Tag : financial journey

LendingPoint Closes $900 Million Committed Forward Flow Program
Lending News

LendingPoint Closes $900 Million Committed Forward Flow Program

Business Wire
New deal follows record growth for the company, expands LendingPoint’s forward flow program and origination capacity The financial technology platform LendingPoint, announced the closing of a $900 million, three-and-a-half-year forward flow committed purchase program with a notable asset management firm partner. “Our strategy is to stay hyper-focused on ensuring that we......
Elements Partners with ONYX to Help Financial Advisors Start, Scale and Sustain Their Business
Finance News

Elements Partners with ONYX to Help Financial Advisors Start, Scale and Sustain Their Business

Business Wire
ONYX members will receive a discount on Elements subscriptions Elements, a modern financial assessment software that helps advisors demonstrate their value faster,  announced a new partnership with the ONYX Advisor Network, a comprehensive entrepreneurial support platform for financial advisors. This collaboration aims to make it easier for ONYX advisors to grow......
Credit Karma Aims to Help Millions of Americans Know, Grow and Protect Their Net Worth
Finance News

Credit Karma Aims to Help Millions of Americans Know, Grow and Protect Their Net Worth

Business Wire
From credit building to wealth building – Credit Karma expands product to help consumers at every point in their financial journey Credit Karma, the consumer technology platform with more than 120 million members in the U.S., announced Net Worth, a new product experience within Credit Karma that will help millions......
First Citizens Bank Completes Operational Conversion of CIT Bank Division Branches
Banking News

First Citizens Bank Completes Operational Conversion of CIT Bank Division Branches

Fintech News Desk
First Citizens Bank announced that its CIT Bank division has completed conversion of its branches to First Citizens’ operations and systems. This conversion integrates CIT Bank branch customer accounts into First Citizens products and services. “This is our second large bank branch conversion this year related to the CIT merger,......
Questis Introduces, Communities: A Members-Only Financial Support Network
Finance News

Questis Introduces, Communities: A Members-Only Financial Support Network

Fintech News Desk
Questis takes the next step forward in financial wellness technology with the addition of a complimentary support network necessary for changing financial behaviors Today, financial empowerment company, Questis, announces the launch of Communities to their financial empowerment services. Questis Communities is a members-only, peer-support network that brings together people who......
Farmers & Merchants Bank and Northwest Bank Select Chimney to Increase Engagement
Banking News

Farmers & Merchants Bank and Northwest Bank Select Chimney to Increase Engagement

Fintech News Desk
Chimney is now working with 70+ clients to guide their customers through the financial journey & improve their financial health Chimney, a leader in financial guidance for the digital age, announced the addition of two banks to its platform. The latest banks join 15 banks around the country who are working......
Banking News

Cathay Bank Offers Autobooks Digital Banking Solutions

Fintech News Desk
Business clients can get paid quicker and more securely by streamlining the invoicing process Cathay Bank announced that it has expanded its online business solutions to offer payment and invoicing services through Autobooks. “When we opened our doors as a commercial bank 60 years ago, we made it our job......
Citizens Rolls Out Overdraft-Free Checking Accounts
Finance News

Citizens Rolls Out Overdraft-Free Checking Accounts

Fintech News Desk
Bank Becomes One of Five Financial Institutions to Have Two Accounts Nationally Certified As Meeting Bank On Account Standards Citizens announced a new, overdraft-free checking account designed to increase banking access for underbanked and underserved communities. Citizens EverValue Checking offers protection from overdraft so that consumers don’t have to worry......
Zoe Announces Partnership With New York-Based RIA Firm, Future You Wealth
Finance News

Zoe Announces Partnership With New York-Based RIA Firm, Future You Wealth

Fintech News Desk
Zoe, a leading platform that connects clients with interest-aligned financial advisors, announced their continued partnership with Future You Wealth. Two years ago, the registered independent advisory firm (RIA) underwent a rigorous due diligence process by Zoe to ensure that it is one of the top 5% nationwide. The partnership enables clients to connect with......
Valon Raises $43.9 Million Investment for Residential Mortgage Servicing Platform; Offers Borrowers a Better Way to Navigate Homeownership
Fintech Mortgage News

Valon Raises $43.9 Million Investment for Residential Mortgage Servicing Platform; Offers Borrowers a Better Way to Navigate Homeownership

Fintech News Desk
Company partners with Starwood Capital Group and Freedom Mortgage, and secures Freddie Mac and Federal Housing Administration approval, to service government-backed loans Valon, a tech-enabled residential mortgage servicer, announced a $43.9 million investment, to continue fueling the company’s rapid growth through hiring, the development of a loan originations and property......
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