Bringing estate planning into the digital age
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Part of Trust & Will’s product and growth strategy revolves around embedding itself within insurance platforms, and complementing their products and services.
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Fintech News Stories
Overhauling banking ops with Amdocs
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According to Zur Yahalom, SVP & Head of Financial Services at Amdocs, the company’s move into banking and financial services was a logical extension of its existing areas of expertise.
Read MoreThe regulatory path to modern banking services
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Lawmakers have concrete ways to improve banking services writ large, delivering more reliable and impactful experiences for constituents in the process.
Read MoreMarketing cutting-edge banking services
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With the right messaging, timing, and content, banks can translate new tools into new growth.
Read MoreRevolutionizing financial meetings with SigFig
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According to Mike Sha, SigFig’s Co-Founder and CEO, Engage is a multi-part effort to bring bank services to the cutting edge.
Read MoreMaking operations solve for financial wellness
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From cross-team alignment to deeper outreach strategies, relatively low-lift operational changes can let players of all sizes create a more equitable and wellness-conducive landscape.
Read MoreThe rules shaping financial wellness
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A wave of new fintechs as well as product announcements from incumbents suggest that financial wellness is more than a passing trend—it’s a metric that financial players of all stripes are taking seriously.
Read MoreEmbedding financial wellness with Array
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Yesterday, Array announced the launch of Debt Manager, which offers real-time information on consumer debt.
Read MoreSolving for financial mindfulness
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According to Courtney Cardin, Aura’s Co-Founder, many US consumers can engage in high-awareness or high-acceptance practices, but often lack the ability to merge the two.
Read MorePreparing for the digital-identity revolution
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Digital-identity solutions are addressing a suite of use cases—from KYC challenges to humanitarian issues. While these solutions are still in the works, and their infrastructural shape isn’t fully certain yet, fintechs and financial institutions can already prepare operationally for their arrival.
Read MorePitching the public on digital identity
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Digital-identity solutions are a promising countermeasure that may help mitigate fraud. But they come with their own risks that consumers have to be aware of—and potentially regulate with the help of lawmakers.
Read MoreThe case for reusable digital IDs
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According to Aidan McCarty, Unum ID’s CEO & Founder, reusable IDs help businesses experience higher throughput rates, lower fraud, and lower customer acquisition costs.
Read MoreWhat BaaS and embedded banking mean for an incumbent bank
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In an interview with The Financial Revolutionist, Jon Briggs, KeyBank’s Head of Commercial Product, describes the evolution of BaaS and embedded banking from an incumbent’s perspective.
Read MoreBaaS operations under one roof
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Gary Singh, Zeta’s President, said that banks have been slow to move toward modern banking solutions or providing BaaS to their clients because of siloed and outdated tech stacks that are expensive to move away from.
Read MoreThe rules shaping the future of BaaS
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he right conditions are now in place for BaaS to take off and shape banking experiences in its image. Regulators are catching up now, though, and may pivot BaaS in new directions.
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