Tag : financial decisions

Paiblock Introduces Fully-revamped Digital Assistant to Help Consumers Make Smart Financial Decisions
Digital Fintech Investments News

Paiblock Introduces Fully-revamped Digital Assistant to Help Consumers Make Smart Financial Decisions

Fintech News Desk
by Fintech News Desk0
Paiblock, a Global FinTech company today announced that it has launched a fully-revamped personal assistant to help consumers make smarter decisions about saving, spending, borrowing and investing. “Keeping a tight leash on spending is the first step toward achieving financial sanity” “Paiblock’s digital assistant is designed to help consumers make......
Bloomberg Sponsors MIDE Financial Literacy Program for Women
Finance Fintech News

Bloomberg Sponsors MIDE Financial Literacy Program for Women

Fintech News Desk
by Fintech News Desk0
Female Executives from Mexico’s Central Bank, BIVA and MIDE will share their career journeys in finance Bloomberg, a leading business, financial and technology company, announced it is sponsoring financial literacy activities for young women through  MIDE (Interactive Museum of Economics). On March 10, Bloomberg and MIDE will host a panel discussion on financial careers with Irene Espinosa, Mexico’s Central Bank......
Introducing Porte: The Mobile Banking Solution Committed To Being Your “Financial Door To More”
Banking Business Fintech Investment Services News

Introducing Porte: The Mobile Banking Solution Committed To Being Your “Financial Door To More”

Fintech News Desk
by Fintech News Desk0
Earn More: Up to 3.00% Annual Percentage Yield Savings Account1 Learn More: Financial Insights and Educational Resources Give More: Through #DoorToChange2 Populus Financial GroupTM, which provides a broad range of financial products and services, has launched Porte – a mobile banking solution committed to helping members navigate a path toward......
Planful Named a Leader in the Nucleus Research CPM Technology Value Matrix for Eighth Consecutive Year
Business Fintech News

Planful Named a Leader in the Nucleus Research CPM Technology Value Matrix for Eighth Consecutive Year

Fintech News Desk
by Fintech News Desk0
Planful Inc., the pioneer of financial planning and analysis (FP&A) cloud software, today announced it has once again named a Leader in the Nucleus Research 2021 Corporate Performance Management Value Matrix for the eighth consecutive year. Read More:  XP Inc. Acquires Riza M&A Planful’s advancement in the Leader quadrant reflects......
Morningstar-ships-market-monitoring-platform
Business Fintech Investment Services News

Morningstar Ships Market Monitoring Platform

Fintech News Desk
by Fintech News Desk0
Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, today announced the Morningstar Market Monitoring platform, a real-time information and market insights web-based application, designed to empower advisors, traders, and market analysts with the customized set of information they need to make sound financial decisions for investors. Read......
FormFree Announces Rebrand, New Website Aligned with Mission to Expand Financial Inclusivity
Banking Fintech News

FormFree Announces Rebrand, New Website Aligned with Mission to Expand Financial Inclusivity

Fintech News Desk
by Fintech News Desk0
FormFree launched a new visual identity designed to reflect its mission of empowering consumers and lenders with a transparent view of borrower financial DNA. In tandem with the brand launch, FormFree unveiled a new website that speaks to both consumer and lender audiences about how its AccountChek and Passport™ solutions......
How Customer Service Can Balance Efficiency and Security In Financial Services?
Artificial Intelligence Fintech Guest Posts

How Customer Service Can Balance Efficiency and Security In Financial Services?

Brad Birnbaum
by Brad Birnbaum0
Efficiency may not be the number one priority for customer service in financial services when business is booming and resources are available, but the power of an efficient AND effective customer service organization can make a massive impact during both challenging and successful times. Now more than ever, customers want......
Inaugural Zoe Financial Sentiment Study Indicates Affluent Households Are Comfortable with Digital Wealth Management, Seek Long-Term Advisor Relationships
Banking News

Inaugural Zoe Financial Sentiment Study Indicates Affluent Households Are Comfortable with Digital Wealth Management, Seek Long-Term Advisor Relationships

Fintech News Desk
by Fintech News Desk0
First-of-Its-Kind Study Suggests More than Two Million Wealthy Households Do Not Currently Have a Financial Advisor, Finds that More Than Half Would Choose an Advisor Online Zoe Financial, a technology-driven marketplace that empowers customers to make better financial decisions, released the results of its inaugural Zoe Wealth Planning Sentiment Study.......
New Zoe Financial Whitepaper Says Financial Advisory Industry Revenue Will Reach $200 Billion by 2030, Far Exceeding Current Growth Estimates
Business News

New Zoe Financial Whitepaper Says Financial Advisory Industry Revenue Will Reach $200 Billion by 2030, Far Exceeding Current Growth Estimates

Fintech News Desk
by Fintech News Desk7
Rising Wealth, the Decline of Employer Pensions Plans, Digitization and Automation Are Drivers Of Industry Growth And Disruption Zoe Financial, a technology-driven marketplace that empowers consumers to make better financial decisions, released a new report that found current growth estimates of the US wealth management market undervalue the financial advisory......
Secfi Secures $550M from Serengeti Asset Management To Launch “Pre-Wealth Management” Financing Platform
Banking News

Secfi Secures $550M from Serengeti Asset Management To Launch “Pre-Wealth Management” Financing Platform

Fintech News Desk
by Fintech News Desk0
The New Funds Will Expand Secfi’s Options Financing Product, Helping More Startup Employees Manage Their Wealth From Offer to IPO Secfi, the first pre-wealth management platform helping startup employees navigate financial decisions from offer to IPO, announced they have secured a $550 million investment facility from Serengeti Asset Management. The......
1