Tag : financial relationships

MX Survey Shows 23% of U.S. Consumers Open a New Financial Account at Least Once per Year
Fintech News

MX Survey Shows 23% of U.S. Consumers Open a New Financial Account at Least Once per Year

PR Newswire
by PR Newswire0
Survey of 1,000 U.S. adults shows mobile banking application as most important factor when choosing a financial provider; However, top reason to close an account is bad customer service MX Technologies, released its latest consumer research report that shines a light on how consumers think about primary financial relationships and......
Envestnet National Study Examines Keys to Unlocking Americans' Complicated Financial Relationships
Finance News

Envestnet National Study Examines Keys to Unlocking Americans’ Complicated Financial Relationships

Fintech News Desk
by Fintech News Desk0
Envestnet Study, Fielded in Partnership with The Center for Generational Kinetics, Reveals that Advisors who Offer Compelling Digital Services Alongside Traditional In-Person Advice are Best-Positioned For Growth Envestnet published findings from its first national study, “The Intelligent Financial Life: The Unexpected Intersection Between Technology, Clarity, and the Human Connection,” led in partnership......
BAI Research Reveals Large Banks Still Lead in Small Business Banking, but Neo-banks are Making Fast Inroads
Banking News

BAI Research Reveals Large Banks Still Lead in Small Business Banking, but Neo-banks are Making Fast Inroads

Fintech News Desk
by Fintech News Desk0
BAI, a non-profit independent organization that delivers the financial services industry’s most actionable insights, released new BAI Banking Outlook research addressing small business banking insights and trends. In a survey of 600 business owners under $20 million in annual revenue, 60% said a large bank was their primary financial services provider.......
Capitol Securities Welcomes Jason T Ferree to our Wilmington, NC Region
Finance News

Capitol Securities Welcomes Jason T Ferree to our Wilmington, NC Region

Fintech News Desk
by Fintech News Desk0
Capitol Securities Management, Inc. is pleased to welcome Jason T. Ferree to our firm from Wells Fargo Advisors. With 23 years of experience in financial services, Jason is dedicated to helping individuals meet their financial needs by developing investment plans around their long-term goals and risk tolerance. His extensive experience – throughout......
BankShift Launches Free Trial To Manage Traditional Financial Accounts and Coinbase Wallet In One App
Banking Digital Fintech Mobile Banking News

BankShift Launches Free Trial To Manage Traditional Financial Accounts and Coinbase Wallet In One App

Fintech News Desk
by Fintech News Desk0
Managing money should be easy and safe, no matter where you are or who you bank with. Poised as the solution to multiple logins, expensive transfers, and disparate user experiences across financial institution apps, BankShift puts it all together while protecting the data and privacy of every-day people. ShiftSense Co-Founder......
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