Tag : financial goals

Fiat Wealth Management Shares Essential Budgeting Tips to Start You on the Road to Financial Freedom
Finance News

Fiat Wealth Management Shares Essential Budgeting Tips to Start You on the Road to Financial Freedom

Fintech News Desk
by Fintech News Desk0
At Fiat Wealth Management, they work every day to help clients achieve their financial goals and create a roadmap to success. And for many people, that begins with developing an effective budget. Budgeting is one of the most important ways to gain financial freedom and live the life you truly desire.......
New Book, Your Essential Guide to Sustainable Investing, Launches Today
Investment Services News

New Book, Your Essential Guide to Sustainable Investing, Launches Today

Fintech News Desk
by Fintech News Desk0
The definitive guide to sustainable investing that investors need Samuel Adams, CEO of Vert Asset Management, is pleased to announce the launch of a new book: Your Essential Guide to Sustainable Investing: How to Live Your Values and Achieve Your Financial Goals with ESG, SRI, and Impact Investing. Renowned American economist Burton Malkiel......
H&R Block Study Shares How Americans Use Their Tax Refunds
Finance News

H&R Block Study Shares How Americans Use Their Tax Refunds: Majority Use It to Get Caught Up On Finances

Fintech News Desk
by Fintech News Desk0
Taxpayers who have their tax refund directly deposited to their Spruce account can receive their federal tax refund up to five days sooner Receiving an annual tax refund is a significant financial event for most Americans. But when it comes to determining what to do when the refund comes, many......
Bethpage Federal Credit Union to Go Live With Scienaptic’s AI-Powered Credit Decisioning Platform
Finance News

Bethpage Federal Credit Union to Go Live With Scienaptic’s AI-Powered Credit Decisioning Platform

Fintech News Desk
by Fintech News Desk0
Initial tests show potential for 70-90% increase in automated decision-making and double-digit increases in credit approvals for card and auto portfolios Leading global AI-powered credit decision platform provider, Scienaptic AI announced that Bethpage Federal Credit Union is planning to implement its AI-powered credit decisioning platform. This deployment will enable the credit union to make......
InTouch Wealth Advisors Joins Cetera
Finance News

InTouch Wealth Advisors Joins Cetera

Fintech News Desk
by Fintech News Desk0
$186 million Scottsdale practice joins Cetera via Wilde Wealth Management Cetera Financial Group, one of America’s largest networks of financial professionals, announced that InTouch Wealth Advisors, led by industry veteran financial professionals Jason Benedetti, Gus Dekavallas and Larry Ritter, has joined Cetera as part of Wilde Wealth Management. Founded in 2015, InTouch......
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
by Fintech News Desk0
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
by Fintech News Desk0
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
by Fintech News Desk0
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
by Fintech News Desk0
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
by Fintech News Desk0
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......
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