Search Results for: financial tools

Listerhill Credit Union Enhances Member Experience with Matica Technologies Financial Instant Issuance Solutions
Fintech News

Listerhill Credit Union Enhances Member Experience with Matica Technologies Financial Instant Issuance Solutions

Fintech News Desk
by Fintech News Desk0
Listherhill Credit Union has increased member satisfaction by implementing Matica Technologies Cards on the Spot™ financial instant issuance solutions in 17 branch locations throughout Alabama and Tennessee. Read More: AssetMark Launches eService Team and Expands Digital Servicing Tools As Listerhill Credit Union continues to focus on member services and experiences, it is also......
Stratify Raises $4.9 Million to Deliver Intelligent and Automated Budgeting Tools to Strategic Finance
Fintech Fintech Funding News

Stratify Raises $4.9 Million to Deliver Intelligent and Automated Budgeting Tools to Strategic Finance

Fintech News Desk
by Fintech News Desk0
Stratify, a venture-backed start-up focused on bringing a collaborative and connected approach to strategic finance, today announced it has closed a $4.9 million Series Seed investment to transform financial planning and analysis by tackling one of the most important elements of managing any company–the budgeting process. The investment round was......
LPL Financial Partners With Slack to Offer Messaging Capabilities to Its Advisors and Institutions
Business Fintech Investment Services News

LPL Financial Partners With Slack to Offer Messaging Capabilities to Its Advisors and Institutions

Fintech News Desk
by Fintech News Desk0
LPL Financial LLC, a leading retail investment advisory firm, independent broker-dealer and registered investment advisor (RIA) custodian, announced that the firm has partnered with Slack, a leading channel-based messaging platform, to give advisors and their teams new tools to communicate in real time, whether working from the same office, from......
AssetMark Launches eService Team and Expands Digital Servicing Tools
Fintech News

AssetMark Launches eService Team and Expands Digital Servicing Tools

Fintech News Desk
by Fintech News Desk0
Latest Evolution in Long-standing Culture of Service Helps Financial Advisors Respond Faster in New Era for Remote Investor Servicing(AssetMark)  AssetMark announced its new dedicated eService team to help financial advisors meet the increasing demand for digital servicing during the pandemic while reinforcing the firm’s commitment to fostering deep relationships with its......
FICO Holds Free Virtual Financial Education Event to Help Empower Baltimore Consumers
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FICO Holds Free Virtual Financial Education Event to Help Empower Baltimore Consumers

Fintech News Desk
by Fintech News Desk0
Senator Chris Van Hollen to Discuss Importance of Financial Literacy Leading analytics software firm FICO, will host a free financial education online event for Baltimore-area residents on August 27 to provide consumers with knowledge and tools to gain better insight into their financial health. Senator Chris Van Hollen will join the event to provide opening......
GreenPath Financial Wellness Takes “Best in Show Innovation Award” at the 2020 CU Leadership Convention
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GreenPath Financial Wellness Takes “Best in Show Innovation Award” at the 2020 CU Leadership Convention

Fintech News Desk
by Fintech News Desk0
Credit union industry group recognizes GreenPath for its innovative approach to empower financial wellness and literacy nationwide through the Partner Center online portal GreenPath Financial Wellness, a national nonprofit that provides financial counseling and debt management services, received the “Best in Show Innovation Award” at the 2020 CU Leadership Convention......
Ameriprise Financial Reports 96% Satisfaction Rate as Company Engages Record Number of Clients in Compelling Digital Experience
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Ameriprise Financial Reports 96% Satisfaction Rate as Company Engages Record Number of Clients in Compelling Digital Experience

Fintech News Desk
by Fintech News Desk0
In the midst of an unpredictable year, clients of Ameriprise Financial are overwhelmingly pleased with the experience the firm provides to help them stay in control of their financial lives. Ninety-six percent of clients surveyed said they are “highly satisfied,” and Ameriprise provides the advice that addresses their needs. Ninety-two......
MySky and Satcom Direct Form Strategic Alliance to Integrate Financial and Operational Data
Artificial Intelligence Business Fintech News

MySky and Satcom Direct Form Strategic Alliance to Integrate Financial and Operational Data

Fintech News Desk
by Fintech News Desk0
MySky, the only AI-powered spend management platform designed for the private aviation industry, and Satcom Direct (SD), the business aviation solutions provider, announced a strategic alliance enabling seamless access to real-time data for private aviation. Subscribers to MySky and SD will greatly benefit from an all-encompassing approach to aircraft management that......
Investment Services News

Financial Advisors Divided on Third-Party Investment Strategies, COVID-19 Prompts Reflection on Overseeing Client Assets

Fintech News Desk
by Fintech News Desk0
Third-party models enable time savings, more client engagement, but heightened uncertainty leads advisors toward hands-on portfolio management, YCharts survey found YCharts, an investment research, analytics, and client communications platform, has released the results of the company’s latest research report, “Advisor Sentiment Survey: Coronavirus, Third-Party Models & In-house Portfolio Management.” The......
Fiserv Appoints Kevin M. Warren to Board of Directors
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Remote Core Conversions Rule as Financial Institutions Move to Fiserv to Support Strategic Initiatives

Fintech News Desk
by Fintech News Desk0
COVID-19 pandemic hastens long-term trend toward more digital interactions Fiserv, Inc. , a leading global provider of financial services technology solutions, announced today that within the last five months, more than 20 financial institutions have completed remote core conversions to advance their individual strategies of digital engagement and further customer......
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