Blog: Knowledge Center

Knowledge Center

  • moneyInfo helps UK Wealth Advisers deliver financial advice to more clients more profitably

    By on October 9, 2017

    When it comes to traditional wealth advisers giving financial advice to clients, the cost is often too high and few people can afford the services. The problem lies in gathering the necessary data required in order to create custom solutions to suit an individual client’s needs.

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  • How Back Office Innovation Will Transform Personal Financial Wellness

    By on July 6, 2017

    At the recent Center for Financial Services Innovation (CFSI) EMERGE Financial Health Forum, I was honored to be part of a panel on how “back office” innovation is required for financial institutions to fully engage with their financial wellness initiatives. Moderated by John Thompson, Senior Vice President at The Center for Financial Services Innovation, Brad Hanson, President of Meta Bank, and […]

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  • FinTech Exchange Hosts Sold-Out Crowd in Chicago

    By on June 29, 2017

    While cities like San Francisco, New York, and London are well-known FinTech markets, there’s also a lot of growth in trading of commodities, futures and derivatives happening in Chicago.

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  • Leveraging Transaction Data for Greater Customer Insights

    By on April 28, 2017

    Transaction data can carry a lot of information, but much of it gets lost in its current difficult-to-read, garbled state. If you’ve ever tried to decipher your credit card bill, you know how hard it is to decipher what you’ve actually purchased.

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  • Webinar Registration for Onboarding

    Webinar: Create A Frictionless Customer Onboarding Experience

    By on January 26, 2017

    Are you a banking executive looking to increase online customer acquisition? Providing a seamless customer experience and easy account opening process are key to acquiring new customers, reducing customer friction, and ultimately increasing revenue.

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