financial advice

Wells Fargo Expands Availability of Digital Financial Advice Services
Wells Fargo Expands Availability of Digital Financial Advice Services
October 12, 2023  |  Personal Finance

Wells Fargo has expanded the availability of its personalized digital financial advice and planning services, known as LifeSync, to all its consumer customers. LifeSync was initially launched...

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Klarna Partners With Money Adviser Network to Offer Debt Advice
Klarna Partners With Money Adviser Network to Offer Debt Advice
July 19, 2023  |  Consumer Finance

Klarna has joined forces with the Money Adviser Network (MAN) to enable its customers in the United Kingdom to get fast, free debt advice. The buy now, pay...

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Gen Z Is Only 4% of Credit Union Members, and That’s a Problem
Gen Z Is Only 4% of Credit Union Members, and That’s a Problem
June 09, 2023  |  Credit Unions

Young consumers are feeling the pinch. According to recent PYMNTS data, 73% of millennials live paycheck to paycheck — the highest rate among all generations,...

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Why Credit Unions Must Act More Like Big Tech to Keep Members Loyal
Why Credit Unions Must Act More Like Big Tech to Keep Members Loyal
March 24, 2023  |  Credit Unions

Evolving consumer preferences, accelerating digital adoption and a challenging economy have kept financial services providers on their toes in 2023. Consumers maintain a similar posture,...

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Lending Club, Intuit Pair To Streamline Consumer Loan Applications
Lending Club, Intuit Pair To Streamline Consumer Loan Applications
October 19, 2018  |  Partnerships / Acquisitions

Intuit is set to offer an easier consumer loan application process and personalized financial advice through partnerships with Lending Club and Wealthfront. “With more than...

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Uber Of X: Cinch Is The Uber Of Financial Advice
Uber Of X: Cinch Is The Uber Of Financial Advice
March 03, 2017  |  News

Practically every aspect of people’s lives is impacted by the financial decisions made from beginning to end. Along the way, there are various milestones that...

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