Search Results for: financial tools

GCG Advisory Partners Acquires Branstrom Financial
Finance News

GCG Advisory Partners Acquires Branstrom Financial

Fintech News Desk
by Fintech News Desk0
GCG Wealth Management, an independent, regional financial services firm that manages more than $1.5 billion of total client assets under management and provides acquisition, succession and liquidity deals for advisors who need support prepping for retirement while continuing to work with their clients. GCG Wealth Management announced that 46-year financial services veteran, John......
Fintech Predictions 2022: Diversity, FinTech Collaboration, and Filling the Skills Gap will Trend for Financial Services in 2022
Business Insights Interviews Technology

FinTech Predictions 2022: Diversity, FinTech Collaboration, and Filling the Skills Gap will Trend for Financial Services in 2022

Sudipto Ghosh
by Sudipto Ghosh0
Welcome to our Fintech Predictions Series 2022. The rapid speed of change in banking during 2021 was like no other, but will it continue, and what are the predictions for 2022? We sat down with Cheryl Chiodi, an expert in financial services technology with digital intelligence company ABBYY, to identify......
Highland Capital Brokerage Acquires Hallett Financial Group And Quotacy
InsurTech News

Highland Capital Brokerage Acquires Hallett Financial Group And Quotacy

Fintech News Desk
by Fintech News Desk0
Purchase of Minneapolis-Based Insurance Brokerage Agency and InsureTech Firm Positions Highland to Support Financial Professionals and Direct-to-Consumer Channels Highland Capital Brokerage, a national life insurance and annuity distribution company and subsidiary of Advisor Group, announced the acquisitions of Hallett Financial Group, an independent insurance brokerage agency based in Minneapolis, as......
Fraud Costs and Volumes Remain Significantly Higher Than Pre-Pandemic For Financial Services and Lending Firms, According to New LexisNexis Risk Solutions Report
Fintech Lending Mortgage News

Fraud Costs and Volumes Remain Significantly Higher Than Pre-Pandemic For Financial Services and Lending Firms, According to New LexisNexis Risk Solutions Report

Fintech News Desk
by Fintech News Desk0
Annual True Cost of Fraud Study Examines Current Fraud Trends and Opportunities for U.S. and Canadian Financial Institutions LexisNexis Risk Solutions released the 2021 edition of the LexisNexis True Cost of Fraud Study: Financial Services & Lending, the 5th edition of the report. The study examines fraud trends for the......
CUSO Financial Announces New Partnership with Eglin Federal Credit Union
Finance Investment Services News

CUSO Financial Announces New Partnership with Eglin Federal Credit Union

Fintech News Desk
by Fintech News Desk0
Military-focused credit union chooses CFS for technology and transparency CUSO Financial Services, L.P., a subsidiary of Atria Wealth Solutions, Inc. announced a multi-year agreement with Eglin Federal Credit Union to support and grow its investment services program, Eglin Wealth Management. Established in 1954, EFCU serves over 121,000 members with nearly......
Prodigal Unveils New Product Suite to Provide Real-Time Insights to Call Centers in Financial Services
Finance News

Prodigal Unveils New Product Suite to Provide Real-Time Insights to Call Centers in Financial Services

Fintech News Desk
by Fintech News Desk0
With the scale at which businesses in the financial industry are operating nowadays, using AI is no longer a luxury, but a necessity. Today Prodigal, an AI-powered workflow automation platform, has unveiled significant enhancements to its product suite to become more compelling for financial services firms that are increasingly moving to AI-based......
Wintrust Financial Launches New, Streamlined Securities-Based Lending Solution with Supernova Technology
Digital Lending News

Wintrust Financial Launches New, Streamlined Securities-Based Lending Solution with Supernova Technology

Fintech News Desk
by Fintech News Desk0
Supernova Technology announces a partnership with Wintrust Financial Corporation for their new wealth lending solution, the Wintrust Premier Investment Credit Line. Supernova Technology is a Chicago-based FinTech company that is a leader in the industry with securities-based lending (SBL) technology. “As Wintrust continues to advance a holistic approach to advising......
Citizens Survey Confirms Near Universal and Permanent Adoption of Digital Banking Tools
Banking Business News

Citizens Survey Confirms Near Universal and Permanent Adoption of Digital Banking Tools

Fintech News Desk
by Fintech News Desk0
Nearly all customers now do some or all banking digitally while interaction with bankers is reserved for advice, complex transactions Nearly all consumers and businesses now do at least some of their banking via digital channels and plan to do so permanently, further accelerating a trend that emerged last year......
Chase’s 2021 Digital Banking Attitudes Study Finds Consumers Continue to Adopt Digital Banking Tools to Manage Their Finances
Banking News

Chase’s 2021 Digital Banking Attitudes Study Finds Consumers Continue to Adopt Digital Banking Tools

Fintech News Desk
by Fintech News Desk0
Mobile apps have become the most frequently used banking channel, with 62% of respondents citing that they can’t live without their banking app One year after its first digital banking attitudes study, Chase released the findings of its second study, which further explores the attitudes of consumers to using banking websites......
Fiserv Research Shows Digital Wallet Use Surging, Fintechs Key to Consumer Financial Experience
Digital Wallet News

Fiserv Research Shows Digital Wallet Use Surging, Fintechs Key to Consumer Financial Experience

Fintech News Desk
by Fintech News Desk0
Nearly seven in 10 consumers used a digital wallet in the past 12 months With consumers leveraging digital tools more than ever, fintechs have become integral to the consumer financial experience according to the latest Expectations & Experiences consumer trends survey from Fiserv, Inc., a leading global provider of financial services......
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