Tag : Financial Wellness

understanding financial wellness Top Software Picks for 2023
Analytics Banking Featured Finance Technology

Understanding Financial Wellness: Top 15 Software Picks For 2023

Pooja Choudhary
by Pooja Choudhary0
Introduction to Financial Wellness Behind every successful CFO, there is a secret financial software tool. The vision is to not only manage finances but also enhance corporate performance and achieve sustainable growth. In this article, we shall be focusing on a compiled list of the top 15 software tools for......
Pocketnest Launches Tool for Independent Practices
Fintech News

Pocketnest Launches Tool for Independent Practices

PR Newswire
by PR Newswire0
Fintech app expands to smaller, independent clients at 42 percent growth rate Pocketnest, the female-founded financial wellness platform, announces its latest product rollout—Pocketnest for Independent Practices—aimed at independent wealth advisors, CPAs, mortgage brokers, financial advisors, and more. The latest product addition brings three new practices to the Pocketnest roster, with......
Money Concepts Capital Corp. Enhances Advisor Productivity and Client Servicing Capabilities with Broadridge
Analytics News

Money Concepts Capital Corp. Enhances Advisor Productivity and Client Servicing Capabilities with Broadridge

PR Newswire
by PR Newswire0
Leveraging Broadridge Wealth Data Aggregation and Financial Reporting enables Money Concepts to create their wealth platform for the future  Money Concepts Capital Corp. has enhanced its data management technology with the implementation of Wealth Data Aggregation and Financial Reporting from global Fintech leader Broadridge Financial Solutions, Inc.. This data aggregation, reporting......
Kashable and SecureSave Partner to Deliver Comprehensive Financial Benefits to Employers During Tense Economic Climate
Finance News

Kashable and SecureSave Partner to Deliver Comprehensive Financial Benefits to Employers During Tense Economic Climate

PR Newswire
by PR Newswire0
Employees Nationwide to Receive Full-Service Credit Building Resources During a time of record inflation when 51% of middle-income Americans are struggling to save, Kashable and SecureSave have joined forces to provide working Americans with access to affordable credit, emergency savings funds and financial wellness resources. Under a new partnership announced, participating......
Origin Acquires Finny to Fill a Critical Gap in Workplace Financial Education
debt collection Finance News

Origin Acquires Finny to Fill a Critical Gap in Workplace Financial Education

GlobeNewswire
by GlobeNewswire0
Acquisition will help Origin users improve global financial literacy and debt management with more complete toolkit for smarter financial planning Origin, the startup reimagining financial wellness in the workplace, announced it has acquired Finny, a financial health startup. Origin will integrate Finny’s financial education, content, curriculum, and debt management tools......
Medallion Bank Announces Fintech Strategic Partnership With CreditWorks
Banking Fintech News

Medallion Bank Announces Fintech Strategic Partnership With CreditWorks

GlobeNewswire
by GlobeNewswire0
Medallion Bank, an FDIC-insured bank providing consumer loans for the purchase of recreational vehicles, boats, and home improvements, along with offering loan products and services through fintech strategic partners, announced it had entered into a definitive agreement with CreditWorks to provide loans through the Credit4Work! financial benefit program. The Bank......
Credit Genie Secures $4 Million Series A Financing to Expand its Innovative Approach to Behavioral Finance and Personalized Budgeting
Finance Machine Learning News

Credit Genie Secures $4 Million Series A Financing to Expand its Innovative Approach to Behavioral Finance

PR Newswire
by PR Newswire0
Creditly Corp., dba Credit Genie, a digital personal finance platform that has helped more than one million Americans, announced that it has raised $4 million in Series A financing. The funding round was led by Tippet Ventures and Khosla Ventures, with participation from Gabriel Investments. Credit Genie’s innovative use of artificial intelligence......
Prosper Utilizes FICO Scores to Improve Financial Inclusion and Expand Credit Services
Lending News

Prosper Utilizes FICO Scores to Improve Financial Inclusion and Expand Credit Services

Business Wire
by Business Wire0
Pioneer of peer-to-peer lending marketplace in the United States wins FICO® Decisions Award for Financial Inclusion Prosper, the first peer-to-peer lending marketplace in the United States, has used FICO Scores for its new Prosper Card to extend credit services to over 200,000 near-prime customers and proactively manage credit line changes......
1