Tag : Financial Advice

Zoe Financial Announces Partnership With Betterment for Advisors
Finance News

Zoe Financial Announces Partnership With Betterment for Advisors

Fintech News Desk
by Fintech News Desk0
Zoe Financial, a digital leader in matching highly vetted fiduciary financial advisors and clients, announced today a new partnership with Betterment for Advisors, a leading digital wealth management platform Zoe Financial announced today a new partnership with Betterment for Advisors, a leading digital-first wealth management platform for RIAs. The partnership will grant advisors......
eGain Virtual Financial Coach Experiences Early Success with Credit Unions
Finance Fintech News

eGain Virtual Financial Coach Experiences Early Success with Credit Unions

Fintech News Desk
by Fintech News Desk0
85% of users rate their personalized coaching plan achievable eGain, the leading cloud platform for customer engagement automation, announced that 25 credit unions have deployed the eGain Virtual Financial Coach since its launch in March earlier this year. Thousands of consumers are already using the Coach for advice and user......
Financial-Advice-is-(Finally)-Affordable-–-Status-Money-Launches-Virtual-Coaching-Starting-at-_3-per-Month
Business Fintech News

Financial Advice is (Finally) Affordable – Status Money Launches Virtual Coaching Starting at $3 per Month

Fintech News Desk
by Fintech News Desk0
Status Money announced today the launch of its financial coaching service that connects individual members with certified financial professionals via video conference. Access to professional financial guidance and advice has never been more important, with 40% of US investors surveyed by Cerulli Associates in October saying they need more advice......
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