Tag : financial guidance

New Survey From White Clay: 68% of FI Users Do Not Feel Known by Their Primary Financial Institution
Fintech News

New Survey From White Clay: 68% of FI Users Do Not Feel Known by Their Primary Financial Institution

Business Wire
by Business Wire0
Survey explores how Americans perceive and engage with their primary financial institutions White Clay, a fintech that guides financial institutions to build deeper and more profitable relationships,  shared results from its latest survey conducted online by The Harris Poll. Nearly 2,000 U.S. adults who use financial institutions (FI users) were......
Over 50% of Canadian Gen Z and Millennial Consumers Are Looking to Apps for Financial Guidance
Banking Fintech News

Over 50% of Canadian Gen Z and Millennial Consumers Are Looking to Apps for Financial Guidance

EIN Presswire
by EIN Presswire0
GFT’s New Banking Disruption Index Explores Whether Canada’s Banks Should Partner With Digital Competitors For 90% of Canadian banking customers, saving is a top priority, but where they’re placing their money is shifting, according to a new report released today. The Banking Disruption Index from global digital transformation company GFT finds that......
How to Bridge the Financial Advice Gap for Millennials and Gen Z
Analytics Fintech Primers Guest Posts

How to Bridge the Financial Advice Gap for Millennials and Gen Z

Jennifer Valdez
by Jennifer Valdez0
The current economic environment is certainly challenging and for many, downright confusing. While some experts argue that the economy will avoid a downturn, others, including 95% of community bankers, believe the U.S. economy is already in a recession. With an economy we can’t quite seem to predict, younger generations are......
Cross River Provides Grant Contribution and Pledges Financial Advisory Services to Montana Nonprofit Loads of Dignity
Finance News

Cross River Provides Grant Contribution and Pledges Financial Advisory Services to Montana Nonprofit Loads of Dignity

Business Wire
by Business Wire0
Deepens Company’s commitment to small business growth and community impact across the country and around the globe Cross River Bank, a technology infrastructure provider that offers embedded financial solutions, announced a $15,000 grant contribution and financial advisory commitment to Hamilton, MT-based nonprofit Loads of Dignity, a 501(c)(3) organization that provides......
First Entertainment Credit Union Members Earn $100K and Counting in Rebates Through Home Rewards Program
Fintech Mortgage News

First Entertainment Credit Union Members Earn $100K and Counting in Rebates Through Home Rewards Program

Fintech News Desk
by Fintech News Desk0
First Entertainment puts first-time homebuyers on the path to homeownership with successful new mortgage program Members of First Entertainment Credit Union, the premiere financial partner to creators and workers of the entertainment industry, have earned more than $100,000 in rebates through the credit union’s Home Rewards Program, allowing more homebuyers......
nCino Announces Chief Financial Officer Transition
Banking Cloud News

nCino Announces Chief Financial Officer Transition

Fintech News Desk
by Fintech News Desk0
nCino, Inc., a pioneer in cloud banking and digital transformation solutions for the global financial services industry, announced the appointment of Greg Orenstein as nCino’s Chief Financial Officer. Orenstein will succeed David Rudow, who will be leaving the Company effective January 31, 2023. Orenstein has significant leadership experience at nCino,......
Burnout Hitting Consumer Confidence, Finds KeyBank Survey
Banking Mobile Banking News

Burnout Hitting Consumer Confidence, Finds KeyBank Survey

Fintech News Desk
by Fintech News Desk0
Millennials or younger are experiencing the most burnout amid growing demand for digital products and financial guidance The KeyBank 2023 Financial Mobility Survey, released today, finds Americans are in a difficult financial position as 55% faced financial challenges over the last year, a substantial increase from the year prior (37%), with......
BigCommerce Announces Plan to Accelerate Path to Profitability
B2B B2C E-commerce News

BigCommerce Announces Plan to Accelerate Path to Profitability

Fintech News Desk
by Fintech News Desk0
Restructuring aims to move forward breakeven timeline to the fourth quarter of 2023 BigCommerce Holdings, Inc., a leading Open SaaS ecommerce platform for fast-growing and established B2C and B2B brands, announced its plan to reduce its cost structure and accelerate its path to profitability. The planned restructuring aims to move......
Modera Wealth Management Expands to Virginia
Finance News Technology

Modera Wealth Management Expands to Virginia

Fintech News Desk
by Fintech News Desk0
Modera Wealth Management, LLC (Modera), a fee-only comprehensive financial planning firm, is pleased to announce it has expanded to Virginia in November 2022 through a transaction with Bernhardt Wealth Management. The entire Bernhardt team has joined Modera. Gordon Bernhardt, CFP®, Tim Koehl, AAMS®, CFP®, and Solon Vlasto, CFP® have joined Modera as Principals and Wealth Managers......
Fiat Ventures Launches $25 Million Fund to Invest in the Future of Financial Access and Inclusion
Fintech News

Fiat Ventures Launches $25 Million Fund to Invest in the Future of Financial Access and Inclusion

Fintech News Desk
by Fintech News Desk0
Led by a team of diverse managers, Fiat Ventures aims to invest in financial technology companies that help drive economic mobility and growth Fiat Ventures, the leading emerging venture fund investing in products, services and technologies focused on financial democratization, announced the launch of the firm’s first venture capital fund......
1