Banking & Financial Services News

Get a balanced look at what’s new in the banking and financial services industry. This section features information about commercial banking services and products, credit unions, credit card companies, cryptocurrency, compliance issues and news from banking and financial service companies.

SnapCheck Receives Prestigious Red Herring Award as Top Startup in 2018

SnapCheck, Inc., a leader in digital payments solutions, today announced it has been named winner of the prestigious Red Herring Top 100 North America award. SnapCheck received the award during a special ceremony at the Marina Del Rey Hotel in Los Angeles on June 20, 2018. “2018’s crop... - June 29, 2018 - SnapCheck

Speed to Contact Launches Ricochet Mobile CRM for Android

Speed to Contact Launches Ricochet Mobile CRM for Android

Speed to Contact, makers of the Ricochet cloud phone system and CRM, have announced the release of Ricochet Mobile CRM for Android. Ricochet is an all-in-one sales solution, including a fast dialer, cloud phone system, rich lead management system, and flexible marketing automation platform. - June 28, 2018 - Speed to Contact

iGrad Partners with Castlight Health to Integrate Financial Wellness Education Into Health Navigation Platform

iGrad Partners with Castlight Health to Integrate Financial Wellness Education Into Health Navigation Platform

San Diego-based financial wellness education company, iGrad has announced a new partnership with leading health navigation provider, Castlight Health, to integrate its Enrich™ platform with Castlight’s health navigation solution for employers. iGrad’s Enrich platform is used by... - June 27, 2018 - iGrad

Prominent San Antonio Attorney Joins Jefferson Bank’s Board of Directors

Henry B. Gonzalez III, like Jefferson Bank, has a family history of assisting underserved communities. - June 27, 2018 - Jefferson Bank

Spencer Savings Bank Donates $10,000 to Comprehensive Behavioral Healthcare, Committed to Improving Mental Health in the Community

Mental illness is a leading health crisis in America, and organizations are doing what they can to improve mental healthcare. Spencer Savings Bank recently did just that, by making a $10,000 donation to Comprehensive Behavioral Healthcare (CBHCare), in support of improving mental health in the community. The bank has been working with and supporting the organization for over three years. Donations help the organization sustain essential counseling and support services in the community. - June 27, 2018 - Spencer Savings Bank

RPA President Josh Schwartz to Chair Institutional Investor's Retirement Plan Advisor Summit

Josh Schwartz to lead two-day agenda, including discussion of plan design, practice management, investment solutions, and market insights. - June 26, 2018 - Retirement Plan Advisors

Ten Best Small Business Loan Services Named by topcreditcardprocessors.com for June 2018

The independent authority on merchant services, topcreditcardprocessors.com, has published the June 2018 rankings of the best small business loan providers. The rankings highlight the leading and top contending providers of loans offered to small businesses. While there are hundreds of competing... - June 26, 2018 - topseos.com

The Lonely Entrepreneur to Help 1 Million Entrepreneurs Worldwide

The Lonely Entrepreneur to Help 1 Million Entrepreneurs Worldwide

Launches Crowdfunding Campaign to Provide Popular Learning Platform Free to 1 Million Entrepreneurs Worldwide; The Lonely Entrepreneur, known for its top-rated book (http://goo.gl/Xevm8C) and popular online learning platform for entrepreneurs, is determined to help 1 million entrepreneurs have a better chance of success. To do so, it is providing its online learning platform for free to 1 million entrepreneurs worldwide and is launching a crowdfunding campaign to support the worldwide effort. - June 20, 2018 - The Lonely Entrepreneur

The 4th Annual Creative + Investor Shark Attack to be Held at The Ivy of Buckhead on June 21 in Atlanta

The 4th Annual Creative + Investor Shark Attack to be Held at The Ivy of Buckhead on June 21 in Atlanta

Georgia's screenwriters, directors and producers come together with the business and financial community for a powerful showcase of the content creators, filmmaking talent and film projects ready for financing and growing the state's $9.5B entertainment industry. - June 19, 2018 - Ball of Fire Media

Six Grant Fridkin Pearson, P.A. Attorneys Named 2018 Florida Super Lawyers and Rising Stars

Six Grant Fridkin Pearson, P.A. Attorneys Named 2018 Florida Super Lawyers and Rising Stars

Grant Fridkin Pearson, P.A., a Southwest Florida law firm, announced that six of their attorneys were recognized as 2018 Florida Super Lawyers and Rising Stars in the "Florida Super Lawyers" magazine. No more than five percent of the lawyers in Florida are selected by Florida Super... - June 19, 2018 - Grant Fridkin Pearson, P.A.

