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.

PayCardPros, Inc. Partners with FlexWage, LLC to Market and Sell the FlexWage Suite of Solutions

PayCardPros, Inc. Partners with FlexWage, LLC to Market and Sell the FlexWage Suite of Solutions

PayCardPros, Inc. of San Diego, California has contracted with FlexWage Solutions, LLC to market and sell the FlexWage OnDemand Pay and Pay Card Solutions. The FlexWage OnDemand Pay platform is regarded as one of the most innovative and important employer benefits available today. - August 22, 2018 - PayCardPros, Inc.

Spencer Savings Bank Welcomes George Celentano as Head of the Retail Banking Division

Spencer Savings Bank is pleased to welcome George Celentano as Senior Vice President, Head of Retail Banking. Celentano will be responsible for the performance of the bank’s retail business across all products and channels and will lead the team in continuing to build and nurture strong relationships within the community. Celentano will be part of the Executive Management team and will report to Jose Guerrero, Chairman, President and CEO of Spencer Savings Bank. - August 20, 2018 - Spencer Savings Bank

Industry Firm Directly Supports Association Membership Through Financial Assistance

Industry Firm Directly Supports Association Membership Through Financial Assistance

MortgageManuals.com, a provider of mortgage policies and procedures and compliance services, saved 118 mortgage broker firms $10,600 in the last 12 months through its association discount program, according to a report compiled August 14, 2018. The program, which began recording association... - August 16, 2018 - MortgageManuals.com

Xirkle Announces the Release of Its Secured Multi Currency Crypto Wallet – XirkleBot

Xirkle Announces the Release of Its Secured Multi Currency Crypto Wallet – XirkleBot

The Xirkle (XIR) token has been designed in such manner as to facilitate fast and smooth online transactions between customers or users, XirkleBot, crypto exchanges, and other entities. - August 16, 2018 - Xirkle

Dade County Federal Credit Union Turns to Dolphin Debit to Expand Its ATM Fleet

Facing a major capital investment in order to expand its ATM fleet, Dade County Federal Credit Union in Florida opted instead for the lower-cost, lower-hassle strategy of outsourcing its new ATMs to Dolphin Debit, the full-service ATM management company. Dade County FCU is a 79-year-old credit... - August 16, 2018 - Dolphin Debit

National Credit Partners Cracks the Code for Business Owners

National Credit Partners Cracks the Code for Business Owners

National Credit Partners provide a lifeline for over-extended business owners who are drowning in debt with their ground-breaking Business Credit Dispute Program - August 15, 2018 - National Credit Partners

Arrowroot Real Estate Austin Deal

Dekel Strategic Investors and Arrowroot Real Estate Close Mueller Place in Austin, TX. - August 15, 2018 - Arrowroot Real Estate

7 Grant Fridkin Pearson, P.A. Attorneys Named to 2019 Best Lawyers® List

7 Grant Fridkin Pearson, P.A. Attorneys Named to 2019 Best Lawyers® List

Grant Fridkin Pearson, P.A. is pleased to announce that seven of its lawyers have been included in the 2019 Edition of The Best Lawyers in America. In addition, Jeffrey Fridkin was selected as a 2019 “Lawyer of the Year” in the practice area of Litigation-Real Estate in Fort Myers,... - August 15, 2018 - Grant Fridkin Pearson, P.A.

Spencer Savings Bank Welcomes New Branch Managers

Local banks need to have strong industry knowledge and experience, and also need to be able to provide a personal touch to really connect with customers and help them achieve their financial goals. Savings Bank is pleased to welcome two new Branch Managers to their Lyndhurst and Lodi branch locations. Radika Lutchman and Jill Gregg have joined the bank as Branch Managers and will be responsible for the management and business development of the bank’s Lyndhurst and Lodi locations. - August 14, 2018 - Spencer Savings Bank

Jeffrey J. Hudale Recognized as a VIP Member by Strathmore's Who's Who Worldwide Publication

Jeffrey J. Hudale of Pittsburgh, Pennsylvania has been recognized as a VIP Member for 2018 by Strathmore’s Who’s Who Worldwide Edition for his outstanding contributions and achievements in the field of finance. About Jeffrey J. Hudale Jeffrey Hudale has almost 15 years experience in... - August 11, 2018 - Strathmore Worldwide

