Tag : Financial Wellness

Truist Expands Operation Hope Financial Coaching to 600 Branches
Finance News

Truist Expands Operation Hope Financial Coaching to 600 Branches

Fintech News Desk
by Fintech News Desk0
Truist, Operation HOPE offer no-cost financial education to help build secure futures Truist Financial Corporation announced that HOPE Inside financial wellness coaches are now available for 600 Truist branches, a significant milestone in the company’s partnership with Operation HOPE. In April 2021, Truist announced an investment in Operation HOPE of $20 million for financial......
Rocket Companies to Acquire Truebill, Adding Rapidly Expanding Financial Empowerment FinTech to the Rocket Platform
Fintech Mortgage News

Rocket Companies to Acquire Truebill, Adding Rapidly Expanding Financial Empowerment FinTech to the Rocket Platform

Fintech News Desk
by Fintech News Desk0
Truebill acquisition accelerates Rocket Companies’ vision to help clients in complex moments. Truebill will deepen engagement with clients and help millions of consumers improve their financial lives Rocket Companies, the Detroit-based platform company consisting of tech-driven real estate, mortgage and financial services businesses – including Rocket Mortgage, Rocket Homes and Rocket Auto......
CASHe Appoints Veteran Banker Joginder Rana to Top Role and Makes Strategic C-Suite Appointments
Business Finance News

CASHe Appoints Veteran Banker Joginder Rana to Top Role and Makes Strategic C-Suite Appointments

Fintech News Desk
by Fintech News Desk0
Strengthens key leadership team ahead of next growth phase CASHe, India’s preferred AI-driven financial wellness platform with a mission to make financial inclusion possible to all, is prepping up for its next phase of growth with a series of key leadership appointments.  To this effect, the company has appointed Joginder Rana......
Moneytree Software Acquires Financial Planning Hub eFinPlan
Finance News

Moneytree Software Acquires Financial Planning Hub eFinPlan

Fintech News Desk
by Fintech News Desk0
Cloud fintech solution aims to continue providing resources for individuals looking to begin financial planning Moneytree Software, LTD, an Accutech Systems Corporation company and a leading provider of cloud-based financial planning solutions, announced the acquisition of eFinPlan, a website dedicated to helping individuals understand the importance of robust financial planning. “Here at......
Morgan Stanley at Work Unveils Financial Wellness Findings From Inaugural State of the Workplace Financial Benefits Study
Fintech News

Morgan Stanley at Work Unveils Financial Wellness Findings From Inaugural State of the Workplace Financial Benefits Study

Fintech News Desk
by Fintech News Desk0
Finances cited as a major source of stress among employees and employers, affecting personal lives, work, and productivity Over the past year, more than nine in 10 U.S. employees have faced financial issues in their personal lives, reducing contributions to personal savings and employer-sponsored savings plans Morgan Stanley at Work......
The Institute of Financial Wellness: America's First Multi-Media Financial Education Network Introduced By Nationally Noted Experts
Fintech News Uncategorized

The Institute of Financial Wellness: America’s First Multi-Media Financial Education Network Introduced By Nationally Noted Experts

Fintech News Desk
by Fintech News Desk0
As more Americans seek financial help, a team of industry leaders is introducing a first-of-a-kind solution: unbiased financial education, resources, and services all Americans can use and enjoy At a time when public awareness and the need for a solid financial position have reached all-time highs, a nationally noted team......
Equitable Expands Availability of its Flagship Annuity Offering to Meet Financial Professionals’ Needs
Fintech News

Equitable Expands Availability of its Flagship Annuity Offering to Meet Financial Professionals’ Needs

Fintech News Desk
by Fintech News Desk0
Brings track record of innovation in income benefits and distribution to RIA market Expands reach with FIDx-Powered Envestnet Insurance Exchange Equitable, a leading financial services organization and principal franchise of Equitable Holdings, Inc., announced the continued expansion of its variable and index-linked annuity product distribution in order to meet financial professionals......
Pocketnest Launches Employee Wellness Tool, Doubles Customers
Fintech News

Pocketnest Launches Employee Wellness Tool, Doubles Customers

Fintech News Desk
by Fintech News Desk0
Pocketnest, the female-founded financial wellness platform, announces its 19th enterprise customer and latest product offering: Pocketnest for Employee Wellness. Adding Autobooks, Centerstone, Orlans and KORTX to its client roster, Pocketnest grows its enterprise customers by 122 percent since Spring 2021, with a 16 percent average monthly growth rate since launch.......
Fintech News

OrbisPay Appoints Dr. Gaytri Kachroo as Chief Operating Officer

Fintech News Desk
by Fintech News Desk0
Dr. Gaytri Kachroo joins the company’s executive team and board to lead the wages on-demand platform OrbisPay is pleased to announce that it has appointed Dr. Gaytri Kachroo as Chief Operating Officer (COO) to lead its business operations and strategy. She will report to OrbisPay’s CEO, Mo Saeed. In her......
Fleri
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Fleri – Immigrant Focused Financial Wellness Company, is Only US Company to Join Techstars Toronto in October

Fintech News Desk
by Fintech News Desk0
Fleri Inc., a personal finance company for immigrants known widely for the FleriHealth product which enables immigrants to buy affordable healthcare plans for their loved ones back home, will join the Techstars Toronto Accelerator Program starting this October. Techstars is a seed accelerator that runs an intensive mentorship-driven program for founders......
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