Search Results for: financial tools

Leading Consumer Financial Services Companies Announce INFiN, A Financial Services Alliance
Fintech News

Leading Consumer Financial Services Companies Announce INFiN, A Financial Services Alliance

Fintech News Desk
by Fintech News Desk0
Alliance creates a collective of companies dedicated to meeting the needs of consumers in a diverse and evolving financial services marketplace A wide array of the nation’s leading consumer financial services providers announced today the creation of INFiN, a Financial Services Alliance, representing more than 350 companies operating approximately 8,000 locations......
Lifeworks Advisors Launches Technology-Driven Advisor Platform for Growth Minded Advisors to Deliver a Complete, Fee-based Financial Planning Client Experience
Fintech News

Lifeworks Advisors Launches Technology-Driven Advisor Platform for Growth Minded Advisors to Deliver a Complete, Fee-based Financial Planning Client Experience

Fintech News Desk
by Fintech News Desk0
Unified technology stack combined with proven financial planning system and digital marketing tools provide an all-inclusive, end-to-end platform to enable fast growth for today’s modern advisor Lifeworks Advisors, a fast-growing independent RIA firm, announced the launch of a complete and unified financial advisor technology platform intentionally designed from the ground......
FinancialForce Fall 2020 Release Expands Forecasting, Deepens Insights, and Breaks New Ground with Productivity-Driven User Experience
Business Fintech News

FinancialForce Partners with Cloud Coachers to Drive Digital Transformation for Spanish Customers

Fintech News Desk
by Fintech News Desk0
Partnership highlights FinancialForce’s commitment to Spain and EMEA markets FinancialForce, the #1 Professional Services Automation (PSA) and only customer-centric ERP cloud solution native to the Salesforce platform, today announced a partnership with Cloud Coachers, one of Spain’s premier Salesforce-driven IT training and consulting firms. Through the partnership, Cloud Coachers and FinancialForce will work together with......
Business Fintech Fintech Funding InsurTech Investment Services News

Ameritas Investment Company, LLC Chooses Entreda, A Wholly Owned Subsidiary Of Smarsh, To Provide Endpoint Cyber Risk And Compliance Software; Completes Roll Out To Independent Financial Professionals

Fintech News Desk
by Fintech News Desk0
Entreda’s Cybersecurity Compliance Platform, Together with Smarsh’s Information Archive Platform, help to Keep Ameritas Data Safe Entreda, an award-winning developer of integrated cybersecurity software and solutions for the wealth management and insurance industries, today announced that it has finalized an agreement with Ameritas Investment Company, LLC (AIC), an independent Broker/Dealer......
CI Financial and d1g1t Inc. Expand Strategic Alliance To Drive Accelerated Growth Across North America and Globally
Business Fintech News Risk Management

CI Financial and d1g1t Inc. Expand Strategic Alliance To Drive Accelerated Growth Across North America and Globally

Fintech News Desk
by Fintech News Desk0
CI’s Assante Wealth Management and CI Investment Services to Integrate d1g1t Inc. Technology Platform Fastest-Growing Canada-Based Enterprise Wealth Management Fintech Provider to Support Continued Scalable and Seamless RIA Acquisitions by CI Financial CI Financial Corp. (“CI”) (TSX: CIX), and d1g1t Inc., the first provider of an enterprise wealth management platform powered......
Economy Fintech Fintech Funding Investment Services News

Savology Expands Offering to Provide Financial Planning Benefits Through Employers

Fintech News Desk
by Fintech News Desk0
Savology, a Utah-based fintech startup providing accessible financial planning for American households, announces the launch of its new financial wellness program for employers to provide access to holistic financial planning for their employees. Employers everywhere are increasingly recognizing the impact and relationship between personal finances, work performance, and overall employee satisfaction......
Tickeron Releases AI Robots and AI Screener Tools To Support And Assist Forex Traders
Artificial Intelligence Fintech News Trading

Tickeron Releases AI Robots and AI Screener Tools To Support And Assist Forex Traders

Fintech News Desk
by Fintech News Desk0
Tickeron, an artificial and human intelligence platform delivering unparalleled trading insights and analysis, uses its revolutionary new AI-powered features, AI Robots and AI Screener, to provide Forex traders with the information and analysis necessary to be successful. Read More: Neat Capital Hits $2 Billion of Annualized Applications Forex trading is notoriously risky, especially for new investors......
How Customer Service Can Balance Efficiency and Security In Financial Services?
Artificial Intelligence Fintech Guest Posts

How Customer Service Can Balance Efficiency and Security In Financial Services?

Brad Birnbaum
by Brad Birnbaum0
Efficiency may not be the number one priority for customer service in financial services when business is booming and resources are available, but the power of an efficient AND effective customer service organization can make a massive impact during both challenging and successful times. Now more than ever, customers want......
Amid Economic Uncertainty, Businesses Embrace Change, Strengthen Resolve, JPMorgan Chase Survey Finds
Fintech News

JPMorgan Chase Rolls Out New Digital Hub, Tools to Protect Businesses Against Fraud

Fintech News Desk
by Fintech News Desk0
Digital services help businesses easily monitor for fraud while managing their cash flow Access to reliable online security has never been more critical for businesses. In fact, 81% of business owners experienced payments fraud last year, according to a recent survey by J.P. Morgan and the Association for Financial Professionals......
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