Four trends for financial advisors to watch
Find how advisors are leveraging modern technologies, data insights, and strategic outsourcing to navigate economic pressures.
Find how advisors are leveraging modern technologies, data insights, and strategic outsourcing to navigate economic pressures.
Discover how digital banking solutions offered by banks are a comprehensive way to improve customers' financial health.
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...