Search Results for: financial goals

Banking Capital Markets Fintech Guest Posts

Consider Effortless Customer Experiences to Boost the Bottom Line

Point B
by Point B0
Banks are facing unprecedented disruption from all directions. Leverage this disruption to gain a competitive advantage through innovative customer interactions.  Social distancing and the effects of COVID-19 have required multiple organizations to rethink and, in some cases, accelerate their customer experience initiatives. Financial services firms are no different. Moving forward,......
Teachers Credit Union Retains Xtensifi to Create Strategy and Features for New Digital Banking Solution
Fintech Investment Services Mobile Banking News

Teachers Credit Union Retains Xtensifi to Create Strategy and Features for New Digital Banking Solution

Fintech News Desk
by Fintech News Desk0
Xtensifi, a digital consulting and development firm that enables financial institutions and fintech providers to create and execute their mobile and online strategies, announced it was selected by Teachers Credit Union (TCU), the largest credit union in Indiana, to assist with its adoption of the Constellation Digital Platform. Read More:......
Planful Wraps Up Successful Virtual Tour, Doubling Attendance as Interest in Continuous Planning Grows
Fintech News

Planful Announces “Planful Now” Offering to Provide High Impact ROI and Rapid Time to Value for Customers

Fintech News Desk
by Fintech News Desk0
Focused on Delivering Value Quickly, Planful Now Enables Agile, Confident Planning and Decision-Making in 30 Days or Less to Help Customers Get Back on Track Planful Inc. (formerly Host Analytics), a leading financial planning and analysis (FP&A) cloud platform provider, announced its “Planful Now” package offering at the Planful Virtual Tour,......
Singapore's Volopay raises $2.1m
Fintech Investment Services Mobile Banking News

Access Softek Launches First Robo-Advisor Designed to Seamlessly Integrate into Online and Mobile Banking Platforms

Fintech News Desk
by Fintech News Desk0
-EasyVest brings growth opportunities to financial institutions and affordable financial wellness to all consumers- Access Softek, Inc., an online and mobile banking software provider, has launched its EasyVest tool, a robo-advisor that provides the services of a personal investment advisor via automation. EasyVest is the first robo-advisor designed to seamlessly......
eCapital Corp. Names Charles Sheppard as Chief Operating Officer
Fintech Investment Services News Risk Management

Deep Labs Announces $16 Million Investment to Drive Next Phase of Growth

Fintech News Desk
by Fintech News Desk0
Deep Labs Inc., a leader in artificial intelligence and the creator of patented persona-based, context-aware decisioning and risk systems, announced that it has closed the initial tranche of a $16 million commitment from a group of leading financial technology investors. Read More: Analyticom Introduces a Scientific Model That Keeps Investments Stable During......
Zipari Launches Employer and Member Acquisition Center to Accelerate the Health Insurance Sales Pipeline
B2C Fintech InsurTech News

Zipari Launches Employer and Member Acquisition Center to Accelerate the Health Insurance Sales Pipeline

Fintech News Desk
by Fintech News Desk0
Zipari, the company behind the first and only consumer experience platform built specifically for health insurance, is excited to announce the launch of its Employer and Member Acquisition Center (EMAC). This new product enhances healthcare-payers’ sales strategy with a pre-configured customer relationship management (CRM) tool to accelerate the sales pipeline......
Tequity's Client VennScience Has Been Acquired by PureFacts
Fintech News

Tequity’s Client VennScience Has Been Acquired by PureFacts

Fintech News Desk
by Fintech News Desk0
Tequity, an M&A advisory firm with an exclusive focus on global enterprise software and IT companies, acted as the exclusive financial advisor to VennScience, a full-service Salesforce consultancy headquartered in Portsmouth, New Hampshire, in their acquisition by PureFacts Financial Solutions, a leading provider of mission-critical wealthtech solutions. This strategic acquisition enriches and extends PureFacts’......
DeepTarget Expands Executive Leadership Team With the Addition of Tom Litwinowicz as Chief Revenue Officer
Banking Fintech News

DeepTarget Expands Executive Leadership Team With the Addition of Tom Litwinowicz as Chief Revenue Officer

Fintech News Desk
by Fintech News Desk0
DeepTarget Inc., a solution provider that utilizes data mining and business intelligence in order to deliver targeted communications across digital channels for banks and credit unions, announced the addition of Tom Litwinowicz as Chief Revenue Officer. Read More: Simple Announces Launch of Tax Refund Feature to Automate Savings for Customers DeepTarget......
Steve Welsh Joins Planful to Lead the Solutions Consulting Team
Fintech News

Steve Welsh Joins Planful to Lead the Solutions Consulting Team

Fintech News Desk
by Fintech News Desk0
Newly Appointed Vice President Brings Strong FP&A Background, Extensive Experience Driving Growth Planful (formerly Host Analytics), a leading financial planning and analysis (FP&A) cloud platform provider, announced that Steve Welsh has joined the company as Vice President (VP) of Solutions Consulting. An industry veteran in the cloud FP&A space, Welsh has more......
New Personalized ‘Manage My Retirement’ Service Now Available From MassMutual and NextCapital to Help Deliver Better Retirement Outcomes
Fintech InsurTech Investment Services News

New Personalized ‘Manage My Retirement’ Service Now Available From MassMutual and NextCapital to Help Deliver Better Retirement Outcomes

Fintech News Desk
by Fintech News Desk0
As part of its commitment to helping savers in 401(k)s and other retirement plans achieve the best outcomes possible, Massachusetts Mutual Life Insurance Company (MassMutual) announced today a new managed advice solution that allows for greater personalization of investment strategies. Read More: M Financial Group Licenses FAST Software to Enable......
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