MEDICI Has Partnered with UBI Banca in Milan to Enhance Their Strength in FinTech Innovation

MEDICI (formerly Let's Talk Payments) has announced UBI Banca as a new member of the MEDICI Enterprise program that helps banks drive FinTech-at-SCALE. - June 19, 2018 - Medici

Cater Allen Private Bank Tops UK Consumer Finance in Digital Governance in the Q2 2018 Sitemorse INDEX

Cater Allen Private Bank is the leader in digital governance in UK Consumer Finance and has once again taken first place in the field in the latest Sitemorse quarterly INDEX. The Sitemorse INDEX reviews sites, scoring and ranking them based on optimisation, experience, compliance and technical... - June 18, 2018 - Sitemorse.com

Brad Sherman Named Investopedia Top 100 Financial Advisors

Brad Sherman is proud to be named one of the Investopedia Top 100 Financial Advisors. The Investopedia 100 list celebrates financial advisors who have contributed significantly to conversations about financial literacy, investing strategies, life-stage planning and wealth... - June 18, 2018 - Sherman Wealth Management

NACA Announces Philadelphia "Achieve the Dream" Home Ownership Event

NACA Announces Philadelphia "Achieve the Dream" Home Ownership Event

Major Event to Help Low to Moderate Income Home Buyers June 21 – June 25 - June 15, 2018 - NACA

Texas Trust Credit Union Awards MISD Seniors $4,000 Scholarships

Two Mansfield ISD graduating seniors have received $4,000 each in college scholarships from Texas Trust Credit Union. Bailey Downing from Mansfield High School was awarded the Texas Trust Bill Hallmark Scholarship for Engineering. Ashley Owen from Legacy High School received the Rita Hamner Fine... - June 13, 2018 - Texas Trust Credit Union

iHELP Student Loans Offers New Borrower Options

iHELP Student Loans Offers New Borrower Options

iHELP has added a new loan option for both private student loans and student loan consolidation. The fixed hybrid rate (FX5) is a 20 year term loan with the interest rate fixed for every 5 years. Additionally, iHELP borrowers are now eligible to receive a 0.25% Auto Pay Interest Rate Discount for payments made via automatic debit. - June 12, 2018 - iHELP Student Loan/RSLFC

New Canadian Based Crypto Exchange, Correx.io, Takes on the Global Giants

New Canadian Based Crypto Exchange, Correx.io, Takes on the Global Giants

Correx.io is a new cryptocurrency exchanged based in Toronto, Canada. They are licensed in the US as a Money Services Business. Traders have two platforms to trade on, a traditional exchange where makers (sellers) are paid 0.1% for every transaction and a QuickTrade option where dozens of altcoins are available to buy and sell. - June 07, 2018 - Correx International

Texas Trust Credit Union Awards Two AISD Seniors $4,000 Scholarships

Texas Trust Credit Union has awarded $8,000 in college scholarships to two Arlington ISD graduating seniors. Anni Burdgorf, who plans to major in special education at Texas A&M University, is the recipient of the Texas Trust Lamanda Higginbotham Education Scholarship. Hannah Lei received the... - June 07, 2018 - Texas Trust Credit Union

The Launch of a Canadian Accountant Referral Service and Directory - CPALocate.ca - A New Way to Connect with Potential Clients

The Launch of a Canadian Accountant Referral Service and Directory - CPALocate.ca - A New Way to Connect with Potential Clients

CPALocate.ca (“CPALocate”) is proud to announce the launch of a Canadian accountant referral service and directory. Consumers and businesses are often looking for specialized accountants, i.e. Chartered Professional Accountants (“CPA”), who can help either their families or... - June 05, 2018 - Minerva Tech

