Financial Inclusion – Lost in Translation?
July 1, 202611 min
The article highlights that language barriers limit financial inclusion efforts and argues that true inclusion requires localization beyond translation to build trust and access.
trii Launches US Stock Trading in Chile with Alpaca
March 11, 20265 min
trii, a leading investing app in Latin America, today announced the launch of US stock trading in Chile, introducing a mobile-first solution that aims to remove traditional barriers to investing in the Chilean market. The launch is powered by Alpaca, a global leader in brokerage infrastructure APIs, providing access to options, stocks, ETFs, fixed income, and crypto. Retail investors across Latin America have faced significant hurdles to market participation, including high commission fees, limited financial...
Investview Strengthens Board with New Appointment of Robert Verdun to BOD
February 10, 20265 min
Investview, Inc., a diversified financial technology services company operating across multiple business units that feature the sale of financial education products and services through a global network of independent distributors, the manufacture and sale of consumer health, wellness and nutrition products, an early-stage online trading broker-dealer platform for self-directed retail investors, and a sustainable blockchain technology focused on Bitcoin mining and related infrastructure, today announced the appointment of Robert Verdun to the Investview, Inc. Board...
Orion Financial to Deploy Scienaptic AI for Advanced Credit Underwriting
January 21, 20264 min
Scienaptic AI, a global leader in AI-powered credit decisioning, today announced that Orion Financial, headquartered in Memphis, Tennessee, will deploy the Scienaptic AI platform to strengthen credit underwriting, modernize lending operations, and responsibly expand access to credit for its members. With more than six decades of service, Orion Financial (“Orion”) has built a reputation as a trusted financial partner for individuals and families across the Mid-South. Founded in 1957, the credit union today serves more than 75,000 members...
Sezzle’s MoneyIQ Reaches One Million Lessons in Its First Year
December 22, 20255 min
The in-app gamified financial literacy program gains traction as users look to Sezzle as an all-in-one platform for shopping, rewards, and financial education.
CEOInsights Asia names PU Prime Thailand’s Country Manager in Top 10 Leaders
November 26, 20254 min
PU Prime, a global multi-licensed online brokerage, is pleased to announce that Ms. Phakkaporn Pirachat, Country Manager for PU Prime Thailand, has been spotlighted by CEOInsights Asia Magazine in its November 2025 issue. The series aimed to recognize the ‘Top 10 Country Managers from Thailand – 2025’ who have demonstrated exceptional leadership, expertise, and skills in the Thai market. As Thai businesses are increasingly adapting to new consumer behaviors, sustainability demands, and the rapid growth...
Financial Guidance Builds Real-Life Confidence: Empowering the Gen Z Borrowers of Tomorrow
August 13, 202515 min
SavvyMoney CEO JB Orecchia shares how embedding credit education into digital banking can build Gen Z’s financial confidence and lifelong money skills.
AccountTECH: How Real Estate Franchises Fail Franchisees
August 4, 20256 min
Iron Valley Real Estate Redefines Franchise Support with a Focus on Broker Profitability and Financial Transparency Iron Valley recently partnered with AccountTECH, a provider of real estate accounting software and outsourced bookkeeping, to equip franchisees with scalable, centralized financial systems. In an industry where real estate franchise success has historically been measured by agent count and recruitment statistics, Iron Valley Real Estate is drawing attention for prioritizing broker/owner profitability through financial transparency and hands-on support....
Instant launches Financial Wellness program
March 27, 20257 min
New Financial Wellness Hub gives Instant’s users access to health and well-being services and credit-building tools to help them achieve greater financial freedom
Rate Expands in Knoxville with Hire of Adrian Hall as Branch Manager
March 26, 20253 min
Rate, a leader in fintech mortgage solutions, announced today the addition of Adrian Hall as Branch Manager to lead its growing presence in the Knoxville market. With deep roots in the community and a drive to help local families achieve homeownership, Hall brings over a decade of experience in mortgage lending and financial education to his role. “Joining Rate was a natural fit,” said Hall. “They walk the walk—everything else comes second. That showed in...