Search Results for: financial services

InvestCloud Partners With 55ip to Integrate Tax-Smart Technology on the InvestCloud Financial Supermarket
Investment Services News

InvestCloud Partners With 55ip to Integrate Tax-Smart Technology on the InvestCloud Financial Supermarket

Fintech News Desk
by Fintech News Desk0
55ip’s integration onto the InvestCloud Financial Supermarket™ furthers InvestCloud’s mission to transform the industry, through scalable technology aimed to deliver better financial outcomes InvestCloud, the global leader in digital transformation for the financial industry, and 55ip, the tax-smart investment platform, announce a breakthrough partnership to integrate 55ip’s tax-smart investment technology......
Featured Finance Fintech Primers

Why Is Financial Planning Important?  

Pooja Choudhary
by Pooja Choudhary0
What Is Financial Planning?   Financial planning is a model whereby planning for the future is done, specifically around how one will manage the finances and prepare for all of the potential expenses that may arise. The process involves analyzing the current financial situation and thereby identifying the goals and then......
UNest Partners with Zogo Finance to Help Families Jumpstart Their Financial lives
Fintech News

UNest and Wealth Announce Strategic Partnership to Market Financial and Estate Planning Tools

Fintech News Desk
by Fintech News Desk0
Partnership brings together two category leaders that share a focus on helping families and individuals address the financial requirements of key life stages  UNest, a leading fintech company that makes it easier than ever for parents to invest in their kids’ future, announced that they have partnered with Wealth, an......
Banks Accelerate Move to the Cloud with New Oracle Banking Services
Banking Cloud News

Banks Accelerate Move to the Cloud with New Oracle Banking Services

Fintech News Desk
by Fintech News Desk0
Cloud native SaaS suite gives corporate and retail banks the agility to modernize their banking applications quickly to meet customer demands and capitalize on new opportunities With transaction volumes, customer expectations, and competitive threats at an all-time high, banks must adapt quickly to keep pace. To address these challenges, Oracle......
Sionic Announces Suite of Trust-Based Services for Bank-to-Bank, Verified Rapid Payments
Digital Payments News

Sionic Announces Suite of Trust-Based Services for Bank-to-Bank, Verified Rapid Payments

Fintech News Desk
by Fintech News Desk0
Provides Financial Institutions, Payers and Payees with Safe, Secure Pay-by-Bank Service Sionic, a leading provider of omni-commerce, faster digital payments solutions, announced it is launching a suite of new, trust-based services to address the significant challenges facing faster payments in the U.S. whether on The RTP Network or upcoming FedNow......
Snappy Kraken Survey Reveals About Half of High-Net-Worth Retirees are Considering Hiring a New Financial Advisor
Finance News

Snappy Kraken Survey Reveals About Half of HNW Retirees are Considering Hiring a New Financial Advisor

Fintech News Desk
by Fintech News Desk0
Advisors risk attrition if not consistently communicating with clients during difficult markets Snappy Kraken, the MarTech innovator serving financial services professionals, announced the results of its survey of high-net-worth (HNW) retirees and pre-retirees. The survey, which focused on bear markets and the threat of a recession, found that slightly more than......
Innovative OPEX Gemini Scanner Enhances Deluxe’s Payment Processing Services
Digital Payments News

Innovative OPEX Gemini Scanner Enhances Deluxe’s Payment Processing Services

Fintech News Desk
by Fintech News Desk0
OPEX Corporation, a global leader in Next Generation Automation providing innovative solutions for document, mail, and warehouse automation, and Deluxe, a Trusted Payments and Data company, have introduced a new way to enhance Deluxe’s business operations with the award-winning Gemini™ high-volume document scanner. “We have worked with Deluxe, including on new product introductions,......
Splash Financial Partners With FairPlay to Ensure the Fairness of Its Student and Personal Loans
Lending News

Splash Financial Partners With FairPlay to Ensure the Fairness of Its Student and Personal Loans

Fintech News Desk
by Fintech News Desk0
With its mission to “make people more powerful than their debt,” Splash’s proprietary risk modeling will now incorporate FairPlay’s Fairness-as-a-Service Solutions FairPlay, the world’s first Fairness-as-a-Service company, is announcing a new customer relationship with Splash Financial, the online lending platform that democratizes access to loan offers. As a new customer,......
Crypto Payments Firm Ramp Partners With Cable for Financial Crime Compliance
Cryptocurrency Digital Payments News

Crypto Payments Firm Ramp Partners With Cable for Financial Crime Compliance

Fintech News Desk
by Fintech News Desk0
Ramp selects Cable’s complete financial crime compliance effectiveness testing platform to enhance its market-leading compliance program Ramp is the leading builder of crypto payments infrastructure making Web3 easy and accessible and enabling its partners to accelerate mainstream adoption of their services. The company recently raised $70 million in Series B funding......
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