Betterment moves into HSAs through United Healthcare partnership
Robo-adviser Betterment is growing its enterprise business with a new product for health insurers and their customers. The New York-based...
Wealth Management
Inside Wealthfront’s lifelong customer loyalty strategy
Robo-adviser Wealthfront wants to become the center of its customers' financial lives. To do so, it's steadily added products beyond...
How KeyPoint uses location-based alerts to target inactive app users
Silicon Valley-based KeyPoint Credit Union is seeing a lift in user numbers resulting from targeted push notifications. The push notifications...
BofA launches hybrid human-digital investment product
Bank of America has added a human-assisted option to its digital wealth management product. With the launch of Merrill Edge...
Varo’s FDIC application tests uncharted territory
Varo Money has been striving to get a banking charter for three years. On Aug. 31, 2018, the digital-only challenger...
U.S. Bank’s Dominic Venturo to speak at Bank Innovation Build 2019
Dominic Venturo, executive vice president and chief innovation officer at U.S. Bank, will participate in a fireside chat at Bank...
Why We Need Bank Innovation Build
There is a revolution going on inside banking. And that's not just a cheap cliche. It is this revolution that...
Wealthbox CRM Integrates with SS&C in Effort to Save RIAs Time
Wealthbox CRM, a web-based customer relations management company, believes it has the tools to save financial advisors precious time. “CRM...
FIs Pushing for More Cross-Sell of Wealth, Commercial Banking Products
Having spent a lot of time attending to retail customers, banks are now trying to digitally transform their wealth management...
More Deals, Less Funding for Fintechs in Q1 2019
The number of fintech funding deals in the first quarter this year recovered from the previous quarter's dip, but it's...