BlueRush and One Touch Video Chat Announce Strategic Partnership

BlueRush and One Touch Video Chat Announce Strategic Partnership

This strategic partnership creates a significant market impact on the mortgage industry and financial advisor "advisor-client" relationship. - June 05, 2018 - One Touch Video Chat

cloudyBoss Unveils COBRA: Blockchain Banking Beyond Crypto

Whilst incredible stories of financial gain and more recently loss, have been attributed to crypto currencies, the real story behind crypto is the need for an overhaul of our banking system. - June 02, 2018 - cloudyBoss Pty Ltd

New Peoples Bank Expands in Princeton, West Virginia: State-of-the-Art Branch Creates New Banking Experience for Private and Commercial Customers

New Peoples Bank announces the opening of its second full-service branch in Princeton, West Virginia. New Peoples Bank is dedicated to delivering a remarkable banking experience through 20 locations and a digital banking operation in Virginia, Tennessee and West Virginia. New Peoples Bank is a wholly-owned subsidiary of New Peoples Bankshares, Inc., a financial holding company headquartered in Honaker, Virginia. - May 31, 2018 - New Peoples Bank

In 2017, Online Mortgage Lead Generation Accounted for Nearly 20% of Total Refinance Originations in the U.S.

In 2017, Online Mortgage Lead Generation Accounted for Nearly 20% of Total Refinance Originations in the U.S.

In the final analysis of over 7 million Internet generated mortgage leads, iLeads.com® concluded that online consumers drove over $117 billion in loan origination dollars in 2017 and accounted for nearly 20% of total refinance originations in 2017*. For the final report for 2017,... - May 30, 2018 - iLeads

Dgtl Assets Group AB Launches Cryptowisser.com – A New Cryptocurrency Service Comparison Site

Cryptowisser.com’s ambition is to make the crypto market available on equal terms for everyone. With easily understable comparisons of cryptocurrency exchanges, cryptocurrency casinos, cryptocurrency wallets, cryptocurrency debit cards and cryptocurrency merchants, the company hopes to be able to do just that. - May 29, 2018 - Dgtl Assets Group AB

Bay Equity E-Signing Tool Makes Closing Easy

Bay Equity E-Signing Tool Makes Closing Easy

Bay Equity Home Loans rolls out BE Express Closing, its new e-Close platform. BE Express Closing brings e-signing innovation and efficiency to closings for customers, real estate agents and referral partners. - May 26, 2018 - Bay Equity Home Loans

OpenGift and Wealthman Announce Global Anti-Fraud Challenge

OpenGift and Wealthman Announce Global Anti-Fraud Challenge

Open Source Software (OSS) development platform OpenGift and Wealthman will partner to enhance cybersecurity and fraud protection of OSS. “When it comes to software security, there is no optimal answer,” says London based Wealthman CEO Andrei Huseu. “Open Source Software is... - May 25, 2018 - WealthMan

Meadows Bank Supports Meals on Wheels, a Catholic Charities of Southern Nevada Program in Honor of 10 Year Anniversary

Meadows Bank Supports Meals on Wheels, a Catholic Charities of Southern Nevada Program in Honor of 10 Year Anniversary

In celebration of its 10 year anniversary, Meadows Bank, a full-service community bank headquartered in Las Vegas, Nevada is giving back to the community through a matching donation program to Meals on Wheels, a Catholic Charities of Southern Nevada program. Throughout the month of April, Meadows... - May 25, 2018 - Meadows Bank

From Seed Funding to the Regulation A+ Offering – The Process of Tying It All Together Explained on the Reg.A Money Show Podcast

Investors are the lifeblood of every Regulation A+ offering. As such, it’s important for every Reg.A+ issuer to understand they need to take steps to continually “sell the dream” and become fundamentally sound in their company structure, procedures, and documentation - and that all begins with the company's Articles of Incorporation and how they are amended. This podcast explains exactly why and how it's properly done. - May 24, 2018 - Reg.A Funding Group

Spencer Savings Bank Receives Financial Capability Innovation Award from EVERFI and The Financial Capability Network

Over the years, Spencer Savings Bank has done just that by providing financial education to local students. As a result, the bank was honored with the 2018 Financial Capability Innovation Award presented by the nation’s leading technology innovator, EVERFI, Inc. The award recognizes Spencer’s significant efforts to improve the financial capability of Americans through unique digital learning initiatives. - May 23, 2018 - Spencer Savings Bank

Texas Trust Credit Union Honors Inaugural Class of Arlington Collegiate High School with $87,000 in Scholarships

