Search Results for: financial tools

MSCI Appoints Andrew C. Wiechmann Chief Financial Officer
Fintech Investment Services News

MSCI Appoints Andrew C. Wiechmann Chief Financial Officer

Fintech News Desk
by Fintech News Desk0
MSCI Inc. (NYSE: MSCI), a leading provider of critical decision support tools and services for the global investment community, announced today the appointment of Andrew C. Wiechmann as Chief Financial Officer (“CFO”), effective immediately. Linda S. Huber, who is stepping down from her role as CFO, will remain with the......
Financial Services Association Adds New Member Benefit - Advisor Controls
Business Fintech News

Financial Services Association Adds New Member Benefit – Advisor Controls

Fintech News Desk
by Fintech News Desk0
The International Association of Registered Financial Consultants (IARFC®) announces a Strategic Partnership with Advisor Controls for its Retirement Plan Simulator (RPS) – an easy to use solution for understanding and advancing clients’ retirement income stories. Members will receive a benefit offering of $20 off per month of their subscription fees......
TrueCar Boosts Retailer Offering with Complimentary VIN-Specific Digital Payments and Trade Tools for Network Dealers
Fintech News Trading

TrueCar Boosts Retailer Offering with Complimentary VIN-Specific Digital Payments and Trade Tools for Network Dealers

Fintech News Desk
by Fintech News Desk0
New “TrueCar Access” Payments and Trade tools enable dealers to provide in-demand digital retailing features to car buyers at no cost Participating TrueCar Access Dealers to receive Payments and Trade feature badging on the TrueCar marketplace AutoNation to onboard all 300 franchises with TrueCar Access Payments and Trade tools after successful pilot TrueCar, Inc.......
AssetMark Unveils Enhanced Client Proposal and New PortfolioReview for Financial Advisors in Virtual Age
Business Fintech News

AssetMark Unveils Enhanced Client Proposal and New PortfolioReview for Financial Advisors in Virtual Age

Fintech News Desk
by Fintech News Desk0
Interactive, Zoom-Ready Advice Delivery and Client Review Tools Deepen Advisor-Investor Interactions and Trust  AssetMark (NYSE: AMK) today announced two new digital capabilities, its enhanced Client Proposal and new PortfolioReview tools, to help financial advisors drive deeper advisor-client interactions in their digital journey. With the new ability to present client proposals and......
Greenlight Raises $215 Million at a $1.2 Billion Valuation To Help Millions More Parents Raise Financially-Smart Kids
Fintech News

Greenlight Raises $215 Million at a $1.2 Billion Valuation To Help Millions More Parents Raise Financially-Smart Kids

Fintech News Desk
by Fintech News Desk0
Greenlight Financial Technology, Inc. (“Greenlight”), the fintech company on a mission to help parents raise financially-smart kids, announced a valuation above $1.2 billion after raising $215 million in Series C funding. The series was led by Canapi Ventures and TTV Capital with participation from new investors BOND, DST Global, Goodwater Capital and Fin......
LendingClub Studies Reveal Customers Prioritize Personal Loan Payments Over Credit Cards, Helping Them Progress Towards Financial Health
Fintech News

LendingClub Studies Reveal Customers Prioritize Personal Loan Payments Over Credit Cards, Helping Them Progress Towards Financial Health

Fintech News Desk
by Fintech News Desk0
LendingClub Corporation (NYSE: LC), America’s largest online lending marketplace connecting borrowers and investors, today released findings from two recent studies on member financial health and payment behavior before and during the novel coronavirus (COVID-19). Conducted in January and June 2020, the studies sought to understand member behavior before and during the coronavirus-driven recession and......
RavenPack Enters Data Visualization Space with New Interactive Tools by ChartIQ
Big Data Business Fintech News

RavenPack Enters Data Visualization Space with New Interactive Tools by ChartIQ

Fintech News Desk
by Fintech News Desk0
RavenPack, a leading big data analytics provider, has partnered with Cosaic, a leader in the field of interactive visualization tools, to create an entirely new way to visualize unstructured data. The partnership confirms RavenPack’s mission to give meaning to big data and allow users to quickly extract value and insights......
Luma Financial Technologies Expands Presence in Latin America with StoneX Financial Inc. Signing
Fintech News Risk Management

Luma Financial Technologies Expands Presence in Latin America with StoneX Financial Inc. Signing

Fintech News Desk
by Fintech News Desk0
Luma Financial Technologies (“Luma”), an independent, multi-issuer structured products and annuities platform, announced that StoneX Financial Inc., a subsidiary of StoneX Group Inc. has selected the Luma platform to offer clients unparalleled access to the structured solutions market. StoneX Group, through its subsidiaries, is a leading provider of execution, risk......
Banking Featured Fintech Fintech Startups

Why Do Financial Institutions Need To Boost Their Digital Reputation Today?

Paroma Sen
by Paroma Sen0
In an online selling world, as a financial service provider, your overall digital reputation and digital customer engagement strategy are your biggest assets, especially now during the Covid-19 pandemic.  Every fintech provider or financial institution needs to continuously show prospects and clients what sets them apart from their competition. With......
Nearly 40% of Parents Who Didn’t Plan to Apply for Federal Aid Now Say They Will as a Result of Covid-19 Pandemic
Fintech News

According to Discover Financial Services Nearly 40% of Parents Who Didn’t Plan to Apply for Federal Aid Now Say They Will as a Result of Covid-19 Pandemic

Fintech News Desk
by Fintech News Desk0
Forty-four percent of parents report they can’t afford to pay as much of their child’s education as originally planned As COVID-19 has generated much uncertainty in this year’s college experience for both students and their families, a survey from Discover Student Loans indicated more families are hoping to take advantage......
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