Morris Hall PLLC Names New Partner, Darren Richardson

Morris Hall PLLC Names New Partner, Darren Richardson

Morris Hall PLLC, a premier estate planning law firm and member of the AAEPA, names new partner Darren Richardson. - August 09, 2018 - Morris Hall PLLC

New How to Start a Bookkeeping Business Video Series is a Complete How to Guide for Freelance Bookkeepers

New How to Start a Bookkeeping Business Video Series is a Complete How to Guide for Freelance Bookkeepers

A newly published video is helping aspiring bookkeepers and accountants from across the globe with the requirements, instructions and responsibilities on starting a bookkeeping business. - August 08, 2018 - JA Publications, Ltd.

WalkMe Launches Center of Excellence in Raleigh, Expands Offices to Support Rapid Customer Growth Worldwide

WalkMe Launches Center of Excellence in Raleigh, Expands Offices to Support Rapid Customer Growth Worldwide

WalkMe, the leading Digital Adoption Platform and one of the fastest-growing software companies globally, today announced that it has expanded its office to a new location in Raleigh, North Carolina, following the creation of a Center of Excellence for Growth Companies. WalkMe established its... - August 07, 2018 - WalkMe

2018 iMATER NOW Conference

iMATER NOW focuses on promoting wellness strategies in fast-paced, high-stress professions and aims to reduce stress, anxiety and worry. - August 06, 2018 - iMATER NOW

WebMD Health Services Adds Enrich Financial Wellness Solution to Well-Being Portfolio

WebMD Health Services Adds Enrich Financial Wellness Solution to Well-Being Portfolio

Personalized, Education-Driven Program Helps Employees Build Skills, Take Action to Reduce the Impact of Financial Stress - August 03, 2018 - iGrad

Alex Shaffer Joins Meadows Bank as Regional President in Arizona

Alex Shaffer Joins Meadows Bank as Regional President in Arizona

Meadows Bank announced that Alex Shaffer recently joined Meadows Bank as the Regional President in Arizona. Alex is an 18 year veteran of commercial banking in Phoenix, AZ; Tucson, AZ; Las Vegas, NV and Sacramento, CA markets. Alex joins Meadows Bank most recently from US Bank in Phoenix, Arizona... - August 02, 2018 - Meadows Bank

Streebo Helps Adarsh Credit Co-op Society Drive Large Scale Financial Inclusion Through Successful Rolling Out of Digital Transformation Initiatives

Streebo, a global leader in providing digital transformation solutions partnered with Adarsh Credit Co-Operative Society in rolling out Adarsh Money mobile apps for their members and advisors and added chatbot interfaces to facilitate conversational commerce. With a mission to uplift the weaker... - August 02, 2018 - Streebo Inc

IDMERIT Now Offering Global Business Verification

IDMERIT Now Offering Global Business Verification

Companies can now verify and retrieve data intelligence on businesses to secure their B-to-B interactions. - August 01, 2018 - IDMERIT

Plexus Financial Services, LLC Leaders Named as Delegates to NAPA DC Fly-In Forum

Plexus Financial Services, LLC Leaders Named as Delegates to NAPA DC Fly-In Forum

Practice Leader Allison Winge and Vice President, Client Relations Pamela Appell of Plexus Financial Services, LLC recently participated as delegates to the National Association of Plan Advisors’ (NAPA) Annual DC Fly-In Forum, an exclusive gathering of the nation’s leading retirement... - July 31, 2018 - The Plexus Groupe

ReminderMedia Joins LPL Financial’s Vendor Affinity Program

ReminderMedia Joins LPL Financial’s Vendor Affinity Program

In an effort to help financial advisors reach their marketing potential, ReminderMedia is now providing its products to LPL advisors as part of the firm’s Vendor Affinity Program. - July 28, 2018 - ReminderMedia

Financer.com Aims to Become the Leading Price Comparison Service for Loans and Other Financial Products

Financer.com Aims to Become the Leading Price Comparison Service for Loans and Other Financial Products

The global loan and finance comparison service Financer.com has experienced great growth over the first half of 2018 and is set to reach 1 million monthly visitors by the end of the year, a tenfold increase in traffic compared to last year. The main feature of Financer.com is to help consumers to... - July 27, 2018 - Financer.com

