Search Results for: financial wellness

Kasisto Names Lindsay Soergel as its First Chief Customer Experience Officer
Banking Fintech News

Kasisto Names Lindsay Soergel as its First Chief Customer Experience Officer

Fintech News Desk
by Fintech News Desk0
As financial organizations of all sizes rapidly accelerate their adoption of digital assistants, the customer experience has become the centerpiece of the digital strategy across the banking industry Kasisto, creators of KAI, the leading digital experience platform for the financial services industry, today announced that banking technology veteran Lindsay Soergel has joined the......
J.P. Morgan Hosts First Investing Forum for Black and Latina Women
Banking Finance Fintech News

J.P. Morgan Hosts First Investing Forum for Black and Latina Women

Fintech News Desk
by Fintech News Desk0
Black and Latina social media influencers to share intimate stories about money and tips on building wealth J.P. Morgan Wealth Management is hosting its inaugural investing event for Black, Latina and Hispanic women and their allies to share intimate stories and lessons about money, growing their business and investing to build......
Fintech News

OrbisPay Appoints Dr. Gaytri Kachroo as Chief Operating Officer

Fintech News Desk
by Fintech News Desk0
Dr. Gaytri Kachroo joins the company’s executive team and board to lead the wages on-demand platform OrbisPay is pleased to announce that it has appointed Dr. Gaytri Kachroo as Chief Operating Officer (COO) to lead its business operations and strategy. She will report to OrbisPay’s CEO, Mo Saeed. In her......
Envestnet and YieldX Announce Strategic Partnership, Expanding Access to Solutions for Simplifying Investment in Income and Protection Products
Fintech Investments News

Envestnet and YieldX Announce Strategic Partnership, Expanding Access to Solutions for Simplifying Investment in Income and Protection Products

Fintech News Desk
by Fintech News Desk0
Through Investment in YieldX’s Tools, Envestnet Empowers More Advisors to Help Clients Meet Income Needs Envestnet, one of the largest ecosystems transforming the way financial advice and wellness are delivered, and YieldX, a FinTech company reimagining fixed income, announced they are entering into a strategic relationship. Envestnet will distribute YieldX technology......
BrightPlan Announces Strategic Partnership with USI
Fintech InsurTech News

BrightPlan Announces Strategic Partnership with USI

Fintech News Desk
by Fintech News Desk0
BrightPlan, a leader in Total Financial Wellness, announced a strategic partnership with USI Insurance Services, one of the largest insurance brokerage and consulting firms in the world, that will bring financial well-being benefits to more employees across the country. This includes financial planning and investing tools, advice from experienced financial......
Innovative Fintech Leaders, Immediate and Prizeout, Team Up to Help Paychecks Go Further in Time for Holidays
Fintech News

Innovative Fintech Leaders, Immediate and Prizeout, Team Up to Help Paychecks Go Further in Time for Holidays

Fintech News Desk
by Fintech News Desk0
 Immediate, a financial wellness and earned wage access (EWA) leader, announced a partnership providing users with added benefits when accessing on-demand pay through Prizeout, a premier reward payout platform. Partnering with Prizeout enables Immediate users a revolutionary way to withdraw money by giving them added value on gift cards for......
FutureFuel.io Reaches New Student Debt Borrowers with Fiserv Partnership
Banking Fintech News

FutureFuel.io Reaches New Student Debt Borrowers with Fiserv Partnership

Fintech News Desk
by Fintech News Desk0
Fiserv financial institution clients can provide their customers seamless access to FutureFuel.io’s student debt relief platform FutureFuel.io, a technology firm that helps America’s 47.9 million borrowers crush their student loan debt, announced a new partnership with Fiserv. This partnership will enable banks and credit unions to bring the FutureFuel.io student......
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