Search Results for: financial tools

Redtail Technology Survey: Advisors Still Rely on Traditional Communication Methods
Banking Fintech News

Redtail Technology Survey: Advisors Still Rely on Traditional Communication Methods

Fintech News Desk
by Fintech News Desk0
“Advisorcomms 2019” Survey Finds Nearly 90% of Advisory Firm Employees Believe Their Clients Would Like to Communicate With Them via Text Message Redtail Technology , a leading provider of client relationship management (CRM) solutions for financial services firms, published the results from its “AdvisorComms 2019” survey, which found that in-person......
Starship Raises $11 million to Expand Access to Health Savings Accounts
Fintech Startups News

Starship Raises $11 million to Expand Access to Health Savings Accounts

Fintech News Desk
by Fintech News Desk0
New Funds and Major Partnership Make Health Savings Accounts More Accessible to Americans, regardless of Employment Status Fresh off of a Series A investment of $7 million led by Valar Ventures—bringing total money raised to $11 million—fintech startup Starship is making portable health savings accounts available to drivers, delivery persons and carriers who use......
Sapphire Software, Makers of Panoramix, Adds Director to Board
Banking Fintech News

Sapphire Software, Makers of Panoramix, Adds Director to Board

Fintech News Desk
by Fintech News Desk0
Growing Innovator in Financial Technology (FinTech) and Consulting Expands Board of Directors to Include 34-Year Wells Fargo Veteran. Sapphire Software Services, Inc., a Minnesota-based software consulting firm and makers of Panoramix for Financial Advisors, announced an expansion of the board of directors as part of a general organization meeting. Joining......
UK Consumer Appetite for Digital-Only Banking Grows As Cashless Society Beckons
Banking News

UK Consumer Appetite for Digital-Only Banking Grows As Cashless Society Beckons

Fintech News Desk
by Fintech News Desk0
41% of UK consumers are considering a switch to digital-only banking, with Millennials leading the charge The UK is ripe for a proliferation of digital banking offerings, according to a survey of UK consumers by Marqeta, whose advanced payments infrastructure and open-API platform has pioneered a new standard for Modern Card......
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