Meadows Bank Ranks #1 in Small Business Administration (SBA) 504 Lending

Meadows Bank announced that it was ranked #1 in Nevada by the U.S. Small Business Administration (SBA) for 504 lending as of the end of the 3rd quarter of SBA’s fiscal year and #2 in Nevada for 7(a) lending for the same time period. - July 26, 2018 - Meadows Bank

Henry Oster Onyemah Discusses Everything Needed to Operate a Microfinance Institution

Henry Oster Onyemah Discusses Everything Needed to Operate a Microfinance Institution

Nigerian writer, Henry Oster Onyemah, in his book "The Functional Microfinance Bank" discusses every aspect needed to operate a microfinance institution for optimal performance. - July 26, 2018 - Publiseer

Heartland Credit Union Association Names Dolphin Debit Its Exclusive ATM Partner

Dolphin Debit, the full-service ATM management company, has been named the Exclusive Partner of the Heartland Credit Union Association (HCUA). Kansas-based HCUA has credit union members of all sizes in Kansas, Missouri and other regions. The organization’s objective is to unite, strengthen,... - July 26, 2018 - Dolphin Debit

Russell Hill, CEO of Ellwood Associates, Announces Retirement in 2019

Russell Hill, CEO of Ellwood Associates, Announces Retirement in 2019

Russell Hill, longtime CEO of Chicago-based investment consulting firm Ellwood Associates, has announced that he will retire from the firm in February 2019. Hill will remain with the firm as chairman of the board of directors. Hill has served as CEO of Ellwood since 2004. Under his leadership, the... - July 25, 2018 - Ellwood Associates

Affinity Federal Credit Union Partners with iGrad for Financial Wellness Education

Affinity Federal Credit Union Partners with iGrad for Financial Wellness Education

Affinity Federal Credit Union (AFCU) recently launched Enrich™, iGrad’s adaptive, personalized and interactive online financial literacy platform to its 165,000+ members. - July 25, 2018 - iGrad

Won Mega Millions? Lottery Lawyer Offers 5 First Steps

Won Mega Millions? Lottery Lawyer Offers 5 First Steps

With the Mega Millions jackpot at $512 million, now is the perfect time to know what steps to take in case you win. Jason M. Kurland, known as The Lottery Lawyer, shares the following five tips for winners. - July 24, 2018 - Rivkin Radler LLP

Spencer Saving Bank Awards $26,000 in Scholarships to Gifted Students, Supports Local Students’ Education Dreams

Spencer Savings Bank recently awarded $26,000 in scholarships to 34 gifted students in local high schools and middle schools during a scholarship ceremony marking the bank’s 16th year supporting education dreams. Students from various New Jersey school districts, within Spencer’s... - July 24, 2018 - Spencer Savings Bank

Fifty Best Merchant Services Named by topcreditcardprocessors.com for July 2018

The independent authority on merchant services, topcreditcardprocessors.com, has released the latest rankings of the best merchant services for the month of July 2018. Each month thousands of competing merchant service providers are put to the test while only the leading and top contending MSPs are... - July 22, 2018 - topseos.com

Ten Best Small Business Loan Providers Named by topcreditcardprocessors.com for July 2018

The leading provider of reviews and ratings of merchant services, topcreditcardprocessors.com, has released their list of the ten best small business loan providers for the month of July 2018. Each month a new version of the rankings is released to highlight the leading and top contending providers... - July 22, 2018 - topseos.com

Spencer Savings Bank Financial Center Now Open in Downtown Westfield; Experience the Future of Banking Technology

Customers value community banks that integrate convenience and state-of-the-art technology. Spencer Savings Bank is excited to announce that it has officially opened its Financial Center in Downtown Westfield. The new center is located at 240 North Avenue West, directly across the train station, and features the latest technology to simplify the banking experience. Those interested can join the bank in celebrating their new location and take advantage of some of their special offers. - July 21, 2018 - Spencer Savings Bank

The White Law Group Announces the Filing of a FINRA Arbitration Claim Against Kovack Securities

The White Law Group Announces the Filing of a FINRA Arbitration Claim Against Kovack Securities

FINRA Claim Alleges Unsuitable Investing in High-risk Penny Stocks. - July 19, 2018 - The White Law Group, LLC

