Search Results for: personalized services

Financial Synergies Wealth Advisors Earns Prestigious Ranking on Forbes List of America's Top RIA Firms 2023
Finance Fintech News

Financial Synergies Wealth Advisors Earns Prestigious Ranking on Forbes List of America’s Top RIA Firms 2023

PR Newswire
Financial Synergies Wealth Advisors, a leading financial advisory and wealth management firm, is proud to announce its inclusion in the highly coveted Forbes ranking of America’s Top RIA Firms for 2023. This prestigious recognition reflects Financial Synergies’ unwavering commitment to delivering excellence in financial services and underscores the firm’s dedication......
Highnote Expands Payment Platform to Power Consumer Credit Programs
Digital Payments News

Highnote Expands Payment Platform to Power Consumer Credit Programs

GlobeNewswire
Setting the standard in payments, Highnote’s modern platform and robust program management now support consumer credit capabilities to transform the end-to-end credit experience Highnote is proud to announce the expansion of our industry-leading debit, prepaid, and fleet issuing card platform to power consumer credit card products. Designed and developed by Highnote’s......
Life insurance industry unprepared for $7.8 trillion wealth transfer to beneficiaries by 2040
Finance Fintech

Life insurance industry unprepared for $7.8 trillion wealth transfer to beneficiaries by 2040

Business Wire
60% of individuals aged 65 or older have not sought professional financial advice to prepare for retirement or to transfer their wealth Three-in-four consumers are interested in innovative life insurance offerings to help them age well, but insurers lack the product development capabilities The Capgemini Research Institute’s World Life Insurance......
Infosys Highest ever large and mega deal wins with TCV of $7.7 billion lay solid foundation for future
Fintech News

Highest Ever Large and Mega Deal Wins With TCV of $7.7 Billion Lay Solid Foundation for Future

PR Newswire
Q2 growth at 2.3% sequentially with resilient margins of 21.2%. Revenue guidance revised to 1.0%- 2.5% Infosys, a global leader in next-generation digital services and consulting, delivered $4,718 million in Q2 revenues with year-on-year growth of 2.5% and sequential growth of 2.3% in constant currency. Large deal TCV for the quarter was $7.7 billion,......
FinTech Venture Studio, Surge Ventures Launches Its Inaugural Company, RegVerse and Unveils an Industry First Generative AI-Powered Regulatory Management Platform
Fintech News

FinTech Venture Studio, Surge Ventures Launches Its Inaugural Company, RegVerse and Unveils an Industry First Generative AI-Powered Regulatory Management Platform

PR Newswire
Avery, the Regulatory Co-Pilot, Is Designed to Offer 24/7 Personalized Regulatory and Enforcement Action Insights to Minimize Risk Of Non-Compliance, All While Saving Time And Money For SEC, FINRA and State-Board Regulated Firms Surge Ventures, a FinTech Venture Studio, proudly announces the launch of its inaugural venture, RegVerse which focuses on......
Glia's Digital Interaction Solutions Now Available within Lumin's Digital Banking Platform via New Partnership
Banking News

Glia’s Digital Interaction Solutions Now Available within Lumin’s Digital Banking Platform via New Partnership

PR Newswire
Collaboration redefines how credit unions serve and support members in the digital domain Glia, the customer interaction leader unifying Digital Customer Service (DCS), phone and automated self-service on a single platform, has partnered with Lumin Digital, the leader in cloud-native digital banking solutions, to streamline digital-first member service. Glia’s DCS capabilities are now......
Biz2X Announces Partnership with Republic Bank of Arizona
Banking News

Biz2X Announces Partnership with Republic Bank of Arizona

GlobeNewswire
Biz2X announced a new partnership with Republic Bank of Arizona (RBAZ), a locally-owned community business bank dedicated to serving the State of Arizona. Since 2007, RBAZ has provided local leadership, decision-making and personalized service to the community in and around the Greater Phoenix area, and recently was the only bank in......
Vlorish Launches All-in-One Finance Platform to Simplify Freelance Financial Management
Finance News

Vlorish Launches All-in-One Finance Platform to Simplify Freelance Financial Management

PR Newswire
Vlorish, an innovative financial technology startup, officially launches its new freelancer finance platform aimed at disrupting traditional bookkeeping, budgeting and credit scoring models for the freelance market. The first-of-its-kind web platform offers freelancers, solopreneurs, independent contractors, and employees with side hustles a way to manage their personal and business finances......
TransFund Relies on Diebold Nixdorf to Expand Self-Service Footprint and Enhance ATM Security
Artificial Intelligence News Security

TransFund Relies on Diebold Nixdorf to Expand Self-Service Footprint and Enhance ATM Security

PR Newswire
DN AllConnect Managed Services provides end-to-end strategy and management of TransFund’s ATMs TransFund, a U.S.-based, national top 10 EFT/ATM network, has implemented a new, five-year DN AllConnect Managed Services contract with Diebold Nixdorf, a world leader in automating, digitizing and transforming the way people bank and shop, and also purchased an additional......
4 Factors Impacting Regional Bank Deposits—and How to Combat Them
B2C Banking Guest Posts

4 Factors Impacting Regional Bank Deposits—and How to Combat Them

Diana Lagler
Regional banks are facing challenges as several factors put pressure on deposits. First, changes in interest rates have impacted bank profitability. Second, many banks are over-indexed in commercial real estate, which, due to the rise in hybrid and remote work, now presents increased risk. The failures of Silicon Valley Bank......
1