Search Results for: personalized services

Forme Financial Raises $18MM, launches as Earned
Fintech News

Forme Financial Raises $18 Million, Launches as Earned

PR Newswire
The first-of-its-kind comprehensive wealth system for physicians has launched out of Beta with a new brand and announced a Series A fundraise to expand services and accelerate proprietary technology development Forme Financial announced that it has officially launched out of Beta as Earned. The company also announced a $12MM Series......
Rabobank Transforms into a Digital Banking Leader by Partnering with Genesys
Banking News

Rabobank Transforms into a Digital Banking Leader by Partnering with Genesys

PR Newswire
Dutch financial services company increases customers’ satisfaction and scale using the digital and AI innovation of the Genesys Cloud CX platform Genesys, a global cloud leader in experience orchestration, announced Rabobank, a leading customer focused cooperative bank in the Netherlands, has successfully transformed into a digital banking force using the Genesys......
Discover 5 Hand-Picked Mutual Funds Startups
Artificial Intelligence Business Featured Fintech Primers

Discover 5 Hand-Picked Mutual Funds Startups

Pooja Choudhary
Are you curious about the latest technological developments in the fintech sector? Learn how their solutions affect your business by exploring our analysis of mutual funds startups. Enhancing your competitive edge entails staying ahead of the technology curve. We will be providing you with data-driven innovative insights into the fintech......
Daily Fintech Series Roundup: Top Fintech News, Analytics and Insights 1st March 2023
Fintech News

Daily Fintech Series Roundup: Top Fintech News, Analytics and Insights

Fintech Staff Writer
FTS Daily Roundup starts today! We are covering the top updates from around the world. The updates will feature state-of-the-art capabilities in Fintech insights, Trending fintech news, Crypto, Fintech SaaS, Fintech Cloud, Analytics and AI ML. We will cover the role of FTS Daily Roundup and its application in various industries and......
United Capital Co-founders Launch Modern Wealth Management With $200 Million Equity Financing from Crestview Partners
Fintech Investment Services News

United Capital Co-founders Launch Modern Wealth Management With $200 Million Equity Financing from Crestview Partners

Business Wire
Former Goldman Sachs and United Capital executives Gary Roth, Mike Capelle and Jason Gordo join forces to build a national wealth management firm using their extensive experience as leaders at a $25 billion AUM independent advisory business Modern Wealth Management (“Modern Wealth”), a national registered investment advisory (RIA) firm founded to......
SavvyMoney and Credit Union of Southern California Report Astounding Success With New Pre-Approval Marketing Solution
Fintech News

SavvyMoney and Credit Union of Southern California Report Astounding Success With New Pre-Approval Marketing Solution

PR Newswire
New Pre-Approval Auto Loan Campaign and Targeted Remarketing Strategy Results in Near Record-Breaking Month-End Numbers for Credit Union SavvyMoney, the leading provider of innovative credit score solutions, and Credit Union of Southern California (CU SoCal), a mission-driven organization focused on improving the lives of its members, announced near record-breaking numbers when implementing SavvyMoney’s......
april Launches AI-Driven Tax Solution, Disrupting Archaic Tax System to Usher in a Consumer-Friendly Future
Finance Fintech News

april Launches AI-Driven Tax Solution, Disrupting Archaic Tax System to Usher in a Consumer-Friendly Future

Business Wire
In partnership with Acorns, Mercury Financial, B9, Moves, and others april is embedding AI-powered tax experiences to help Americans better estimate, optimize and file their taxes april, the first AI-powered tax system, announced the launch of its flagship tax filing offering in partnership with financial institutions, payroll providers and fintechs,......
P97 Networks Receives $40 Million Growth Capital Investment from Portage
Finance Investment Services News

P97 Networks Receives $40 Million Growth Capital Investment from Portage

PR Newswire
Funding will bolster strategic growth initiatives at P97, the leading mobile commerce platform focused on the auto, mobility, and retail fuel markets P97 Networks, the leading mobile commerce and digital marketing platform provider to the convenience retail, auto industry and fuel market, announced that it has raised $40M in equity financing led......
Neo Financial Launches New Hybrid Neo Money card as a Debit Card Alternative
Finance News

Neo Financial Launches New Hybrid Neo Money card as a Debit Card Alternative

Business Wire
Expanding beyond credit, Neo now offers the benefits of a chequing account, high interest savings account, and premium rewards card for no annual fee Neo Financial (Neo) is announcing the launch of the Neo Money card, expanding on the benefits of the high-interest Neo Money account with credit-like rewards when......
Tribal Credit Launches Private Beta of Cash Copilot: A GPT-Powered Open Banking Solution for Emerging Market SMEs
Banking News

Tribal Credit Launches Private Beta of Cash Copilot: A GPT-Powered Open Banking Solution for Emerging Market SMEs

Business Wire
Tribal Credit, a leading fintech company that provides financing, payment, and expense management solutions to small and medium-sized enterprises (SMEs) in emerging markets, announced the launch of the private beta of Cash Copilot, a new service that utilizes GPT technology and open banking data to help business owners, CFOs, and......
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