Goalsetter’s Post

What do big-name financial brands Fidelity, Empower, Bank of America, and Pocketnest have in common? 🤔 We're all named in the Corporate Insight #financialwellness report for our kick-butt #fintech apps! Have a look 👀 and see why credit unions, banks, financial advisers, and employee wellness programs continue to choose us. https://bit.ly/47qGAdw #banks #creditunions #creditunioninnovation #bankinginnovation

We always start a conversation with an interested community financial institution to see if a partnership may make sense, for both of us. Often they are also interviewing other companies like ours as well. We are not the right fit for every community financial institution because we are advice-driven not product-driven. We won’t tell a potential partner, “Nothing has to change, you can keep doing everything exactly the way you are” just to get someone to sign a contract if it’s not true. We want to help our partners grow a sustainable, profitable, compliant retail wealth management program so they can work towards creating the #FinancialEcosystem their communities deserve. #ExpectMore #CommunityBanking #MidwesternSecurities #BankExecs #CreditUnionExecs

TO start 2024,#FinTech_and_The_Future_of_Finance #World_Bank_Group Technology-enabled innovation in Financial Services #FinTech is Reshaping #Financial_products, #Payments, #Business_Models,#Market_players, #Market_Structure, and Even #Money itself . Strengthening The Financial Market Place for Consumer Education #Financial_Literacy_for_Consumer_Protection #FinTech_Education_For_Financial_Inclusion

What do #eventpeople do when they're not at their events? They're at other events! I'll be at #FINOVATEFALL in NYC next week; DM me if you want to meet up! #futuredigitalfinance #digitalbanking #fintech #conversationalbanking #fraudprevention #digitaltransformation #creditunion #bankingtech #bankingtech #bankingtechnology Future Digital Finance

"🎉 Happy Independence Day to all! 💼 Celebrate with financial freedom as Givfin revolutionizes business growth through fintech innovation. Join us in liberating your financial operations and achieving economic autonomy. #independenceday #fintechrevolution #bankingtechnology "

What an action-packed week at Money20/20! Did you catch the CRS credit data experts in Vegas? A quick chat about next-level financial decisioning could be your best move yet: https://lnkd.in/g6HkRsBp #Money2020USA #fintech #credit #data #creditrisk #creditscore

Thank you to our friends at CUES for featuring our founder and CEO, Parker Graham in this article on the need for hands-on financial education and modern digital tools to guide younger members toward financial wellness. Discover how to empower younger members to take control of their finances, learn by doing, and make informed decisions for a brighter financial future. (Link in commments) #CreditUnions #GenZBanking #Fintech #Finotta

Part of our mission is to enhance financial literacy, and having a high credit score can play a pivotal role in securing financial well-being. In honor of #CreditEducationMonth, we wanted to highlight some of the lasting benefits of having a solid credit history. Don't hesitate to share these tips with someone who might need a reminder! #WealthManagement #FinancialTechnology #FinTech #DigitalBanking #communitybanks #FinancialWellness #FinancialInclusion #MarstoneInc #pvd #diversityandinclusion

It's time to clear the slate and ensure smooth financial transactions. If you have any pending remittances, you can prioritize making those backlog transactions today on our platform and keep your finances on track. TRY PENCENTRAL NOW #pencentral #fintech #pensionremittance #pension #money #ClearTheBacklog #EfficientTransactions #ClientPartnership #signup

Were Wealthifiers the kind of kids that always saved up their pocket money in a piggy bank, or did they spend it as soon as they got it? 🐷💸 As we’ve recently launched a new Instant Access Savings Account, we were interested to find out what the team’s earliest memories of saving are. So, we decided to ask them. 👀 And now it’s time to ask you: can you remember what yours is? (Our Instant Access Savings Account is powered by ClearBank) #finance #cardiff #fintech #money #saving