Search Results for: financial goals
Steve Thomas Joins Quontic Bank CDFI Advisory Board
Quontic, the adaptive digital bank, announced today that it has appointed Steve Thomas as a member to Quontic’s CDFI Advisory Board. As an accomplished industry veteran with over twenty-five years of housing finance experience, Thomas will join Quontic’s CDFI Advisory Board to advise the Bank regarding Quontic’s activities associated with......
Franklin Templeton Partners with Vestwell to Deliver Advisor Managed Account Offering in a Modern Recordkeeping Construct
Thousands of financial advisors can now leverage Franklin Templeton’s Goals Optimization Engine (GOE) to provide personalized advice for their retirement plan clients Franklin Templeton has partnered with digital recordkeeping platform Vestwell to build an advisor managed account experience that will reset the bar on how advisors engage with clients. The new offering combines......
PayNearby Announces Strategic Leadership Hiring to Strengthen its Omnichannel Network and Drive Growth
Mr. Rahul Singh, National Head – Sales and Mr. Sanjiv Singh, Head Retail Sales Strategy & Planning PayNearby, India’s largest hyperlocal fintech startup, recently announced two strategic leadership hiring in Retail Sales to further strengthen and expand its omnichannel retail network. The company has appointed Rahul Singh as the ‘National......
Prepare for Treasury & Risk Management Transformation with These 5 Tips
Modern treasury and risk management systems (TRMS) that use more flexible SaaS toolsets and open architecture are designed for far longer lifespans than the legacy systems they are replacing, which makes choosing the right system that much more important. Since by their very nature, SaaS systems are constantly updated and......
Intuit QuickBooks Debuts New Campaign to Spotlight Small Businesses’ “Journey to Success”
Intuit QuickBooks announced the launch of the next phase of its global “BACKING YOU” campaign, demonstrating again how QuickBooks helps small businesses achieve prosperity. Intuit first launched the “BACKING YOU” campaign in 2017 to celebrate and honor those who work for themselves. Today, QuickBooks is unveiling a U.S. and Canadian,......
Finicity Announces Secure Data Access Agreement With Brex
Finicity, a Mastercard company and leading provider of open banking solutions, announced today that it has signed a data access agreement with Brex, a company that is reimagining financial systems so every growing business can realize their full potential. Through this agreement, Finicity is extending its leadership in direct data......
Spring Labs Slashes Consumer Loan Fraud Using Novel Data Network
By enabling market participants to share information without divulging competitive data, financial technology provider Spring Labs announced today that its novel network between market participants has facilitated substantial reductions in a key fraud type in the consumer loan segment known as Property Assessed Clean Energy (PACE) loans. Read More: Ondot’s Card Management Platform......
Vise, The AI-powered Investment Management Platform, Secures $45 Million Series B Funding Led By Sequoia
Vise, the all-in-one AI-powered investment management platform for independent advisory practices to build and manage portfolios, today announced the close of its $45 million Series B funding round, bringing the total capital raised since Vise’s founding to over $60 million. Sequoia Capital led the Series B with participation from Allen & Company, Founders......
Vise, The AI-powered Investment Management Platform, Secures $45 Million Series B Funding Led By Sequoia
Vise, the all-in-one AI-powered investment management platform for independent advisory practices to build and manage portfolios, announced the close of its $45 million Series B funding round, bringing the total capital raised since Vise’s founding to over $60 million. Sequoia Capital led the Series B with participation from Allen & Company, Founders......