Search Results for: financial tools

Banking Fintech News

Tech Unfamiliarity, Client Defection and Lead Generation Top List of Financial Advisor Concerns in 2020: AdvisorStream Research

Fintech News Desk
by Fintech News Desk0
Financial advisors who are not fully embracing digital marketing in 2020 are at risk of losing clients and unable to take advantage of the surge in investors looking for advice during the ongoing COVID-19 pandemic and massive market volatility, according to new findings of the “AdvisorStream: State of Advisor Communications” research.......
Business News

Fusion Financial Partners Upgrades Offering with Launch of Technology Solution Department

Fintech News Desk
by Fintech News Desk0
Partnership with Mirador, creation of launch and technology ScoreCard and addition of two dedicated professionals allows delivery of bespoke tech solutions to RIAs Fusion Financial Partners has expanded its suite of offerings for RIAs with the launch of its new Fusion Technology Solutions department, a joint venture partnership with Mirador,......
Fintech News

My Financial Coach To Provide Financial Planning Offering To MDVIP Affiliated Physicians

Fintech News Desk
by Fintech News Desk0
My Financial Coach (MFC) announces a new partnership with MDVIP, the national leader in membership-based healthcare. MFC will offer financial planning as a benefit to MDVIP-affiliated physicians by applying the expertise of its extensive team of CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals to provide education and impartial advice such as tax planning,......
Fintech News

Mutual of Omaha Offers EAP Customers Financial Wellness Resources Through iGrad™ Enrich

Fintech News Desk
by Fintech News Desk0
With more than 50 percent of employees saying they worry about their personal finances while at work*, financial stress can be a distraction leading to loss of productivity. Understandably, that’s a concern for employers. Read More: Huobi Introduces Request for Quote for Electronic Trading and Voice Trading Mutual of Omaha is......
Wolters Kluwer Introduces OneSumX ProViso to Help Manage Financial Institutions’ Regulatory Obligations
Fintech News

Wolters Kluwer Introduces OneSumX ProViso to Help Manage Financial Institutions’ Regulatory Obligations

Fintech News Desk
by Fintech News Desk0
Solution combines AI with subject matter experts to help financial institutions manage regulatory change(Wolters Kluwer) Wolters Kluwer Compliance Solutions has introduced OneSumX ProViso, an AI-based solution that leverages Wolters Kluwer regulatory expertise, content and technology to help financial institutions develop, maintain and prove compliance with their legal obligations to U.S. federal and......
RIA in a Box Launches Mobile App Giving RIAs Access to Compliance Tools Anywhere, Anytime
Fintech Investment Services Mobile Banking News

RIA in a Box Launches Mobile App Giving RIAs Access to Compliance Tools Anywhere, Anytime

Fintech News Desk
by Fintech News Desk0
RIA in a Box, a leading provider of compliance, operations, and registration solutions for the wealth management industry, announced the launch of its new mobile application, designed to empower registered investment advisors (RIAs) to manage compliance planning and training in the palm of their hand. Advisors using the app will......
FinFit Partners with PeopleStrategy to Bring Financial Wellness to Small and Mid-Sized Employers
Business Fintech News

FinFit Partners with PeopleStrategy to Bring Financial Wellness to Small and Mid-Sized Employers

Fintech News Desk
by Fintech News Desk0
FinFit, a FinTech company that provides over 150,000 employers with a unique financial wellness benefit platform, announced a partnership with PeopleStrategy, a full-service brokerage and provider of comprehensive, cloud-based human resource (HR) solutions. FinFit’s platform is now available to more than 200 PeopleStrategy clients, offering complete access to essential financial......
J.D. Power Collaborates with Notarize to Enable Fully Digital Purchase Experience
Artificial Intelligence Fintech Investment Services News

Investment in Technology Key to Winning War for Financial Advisor Talent, J.D. Power Finds

Fintech News Desk
by Fintech News Desk0
Wealth management firms have been making huge investments in new advisor workstation technologies designed to coalesce market data, client information, account servicing tools and AI-powered analytics into a single interface. According to the J.D. Power 2020 U.S. Financial Advisor Satisfaction StudySM, released today, the successful execution of that investment will......
FICO Data: UK Consumers Struggled to Reach Lenders About Payment Problems in Pandemic
Fintech News

FICO Holds Free Virtual Financial Education Event to Help Empower Raleigh and Durham Consumers

Fintech News Desk
by Fintech News Desk0
Leading analytics software firm FICO, will host a free financial education online event for Raleigh and Durham on July 16 to provide consumers with knowledge and tools to gain better insight into their financial health. Senator Thom Tillis will be a special guest to discuss about the importance of financial education for the community. Read More: GlobalFintechSeries Interview......
Syntellis Expands Breadth, Depth of Comparative Data and Other Capabilities to Help Healthcare Finance Leaders More Quickly Understand Market Shifts, Respond and Adapt
Fintech News

Syntellis Performance Solutions Unveils Advantage Program to Maximize Software Value and Accelerate Clients’ Financial Progress

Fintech News Desk
by Fintech News Desk0
Syntellis Performance Solutions, a leading provider of enterprise performance management software, data and analytics solutions for healthcare, higher education and financial institutions, announced the launch of its Advantage Program, a comprehensive set of interrelated implementation, learning and support services designed to maximize the immediate and long-term value clients receive from......
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