Saving

Silicon Valley Bank Appoints Head of Global Payments and Head of Global Digital Solutions

Retrieved on: 
Tuesday, August 22, 2023
Murrell, First Citizens BancShares, University, Amalgamated Bank, Integration, Global Payments, American Express, Silicon Valley Bank, Digital Solutions, First Citizens Bank of South Carolina, LaSalle Bank, McKinsey & Company, Capital One, Silicon, Nuclear physics, Acquisition, SVB, Investment, Risk, Saving, Physics, Bank, Durham University, Cryptocurrency, Sales

SANTA CLARA, Calif., Aug. 22, 2023 /PRNewswire/ --  Silicon Valley Bank (SVB), a division of First Citizens Bank, today announced Martin Murrell has been named Head of Global Payments and Milton Santiago was named Head of Global Digital Solutions. The new leaders will further SVB's commitment to innovative products, client solutions and exceptional client experience.

Key Points: 
  • SANTA CLARA, Calif., Aug. 22, 2023 /PRNewswire/ -- Silicon Valley Bank (SVB), a division of First Citizens Bank, today announced Martin Murrell has been named Head of Global Payments and Milton Santiago was named Head of Global Digital Solutions.
  • As Head of Global Payments, Murrell will lead the teams responsible for SVB's core payments products, including commercial card, merchant services and embedded payments.
  • As Head of Global Digital Solutions, Santiago is responsible for defining SVB's digital strategy and aligning technology investments in support of the strategy.
  • With more than 30 years of digital transformation experience, Santiago has led transformation for several global commercial banks and has founded numerous digital solutions, including CashPro.

The Standard’s Retirement Plan Business Introduces New Products and Services to Its Recordkeeping Platform

Retrieved on: 
Friday, August 11, 2023
Finance, Professional Services, Technology, Insurance, Software, Organization, PEP, Standard, Retirement, Acquisition, ACH, Investment, Clearing house, Saving, PEPS, Bank

The enhanced offerings follow The Standard’s recent acquisition of Securian Financial’s retirement plan recordkeeping business.

Key Points: 
  • The enhanced offerings follow The Standard’s recent acquisition of Securian Financial’s retirement plan recordkeeping business.
  • “We’ve brought together the best of both organizations — Securian and The Standard — to deliver a comprehensive suite of differentiated products and services,” said Jason Burlie, head of retirement plan sales for The Standard.
  • Here are the details about the company’s newest products and services:
    The Standard now offers Pooled Employer Plans, or PEPs, to make retirement plan adoption more accessible and attractive to businesses of all sizes.
  • With a PEP, employers can outsource certain tasks, including plan sponsorship, to the pooled plan provider.

RBC celebrates four inspirational leaders named among WXN's Top 100 Most Powerful Women

Retrieved on: 
Wednesday, October 19, 2022
Female, Royal Bank of Canada, Commerce, Goodwill, Life, Survivor, Diversity, RBC, Yahoo! Finance, Risk, Senior, Saving, MADD, Board, Human, Goodwill, The Amity Group, CEO, Personal, Minister of Diversity, Inclusion and Youth, TELUS, Workplace, Commercial bank, RBC Canadian Painting Competition, UN, Leadership, Inclusion, Board of directors, NATO, WXN, Erica, Royal Canadian Air Force Women's Division, Lockheed C-130 Hercules, Management, Investment, Woman, Fraud

Each year since 2003, the Women's Executive Network (WXN) recognizes 100 Canadian women who are top of their field, advocates and champions for others, community leaders, trailblazers and an inspiration to others.

Key Points: 
  • Each year since 2003, the Women's Executive Network (WXN) recognizes 100 Canadian women who are top of their field, advocates and champions for others, community leaders, trailblazers and an inspiration to others.
  • "Over a history spanning more than 150 years, one thing hasn't changed at RBC: our strength is, and always will be, our people," said Dave McKay, President & CEO, RBC.
  • RBC is committed to increasing the representation of women in leadership and promoting equal access to career opportunities for everyone.
  • To learn more about Diversity & Inclusion at RBC, visit www.rbc.com/diversity .More information on WXN's 2022Canada'sMost Powerful Women: Top 100 Awardwinners can be found at https://wxnetwork.com/page/2022Top100AwardWinners .

