Search Results for: wealth management firms

FIS and PayPal Together Enable U.S. Cardholders to Redeem Loyalty Points for Purchases
Banking Lifestyle Mobile Banking News

FIS and PayPal Together Enable U.S. Cardholders to Redeem Loyalty Points for Purchases

Abhishek Upadhyay
FIS Global and PayPal are extending their collaboration in order to help millions of U.S. cardholders to partake in PayPal’s Pay with Rewards. Cardholders of thousands of financial firms that participate in the Premium Payback loyalty network of FIS would be able to make use of their card loyalty points......
AI in Banking: 7 ways AI will impact the Banking Industry
Artificial Intelligence Banking Featured

AI in Banking: 7 ways AI will impact the Banking Industry

Paroma Sen
AI is shaking things up in the traditional finance and fintech industry for good. Even if you have never heard of the capabilities of AI to detect frauds and offer more enhanced customer service and overall customer experience, you will have interacted with a chatbot a.k.a. personal assistant on your......
Featured Fintech Radar Fintech Startups

Global Fintech Unicorns to Watch out For in 2020

Paroma Sen
A unicorn startup is one with a $1 Bn in valuation or more. As of December 2019, there were over 400 unicorns around the world, across multiple industries. More recently, the fintech industry has seen monster growth and change. Owing to the pace of development in the financial technology segment,......
Ignition Point Partners Launches to Provide Outsourced Expertise to Enhance Advisor-Recruiting and Acquisition Platforms for Independent Broker-Dealers and Registered Investment Advisors
Business News

Ignition Point Partners Launches to Provide Outsourced Expertise to Enhance Advisor-Recruiting and Acquisition Platforms for Independent Broker-Dealers and Registered Investment Advisors

Fintech News Desk
Combines Knowledge, Networks and Experience of Leading Advisor Recruiting and Transition Consultant Jeff Nash, CEO of BridgeMark Strategies, and Steve Pirigyi, CEO of The Higher Line Ignition Point Partners announced its launch as a comprehensive consultancy that provides outsourced expertise to heads of business development and CEOs focused on evaluating......
H&R Block Study Reveals Majority of Small Business Owners Need Personal Advice to Recover from Pandemic
News

H&R Block Named one of the “Best Places to Work for LGBTQ Equality”

Fintech News Desk
H&R Block receives 100% score on Corporate Equality Index and CEO Jeff Jones signs CEO pledge on diversity and inclusion H&R Block earned 100% in the Human Rights Campaign’s 2020 Corporate Equality Index. For its perfect score, the company also was recognized as one of HRC’s “Best Places to Work......
World FinTech Report 2020: FinTech Collaboration Is Even More Essential Now for Banks to Achieve Customer-Centricity
Fintech Radar News

Capgemini and Efma launch Financial NewTech Challenge 2020

Fintech News Desk
Annual Competition Showcasing the Best Financial Newtechs and Collaborative Projects in the Financial Services Industry Capgemini and Efma launched the Financial NewTech Challenge 2020, powered by FinTechVisor, which offers an opportunity for NewTechs and financial institutions to showcase their collaborative business solutions to an elite panel of experts and industry influencers. Financial......
Equiteq Advises Award-Winning Fintech Firm Choice Financial Solutions on Its Sale to German Fintech Firm Raisin
Fintech Funding News

Equiteq Advises Award-Winning Fintech Firm Choice Financial Solutions on Its Sale to German Fintech Firm Raisin

Fintech News Desk
Equiteq, the Leading M&A Advisory Firm for Companies in the Knowledge Economy, Is Pleased to Announce That It Has Advised Choice Financial Solutions (“Choice FS”), a Leading US and European Fintech Firm Focused on Consumer Deposit Automation, on Its Sale to Raisin, a Pan-European Wealth Management Fintech Firm. Launched in......
Envestnet and Dynasty Financial Partners Announce Plans to Launch Advisor Services Exchange
Banking News

Envestnet and Dynasty Financial Partners Announce Plans to Launch Advisor Services Exchange

Fintech News Desk
Envestnet, Inc.  announced it is joining forces with Dynasty Financial Partners to launch the Advisor Services Exchange (ASx), which will offer financial advisors using Envestnet’s platforms an enhanced set of tools and services to help build and grow their businesses. “We’re excited to provide Envestnet clients access to services that......
FactSet Reports Solid Revenue and EPS Growth in First Quarter 2020
Banking Fintech News

FactSet Reports Solid Revenue and EPS Growth in First Quarter 2020

Fintech News Desk
FactSet, a global provider of integrated financial information, analytical applications, and industry-leading service, announced results for its first quarter ended November 30, 2019. First Quarter Fiscal 2020 Highlights Revenues increased 4.3% or $15.0 million to $366.7 million compared with $351.6 million for the same period in fiscal 2019. The increase......
Sapphire Software, Makers of Panoramix, Adds Director to Board
Banking Fintech News

Sapphire Software, Makers of Panoramix, Adds Director to Board

Fintech News Desk
Growing Innovator in Financial Technology (FinTech) and Consulting Expands Board of Directors to Include 34-Year Wells Fargo Veteran. Sapphire Software Services, Inc., a Minnesota-based software consulting firm and makers of Panoramix for Financial Advisors, announced an expansion of the board of directors as part of a general organization meeting. Joining......
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