Tag : money management

KlariVis Announces New Relationship With Ephrata National Bank
Analytics Banking News

KlariVis Announces New Relationship With Ephrata National Bank

Fintech News Desk
KlariVis, a fast-growing enterprise dashboard and analytics solution for the financial services industry,  announced its new relationship with Ephrata National Bank as a key analytics tool for the bank’s future. KlariVis compiles and aggregates high-value, actionable data into an intuitive, user-friendly enterprise dashboard. The KlariVis platform provides financial institutions of all......
Washington Trust Announces Financial Literacy Initiative
Finance News

Washington Trust Announces Financial Literacy Initiative

Fintech News Desk
Multi-Year Funding and Free Tools for Schools and Community Groups Washington Trust announced a new Financial Literacy Initiative designed to provide individuals, families, businesses, and nonprofit organizations with the money management tools and resources they need to achieve economic empowerment. The Initiative has three components: $165,000 in multi-year funding to support literacy......
Infinity Financial Joins Alternative Investment Exchange Platform
Investment Services News

Infinity Financial Joins Alternative Investment Exchange Platform

Fintech News Desk
Alternative Investment Exchange (AIX), the platform making it easy to buy, own, and sell alternative investments, has onboarded Infinity Financial Services to the AIX platform. Through this partnership, Infinity’s alternative investing experience is transformed into one that is fast, simple, and intuitive. Gone are the days of completing paper documents by hand......
Pinnacle Secures $200 Million Team from VALIC, Expanding Business in New Jersey
Investment Services News

Pinnacle Secures $200 Million Team from VALIC, Expanding Business in New Jersey

Fintech News Desk
Pinnacle Investments, LLC, a 25-year-old investment firm headquartered in Syracuse, expanded their business in Morristown, New Jersey with the procurement of three reps formerly affiliated with The Variable Annuity Life Insurance Company (VALIC). Andrea Coladarci, Adam DeSimone, and Adam Gartside, now doing business as Prime Wealth Group, each left VALIC Friday after 11, 3, and 2 years......
Walmart Announces New Low-Price Fee on Money Transfers to Mexico
Commerce Digital News

Walmart Announces New Low-Price Fee on Money Transfers to Mexico

Fintech News Desk
The retailer delivers incredible savings for millions of customers in relaunch of Walmart2Walmart Mexico, powered by Ria Money Transfer Walmart is making it significantly cheaper for its customers to send money to Mexico. Customers can now send money from any Walmart store in the U.S. to any Walmart store in......
Better Banking is Here with SoFi Checking and Savings
Finance News

Better Banking is Here with SoFi Checking and Savings

Fintech News Desk
SoFi Launches Bank Offerings, including up to 1.00% APY for All Members and No Account Fees SoFi Technologies, Inc., the digital personal finance company, announced the launch of SoFi Checking and Savings, the latest offering designed to help people get their money right. SoFi Checking and Savings will allow members......
H&R Block Offers More Ways to Get Help with Taxes as It Blends Digital Services with Human Expertise and Care
Banking News

H&R Block Partners with MX on Spruce(SM) Giving Consumers Transparency About Their Spending

Fintech News Desk
Spruce helps deliver financial inclusion for millions of Americans by providing customers with greater transparency, access, and support to reach their financial goals MX, the financial data platform and leader in modern connectivity, and H&R Block promote greater financial inclusion with the launch of the Spruce mobile banking platform. With......
Unifimoney Announces Integration with Q2's Digital Banking Platform
Finance News

Unifimoney Announces Integration with Q2’s Digital Banking Platform to Offer Digital Wealth Management Solutions

Fintech News Desk
Financial institutions can now access Unifimoney’s digital wealth management services via Q2 Innovation Studio Unifimoney, a turnkey digital wealth management platform, announced its availability within the Q2 Innovation Studio, making its trading platform pre-enabled to 450+ financial institutions (FIs) on the Q2 digital banking platform. As banks and credit unions......
ENACOMM and PSCU Partner to Bring Prepaid Mobile Apps and Websites to Credit Unions
Fintech News

ENACOMM and PSCU Partner to Bring Prepaid Mobile Apps and Websites to Credit Unions

Fintech News Desk
ENACOMM collaborating with the nation’s premier credit union service organization to equip members with secure, user-friendly CX tools ENACOMM, a FinTech enablement company equipping financial services companies with affordable solutions that empower them to compete with technology offerings of the largest financial institutions, announced it is helping to streamline mobile......
Fiserv Research Shows Digital Wallet Use Surging, Fintechs Key to Consumer Financial Experience
Digital Wallet News

Fiserv Research Shows Digital Wallet Use Surging, Fintechs Key to Consumer Financial Experience

Fintech News Desk
Nearly seven in 10 consumers used a digital wallet in the past 12 months With consumers leveraging digital tools more than ever, fintechs have become integral to the consumer financial experience according to the latest Expectations & Experiences consumer trends survey from Fiserv, Inc., a leading global provider of financial services......
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