The 87 inaugural graduates of the Arlington Collegiate High School have each received a $1,000 scholarship from Texas Trust Credit Union. The students received the scholarships for earning their associate degree while simultaneously earning a high school diploma. Texas Trust awarded the... - May 23, 2018 - Texas Trust Credit Union

Meadows Bank Net Income Pops 43%

Meadows Bank announced that it posted a Net Income after Tax of $3,737,000 in the first quarter of 2018 which is $1,124,000 or 43% higher than its earnings during the first quarter of 2017. While the reduction in the corporate tax rate had a positive impact on the bottom line in 2018, the increase... - May 22, 2018 - Meadows Bank

New Report: More Than 60 Percent of Patients Seeking Proton Therapy Are Initially Denied by Nation's Insurers

Alliance for Proton Therapy Access launches grassroots campaign calling for state insurance commissioners to fix broken insurance process. - May 17, 2018 - Alliance for Proton Therapy Access

Mars Bank Promotes Officers

Mars Bank promotes 3 Officers. - May 17, 2018 - Mars Bank

SAFE Federal Credit Union Names New Managers at Three Branches

SAFE Federal Credit Union, the largest credit union based in the Midlands, has named new managers at three branches in Sumter and Lugoff. All of the new branch managers were promoted from within SAFE, to replace managers who had been promoted to other roles. The new managers are: - Tammy Avins,... - May 16, 2018 - SAFE Federal Credit Union

MessageSolution Presents Community Banks and Financial Organizations with Compliance Management Archiving and eDiscovery Solutions at FIS Global InfoShare 2018

For the past seven years, the Fidelity Information Service (FIS) Global has hosted MessageSolution’s award-winning advanced information archiving and electronic discovery platform for its global clients. Through this partnership, FIS Global delivers compliance archiving, eDiscovery and storage management for its financial and banking customers to achieve compliance mandates and legal discovery implementations. - May 15, 2018 - MazeArt Fondation

Procurement & Finance Solutions Provider Acquires Leading Strategic Sourcing Consulting Firm

Procurement & Finance Solutions Provider Acquires Leading Strategic Sourcing Consulting Firm

Corcentric, a top provider of automation solutions for Procurement and Finance, has acquired Source One Management Services, LLC, an industry-recognized strategic sourcing and procurement services provider. Since 1996, Corcentric’s procurement, accounts payable, and accounts receivable... - May 15, 2018 - Source One, a Corcentric Company

Magnolia FCU Opts for Dolphin Debit After Hearing Rave Reviews

For Magnolia Federal Credit Union, the decision to move its ATM fleet to Dolphin Debit, the full-service ATM management company, was based on rave reviews from other Dolphin Debit clients. Now Magnolia is giving its own outstanding reviews. Magnolia FCU, in Jackson, Mississippi, has 23,000 members... - May 15, 2018 - Dolphin Debit

SonoCoin Announces Appointment of Prask Sutton as Specialist Advisor

SonoCoin Announces Appointment of Prask Sutton as Specialist Advisor

SonoCoin is pleased to announce that Prask Sutton has officially been appointed as a non-executive advisor to the SonoCoin team. Prask’s considerable experience and expertise in data-over-audio and business development will allow him to advise and support regarding the commercialization of... - May 09, 2018 - SonoCoin

Benchmark Mortgages Joins the Compass Mortgage Group and the Tango Group of Companies.

Benchmark Mortgages Inc., based in Edmonton, Alberta joins the Compass Mortgage Group and the Tango Group of Companies. - May 09, 2018 - Benchmark Mortgages Inc.

Georgia Bankers Association Endorses BankMarketingCenter.com

The Georgia Bankers Association (GBA), through its subsidiary, GBA Services Inc., announces the endorsement of Georgia-based BankMarketingCenter.com (BMC) as a GBA Strategic Partner. BankMarketingCenter.com is a web-based marketing portal that empowers banks to quickly and easily produce... - May 09, 2018 - Georgia Bankers Association

Calling All High School Athletes in San Diego County - Increase Your Chances for Scholarships to 70% and Avoid College Debt by Attending This Free Workshop

Calling All High School Athletes in San Diego County - Increase Your Chances for Scholarships to 70% and Avoid College Debt by Attending This Free Workshop

