Tagged: digital tools

October 7, 2022 @ 2:27 pm By Omar Faridi  |  

Merrill Wealth Management launched Merrill Advisor Match, a research-based, digital platform that “connects people seeking financial advice with a Merrill financial advisor who best fits their preferences and needs.” Data shows there is “a need for a modern approach for finding an advisor.” A third… Read More

August 17, 2022 @ 8:25 am By Omar Faridi  |  

Trustfolio Ltd, the ‘debt-tech’ collective behind the Debt Adviser Support Portal and other digital tools for creditors and third parties designed to ‘enable better debt solutions’, has partnered with Equifax (NYSE: EFX) “to launch a new feature powered by Open Banking.” The new Debt Adviser… Read More

July 31, 2022 @ 11:22 am By Omar Faridi  |  

The Office of Financial Research (OFR) announces the launch of its Climate Data and Analytics Hub pilot, which is a new tool “to help financial regulators assess risks to financial stability stemming from climate change.” This collaborative environment will “improve users’ access to public climate… Read More

April 25, 2021 @ 10:47 pm By Omar Faridi  |  

Productiv, a platform that helps manage software-as-a-service (SaaS) applications, recently finalized a $45 million Series C funding round. This happens to be just one of many SaaS funding and acquisition announcements this year. In its recent report, Zylo, an established SaaS management platform that manages… Read More

January 3, 2020 @ 7:33 am By Omar Faridi  |  

The insurance technology (Insurtech) vendors aim to provide software that should simplify the decision-making process for clients. North America is reportedly experiencing the highest rate of Insurtech adoption because of how much customers in the area are spending on insurance-related products (according to a new… Read More