Search Results for: financial goals

LGBTQ+ Consumers Aim High With Retirement Savings Goals, Says New Lincoln Financial Study
Finance Fintech Investments News

LGBTQ+ Consumers Aim High With Retirement Savings Goals, Says New Lincoln Financial Study

Fintech News Desk
by Fintech News Desk0
Yet the Pandemic Still Created Financial Stress and Retirement Uncertainty That Underscores Areas for Improvement to Achieve Financial Security LGBTQ+ Americans have big goals when it comes to retirement. According to Lincoln Financial Group’s 2021 Retirement Power® Study, LGBTQ+ respondents feel they should save a higher median amount of their annual......
Financial Institutions Should Focus On Meeting Sustainability Goals, Say Quarter Of Brits
Artificial Intelligence Banking Business Fintech InsurTech Investment Services News Risk Management

Financial Institutions Should Focus On Meeting Sustainability Goals, Say Quarter Of Brits

Fintech News Desk
by Fintech News Desk0
New YouGov research shows how COVID-19 has significantly impacted consumers’ financial behaviours and priorities and will likely continue into 2021. Read More:  Hacking Insurance to be 10x Faster Almost two fifths of Britons say they’ve actively reduced their non-essential expenses (37%), and six in ten plan to carry on limiting their......
Financial Services Firms Exceed Revenue Goals With SalesLoft
Business Fintech News

Financial Services Firms Exceed Revenue Goals With SalesLoft

Fintech News Desk
by Fintech News Desk0
Company powers client communications for MassMutual, S&P, Locton, and more SalesLoft, provider of the only complete Sales Engagement platform, announced the success of financial services enterprise customers. As companies have had to pivot to a full digital selling motion, SalesLoft has become a mission critical partner and platform. Financial services......
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......
Spero Financial Launches New Digital Banking Solution from Lumin Digital
Banking Fintech News

Spero Financial Launches New Digital Banking Solution from Lumin Digital

PR Newswire
by PR Newswire0
Spero Financial (“Spero”), a Greenville, SC-based credit union serving more than 50,000 members across the state, announced the successful implementation of its new digital banking solution from leading cloud-based digital banking provider, Lumin Digital. Having served its retail, business, and consumer members for over 20 years with a legacy banking provider, the......
New Survey From White Clay: 68% of FI Users Do Not Feel Known by Their Primary Financial Institution
Fintech News

New Survey From White Clay: 68% of FI Users Do Not Feel Known by Their Primary Financial Institution

Business Wire
by Business Wire0
Survey explores how Americans perceive and engage with their primary financial institutions White Clay, a fintech that guides financial institutions to build deeper and more profitable relationships,  shared results from its latest survey conducted online by The Harris Poll. Nearly 2,000 U.S. adults who use financial institutions (FI users) were......
HireVue Appoints Smitha Venugopal as Chief Financial Officer
Fintech News

HireVue Appoints Smitha Venugopal as Chief Financial Officer

GlobeNewswire
by GlobeNewswire0
HireVue, the pioneer and global leader in Human Potential Intelligence, announced the appointment of Smitha Venugopal as the company’s new Chief Financial Officer (CFO). Smitha will oversee HireVue’s financial operations, drive its strategic financial initiatives, and accelerate financial growth in her role. “We are thrilled to welcome Smitha Venugopal as......
San Diego-Based Financial Platform Benji Launches State-of-the-Art Services in Financial Literacy
Finance Fintech News

San Diego-Based Financial Platform Benji Launches State-of-the-Art Services in Financial Literacy

EIN Presswire
by EIN Presswire0
With a mission to empower individuals toward long-lasting financial freedom, financial fitness platform Benji is proud to officially launch their services at a time when many adults need it most. According to a 2023 study from Edward Jones and MIT’s AgeLab Next360, 80% of Americans between the ages of 18 and 34......
Luma Financial Technologies Expands into Life Insurance, Offering the First Integrated Technology Platform Solution for Life Insurance and Annuities
Fintech InsurTech News

Luma Financial Technologies Expands into Life Insurance, Offering the First Integrated Technology Platform Solution for Life Insurance and Annuities

Business Wire
by Business Wire0
Luma Financial Technologies (“Luma”), a global leader in structured products and insurance solutions, is excited to announce its expansion into the life insurance sector. As the first platform to offer an end-to-end solution that integrates life insurance and annuities, Luma enables advisors to manage both products seamlessly through a single,......
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How Financial Institutions Define AI Business Value

Chris Brown
by Chris Brown0
By Chris Brown, President of Intelygenz In financial services, the era of debating AI’s viability has passed. We are now in the phase of what I call the AI Competitive Imperative. Institutions that view AI as a tool for future potential rather than a current necessity risk falling behind more......
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