Search Results for: financial services

Wealthbox Releases Integration with LPL Financial's ClientWorks Platform
Fintech News

Wealthbox Releases Integration with LPL Financial’s ClientWorks Platform

PR Newswire
by PR Newswire0
Wealthbox, the highest-rated CRM software for financial advisors, announced its live integration with ClientWorks, LPL Financial’s advisor technology platform. Starting , the integration with ClientWorks provides LPL-affiliated advisors with visibility into client account information and demographic data from directly within Wealthbox to help streamline their work. “We’re grateful for our......
Financial Synergies Wealth Advisors Earns Prestigious Ranking on Forbes List of America's Top RIA Firms 2023
Finance Fintech News

Financial Synergies Wealth Advisors Earns Prestigious Ranking on Forbes List of America’s Top RIA Firms 2023

PR Newswire
by PR Newswire0
Financial Synergies Wealth Advisors, a leading financial advisory and wealth management firm, is proud to announce its inclusion in the highly coveted Forbes ranking of America’s Top RIA Firms for 2023. This prestigious recognition reflects Financial Synergies’ unwavering commitment to delivering excellence in financial services and underscores the firm’s dedication......
The Financial Technology Report Announces The Top 100 Financial Technology Companies of 2023
Finance Fintech News

The Financial Technology Report Announces The Top 100 Financial Technology Companies of 2023

PR Newswire
by PR Newswire0
The Financial Technology Report is pleased to announce The Top 100 Financial Technology Companies of 2023. The Financial Technology Report is pleased to announce The Top 100 Financial Technology Companies of 2023. In a mere two decades, the world of fintech has taken center stage, fundamentally reshaping the financial services......
Signifyd Deepens Its Partnership with Adobe by Integrating Guaranteed Fraud Protection into Payment Services for Adobe Commerce
Finance Fintech News

Signifyd Deepens Its Partnership with Adobe by Integrating Guaranteed Fraud Protection into Payment Services for Adobe Commerce

Business Wire
by Business Wire0
The expanded partnership extends seamless protection against all manner of chargebacks by integrating Signifyd with Payment Services for Adobe Commerce to power frictionless checkout, higher conversion and increased customer lifetime value Signifyd is launching a new era of payment protection today by integrating its Commerce Protection Platform with Payment Services......
Stearns Bank Partners with FinTech Automation to Revolutionize Banking Services
Banking Fintech News

Stearns Bank Partners with FinTech Automation to Revolutionize Banking Services

PR Newswire
by PR Newswire0
FinTech Automation (FTA), renowned for its innovative solutions as an Infrastructure as-a-Service (IaaS) financial technology company and Stearns Bank N. A., a prominent community bank leader and known for its innovation and progressive approach to financial services, announces a partnership aimed to redefine the landscape of banking services. The partnership leverages......
Instant Payments Key to Survival of Financial Institutions, With Fintech Consulting Building a Roadmap for Success
Digital Payments Fintech News

Instant Payments Key to Survival of Financial Institutions, With Fintech Consulting Building a Roadmap for Success

GlobeNewswire
by GlobeNewswire0
FinTech Consulting helps financial institutions and fintechs who want to leverage the power of instant payments to meet the changing needs of their existing customers and attract new customers FinTech Consulting of financial institutions, fintechs and other organizations who want to leverage the power of instant payments to meet the changing......
Featured Fintech Fintech Primers

What Is Financial Technology?

Pooja Choudhary
by Pooja Choudhary0
Visa, Mastercard, PayPal, Stripe, Plaid, Chime, Ripple, NuBank, Paytm, and the list can go on… In the current year, the fintech space is worth an astonishing figure of $179 billion. There are no less than reported 30,000 fintech startups. Feeling like you have heard or read these somewhere? Well, these......
Featured Finance Fintech Primers

What Is Personal Financial Management (PFM)?

Pooja Choudhary
by Pooja Choudhary0
Introduction Personal finance apps, in lieu of mobile banking, usually offer more robust money management capabilities and greater flexibility in terms of customization, allowing users to do things like pay bills, monitor deposits and withdrawals, and move money across accounts. Many not only let you make payments and keep tabs......
Optiv Named a Leader in IDC MarketScape for Worldwide Cybersecurity Risk Management Services
News Risk Management

Optiv Named a Leader in IDC MarketScape for Worldwide Cybersecurity Risk Management Services

PR Newswire
by PR Newswire0
Optiv, the cyber advisory and solutions leader, is named a Leader in the IDC MarketScape: Worldwide Cybersecurity Risk Management (CRM) Services 2023 Vendor Assessment. The report, which rigorously evaluates and compares providers in the space, recognizes Optiv for its comprehensive approach to risk management services and its ability to proactively......
Featured Finance Recommended

Revolutionary Disruptors: Top 10 Companies Reshaping The Personal Financial Industry

Pooja Choudhary
by Pooja Choudhary0
Personal finances are like a dazzling diamond, shining brightly in the fintech world. Personal finance management has historically been a challenging endeavor. For a long time, most people’s income came in the form of actual cash, thus it was up to the breadwinner to do the math and figure out......
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