Mich Elkouri Joins Fountainhead Commercial Capital as Credit Analyst

Mich Elkouri Joins Fountainhead Commercial Capital as Credit Analyst

Fountainhead Commercial Capital, a nationwide lender focused on financing owner-occupied commercial real estate with low loan-to-value loans and the SBA 504 loan program, today announced that Mitch Elkouri has joined the company as a credit analyst. He will be responsible for assisting the... - July 19, 2018 - Fountainhead Commercial Capital

Dolphin Debit Delivers New ATM Fleet to Chocolate Bayou Federal Credit Union

For Chocolate Bayou Federal Credit Union, turning management of its ATMs over to Dolphin Debit was the right choice at the right time, for several reasons. The Alvin, Texas-based credit union was saddled with aging ATMs, all but one too old for an upgrade to accommodate EMV cards. It also saw an... - July 18, 2018 - Dolphin Debit

Dionese Elected Chair of PA Bankers Association

James V. Dionise, President and Chief Executive Officer of Mars Bank, was recently elected chair of the Pennsylvania Bankers Association (PA Bankers). As chair, he will lead Pennsylvania’s largest banking trade association. In this new position, Dionise will have oversight of the... - July 14, 2018 - Mars Bank

Homeland Security Foundation of America (HSFA) Partners with Access National Mortgage on Their Heroes Come First Program

Homeland Security Foundation of America (HSFA) Partners with Access National Mortgage on Their Heroes Come First Program

HSFA's Office of Health and Human Services (HHS) incorporates the Heroes Come First program into its mission through a new public-private partnership with Access National Mortgage. - July 12, 2018 - Homeland Security Foundation of America

American Receivable Corporation Ranked #1

American Receivable Corporation Ranked #1

For 39 years Mr. Stieber and Mr. Gurney have grown a company that is receiving more and more recognition for being the best in class. Hiring the right people has been the key to their success. With an average tenure of over 20 years, the staff at American Receivable consistently delivers superior... - July 11, 2018 - American Receivable Corporation

IDMERIT Launches IDMvalidate for Fast and Accurate ID Authentication

IDMERIT Launches IDMvalidate for Fast and Accurate ID Authentication

App works in conjunction with IDMverify to add another level of fraud assessment to company’s global identity verification solutions. - July 11, 2018 - IDMERIT

Neto Financial Group Opens Office in Nashville, Tennessee

Neto Financial Group Inc., an Accounting, Tax, and Wealth Advisory firm founded in Miami, Florida, has opened an office in Nashville, Tennessee. Elizabeth Morton, CPA, and Arturo Neto, CFA, CPWA, opened the office in early June to provide a full suite of financial services to small business owners... - July 10, 2018 - Neto Financial Group

Survey: Canadian Young Adults (18-24) Less Optimistic Than American Counterparts in Homeownership Prospects

Survey: Canadian Young Adults (18-24) Less Optimistic Than American Counterparts in Homeownership Prospects

Justin Havre & Associates recently surveyed young adults (18-24) across Canada and the US to gauge when these groups believe they would be in a financial position to own a home. The results of the survey suggest that Americans in this age group believe they will be able to purchase their first home sooner than Canadians. - July 10, 2018 - Justin Havre & Associates

Spencer Savings Bank Sponsors Financial Education Program for Almost 800 Local Students, Financial Education Key to Empowering the Community

Spencer Savings Bank believes financial education is the key to empowering the community. The bank is proud to announce that almost 800 local students increased their financial literacy knowledge through participation in the EverFi financial education program, sponsored by Spencer Savings Bank. - July 09, 2018 - Spencer Savings Bank

DigitalCurrencyGuy.com Believes Mass Adoption and Future Technology Will be Based on How Fast We Expose Our Creative Children to Block Chain Technology

DigitalCurrencyGuy.com Believes Mass Adoption and Future Technology Will be Based on How Fast We Expose Our Creative Children to Block Chain Technology

DigitalCurrencyGuy.com hosts a monthly crypto currency block chain class for free, explaining crypto currency earning strategies and our children’s adoption of the block chain fast action crypto course. Jamar James, aka the Digital Currency Guy explains how regular folks can profit in various ways, and which new technologies are being created by the brightest minds. - July 06, 2018 - Digital Currency Guy

Omanye Limited Raising £500,000.00 on Crowdcube

The funds will go in support of plans to reach millions of the world’s unbanked and underbanked in Europe, the Middle East, Asia and Africa. - July 04, 2018 - Omanye Limited

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

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