Announcing college sport scholarship recruiting event for high school student athletes Sat., May 26 at Del Mar Fairgrounds. A bonus event will be a casting call for high school athletes for a pilot reality show. - May 08, 2018 - College Coaches Connection

Cryptocurrency Regulations, Mining, Blockchain and Business – Blockchain & Bitcoin Conference Australia Will Explore Important Topics

Cryptocurrency Regulations, Mining, Blockchain and Business – Blockchain & Bitcoin Conference Australia Will Explore Important Topics

On May 29, Smile-Expo will introduce Blockchain & Bitcoin Conference Australia, an important event covering decentralized environment issues. Sydney Blockchain conference will be joined by main experts in the field of digital currencies and public ledger technology. There is no clear... - May 05, 2018 - Smile Expo

University of Chicago & University of Maryland Study Details Peer Pressure’s Positive Effects at Curbing Spending & Saving Money

Personal Finance Management Platform Status Money Saves Users $600/Month - May 03, 2018 - Status Money

University of the Incarnate Word Partners with iGrad to Offer Financial Education to Large Non-Traditional Student Population

University of the Incarnate Word Partners with iGrad to Offer Financial Education to Large Non-Traditional Student Population

The University of the Incarnate Word (UIW) is partnering with iGrad to offer a comprehensive and adaptive financial education platform to its largely non-traditional student population. iGrad, a private company based in San Diego, is a leading provider of interactive and adaptive online financial... - May 03, 2018 - iGrad

Dolphin Debit Names Joe Woods to Lead Its National Sales Force

Dolphin Debit, the full-service ATM management company, has named industry veteran Joe Woods its Senior Vice President and Director of Sales. In this position, Woods will guide and grow Dolphin Debit’s sales force to serve the rapidly increasing number of credit unions and banks that are... - May 02, 2018 - Dolphin Debit

Homes for Heroes Honors Affiliate Real Estate and Lending Specialists Who Gave Back More Than $1,762,000 to 1,405 Community Heroes

Homes for Heroes Honors Affiliate Real Estate and Lending Specialists Who Gave Back More Than $1,762,000 to 1,405 Community Heroes

Top affiliates receive distinguished honor by being inducted into the Homes for Heroes Heroes Served Club for their work and selfless service to their community heroes; firefighters, law enforcement officers, military, healthcare workers and teachers. - April 25, 2018 - Homes for Heroes

Menlo Group Senior VP Becomes Member of Elite Commercial Real Estate Society

Menlo Group Senior VP Becomes Member of Elite Commercial Real Estate Society

Grafton Milne of Menlo Group Commercial Real Estate has achieved the SIOR office designation awarded by the Society of Industrial and Office REALTORS®. SIOR is a Washington, DC-based international professional organization of more than 3,100 commercial real estate professionals, 2,900 of whom have earned the coveted SIOR designation. - April 25, 2018 - Menlo Group Commercial Real Estate

Bryan McClaine Joins Mars as Assistant Vice President, Mortgage Originator

Bryan K. McClaine (NMLS# 1737358) joined Mars Bank as an Assistant Vice President, Mortgage Originator. He will be responsible for generating residential mortgage business in Mercer and Butler counties. “Bryan is a great addition to our mortgage team,” said Shawn R. Proper, Mars Bank... - April 20, 2018 - Mars Bank

Xsolus to Launch Crowdfunding Platform (CROWDFUND): Crowdfunding, ICOs, and Token Sales Marketplace

Xsolus to Launch Crowdfunding Platform (CROWDFUND): Crowdfunding, ICOs, and Token Sales Marketplace

Xsolus, a blockchain solutions company with headquarters in Panama, is set to launch its Crowdfunding Platform (CROWDFUND) to allow the company, its customers, and its partners to host simultaneous live crowdfunding events, accepting a variety of cryptocurrencies, such as Bitcoin (BTC), Ethereum... - April 19, 2018 - Xsolus Inc.

HealthCare Associates Credit Union Launches iGrad’s Enrich Financial Literacy Platform

HealthCare Associates Credit Union Launches iGrad’s Enrich Financial Literacy Platform

HealthCare Associates Credit Union has partnered with iGrad to offer the Enrich™ Financial Wellness Platform to its members. - April 19, 2018 - iGrad

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