Search Results for: personalized services

Volterra Achieves PCI DSS Certification
Fintech News

Unique Real Estate Tech Developer ‘Terrakan’ Announces Official Web Launch – Signature Platform Helps Homeowners and Realtors Generate Reports, Perform Comprehensive Listing Research and Network with Industry Professionals

Fintech News Desk
by Fintech News Desk0
Terrakan recently announced its official launch, with the unveiling of an all-inclusive portal that brings together the protean and often equivocal world of real estate in one place. For the first time, homeowners can find and speak with professionals, ask for advice, take advantage of concierge services, read detailed property......
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......
Tech Financial Management, a Division of Tech CU, Launches Automated Digital Investing Service Guided Wealth Portfolios
Fintech News

Tech Financial Management, a Division of Tech CU, Launches Automated Digital Investing Service Guided Wealth Portfolios

Fintech News Desk
by Fintech News Desk0
New Service Puts Your Investments on Cruise Control, Provides Access to a Financial Advisor to Ensure a High-Quality Experience(Tech Financial Management) Tech Financial Management, a division of Tech CU (Technology Credit Union), announced the launch of Guided Wealth Portfolios. Powered by LPL Financial, the new service is designed to provide consumers......
RiverFront Investment Group & 55ip Partner to Offer Tax Efficient Investing for ETF Solutions
Business Fintech Fintech Funding InsurTech News

Madison Dearborn Partners Completes Acquisition of Benefytt Technologies

Fintech News Desk
by Fintech News Desk0
 Benefytt Technologies, a health insurance technology company and leading distributor of Medicare-related health insurance plans, announced that funds affiliated with Madison Dearborn Partners, LLC (the “MDP Funds”) have completed their previously disclosed acquisition of Benefytt. The Company will maintain its brand name and build upon its tech-first mission to help......
NEC Acquires a Leading Swiss Financial Software Company, Avaloq
Banking Fintech News

Bankia Accelerates Democratization of Wealth Management With Avaloq

Fintech News Desk
by Fintech News Desk0
Bankia, the fourth largest financial institution in Spain, has selected Avaloq’s on-premises solution to support the bank’s aspiration to further grow its wealth management business. Bankia, which selected Avaloq after a highly competitive tender process, is the wealthtech’s first Spanish banking client. Read More: COVID-19 and Automation are Changing Finance......
Mobile Banking News

JetBlue and Marcus by Goldman Sachs® Announce Broader Availability of MarcusPay™ – An Option for Customers to Pay Over Time

Fintech News Desk
by Fintech News Desk0
JetBlue and Marcus by Goldman Sachs® today announced that MarcusPay™ is now available for JetBlue flights in addition to vacation packages. MarcusPay, a no deposit, no-fee, fixed rate point-of-sale installment loan option, allows customers to pay for larger purchases over time. JetBlue, the platform’s inaugural partner, launched MarcusPay earlier this year exclusively......
Future FinTech Enters Into Equity Acquisition Frame Agreement With Joyrich Enterprises Limited
Banking Fintech News

Future FinTech Plans to Enter the Challenger Bank and Digital Payment Sector

Fintech News Desk
by Fintech News Desk0
Future FinTech Group Inc., a leading blockchain e-commerce and financial technology company, today announced it plans to enter the challenger bank and digital payment sector. Challenger banks are small, recently created retail banks that compete directly with the longer-established banks, sometimes by specializing in areas under served by the big traditional banks.......
15 Billion Usernames and Passwords for Internet Services Including Bank and Social Media Accounts on Offer to Cyber Criminals, Finds New Research From Digital Shadows
Fintech News

Crediverso Is the Online Financial Products Marketplace Launching to Bridge a Cultural Divide

Fintech News Desk
by Fintech News Desk0
Spanish and English Personal Finance Platform to Provide Tools and Information for Financial Literacy Crediverso is the first online financial products marketplace built for the US Latino audience. Crediverso’s mission is to provide access to financial products and financial information to Latinos living in the US. Bridging the cultural gap where......
Wealthtech Platforms Will Help Reshape Wealth Management : A Few Examples of Top Innovators in Wealthtech
Featured Fintech Investment Services

Wealthtech Platforms Will Help Reshape Wealth Management: A Few Examples of Top Innovators in Wealthtech

Tanika Mehrotra
by Tanika Mehrotra0
Wealthtech (Wealth Technology) is a subset of fintech. Wealthtech companies offer digital solutions to enhance personal and professional wealth management. Wealthtech uses pioneering technologies such as artificial intelligence and big data to provide improved customer services through Robo Advisors, digital brokerage systems, portfolio management and more to manage risk and......
Carson Group Announces Elimination of Technology Costs for Its Partners
Fintech News

Carson Coaching Online Launches To Deliver Proven Growth Resources For Top Advisors

Fintech News Desk
by Fintech News Desk0
Carson Group, one of the fastest growing financial services firms in the country, today announced that the firm’s nationally-recognized, top-ranked advisor coaching program, Carson Coaching, has released the next iteration of its online coaching and practice management program to help financial advisors take their firms to the next level. Read More: Huobi......
1