Search Results for: financial tools

European Banks Say That Traditional Money Management Tools Are Not Meeting Expectations
Digital Finance News

European Banks Say That Traditional Money Management Tools Are Not Meeting Expectations

Fintech News Desk
by Fintech News Desk0
New report reveals: Fewer than 50% of banks’ customers are engaging with traditional PFM and money management tools Personetics, the global leader in financial data-driven customer engagement for financial services released a report titled Spotlight On Europe: Banks Need To Nurture Customers’ Financial Well-Being. The report, based on a study conducted by Forrester......
Nav Builds Momentum as Leading Financial Health Platform for Small Businesses Through Nuula Acquisition
Finance Fintech News

Nav Builds Momentum as Leading Financial Health Platform for Small Businesses Through Nuula Acquisition

Fintech News Desk
by Fintech News Desk0
Nav acquires Nuula assets to support continued development of a transparent, hyper-relevant financing app for small business owners Nav, the leading financial health platform for small businesses, announced their acquisition of Nuula’s assets. The acquisition adds many mobile app features to Nav’s existing small business solutions, making it easy for......
Canada’s ATB Financial Adopts smartTrade’s Leading FX Solution
Currency Exchange Digital News

Canada’s ATB Financial Adopts smartTrade’s Leading FX Solution

Fintech News Desk
by Fintech News Desk0
smartTrade Technologies announced that Alberta-based ATB Financial, the largest financial institution in the province of Alberta, has adopted smartTrade as its client-facing foreign exchange (FX) web platform. “Our team’s wealth of experience in financial markets meant that we fully understood ATB’s needs. smartTrade’s sophisticated functionality has allowed the bank to reduce......
Helping Small Businesses Make Real Financial Progress With the Enhanced BMO Harris Business Platinum Rewards Mastercard
Business Finance News

Helping Small Businesses Make Real Financial Progress With the Enhanced BMO Harris Business Platinum Rewards Mastercard

Fintech News Desk
by Fintech News Desk0
The enhanced BMO Harris Business Platinum Rewards Mastercard credit card and its new 5-4-3-2-1 model rewards small business customers for their favorite business spend categories BMO is rolling out its enhanced BMO Harris Business Platinum Rewards Mastercard designed to meet the needs of small businesses and help customers make real financial progress. In......
Featured Investments Technology

Best Tools For Portfolio Managers

Pooja Choudhary
by Pooja Choudhary0
Product portfolio management tools provide a quick overview of all products, facilitating organization and analysis. This management software monitors a product’s growth prospects and operational risk, allowing you to determine which products to keep and which to eliminate. In this article, we will highlight the top eight portfolio management tools......
Asset-Map Partners with Cetera to Empower Financial Professionals with the Leading Advice Engagement Experience
Finance News

Asset-Map Partners with Cetera to Empower Financial Professionals with the Leading Advice Engagement Experience

Fintech News Desk
by Fintech News Desk0
Asset-Map, the leading financial advice engagement experience for financial professionals, announced a partnership with Cetera to bring its visualized financial planning and advice-led solutions to the organization’s 8,000 independent financial professionals. “We are excited to start this endeavor with Cetera and support their deep commitment to their members’ advice delivery experience”......
Sandbar Raises $4.8 Million to Combat Financial Crime with Institutional-Grade Transaction Monitoring Software
News Risk Management

Sandbar Raises $4.8 Million to Combat Financial Crime with Institutional-Grade Transaction Monitoring Software

Fintech News Desk
by Fintech News Desk0
Backed by leaders at Ramp, Stripe, Plaid, Square, OpenAI, and more, the company’s SaaS product identifies suspicious financial behaviors and automates workflows, while mitigating alert fatigue and significantly reducing engineering expenses Sandbar, a provider of anti-money laundering, fraud and counter-terrorism risk detection software, announced the availability of its product and......
Coppel Introduces the “Coppel Access” Mobile Wallet That Offers Immigrant-Friendly, Accessible Financial Services
Digital Wallet News

Coppel Introduces the “Coppel Access” Mobile Wallet That Offers Immigrant-Friendly, Accessible Financial Services

Fintech News Desk
by Fintech News Desk0
The Coppel Access mobile wallet app allows the unbanked and underbanked community in the United States to easily create an account, using an official Mexican or U.S. ID. The app provides easy and convenient access to online shopping, making payments in the U.S. and sending money to Mexico. Grupo Coppel, which operates the......
BNY Mellon and Fiserv Expand Real-Time FX Rate Quotes Capabilities for Payments from US Financial Institutions
Digital Payments News

BNY Mellon and Fiserv Expand Real-Time FX Rate Quotes Capabilities for Payments from US Financial Institutions

Fintech News Desk
by Fintech News Desk0
BNY Mellon and Fiserv, a leading global provider of payments and financial services technology, have joined forces to deliver additional capabilities for real-time foreign exchange (FX) rate quotes for payments from U.S. financial institutions. Using innovative application programming interface (API) connectivity, financial institutions leveraging Payments Exchange: Foreign Exchange Services from Fiserv can now seamlessly......
Nied Financial Seeks Enhanced Client Service With Grove Point Financial
Finance Investment Services News

Nied Financial Seeks Enhanced Client Service With Grove Point Financial

Fintech News Desk
by Fintech News Desk0
Rock Springs, WY firm brings $22 million AUM to Grove Point partnership Grove Point Financial, a boutique broker-dealer and investment advisory platform, announces the addition of Nied Financial, a Rock Springs, Wyoming-based firm overseeing $22 million in assets. “We are delighted to welcome Nied Financial and its clients into the......
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