Search Results for: financial tools

Dragonfly Financial Technologies Launches New Composable Digital Business Banking Solutions to Modernize the Customer Experience
Banking Fintech News

Dragonfly Financial Technologies Launches New Composable Digital Business Banking Solutions to Modernize the Customer Experience

PR Newswire
by PR Newswire0
Banking-as-a-Service solutions empower banks of all sizes to provide a superior customer experience, quickly introduce new services and help banks compete with FinTechs Dragonfly Financial Technologies Corp., a digital banking and treasury management FinTech, announced new deployment options for its Universal Online Banker platform to help banks quickly and efficiently deliver......
WBI and CyborgTech Introduce "Portfolios On Demand": A Groundbreaking SaaS Model Portfolio Workstation for Financial Advisors
Fintech Investment Services News

WBI and CyborgTech Introduce “Portfolios On Demand”: A Groundbreaking SaaS Model Portfolio Workstation for Financial Advisors

Business Wire
by Business Wire0
A New Era in Financial Advisory Begins, Streamlining and Personalizing Portfolio Construction WBI, a foremost provider of investment management solutions, and its software affiliate CyborgTech, a vanguard in advanced financial technology, proudly unveil “Portfolios On Demand”, an innovative SaaS model portfolio workstation. This game-changing offering is poised to revolutionize the......
Merit Financial Advisors Partners with Planned Futures, LLC to Build Its Pennsylvania Presence
Investment Services News

Merit Financial Advisors Partners with Planned Futures, LLC to Build Its Pennsylvania Presence

PR Newswire
by PR Newswire0
Growing RIA firm adds $460 million in assets under management Merit Financial Advisors, a Georgia-based financial advisory firm specializing in financial planning and wealth management solutions for high-net-worth individuals and families and those navigating life transitions, announced it has partnered with Planned Futures, LLC. Planned Futures, based in Williamsport, Pennsylvania, will expand Merit’s......
Line Financial Revolutionizes Financial Inclusion with AI-Driven Approach
Fintech News Risk Management

Line Financial Revolutionizes Financial Inclusion with AI-Driven Approach

PR Newswire
by PR Newswire0
Line Financial Creator of Americas #1 Smart Wallet AppTM, expands its AI capabilities to capture $10 Trillion in Annual Spending Power at the Bottom of the Pyramid in the US Line Financial, a public benefit corporation and developer of America’s #1 Smart Wallet AppTM, announced it is expanding the AI......
Zoe Financial Selects BridgeFT's WealthTech API to Power Its Data Connectivity and Infrastructure
Finance Fintech News

Zoe Financial Selects BridgeFT’s WealthTech API to Power Its Data Connectivity and Infrastructure

PR Newswire
by PR Newswire0
Zoe will use BridgeFT’s WealthTech-as-a-Service offering to remedy the complex, disjointed tech stacks that plague many high-performing advisors BridgeFT, a cloud-native, API-first wealth infrastructure software company that enables financial institutions, fintech innovators, and registered investment advisors to deliver better, data-driven outcomes for their clients, announced that Zoe Financial, a wealth......
nCino and Zest AI Create Strategic Partnership to Bring More Efficiency to Financial Services
Banking Cloud News

nCino and Zest AI Create Strategic Partnership to Bring More Efficiency to Financial Services

GlobeNewswire
by GlobeNewswire0
Partnership seeks to harness the power of artificial intelligence (AI) to produce faster and more equitable lending decisions with better risk assessment for financial institutions of all sizes nCino, Inc., a pioneer in cloud banking for the global financial services industry, announced a strategic partnership with Zest AI, the leader......
Park View FCU Partners with Mahalo Banking to Streamline Financial Management Features
Banking Mobile Banking News

Park View FCU Partners with Mahalo Banking to Streamline Financial Management Features

Business Wire
by Business Wire0
Credit union implements digital platform to offer enhanced banking services, enable member self-service functionality Mahalo Banking, a CUSO that provides online and mobile banking solutions for credit unions, announced that Harrisonburg, Va.-based Park View Federal Credit Union (‘Park View’ – $350M in assets) is live on its enhanced thoughtful banking platform.......
CUSO Financial Announces Partnership with Harvard University Employees Credit Union
Finance Fintech News

CUSO Financial Announces Partnership with Harvard University Employees Credit Union

PR Newswire
by PR Newswire0
$1 billion university credit union chooses wealth management firm for its significant experience with start-up programs CUSO Financial Services, L.P. (CFS), a subsidiary of Atria Wealth Solutions, Inc. (Atria) is pleased to announce a multi-year agreement with Harvard University Employees Credit Union (HUECU) to provide wealth management services to their members. HUECU exclusively serves the Harvard community,......
Prosper Utilizes FICO Scores to Improve Financial Inclusion and Expand Credit Services
Lending News

Prosper Utilizes FICO Scores to Improve Financial Inclusion and Expand Credit Services

Business Wire
by Business Wire0
Pioneer of peer-to-peer lending marketplace in the United States wins FICO® Decisions Award for Financial Inclusion Prosper, the first peer-to-peer lending marketplace in the United States, has used FICO Scores for its new Prosper Card to extend credit services to over 200,000 near-prime customers and proactively manage credit line changes......
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