ameriprise Financial for the Firm’s Client-First Culture and Cutting-Edge Technology

Fintech News Desk
by Fintech News Desk0
Advisors Laura Burback and Kari Brown joined Alliance Financial Partners, a well-established Ameriprise team managing $405 million led by Financial Advisor Larry Hubbard Ameriprise Financial, Inc. announced that financial advisors Laura Burback, AAMS and Kari Brown, AAMS, APMA joined the firm for its client-first culture and technology. The advisors operated separate......
Atlanticus Launches Aspire Banking Platform, New Debit Product with Path to Credit for the Financially Underserved - Amended Link
Banking News

Atlanticus Launches Aspire Banking Platform, New Debit Product with Path to Credit for the Financially Underserved – Amended Link

Fintech News Desk
by Fintech News Desk0
First-of-its-kind banking program to provide consumer credit card offer upon completion of defined list of banking activities in as little as 90 days Atlanticus Holdings Corporation, a financial technology company enabling bank, retail and healthcare partners to offer more inclusive financial services to millions of everyday Americans, announced the launch......
BILL to Acquire Finmark, a Financial Planning and Analysis Software Company
Finance News

BILL to Acquire Finmark, a Financial Planning and Analysis Software Company

Fintech News Desk
by Fintech News Desk0
Innovative budgeting and forecasting solution makes financial planning simple for SMBs BILL, a leader in financial automation software for small and midsize businesses (SMBs), announced it has signed a definitive agreement to acquire Finmark, a leading financial planning software provider that simplifies financial planning and cash flow insights for SMBs.......
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