Tag : financial goals

ONEIL Selects Wright-Patt Credit Union as New Financial Institution
Finance News

ONEIL Selects Wright-Patt Credit Union as New Financial Institution

Fintech News Desk
by Fintech News Desk0
New partnership creates savings, aligns employee-focused cultures ONEIL & Associates (ONEIL), has selected Wright-Patt Credit Union (WPCU) as its new financial institution. The new partnership creates important savings for ONEIL, aligns employee-focused cultures and fortifies a business relationship that benefits the Dayton community. ONEIL began working with WPCU in mid-February and will use......
Market Demand Increases for Financial Planning That Goes Beyond Just Money
Finance Fintech News

Market Demand Increases for Financial Planning That Goes Beyond Just Money

Fintech News Desk
by Fintech News Desk0
Equitable announces unique partnership with Columbia University that teaches advisors to connect clients’ life goals and dreams to long-term financial planning Equitable, a leading financial services company and subsidiary of Equitable Holdings, has launched a unique partnership and program curriculum with Columbia University. The program invites financial professionals to study specific......
Kin Insurance, Inc. and Omnichannel Acquisition Corp. Mutually Agree To Terminate Business Combination Agreement
InsurTech News

D2C Insurtech Company Kin Insurance Grows Total Written Premium by 230% YoY

Fintech News Desk
by Fintech News Desk0
Kin Exceeds Expectations in First Quarter 2022, Moves Closer to $250M Annual Goal Kin Insurance, the direct-to-consumer home insurance company built for every new normal,  announced select preliminary operating results through the first quarter ended March 31, 2022: “We showed meaningful operating leverage as we experienced revenue growth and narrowed......
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......
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