Search Results for: financial tools

Financial Integration Startup PortX Secures $16.5 Million in Series B Funding
Banking News

Financial Integration Startup PortX Secures $16.5 Million in Series B Funding

Business Wire
by Business Wire0
Funding underscores shift toward open banking and the demand for seamless core integration and innovation Investors represent 200 community financial institutions PortX forms Credit Union Service Organization (CUSO) PortX, a leader in integration and open banking for community financial institutions and fintechs, announced the successful close of its Series B......
Entrepreneurial Spirit Drives $1.7 Billion Wealth Management Firm to Join Kestra Financial
Finance Fintech News

Entrepreneurial Spirit Drives $1.7 Billion Wealth Management Firm to Join Kestra Financial

Business Wire
by Business Wire0
Symonds Wealth Management cites supportive culture, resources, and strong partnership to drive growth as rationale for joining Kestra Kestra Financial, an industry-leading independent wealth management platform, announced the addition of Symonds Wealth Management to its network, whose financial professionals oversee $1.7 billion assets. “At Kestra Financial, we’re dedicated to equipping financial......
SentiLink Launches Facets – a New Solution to Significantly Improve Financial Fraud Detection and Enhance Proprietary Fraud Models
Fintech News

SentiLink Launches Facets New Solution to Significantly Improve Financial Fraud Detection and Enhance Proprietary Fraud Models

Business Wire
by Business Wire0
Early test partners significantly improved their ability to accurately detect fraud by incorporating SentiLink Facets, a set of ready-to-use model attributes. SentiLink, the leading provider of innovative identity and risk solutions, announced the launch of Facets, a new intelligent attributes solution that enables U.S. financial institutions to improve fraud models......
Payitoff Launches the Bank Deposit Impact Estimator to Assist Financial Institutions in Managing the Student Loan
Fintech News

Payitoff Launches the Bank Deposit Impact Estimator to Assist Financial Institutions in Managing the Student Loan

GlobeNewswire
by GlobeNewswire0
Empowers Banks to Mitigate Deposit Exodus and Enhance Customer Savings Amidst Federal Student Loan Payments Start Payitoff, a leading provider of consumer debt guidance tools for financial institutions, fintech, and financial wellness providers, launched its Bank Deposit Impact Estimator tool from the floor of FinovateFall 2023. As federal student loan payments are......
Financial Insecurity Begins to Affect Credit Card Customers in Canada, JD Power Finds
Finance Fintech News

Financial Insecurity Begins to Affect Credit Card Customers in Canada, J.D. Power Finds

Business Wire
by Business Wire0
One-Third of Credit Card Customers Carry Revolving Debt With Canada credit cardholders’ average balance now totaling $2,121 and a majority (52%) of them classified as financially unhealthy, financial stress has become a critical component of the credit card customer experience. According to the J.D. Power 2023 Canada Credit Card Satisfaction......
Apiture Introduces Family Banking from Greenlight to Help Financial Institutions Support Financial Literacy
Banking News

Apiture Introduces Family Banking from Greenlight to Help Financial Institutions Support Financial Literacy

Fintech News Desk
by Fintech News Desk0
Apiture becomes first digital banking provider to offer Greenlight’s award-winning family finance app to its 300+ financial institution clients as a Greenlight for Banks partner Apiture, a leading provider of digital banking solutions, announced the introduction of family banking through a partnership with Greenlight Financial Technology, Inc., the fintech company on......
Marygold & Co. Partners With Sardine and Incode To Protect Clients’ Financial Futures With AI
Investment Services News

Marygold & Co. Partners With Sardine and Incode To Protect Clients’ Financial Futures With AI

Fintech News Desk
by Fintech News Desk0
Harnessing its new partners’ AI-driven security platforms, the Marygold & Co. fintech app better secures client payments and accounts in the digital age Marygold & Co., a subsidiary of The Marygold Companies, announced partnerships with Sardine, a fraud prevention and compliance software company, and its partner Incode Technologies Inc., a leading identity......
Broadridge Launches New Financial Advisor Productivity Integrations for Salesforce Financial Services Cloud Customers
Lending News

Broadridge Launches New Financial Advisor Productivity Integrations for Salesforce Financial Services Cloud Customers

PR Newswire
by PR Newswire0
Broadridge’s books and records data consolidation, securities lending and financial advisor marketing systems will help Salesforce customers streamline workflows and enhance advisor productivity Broadridge Financial Solutions announces a collaboration with Salesforce to help wealth management firms scale their businesses, accelerate digital transformation, reduce cost, mitigate risk and increase advisor productivity. Through......
Logpoint Appoints Michael Haldbo as Chief Financial Officer
Fintech News Security

Logpoint Appoints Michael Haldbo as Chief Financial Officer

Fintech News Desk
by Fintech News Desk0
Experienced financial executive Michael Haldbo joins Logpoint to protect and support the business and ensure its successful transformation into a European cybersecurity powerhouse Logpoint is announcing the appointment of Michael Haldbo as Chief Financial Officer (CFO). Reporting to Logpoint CEO Jesper Zerlang, Haldbo will be responsible for taking the company successfully......
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