Search Results for: retirement plan

J.P. Morgan Launches Digital Money Coach to Help Clients Make Smart Money Decisions
Finance News

J.P. Morgan Launches Digital Money Coach to Help Clients Make Smart Money Decisions

Fintech News Desk
by Fintech News Desk0
J.P. Morgan Wealth Plan™ is available for free to all Chase customers and allows them to plan, save and invest in one place J.P. Morgan Wealth Management launched Wealth Plan, a free digital money coach that gives clients a full picture of their finances and helps them plan, save and invest,......
Cetera Announces Joint Venture Within Tax Professional Community
Finance News

Cetera Announces Joint Venture Within Tax Professional Community

Fintech News Desk
by Fintech News Desk0
Farpointe Wealth Partners and DeLong & Brower Financial Services, a top Michigan-based advisory firm, align to deliver integrated wealth, tax and insurance offerings Cetera Financial Group, one of America’s largest networks of financial professionals, announced that Farpointe Wealth Partners (Farpointe), an independent firm within the Cetera Financial Specialists (CFS) community, has......
Voya Celebrates Success of 24/7 Chatbot and Emerging AI Capabilities
Artificial Intelligence News

Voya Celebrates Success of 24/7 Chatbot and Emerging Artificial Intelligence Capabilities

Fintech News Desk
by Fintech News Desk0
One year since launch, Voya PAL expands upon Voya’s customer experience offerings, engaging in more than 120,000 interactions Voya Financial, Inc., announced the one-year milestone of Voya PAL, an intelligent chatbot providing customers with 24/7 service availability for their workplace benefits and savings needs. Voya PAL was introduced as part......
Huntington National Bank Launches InvestCloud’s New Find My Advisor Experience
Finance Investment Services News

Huntington National Bank Launches InvestCloud’s New Find My Advisor Experience

Fintech News Desk
by Fintech News Desk0
New capability personally matches clients with the right financial advisor InvestCloud, the global leader in financial digital transformation, announced that Huntington National Bank has launched Advisor Connect, a branded, digital experience built on InvestCloud’s Find My Advisor technology. Huntington is a subsidiary of Huntington Bancshares Incorporated (Nasdaq: HBAN), a $179......
Oak Valley Community Bank Announces Promotion
Banking Lending News

Valley First and Oak Valley Community Bank Partner on Community Investment

Fintech News Desk
by Fintech News Desk0
Valley First Credit Union recently accepted its first mission-based deposit from Oak Valley Community Bank in support of the Credit Union’s Community Development Financial Institution (CDFI) initiatives. Social investing typically opens doors for organizations, like Valley First, to continue programs and offerings that are community-minded and help people gain better......
Orion, LifeYield and Forme Financial Partner to Provide Comprehensive Tax-Efficient Wealth Management to Doctors
Finance News

Orion, LifeYield and Forme Financial Partner to Provide Comprehensive Tax-Efficient Wealth Management to Doctors

Fintech News Desk
by Fintech News Desk0
LifeYield, Orion Advisor Solutions and Forme Financial announced that they have entered into agreements that will provide Forme’s physician clients with the considerable benefits of tax-efficient wealth management and decumulation optimization across multiple accounts and assets. “With the LifeYield and Orion integrations, Forme advisors will be empowered to deliver comprehensive......
Banking Digital News

HSA Bank Debuts New Digital Experience To Assist Employers In Managing Benefit Account Programs

Fintech News Desk
by Fintech News Desk0
HSA Bank, a division of Webster Bank, N.A., announced the launch of its new employer digital experience, designed to better help employers manage employee benefit account programs. Employers need easy access to data that will help them support their employees and enhance their ability to make better plan choices. Leveraging behavioral......
Customers consider insurers as preferred providers for physical and financial wellness advice
InsurTech News

Customers Consider Insurers As Preferred Providers For Physical And Financial Wellness Advice

Fintech News Desk
by Fintech News Desk0
Over two thirds of customers are interested in physical and financial wellness, yet only 8% of insurers have established the necessary capabilities. Capgemini and Qorus’ inaugural World Life and Health Insurance Report, published , reveals that customers consider insurers among the top two preferred providers1 for physical and financial wellness advice. However, most insurers do......
Ibexis Life & Annuity Insurance Company Chooses FireLight to Make Selling Annuities Easy
InsurTech News

Ibexis Life & Annuity Insurance Company Chooses FireLight to Make Selling Annuities Easy

Fintech News Desk
by Fintech News Desk0
Ibexis partners with Insurance Technologies to create a cohesive and modernized way for advisors to illustrate and sell annuity products. Insurance Technologies, LLC, a provider of sales and regulatory automation solutions for the life and annuities insurance industries, announces that Ibexis Life & Annuity Insurance Company™ (“Ibexis”), a leading provider......
RIAs Greenstone Wealth Management and CPR Financial and Insurance Services Tap Advisor-focused Fintech Vise to Offer Customized Portfolios
Finance InsurTech News

RIAs Greenstone Wealth Management and CPR Financial and Insurance Services Tap Advisor-focused Fintech Vise to Offer Customized Portfolios

Fintech News Desk
by Fintech News Desk0
Vise, the technology-powered asset manager that allows financial advisors to build custom portfolios in minutes, announced that RIAs Greenstone Wealth Management and CPR Financial and Insurance Services are using the Vise platform. The news comes at a time when advisors are craving more tech and automation to drive efficiency in......
1