Search Results for: online financial services

HoneyBook Hits $3B in Bookings As More Small Businesses Migrate Online
Fintech News

HoneyBook Hits $3B in Bookings As More Small Businesses Migrate Online

Fintech News Desk
Fintech startup generates 230% growth in new subscribers from July and Dec. 2020 compared to the year prior HoneyBook, the leading client experience and financial management platform for service-based small businesses and freelancers, today announced it has exceeded goals for its growth, with over $3 billion in business booked on......
The-Top-Five-Skills-for-Financial-Services-Sales
Business Fintech Investment Services News

The Top Five Skills for Financial Services Sales

Fintech News Desk
Questionmark, the online assessment provider, has identified five skills that financial services salespeople must develop to maximize their performance. Read More: Curioinvest Launches Capital Dex, the Decentralized Exchange Primarily For Security Tokens Financial services firms depend on making sales. But half of financial services salespeople expect to miss their annual target1.......
COVID-19 is Digitally Transforming Commercial Lending; Banks See Mass Adoption of Businesses Applying for Paycheck Protection Program Loans Online
Banking Fintech News

COVID-19 is Digitally Transforming Commercial Lending; Banks See Mass Adoption of Businesses Applying for Paycheck Protection Program Loans Online

Fintech News Desk
Lenders using Numerated to process PPP loans are seeing 82 percent of businesses choosing to apply online, with 9 out of 10 businesses reporting high levels of satisfaction COVID-19 has accelerated the shift to digital across industries, and commercial banking is no exception. Banks and credit unions representing more than......
Carter Credit Union Joins Growing Number of Leading Credit Unions Partnering with Ignite Sales to Guide Members to Wise Financial Choices-Sales-Partners-With-Digital-Credence-to-Help-Credit-Unions-Pivot-to-Digital-Engagement-for-Member-Growth-and-Increased-Member-Satisfaction
Fintech News

Carter Credit Union Joins Growing Number of Leading Credit Unions Partnering with Ignite Sales to Guide Members to Wise Financial Choices

Fintech News Desk
Ignite Sales, Inc., the financial industry leader in customer engagement technology, today announced that Carter Credit Union has selected Ignite to provide a digitally engaging experience for their members to ensure quality conversations and understanding of members’ needs across all channels. Carter has a strong presence in Louisiana, Texas and......
Finleap connect partners with SIA to deliver new Open Banking services in Europe
Banking Fintech Mobile Banking News

Finleap Connect Partners with SIA to Deliver New Open Banking Services in Europe

Fintech News Desk
finleap connect, the full-stack open banking platform of Europe’s leading fintech ecosystem finleap, has signed a strategic partnership agreement with SIA, a leading European hi-tech company in the payment services and infrastructures sector, controlled by CDP Equity, to deliver new Open Banking services to European banks, financial institutions and fintechs.......
More Than 70% of Customers Would Switch Financial Institutions for Rich Video Content, According to SundaySky, PYMNTS Research
Banking Fintech Investment Services News

More Than 70% of Customers Would Switch Financial Institutions for Rich Video Content, According to SundaySky, PYMNTS Research

Fintech News Desk
More than 70% of consumers would switch to another financial institution if it provided rich media video content and information through innovative media tools, according to new research from PYMNTS and SundaySky, the leading platform for video-powered experiences. Over the course of the pandemic, people were forced to adopt digital......
Its 2021: A Look at Top Fintech and Financial Services Priorities for the Year
Banking Business Featured Fintech Mobile Banking

Its 2021: A Look at Top Fintech and Financial Services Priorities for the Year

Paroma Sen
It’s no secret that the 2020 pandemic brought on by Covid-19 led to a boost in various tech adoption trends including digital transformative efforts. Covid-19 forced a change in how different customer segments had to interact with their financial institutions during this time, causing even a rapid shift in how......
Black-Owned Financial Company 'Cents Savvy' Announces New Money & Wealth Management Products to Promote Financial Literacy in Our Community
Business Fintech News

Black-Owned Financial Company ‘Cents Savvy’ Announces New Money & Wealth Management Products to Promote Financial Literacy in Our Community

Fintech News Desk
The new website is home to a suite of financial literacy tools that educate clients at every stage of their financial planning independence and wealth creation. Cents Savvy is a newly relaunched website that offers articles, videos and daily expert tips for clients and readers that are focused on building......
New FinTech App from AskMyAdvisor to Revolutionize How Advisors Trigger Around-The-Clock Referrals
Fintech News

Fintech SaaS Company ‘AskMyAdvisorâ„¢’ Introduces Innovative Digital Solution to Help Solve The COVID Disruption of In-Person Advisory Services for Accountants, Attorneys, Financial Advisors and Realtors

Fintech News Desk
AskMyAdvisorâ„¢ recently announced the launch of its new Q&A Web Page Builder specifically designed to help professional advisors seamlessly address questions and needs from their top 25 clients and make instant connections to potential referrals, without having to set up in-person meetings. Read More: BitGo Announces $16 Billion in Assets......
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