financial advice - FinTecBuzz

Finanta Announced Partnership With IBC Bank

November 6, 20247 min

IBC Bank, one of the leading financial institutions in the US, is delighted to announce a strategic partnership with Finanta, a pioneer in financial technology solutions, aimed at revolutionizing its commercial loan originations, collateral management, portfolio management, and all lines of business in commercial lending operations. This collaboration marks a significant step in IBC’s ongoing commitment to enhance its digital banking services and deliver cutting-edge solutions to its customers. By integrating Finanta’s advanced commercial lending...

by Nick Eatock

Guest Articles

The Triple Reward of M&As: Harmonizing People, Processes, and Platforms

October 23, 202412 min

Harmonizing people, processes, and platforms in M&As strengthens financial advisory firms for streamlined growth and enhanced client experience

by BusinessWire

Platforms

FÉRIQUE Announced Partnership with Conquest Planning

October 14, 20245 min

Conquest’s intuitive technology will enable financial professionals in FÉRIQUE’s team to offer more individualized and effective financial guidance

by BusinessWire

Compliance & Scoring

Altruist Taps Veteran Legal Strategist Piret Loone as General Counsel

August 30, 20243 min

Top Financial Services Attorney to Lead Legal and Compliance Functions

by Jennifer Valdez

Guest Articles

Four trends for financial advisors to watch

June 5, 202411 min

Find how advisors are leveraging modern technologies, data insights, and strategic outsourcing to navigate economic pressures.

by FTB News Desk

In-House Features

How Banks Can Support the Financial Well-being of Customers?

January 8, 20249 min

Discover how digital banking solutions offered by banks are a comprehensive way to improve customers' financial health.

by PRNewswire

Banking

Lumin Digital announces partnership with Pacific Service CU

January 20, 20233 min

Lumin Digital has announced a multi-year partnership with California’s Pacific Service Credit Union (Pacific Service CU) to support an enhanced online-banking experience for the credit union’s nearly 70,000 members and more than $1.4 billion in assets. Slated to launch in October, Lumin’s cloud-based online and mobile digital banking platform will deliver enhanced safety and security features and seamless digital integration. This will support Pacific Service CU’s ability to create customized experiences through personalized recommendations like spending insights, financial advice, savings...