Search Results for: financial savings

Policygenius and Labyrinth Financial Services Announce Partnership
InsurTech Investment Services News

Policygenius and Labyrinth Financial Services Announce Partnership

PR Newswire
Policygenius and Labyrinth Financial Services (LFS) announced a partnership that leverages Policygenius’ term life fulfillment platform Policygenius Pro to streamline term life insurance for LFS partners and simplify the application process for clients. Policygenius Pro is a turnkey partnerships platform that helps advisors and financial professionals simplify the life insurance application......
CUSO Financial Services Announces New Partnership with Clearview Federal Credit Union
Finance News

CUSO Financial Services Announces New Partnership with Clearview Federal Credit Union

PR Newswire
$1.8 Billion Credit Union Joins Financial Institution Focused Wealth Management Firm CUSO Financial Services, L.P. (CFS), a subsidiary of Atria Wealth Solutions, Inc. (Atria), is pleased to announce the addition of Clearview Federal Credit Union. Clearview serves over 117,000 members with more than $1.8 billion in assets from 18 financial centers throughout Southwestern Pennsylvania. Clearview......
Origin Acquires Finny to Fill a Critical Gap in Workplace Financial Education
debt collection Finance News

Origin Acquires Finny to Fill a Critical Gap in Workplace Financial Education

GlobeNewswire
Acquisition will help Origin users improve global financial literacy and debt management with more complete toolkit for smarter financial planning Origin, the startup reimagining financial wellness in the workplace, announced it has acquired Finny, a financial health startup. Origin will integrate Finny’s financial education, content, curriculum, and debt management tools......
Colonial Savings, F.A. to Cease Mortgage Origination Business, Focus on Full-Service Banking and Mortgage Servicing
Mortgage News

Colonial Savings, F.A. to Cease Mortgage Origination Business, Focus on Full-Service Banking and Mortgage Servicing

PR Newswire
Colonial Savings, F.A., a trusted financial institution with a rich history spanning more than 70 years, announced its decision to cease its mortgage origination business, effective July 31, 2023. The company will shift its focus towards continuing to provide comprehensive full-service banking and mortgage servicing options to better meet the evolving......
Reltio Unveils Out-of-the-Box Solutions for Financial Services and Insurance Organizations
Finance InsurTech News

Reltio Unveils Out-of-the-Box Solutions for Financial Services and Insurance Organizations

Business Wire
New velocity packs with industry-specific data models, predefined configurations for financial services and insurance significantly accelerate implementation times Reltio, the leading cloud-native, SaaS, modern data management company, makes it possible for companies to gain optimal value from their core data quickly — and thrive — even during turbulent economic times. Now,......
PNC Bank Expands Financial Wellness Offerings with PNC Student Debt Solution, Powered by Candidly
debt collection Finance News

PNC Bank Expands Financial Wellness Offerings with PNC Student Debt Solution, Powered by Candidly

PR Newswire
Holistic Platform Developed to Help Employees Plan, Fund, Repay, Save on Education PNC Bank, N.A. announced an expansion of its financial wellness offerings for clients through the introduction of PNC Student Debt Solution, powered by Candidly, a student debt and savings optimization platform. PNC Student Debt Solution offers client company......
Vault Announces the Launch of the All-in-One Online Financial Platform for Canadian Small Businesses and Entrepreneurs
Banking Fintech News

Vault Announces the Launch of the All-in-One Online Financial Platform for Canadian Small Businesses and Entrepreneurs

Business Wire
Business owners now have access to a full suite of financial products and services to manage their businesses across borders, without fees or minimum balances Vault, the all-in-one online financial platform for small-to-medium sized business (SMBs), announces its official launch and widespread availability across Canada. Founded in late 2021 by Saud......
American Savings Bank Extends Sagent Software Partnership 7 Years to Power Homeowner-First Loan Servicing
Fintech Mortgage News

American Savings Bank Extends Sagent Software Partnership 7 Years to Power Homeowner-First Loan Servicing

Business Wire
Deal enables leading Hawaiian bank to offer real-time mortgage servicing and customer care to fulfill its community-first vision Sagent, a Warburg Pincus-backed fintech software company modernizing mortgage servicing for banks and lenders, announced a seven-year partnership extension with American Savings Bank (”ASB”) to continue powering its mortgage servicing ecosystem. Latest Fintech......
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