Search Results for: personalized services

eMoney Advisor Unveils Strategy to Provide Planning Solutions at Every Stage of Client Lifecycle
Business Fintech News

eMoney Advisor Unveils Strategy to Provide Planning Solutions at Every Stage of Client Lifecycle

Fintech News Desk
by Fintech News Desk0
Planning Vision Focused on Supporting Advisors in Their Efforts to Efficiently Scale Business, Elevate Client Experience and Demonstrate Unique Value eMoney Advisor (eMoney), a leading provider of technology solutions and services that help people talk about money, announced its enhanced planning vision for products and features that enables advisors and......
Trapped in the past? Moving Banking beyond the Prison Paradigm
Banking Fintech Radar Guest Posts

Trapped in the past? Moving Banking beyond the Prison Paradigm

Jouk Pleiter
by Jouk Pleiter0
Some banks are so established that, as customers, we think of them as part of the fabric of our lives; as immovable institutions. Maybe that was once the case. But the rise of a new, modern business environment is undermining that position. Apple pay and Facebook’s Libra are good examples......
Tavant Announces FinLeads on Salesforce AppExchange, the World's Leading Enterprise Cloud Marketplace
Fintech Funding News

Tavant Announces FinLeads on Salesforce AppExchange, the World’s Leading Enterprise Cloud Marketplace

Fintech News Desk
by Fintech News Desk0
Tavant Customers Can Now Benefit From the Lending Industry-Focused Customer Engagement and Point of Sale Solution Tavant announced it has launched FinLeads on Salesforce AppExchange, empowering customers to create one universal workspace for loan officers to intuitively collaborate and engage borrowers through an integrative mortgage application journey. Leveraging FinLeads, lenders......
ABBYY Launches Global Initiative Promoting the Development of Trustworthy Artificial Intelligence
Fintech News

ABBYY to Introduce Digital Intelligence Solutions at MWC Barcelona 2020

Fintech News Desk
by Fintech News Desk0
ABBYY Invites MWC Attendees to Learn How They Can Win New Generations of Customers by Creating Seamless User Experiences on Mobile ABBYY, a Digital Intelligence company, announced it is presenting and exhibiting at MWC Barcelona 2020, the world’s largest conference and tradeshow for the mobile industry that will gather opinion......
Financial Planning App, The Beans, launches in Atlanta
Banking News

Financial Planning App, The Beans, launches in Atlanta

Fintech News Desk
by Fintech News Desk0
Former math teacher raised $1.15M in pre-seed funding from 12 investors; rolled out free financial workshops at 30 Atlanta schools and organizations to fuel the launch The Beans, founded by a former math teacher with a vision to eliminate financial stress for teachers and other early-career millennials, launches its financial......
Timeline Retirement Planning Software and Redtail Technology Announce Integration
Banking Fintech News

Timeline Retirement Planning Software and Redtail Technology Announce Integration

Fintech News Desk
by Fintech News Desk0
Integration Gives Advisors Ability to Easily Import Client Data for Efficient Creation of Sustainable Retirement Plans Timelineapp Tech Limited (Timeline), a fintech company that provides advisors with next-generation retirement income software, and Redtail Technology (Redtail), a leading provider of client relationship management (CRM) solutions for financial services firms, announced an integration that......
N26 Strengthens Executive Leadership Team with New C-Level Hires
Mobile Banking News

N26 Hits 250,000 U.S. Customers in First Five Months

Fintech News Desk
by Fintech News Desk2
Globally, the Company Recently Reached 5 Million Customers to Coincide With Its Fifth Anniversary Following a Year of Record Growth N26 Inc., the US subsidiary of one of Europe’s fastest-growing mobile banks, N26 GmbH, announced it has reached 250,000 U.S. customers. Having only launched in the U.S. last August in......
New Zoe Financial Whitepaper Says Financial Advisory Industry Revenue Will Reach $200 Billion by 2030, Far Exceeding Current Growth Estimates
Business News

New Zoe Financial Whitepaper Says Financial Advisory Industry Revenue Will Reach $200 Billion by 2030, Far Exceeding Current Growth Estimates

Fintech News Desk
by Fintech News Desk7
Rising Wealth, the Decline of Employer Pensions Plans, Digitization and Automation Are Drivers Of Industry Growth And Disruption Zoe Financial, a technology-driven marketplace that empowers consumers to make better financial decisions, released a new report that found current growth estimates of the US wealth management market undervalue the financial advisory......
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