Search Results for: trading

American 1 Credit Union Empowers Members with Automated Self-Service Support and Chatbot During COVID-19 Crisis with SilverCloud’s Consumer Support Platform
Banking Fintech News

SilverCloud Introduces Its Consumer Support Trends

Fintech News Desk
by Fintech News Desk0
Leading provider of banking customer support outlines ‘What Banking Customers Are Looking for in Digital Channels’ SilverCloud, Inc., the only support solution built exclusively for the financial services industry, announced that it released its weekly Digital Support Trends. Digital Support Trends outlines the weekly trends on what banking customers are......
SIMON Markets LLC Partners With Insurance Technologies to Leverage Core Annuity Technology Capabilities in Its Cloud-Based End-To-End Investment Platform
Fintech InsurTech News

SIMON Markets LLC Partners With Insurance Technologies to Leverage Core Annuity Technology Capabilities in Its Cloud-Based End-To-End Investment Platform

Fintech News Desk
by Fintech News Desk0
Insurance Technologies, LLC, a provider of sales and regulatory automation solutions for the insurance and financial services industries, is pleased to announce its partnership with SIMON Markets LLC and SIMON Annuities and Insurance Services LLC (SIMON), a cloud-based platform provider delivering end-to-end, risk-managed product solutions to investment professionals. SIMON has......
Brex Adapts Rewards, Adds SBA Loan Support to Help Customers During COVID-19 Crisis
Fintech News

Brex Adapts Rewards, Adds SBA Loan Support to Help Customers During COVID-19 Crisis

Fintech News Desk
by Fintech News Desk0
Announces spend multipliers, discounts, and partnerships to reflect macroenvironment Brex, the financial technology company that helps growing companies realize their full potential, announced a new rewards program that is available for its Brex for Startups corporate credit card customers on its Brex Exclusive rewards program. The new offering helps Brex customers......
SIMON Markets LLC Forms Partnership With Insurance Technologies; Expands Cloud-Based Investment Platform With Integrated Annuity Illustration Capabilities
Fintech InsurTech News

SIMON Markets LLC Forms Partnership With Insurance Technologies; Expands Cloud-Based Investment Platform With Integrated Annuity Illustration Capabilities

Fintech News Desk
by Fintech News Desk0
SIMON Markets LLC and SIMON Annuities and Insurance Services LLC (“SIMON”) announced a new partnership with Insurance Technologies, LLC, a provider of sales and regulatory automation solutions for the insurance and financial services industries. At a time when accessible technology is paramount for remote workforces, this encouraging development expands the......
Jackson Integrates LifeYield’s Smart Householding Tech to Spotlight Tax-Efficient Annuities
Fintech News

Jackson Integrates LifeYield’s Smart Householding Tech to Spotlight Tax-Efficient Annuities

Fintech News Desk
by Fintech News Desk0
LifeYield’s Software Offers Guidance for Incorporating Annuities into Household-Level Portfolios LifeYield LLC, a leading cloud-based solution that facilitates tax-efficient management of an investor’s entire household portfolio, announced an alliance with Jackson National Life Insurance Company. Jackson will integrate LifeYield’s portfolio management tools into its existing digital toolset. The strategic alliance......
Fintech Veteran Jeff Winner Joins the Happy Money Movement
Fintech News

Fintech Veteran Jeff Winner Joins the Happy Money Movement

Fintech News Desk
by Fintech News Desk0
New CTO brings expertise across startup, technology, and financial industries to the fintech company that is changing people’s relationship with money As American households face the uncertainty of the current volatile financial climate, more than ever it is crucial that Americans change their relationship with their money. Happy Money, a fintech......
Clearview Product Enhancements Demonstrate Unanet's Investment in ERP for Architecture & Engineering Firms
Fintech News

Clearview Product Enhancements Demonstrate Unanet’s Investment in ERP for Architecture & Engineering Firms

Fintech News Desk
by Fintech News Desk0
Unanet, the leading SaaS project-based Enterprise Resource Planning (ERP) provider, announced a comprehensive update to Clearview, the flexible project-based ERP software purpose-built for the architecture and engineering (A&E) industries. The new features include an easy-to-use web application, enhanced invoice delivery and tracking, and for the first time, a payment processing......
Sony Bank Launches New Service "English Online Banking"
Banking Fintech News

Sony Bank Launches New Service “English Online Banking”

Fintech News Desk
by Fintech News Desk0
 Sony Bank Incorporated announced the launch of a new English-language online banking service, aiming to provide foreign residents in Japan a seamless, hassle-free way to open a bank account and conduct everyday banking in English. Read More: H2O.ai Empowers MarketAxess to Innovate and Inform Trading Strategies English online banking Screen Image Official......
New Research: While Mid-Size Banks Gain Efficiencies Through Scale, They Come up Short on Delivery of Digital and Automated Services
Banking Fintech News

New Research: While Mid-Size Banks Gain Efficiencies Through Scale, They Come up Short on Delivery of Digital and Automated Services

Fintech News Desk
by Fintech News Desk0
Cornerstone Advisors released the Cornerstone Performance Report for Banks 2019, the thirteenth in a series of benchmarking studies published by the firm. According to the report’s findings, despite a “relentless focus” on deposit growth among mid-size banks in 2019, this goal has proven elusive for many institutions. Thirty-two banks with median assets......
Coronavirus Pandemic Raises Widespread Worry About Personal Finances, Survey Shows
Fintech News

Coronavirus Pandemic Raises Widespread Worry About Personal Finances, Survey Shows

Fintech News Desk
by Fintech News Desk0
In a survey conducted between March 23rd and 27th, 2020, the National Financial Educators Council surveyed 4,803 people to better understand the connection between the coronavirus outbreak and personal finances. Read More: H2O.ai Empowers MarketAxess to Innovate and Inform Trading Strategies The goal of asking these survey questions was to measure people’s readiness......
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