Tagged: financial wellbeing

May 20, 2022 @ 8:18 pm By Omar Faridi  |  

Dreams, the financial wellbeing platform and “leader” in engagement banking solutions has  announced a partnership with Mastercard (NYSE: MA) in order “to focus on delivering a suite of sustainable banking products for financial institutions designed to empower individuals to change their behavior for the better… Read More

April 29, 2022 @ 6:57 pm By Omar Faridi  |  

Sodexo Engage, which claims to be the “leading” employee engagement expert is teaming up with Wagestream, adding the charity-backed financial wellbeing app to its employee benefits platform. Via the collaboration, Sodexo Engage customers will be able to provide their people access to Wagestrean through its… Read More

April 24, 2022 @ 9:34 am By Omar Faridi  |  

Dreams, the financial wellbeing platform and “leader” in engagement banking solutions, recently announced the appointment of Russell Prince-Wright, Jason Curtis and Peter Hedlund, to join Dreams’ senior management team “as Regional Directors and drive the company’s B2B expansion.” Collectively, Russell, Jason and Peter “bring more… Read More

April 16, 2022 @ 5:36 pm By Omar Faridi  |  

Formations, a financial management solution that “maximizes” the financial wellbeing of the self-employed, recently announced the completion of an $8 million Series A round led by Arthur Ventures. The investment round comes on the heels of YoY growth “of 500%.” It will help Formations further… Read More

March 31, 2022 @ 2:27 pm By Omar Faridi  |  

eMoney Advisor, a provider of tech solutions and services that help people “talk about money,” has announced the availability of white-labeling “for its financial planning and wellness mobile application, Incentive.” The incentive is built, operated, and supported by eMoney, however, companies may provide their own… Read More

March 29, 2022 @ 2:47 pm By Omar Faridi  |  

Plinqit, the “only” savings platform of its kind that pays users for learning about personal finances, revealed that its platform is now accessible via  Jack Henry’s (NASDAQ: JKHY) Banno Digital Platform. As noted in the update, Plinqit integrated to Jack Henry “using the Banno Digital… Read More

March 7, 2022 @ 11:10 am By Omar Faridi  |  

Wealth at Work,  a financial wellbeing and retirement specialist, has reportedly appointed Jerome Gudgeon to serve as its Chief Information Technology Officer. Due to strong demand for its all-digital services, WEALTH at work is focused on innovating further to ensure customers are able to benefit… Read More

January 13, 2022 @ 5:50 pm By Omar Faridi  |  

One of the most challenging or pressing issues facing service-oriented companies right now is retaining hardworking, motivated professionals. According to a study shared by The Washington Post, the hospitality sector has the highest quitting rates of any industry by a considerable margin. TipHaus aims to… Read More

January 5, 2022 @ 1:11 am By Omar Faridi  |  

A recent Harris Poll reveals that US consumers are concerned about long-term finances and expect their employer to assist them with preparing financially for the foreseeable future. This study, commissioned by Funding Our Future campaign and DailyPay, polled over 2,000 American adults between the ages… Read More

November 30, 2021 @ 3:04 pm By Omar Faridi  |  

CuneXus, which claims to be the first digital storefront for financial institutions’ account holders, has announced a real-time, credit monitoring tool that’s available for financial institutions and end-users who may be embedded within the CuneXus storefront. The solution provides financial institutions the ability to show… Read More

November 28, 2021 @ 12:02 pm By Omar Faridi  |  

ID Finance, which claims to be one of the fastest-growing Fintechs in Spain and Mexico, has raised 106% (€1,062,883) of its €1M fundraising target from 459 investors (at the time of writing) via Crowdcube with 3 days left in its crowdfunding campaign. After a record-setting… Read More

November 8, 2021 @ 3:41 pm By Omar Faridi  |  

Even though there has been considerable economic uncertainty due to the COVID-19 outbreak, recent data from Payments Canada reveals that the nation’s residents feel that the worst might be behind them and are fairly optimistic regarding their financial wellbeing. Although 56% stated that they spend… Read More

November 2, 2021 @ 2:43 pm By Omar Faridi  |  

Moven has teamed up with ApexEdge in order to add breadth and depth to Moven’s financial wellness platform. The goal is to enable financial institutions and Fintech companies to provide solutions that save consumers money and offer services that provide unique cost savings to customers…. Read More

November 1, 2021 @ 7:55 am By Omar Faridi  |  

TIFIN, a Fintech platform using AI for wealth and asset management, has announced the closing of $47 million in Series C funding. TIFIN leverages data and investment-driven intelligence to support greater personalization for wealth management, and digital distribution for investment managers, according to a release…. Read More

November 1, 2021 @ 7:35 am By Omar Faridi  |  

Maslife, an AI-enhanced app that assists you with improving your health, relax your mind and take control of your finances, has raised 84% (£845,172) of its £1,000,001 target from 90 investors via Seedrs. With 24 days left in the Maslife crowdfunding campaign, the UK-based company notes… Read More

October 21, 2021 @ 9:13 am By Omar Faridi  |  

Swedish Fintech firm Dreams has appointed Stefan Krafft as its new VP of B2B Marketing to support the next phase of international expansion Dreams, the financial wellbeing platform and leader in engagement banking solutions, notes in a release shared with CI that Krafft will focus… Read More

October 21, 2021 @ 8:34 am By Omar Faridi  |  

Updraft, the financial app provider, has confirmed its largest investment round, securing  £72 million in equity and debt, in order to support its expansion and assist more UK consumers on a  path to attaining financial independence. The investment round has been led by NatWest, which… Read More

October 18, 2021 @ 2:40 pm By Omar Faridi  |  

Plaid and The Harris Poll have released a report, titled The Fintech Effect: Fintech’s Mass Adoption Moment. The report noted that as Fintech adoption approaches “parity” with traditional banking (95% of consumers are banked), it’s also become the main way that most consumers manage their… Read More

October 17, 2021 @ 11:51 am By Omar Faridi  |  

Prosper, a marketplace lending company that connects borrowers and investors with over $17B in loans issued via its platform, has shared its Performance Update Report for the month of September 2021. As noted in the report prepared by Haiyan Huang from Prosper, dated October 15,… Read More

October 11, 2021 @ 8:15 am By Omar Faridi  |  

EstateGuru, a property-backed loan marketplace catering to retail investors, recently noted that they wanted to help users with moving loans out of their portfolio fast, so they can rebalance their  projected earnings, or withdraw their cash in times of crisis/emergency. The EstateGuru team writes in… Read More