Search Results for: financial expert

SGI CANADA and Akur8 Join Forces to Empower Pricing Experts and Boost Their Insurance Pricing Process
Artificial Intelligence Machine Learning News

SGI CANADA and Akur8 Join Forces to Empower Pricing Experts and Boost Their Insurance Pricing Process

Fintech News Desk
by Fintech News Desk0
Akur8, the next generation insurance pricing solution powered by transparent machine learning, is proud to announce it has joined forces with SGI CANADA, to boost their insurance pricing process, by leveraging Akur8’s RISK module for P&C lines. This is a new milestone for Akur8, strengthening its position as a must-have......
William Tessar Launches CV3 Financial Services
Finance News

William Tessar Launches CV3 Financial Services

PR Newswire
by PR Newswire0
CV3 Financial Services, LLC, announced the official launch of the company, a private lender, providing financing for fix-and-flip and rental properties to real estate investors in more than 20 states. The company was founded by William J. Tessar, former President of CIVIC Financial Services. Mr. Tessar is joined by an......
Research & Ranking Launches India's AI-Driven Financial Mentors Vasu and Vidya
Finance News

Research & Ranking Launches India’s AI-Driven Financial Mentors Vasu and Vidya

Fintech News Desk
by Fintech News Desk0
Research & Ranking, the equity investment advisory brand and a part of Equentis Wealth Advisory Services Private Limited, with Teacher’s Day around the brand has launched India’s AI-driven financial Mentors Vasu and Vidya. Designed to empower individuals with comprehensive financial insights through engaging and visually appealing snackable content. Vasu and Vidya are......
How to Bridge the Financial Advice Gap for Millennials and Gen Z
Analytics Fintech Primers Guest Posts

How to Bridge the Financial Advice Gap for Millennials and Gen Z

Jennifer Valdez
by Jennifer Valdez0
The current economic environment is certainly challenging and for many, downright confusing. While some experts argue that the economy will avoid a downturn, others, including 95% of community bankers, believe the U.S. economy is already in a recession. With an economy we can’t quite seem to predict, younger generations are......
Banking Fintech Fintech Primers Technology

Can Fintech Survive Without IT Support? Let’s Know With Experts!

Pooja Choudhary
by Pooja Choudhary0
Quite a challenging topic! I’m sure you wouldn’t have come across such coverage before on the internet. This is the first blog on this topic- “Can Fintech Survive without IT Support?” Might sound surprising but couldn’t resist writing about this. Before jumping to a straightforward answer to this question posed,......
TrueNorth Partners with RADD LLC to Support Regulatory Compliance for Financial Institutions
Finance Fintech News

TrueNorth Partners with RADD LLC to Support Regulatory Compliance for Financial Institutions

Business Wire
by Business Wire0
As part of its strategic expansion into the banking and credit union sectors, TrueNorth, a preeminent global financial technology services company, is thrilled to announce its new partnership with RADD LLC, a distinguished compliance consulting and internal audit firm. “This partnership extends this expertise to some of the most exciting......
29 Percent of Gen Z Consumers Living Paycheck to Paycheck Cite Nonessential Spending as a Cause for Financial Distress
Digital Finance News

29 Percent of Gen Z Consumers Living Paycheck to Paycheck Cite Nonessential Spending as a Cause for Financial Distress

PR Newswire
by PR Newswire0
LendingClub and PYMNTS Research Shows a Majority of Consumers Purchase “Nice-to-Have” Grocery and Retail Items, Whether or Not They Live Paycheck to Paycheck LendingClub Corporation, the parent company of LendingClub Bank, America’s leading digital marketplace bank, released findings from the 25th edition of the New Reality Check: Paycheck-To-Paycheck research series, conducted in partnership......
CrossCountry Consulting Appoints National Financial Services Partner
Banking Capital Markets News

CrossCountry Consulting Appoints National Financial Services Partner

Business Wire
by Business Wire0
Mike Pugliese to help lead the expansion of the firm’s banking and capital markets solutions CrossCountry Consulting, a leading business advisory firm, announced that Mike Pugliese has been appointed Partner in the national Business Transformation practice and will lead the expansion of the firm’s Banking and Capital Markets solutions. Based......
Financial Advisors Have Used FIDx's Platform for More Than $1B in New Annuity Contracts
InsurTech News

Financial Advisors Have Used FIDx’s Platform for More Than $1 Billion in New Annuity Contracts

PR Newswire
by PR Newswire0
Accelerated Growth Driven by Increased Adoption from Financial Advisors Fiduciary Exchange LLC (FIDx) is celebrating a significant milestone: financial advisors have utilized FIDx’s platform, which includes tools and integrated technology solutions for managing annuities, for more than $1 billion in new annuity contracts since the platform’s full market launch in September 2021. “Our......
Strongpoint Partners Announces Partnership with Pension Financial Services
Finance Fintech News

Strongpoint Partners Announces Partnership with Pension Financial Services

Business Wire
by Business Wire0
With the addition of PFS, Strongpoint has 4,000+ plans under administration, clients in over 40 states, and more than $7B in total assets under administration Strongpoint Partners, a tech-enabled financial services platform focused on third-party administration of retirement plans, recordkeeping, payroll and HR solutions for SMBs, announced a new partnership......
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