Search Results for: professional services

60 Percent of Consumers Turn to Fintech Apps Before Accountants as Digital Adoption Soars
Finance Fintech News

60 Percent of Consumers Turn to Fintech Apps Before Accountants as Digital Adoption Soars

Business Wire
Capterra research reveals that banking and payment apps are the most popular, but consumers still seek pros for more complex tasks Fintech apps have simplified financial management and their capabilities are expected to be amplified with AI. According to Capterra’s 2023 Fintech Survey of over 870 consumer fintech users, 60% of respondents......
CityBase Partners with Bellevue to Launch New Cashiering Solution for Residents across the City
Digital Payments News

CityBase Partners with Bellevue to Launch New Cashiering Solution for Residents across the City

Business Wire
CityBase point of sale technology will streamline in-person payments CityBase, a leading provider of government and utility payment technology, announced the launch of a cloud-based cashiering solution for the City of Bellevue, to help staff to efficiently process payments in person. “Partners like Bellevue keep CityBase motivated to continue developing......
Nitrogen and InvestorCOM Integration Delivers Best Interest Rollover Recommendations Process
Compliance management Investment Services News

Nitrogen and InvestorCOM Integration Delivers Best Interest Rollover Recommendations Process

Business Wire
New integration enables firms and financial professionals to meet Reg BI and PTE 2020-02 rollover obligations and grow their businesses Nitrogen, the company that is revolutionizing how financial advisors and wealth management firms grow their firms, announced its integration with InvestorCOM, a leading regulatory compliance software and communications solution for......
Intention.ly Taps Fintech Marketing Heavyweight John DeVincent as Chief Growth Officer, Appoints Partner Tina Powell Community Chief
Fintech News

Intention.ly Taps Fintech Marketing Heavyweight John DeVincent as Chief Growth Officer, Appoints Partner Tina Powell Community Chief

Business Wire
With two industry giants stepping into their new roles, the consultancy firm is poised to offer clients an unrivaled competitive edge in the finserv marketplace. –Intention.ly, the growth engine design consultancy firm transforming the way finserv and fintech companies approach marketing, is excited to announce the addition of John DeVincent to the......
Guild’s Student Debt Prevention Impact Expands to Include Debt Optimization through Partnership with Candidly, Helping America’s Workforce Reduce Existing Student Loan Debt
Fintech News

Guild’s Student Debt Prevention Impact Expands to Include Debt Optimization through Partnership with Candidly

Business Wire
New partnership provides Guild members tools and resources to accelerate debt reduction and unlock economic opportunity Guild, the leader in opportunity creation for America’s workforce, announced its new partnership with Candidly, an AI-driven student debt and savings optimization platform. By design, Guild prevents the rise of new student debt through access......
Artificial Intelligence News

LGBTQ+ Consumers Skeptical AI Like ChatGPT Will Improve Their Financial Experiences, Achieve Survey Finds

PR Newswire
Wide-ranging survey on the personal finance experiences and challenges of the LGBTQ+ community reveals access to financial opportunities is strong, but many consumers still struggle to reach their financial goals In a future where ChatGPT and other forms of generative AI may become ubiquitous in banking, many LGBTQ+ consumers believe they......
ClassWallet Adds Best Buy to its Online Marketplace
Digital Wallet E-commerce News

ClassWallet Adds Best Buy to its Online Marketplace

PR Newswire
Educators, schools and families to benefit from a wider range of electronics and technology products  ClassWallet, the leading digital wallet purchasing and distribution platform for public funds, has added consumer electronics retailer Best Buy to its Ecommerce Marketplace. The ClassWallet Ecommerce Marketplace offers a vast selection of resources including lesson plans, educational......
Jirav Announces $20 Million Series B Round Led By Cota Capital
Finance News

Jirav Announces $20 Million Series B Round Led By Cota Capital

Business Wire
Funding follows period of record growth as company empowers SMBs and mid-market companies with financial insights to navigate the uncertain economic landscape Jirav, an all-in-one financial planning and analysis (FP&A) solution, and the preferred budgeting and forecasting partner of CPA.com, announced $20M in Series B funding led by Cota Capital.......
AI-Powered Asset Management: ATPBot Introduces Game-Changing Tools
Artificial Intelligence News Trading

AI-Powered Asset Management: ATPBot Introduces Game-Changing Tools

PR Newswire
ATPBot announced a new set of tools to Reduce the Barrier to AI ATPBot, an automated trading robot that helps users automate their trading announced a new set of tools to help its users ease out the process of AI Crypto Asset Management providing investors with a more flexible and efficient asset......
Money Concepts Capital Corp. Enhances Advisor Productivity and Client Servicing Capabilities with Broadridge
Analytics News

Money Concepts Capital Corp. Enhances Advisor Productivity and Client Servicing Capabilities with Broadridge

PR Newswire
Leveraging Broadridge Wealth Data Aggregation and Financial Reporting enables Money Concepts to create their wealth platform for the future  Money Concepts Capital Corp. has enhanced its data management technology with the implementation of Wealth Data Aggregation and Financial Reporting from global Fintech leader Broadridge Financial Solutions, Inc.. This data aggregation, reporting......
1