Wealth Management - Small businesses of [up to] 1,000 participants represent a huge, underserved target that traditional recordkeepers cannot economically serve. Vestwell provides a great user experience for financial advisors and end users. It’s...
In The News
News Channel 9 - This was a perfect scam, this woman had a lot of experience in identity theft. And she took an old type of identity theft, which relates to intercepting physical mail, and connected it with this new digital means. And it was quite...
American Banker - For some institutions it’s [consumer education campaigns] been a focal point for a long time. Others have taken it upon themselves to be proactive because they’ve seen an uptick in scams & fraud.
The fintechs stepping into the void left by Simple
June 28, 2021
American Banker - “Savings has turned into one of the hot topics of 2021, partly because of growing importance to provide better financial wellness and financial fitness. Banks/fintechs are trying different approaches.”
How to Spot Scam Texts on Your Smartphone
June 25, 2021
AARP - Mobile scams - The gift that keeps on giving- in the worst way possible way. bank."
Refinitiv launches platform for wealth management firms and their active trader customers
June 24, 2021
Wealth Adviser - Sophisticated analytics, personalised content and an easy-to-navigate interface form the centerpiece of a modern digital proposition. Younger and active traders constitute a particularly demanding population. The Refinitiv...
American Banker - "Offering a digital application for business accounts is unique, let alone building one yourself as a smaller bank."
MoneyWise - “We saw a huge uptick in #scams as a result of the pandemic and consumers being isolated for a good three to four months during the height of the global lockdown.”
RIABiz- "Vise offers a unique value proposition because it makes the investment journey simpler … [and] they have proven their ability to scale in a timely capacity."
American Banker - “Simple didn't have a particularly large customer base, but the big question we all had at the time was, were they onto something? In other words, was the digital-only banking wave here to stay, and can it be monetized and scaled...
