Tag : financial goals

CapIntel Establishes Strategic Relationship with Canada Life to Enhance Client Experience and Outcomes
Fintech News

CapIntel Establishes Strategic Relationship with Canada Life to Enhance Client Experience and Outcomes

Fintech News Desk
CapIntel’s digital application will now support approximately 3,000 advisors at Canada Life CapIntel, a leading financial technology company that connects wealth advisors and their clients using an intuitive sales platform, announced a strategic relationship with The Canada Life Assurance Company (Canada Life). The new strategic relationship will enable Canada Life’s......
Meridian Trust Federal Credit Union Deploys Scienaptic’s AI-Powered Credit Decisioning Platform
Fintech News

Meridian Trust Federal Credit Union Deploys Scienaptic’s AI-Powered Credit Decisioning Platform

Fintech News Desk
Leading global AI-powered credit decision platform provider, Scienaptic AI announced that Meridian Trust Federal Credit Union has selected its AI-powered platform, enabling the credit union to augment its underwriting capabilities to make faster credit decisions, increase loan approvals and support the financial goals of its members. “We are pleased to be working with Meridian......
TotallyMoney and Lendable Taking Credit to the Next Level
Finance News

TotallyMoney and Lendable Taking Credit to the Next Level

Fintech News Desk
TotallyMoney, the credit app to help customers move their money forwards, launches new API integration with loan and credit card platform, Lendable. ●      The credit building Level card prioritises simplicity, flexibility and transparency ●      TotallyMoney’s API integration enables pre-approval and guaranteed rates, meaning that customers can apply with......
Launching DhanLAP, India's First Intelligent Digital Platform For Loan Against Mutual Funds
Digital Fintech News

Launching DhanLAP, India’s First Intelligent Digital Platform For Loan Against Mutual Funds

Fintech News Desk
Fintech start-up Ark Neo launches DhanLAP, an end-to-end digital platform for instantly availing loans against financial products including mutual funds, shares, insurance, for retail investors. Developed by a team with over 100 man years of experience in digital retail financial products, DhanLAP is a first-of-its-kind comprehensive digital platform in the country to......
This October, Pave Finance Is Launching an Investment Advisor Empowering Everyone to Manage Their Money Like a Billionaire
Investments News

This October, Pave Finance Is Launching an Investment Advisor Empowering Everyone to Manage Their Money Like a Billionaire

Fintech News Desk
In March of 2020 as the Covid-19 pandemic swept through New York City, Pascal Cevaer-Corey, Pave Finance’s co-founder and CEO, was becoming increasingly concerned about wealth inequality. “Pave’s investment technology used to be reserved for the ultra-wealthy,” said Pascal Cevaer-Corey, CEO of @Pavefinance. “That’s why when we say have your money......
Fintech App Destined to Help Americans in Their Post-Pandemic Financial Recovery
Fintech News

Fintech App Destined to Help Americans in Their Post-Pandemic Financial Recovery

Fintech News Desk
Qinta, a new startup based in San Francisco, is underway on their plan to help every American reach their financial goals in this post-pandemic world by providing simple, affordable and accessible financial solutions. The world is in a tougher economic climate because of the pandemic. Interest rates are at an all-time......
Overalls Launches First All-In-One Insurance Protection Portfolio
Finance InsurTech News

Overalls Launches First All-In-One Insurance Protection Portfolio

Fintech News Desk
New algorithmic approach packages supplemental insurance products into a structured portfolio that changes and grows with the customer Overalls, the first personalized, all-in-one protection platform, is shaking up how employee benefits are packaged by taking a new approach to insurance that combines life, personal-line and entirely new protection products into algorithmically......
Geneva Financial Promotes Rachel Caple to Chief Sales and Revenue Officer
Banking Mortgage News

Geneva Financial Promotes Rachel Caple to Chief Sales and Revenue Officer

Fintech News Desk
 Geneva Financial (Geneva), a direct mortgage lender operating in 45 states, has announced the promotion of Rachel Caple to Chief Sales and Revenue Officer. In her new position, Caple will oversee and maximize the effectiveness of Geneva’s revenue and sales, expertly navigating the market as the company continues to expand with a growth rate exceeding 270%......
Chris Shepler Joins FTC as VP & Investment Officer
Finance Investments News

Chris Shepler Joins FTC as VP & Investment Officer

Fintech News Desk
Fiduciary Trust Company, an independent wealth advisor and investment management firm for high-net-worth individuals and nonprofits, is pleased to announce the hiring of Chris Shepler, CFA, as a Vice President & Investment Officer. “We are very pleased to have Chris join our team at Fiduciary Trust” Shepler brings over 25 years......
Financial Fitness for Life Announces Partnership With LifeCents for Financial Wellness Technology
Finance Fintech News

Financial Fitness for Life Announces Partnership With LifeCents for Financial Wellness Technology

Fintech News Desk
The union gives individuals access to quality, curated financial wellness guidance from leading industry experts Financial Fitness for Life (FF4L) is pleased to announce its new partnership with LifeCents to deliver customized financial wellness solutions to the American worker. By joining forces, the two companies are strengthening their efforts to improve employees’ financial......
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