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Tag: wealth management

Credit Sesame goes after consumer paychecks

Cyber Security
Credit Sesame has joined the growing list of digital-only banking platforms that can be called “challenger banks.” The platform, which provides credit score...

Credit Sesame goes after consumer paycheck

Fintech
Credit Sesame has joined the growing list of digital-only banking platforms that can be called “challenger banks.” The platform, which provides credit score...

As markets plunge, robo-advisers urge caution

Fintech
In the wake of a stock market free fall, coronavirus and an oil price war, digital investment advisers are encouraging their customers to...

Deutsche Bank Wealth Management Taps QPLIX to Boost Digital Presence

Fintech
Deutsche Bank Group is giving Deutsche Bank Wealth Management a boost today by teaming up with wealthtech firm QPLIX. The partnership also...

Weekly Wrap: Takeaways from Bank Innovation Ignite 2020

Fintech
Welcome to the latest episode of our Weekly Wrap series, for the week ending Friday, March 6, 2020. In this episode, editors discuss...

AI Spawning New Products in Investment Business

AI
By AI Trends Staff AI is helping to launch new products in the investment business, from new data services to new...

FinTech Platforms Emerge in Wealth Management

Fintech
Software companies are seeking to use the “platform” model to extend their reach and help segments of the wealth management industry use...

Embedded finance’s new frontiers: insurance, health care

Fintech
SEATTLE — Embedded finance, or the concept of payments and banking being appended to other consumer use cases, is quickly evolving beyond retail...

Student loan advice platform Payitoff wins 2020 Ignite demo contest

Fintech
Payitoff, a white-label platform that provides automated guidance on student loan repayment, won the 2020 Bank Innovation Ignite DEMOvation contest. With the win,...

The $5 trillion ETF market has been tested

Payments
There is nothing like a market induced shake-up. This past week reminded me of all the trading floor jargon of my Salomon Brothers...

Robinhood suffers online outage with US stocks rebounding

Fintech
Robinhood Markets Inc.’s brokerage website experienced technical issues Monday with some customers unable to make trades on a day when the market was...

Fifth Third’s Dobot savings app hits $425M in savings goals since launch  

Fintech
Dobot, the automated savings platform acquired by Fifth Third in 2018, is working to help its users save $425 million since it launched...
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