Search Results for: financial tools

CornerCap Adds Financial Advisor Ian Clemens To Growing Team
Finance Fintech News

CornerCap Adds Financial Advisor Ian Clemens To Growing Team

Fintech News Desk
Wealth Advisory Firm Offers Unique Focus on Xennials as Group Reaches Key Financial Milestone CornerCap Wealth Advisors announced the addition of Ian Clemens to the financial services company’s expanding team. As the company’s newest Wealth Strategist, Ian Clemens brings new focus on the Xennial microgeneration, whose members are now reaching key financial milestones......
Branch Partners with Over 500 Jimmy John's Locations to Deliver Cashless Tips, Fee-free Financial Services
Digital Payments News

Branch Partners with Over 500 Jimmy John’s Locations to Deliver Cashless Tips, Fee-free Financial Services

Fintech News Desk
Franchises across the country turn to leading workforce payments platform to accelerate, streamline payments Branch, the leading workforce payments platform, announced it has partnered with over 500 Jimmy John’s locations to provide faster, streamlined payments of tips to their workers and other fee-free financial services at no cost to owners......
CoinsMarkets Upgrades Platform, Adds New Charting Tools
Cryptocurrency Currency Exchange News

CoinsMarkets Upgrades Platform, Adds New Charting Tools

Fintech News Desk
New technologies are constantly improving the online financial services sphere, providing the necessary tools to properly analyze the markets and improve decision-making processes. With competition over clientele becoming more and more intense, one name stands out, thanks to its ability to innovate time and again. That is online brokerage brand ConisMarkets,......
CUSO Financial Continues Robust Growth, Announcing New Partnership with IC Federal Credit Union
Finance News

CUSO Financial Continues Robust Growth, Announcing New Partnership with IC Federal Credit Union

Fintech News Desk
Third institution in first month of 2022 to join CFS underscores firm’s expertise and singular focus on driving growth and success for credit union investment programs CUSO Financial Services, L.P. (CFS), a subsidiary of Atria Wealth Solutions, Inc. (Atria) announced a multi-year agreement with IC Federal Credit Union (IC) to......
Percent Acquires Data-Powered Lending Solution From Midcap Financial To Further Disrupt Private Credit Markets
Capital Markets Lending News

Percent Acquires Data-Powered Lending Solution From Midcap Financial To Further Disrupt Private Credit Markets

Fintech News Desk
Built With Institutions in Mind, Revolutionary, AI-Driven Optimization and Surveillance Tool to Offer Fintech Lenders on Percent’s Platform Efficiency in Management and Monitoring of Risk Percent, the capital markets platform transforming the multi-trillion-dollar lending industry, announces the acquisition of proprietary portfolio surveillance and risk management technology from MidCap Financial, a......
Mosaic Financial Advisers Brings On Andrew Bergoon To Join Risk Management Services
Finance News Risk Management

Mosaic Financial Advisers Brings On Andrew Bergoon To Join Risk Management Services

Fintech News Desk
Experienced Risk Management Adviser to join Risk Management team of Wealth Management firm, Mosaic Financial Advisers. Mosaic Financial Advisers, founded by Adam Prewett, brings on Andrew Bergoon and grows their Risk Management team, with a focus on home, auto and umbrella insurance. Latest Fintech Insights: 2022 Signals “Regime Change” for Markets......
Randstad USA Partners With Instant Financial To Provide PayMyWay
Finance News

Randstad USA Partners With Instant Financial To Provide PayMyWay

Fintech News Desk
On-Demand Pay to Thousands of Employees New instant pay features to help Randstad clients meet talent demand for earned wage access As employers in all industries increase their efforts to turn The Great Resignation into The Great Retention, Randstad USA announced that it is partnering with responsible earned wage access......
Gen-Z's Financial Problem Solver
DeFi News

Gen-Z’s Financial Problem Solver

Fintech News Desk
20-year-old CEO Raises 2.3M to help his generation gain financial freedom After witnessing the difficult circumstances of his peers, The Rand Project was born out of the passion of 20-year-old CEO and founder, Pol Martin. He knew that he needed to create a DeFi platform where Gen Z can thrive, while simultaneously......
Personetics Secures Over $160 Million in 2021 and Accelerates the Global Expansion of Its AI-Driven Personalization and Engagement Solutions for Financial Institutions With $85 Million Investment From Thoma Bravo
Banking Finance Fintech News

Personetics Secures Over $160 Million in 2021 and Accelerates the Global Expansion of Its AI-Driven Personalization and Engagement Solutions for Financial Institutions With $85 Million Investment From Thoma Bravo

Fintech News Desk
Over 120 million bank customers are now ‘self-driving’ their finances with Personetics’ Engagement Platform and improving their financial well-being Personetics’ Engagement Platform has generated over 6.5bn insights and saved for customers utilizing its business solutions over $500m Personetics partners with over 80 financial institutions in 30 global markets Personetics’ growth......
TopLine Federal Credit Union Sponsors Student-Led Financial Literacy Research
Digital Finance News

TopLine Federal Credit Union Sponsors Student-Led Financial Literacy Research

Fintech News Desk
Wayzata High School students partner with TopLine to design tools to teach financial literacy Twin Cities-based member-owned cooperative TopLine Federal Credit Union partnered with a group of students from Wayzata High School to research youth financial literacy awareness and create tools to help improve it. The students are part of Wayzata High School’s Compass Program,......
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