Search Results for: financial tools

EECU Members Gain Enhanced Banking Tools with NCR Software
Banking News

EECU Members Gain Enhanced Banking Tools with NCR Software

Fintech News Desk
When Fort Worth, Texas-based EECU sought to improve digital banking for its members, it partnered with NCR Corporation, a global enterprise technology provider. EECU selected NCR ATM as a Service to manage and modernize its ATM fleet, complementing its existing NCR Digital Banking solutions. “Broadening our relationship with NCR will transform our self-service channel and extend a......
NAIFA Announces RISE, a New Program for Managers of Financial Services Firms
Finance News

NAIFA Announces RISE, a New Program for Managers of Financial Services Firms

Fintech News Desk
The RISE program is designed to support firm and agency managers in creating a high-performance culture that attracts and retains top talent The National Association of Insurance and Financial Advisors (NAIFA) announced the availability of a new virtual program from its Business Performance Center called RISE. The RISE program was developed......
The Financial Services Network Hires Joel Gourdin as Their First VP of Portfolio Consulting and Analytics
Analytics Finance News

The Financial Services Network Hires Joel Gourdin as Their First VP of Portfolio Consulting and Analytics

Fintech News Desk
The Financial Services Network (The Network) is delighted to announce that Joel Gourdin has joined their team as the newly minted Vice President of Portfolio Consulting (PC) and Analytics. Gourdin joined the team from the Principal Financial Group, where he spent three years as Director of Portfolio Analytics The Financial......
Mizar Raises $3 Million Seed Round Led By Nexo For Next-Gen Smart Trading Tools
News Trading

Mizar Raises $3 Million Seed Round Led By Nexo For Next-Gen Smart Trading Tools

Fintech News Desk
Mizar has announced the successful closing of their seed funding round, raising $3 million to build the next generation smart trading tools for everyone’s use. The financing for this round was led by Nexo, with participation from Huobi Ventures, KuCoin Ventures, Gate Labs, MEXC, WOO Ventures, Spark Digital Capital, Shima Capital,......
Inaugural Women Working in Wealth Summit Hosted by the American College Center for Women in Financial Services
Finance News

Inaugural Women Working in Wealth Summit Hosted by the American College Center for Women in Financial Services

Fintech News Desk
Introducing Women Working in Wealth Award to honor women who inspire, mentor, and strive to advance other women in financial services The American College Center for Women in Financial Services will host its inaugural Women Working in Wealth Summit and Awards Ceremony live in New York City on International Women’s Day, Tuesday,......
Schwab Introduces Online Financial Planning Action Center
Digital Finance News

Schwab Introduces Online Financial Planning Action Center

Fintech News Desk
Digital Platform Combines Human Guidance and Technology to Modernize the Financial Planning Experience As part of its ongoing commitment to making financial planning easier and more accessible, Charles Schwab announced the launch of the proprietary Financial Planning Action Center, a digital platform that allows clients who work with a Schwab......
Financial Gravity Rolls Out Enhanced Planning Software
Finance News

Financial Gravity Rolls Out Enhanced Planning Software

Fintech News Desk
Financial Gravity Companies Inc., announced their Tax Master Network (TMN) subsidiary has rolled out an “import tax return” facility to make their Tax Ninja planning software even easier to use. Traditional tax-planning tools produce pages of dense spreadsheets that do nothing to tell clients how to pay less. TMN’s Tax......
Coast Raises $27.5 Million and Collaborates with Visa to Transform Financial Services for Fleet Operators
Finance News

Coast Raises $27.5 Million and Collaborates with Visa to Transform Financial Services for Fleet Operators

Fintech News Desk
Coast’s platform and charge cards can be used wherever Visa is accepted, by companies with as few as five and as many as 500 vehicles in their fleet, to control and track spending Coast, which offers a simple and smart way for companies to control fuel and fleet spending, announced......
Money.Net Launches Financial Data and Analytics Platform for Institutions
Analytics Finance News

Money.Net Launches Financial Data and Analytics Platform for Institutions

Fintech News Desk
Money.Net, a financial data and analytics company, announced that it has launched an enhanced platform for institutional users, which provides cost-effective access to professional-grade financial tools. Available immediately, Money.Net supports institutional users throughout the entire investment journey leveraging next-generation technologies including artificial intelligence (AI) and machine learning to mine big......
Prisma Campaigns Announces New Relationship With United Teletech Financial
Finance News

Prisma Campaigns Announces New Relationship With United Teletech Financial

Fintech News Desk
Prisma Campaigns has recently formed a new relationship with United Teletech Financial, a Federal Credit Union, as a key marketing automation solution for its future. Prisma Campaigns, CUNA Strategic Services’ preferred solution for marketing automation, paired up with United Teletech Financial to deliver a personalized marketing automation and communication solution.......
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