Tax Saving Professionals Accelerates Marketing Campaign Creation by 10X with Sugar Market

Retrieved on: 
Thursday, July 29, 2021
Technology, Finance, Marketing, Accounting, Communications, Professional services, Software, Philanthropy, Data management, Other Professional Services, Software, SugarCRM, Articles, Technology, Usability, Saving, Tax

SugarCRM today announced that Tax Saving Professionals, a boutique family office firm, is using Sugar Market to streamline sales and marketing activities, accelerating marketing campaign creation by 10x.

Key Points: 
  • SugarCRM today announced that Tax Saving Professionals, a boutique family office firm, is using Sugar Market to streamline sales and marketing activities, accelerating marketing campaign creation by 10x.
  • Tax Saving Professionals helps business, medical and dental professionals build and preserve a lasting legacy through strategic tax planning and family office services.
  • No two clients have exactly the same needs; our sales and marketing approach is very personalized and educational, said Jen Amos, Marketing Director, Tax Savings Pros.
  • To support delivery of this high-touch customer experience, Tax Saving Pros chose Sugar Market specifically for its intuitive UI and out-of-the-box campaign creation tools for improved utility and usability.

60% Of Americans Say the Pandemic Has Made Them Realize How Little They Have Saved

Retrieved on: 
Wednesday, July 28, 2021
Women, Finance, MEN, Banking, Family, Professional services, Consumer, Other Consumer, Personal finance, Consumer theory, Saving, the Survey, Discover, THE SURVEY, DISCOVER

The COVID-19 pandemic is reshaping Americans perceptions of their pre-pandemic financial habits, according to a new survey from Discover .

Key Points: 
  • The COVID-19 pandemic is reshaping Americans perceptions of their pre-pandemic financial habits, according to a new survey from Discover .
  • Sixty percent of Americans say the pandemic made them realize just how little savings they have, and 71% say it made them want to consider saving more than they had previously.
  • Most Americans (75%) report that they are saving either the same amount or more in 2021 than they did in 2020.
  • Further, 21% of Americans not saving said a one-time increase in income, like a stimulus check, would increase their likelihood of saving.

Greenlight Kids And Teens Earn Up To 2% Savings Reward And 1% Cash Back

Retrieved on: 
Wednesday, July 21, 2021
Personal finance, Economy, Finance, Microeconomics, ING Group, Saving, Companies

ATLANTA, July 21, 2021 /PRNewswire/ -- Greenlight Financial Technology, Inc. ("Greenlight"), the fintech company on a mission to help parents raise financially-smart kids, today announces the launch of two new savings incentives: 1% Cash Back to Savings and 2% Greenlight Savings Reward.

Key Points: 
  • ATLANTA, July 21, 2021 /PRNewswire/ -- Greenlight Financial Technology, Inc. ("Greenlight"), the fintech company on a mission to help parents raise financially-smart kids, today announces the launch of two new savings incentives: 1% Cash Back to Savings and 2% Greenlight Savings Reward.
  • Greenlight becomes the first of its kind to celebrate kids and teens by offering financial incentives for smart money management.
  • Greenlight Savings Reward far surpasses the average and enables kids to earn up to 2% on savings, showing them the power of compounding interest and rewarding smart money management.
  • With Cash Back, kids can earn 1% on every purchase, deposited into their savings.

Advance America: How to Build an Emergency Fund

Retrieved on: 
Monday, July 12, 2021
Finance, Money, Financial services, Personal finance, Bank account, Consumer theory, Saving, Deposit account, Prize-linked savings account

This can help savers reach their goals faster and even earn a bit of cash on their emergency savings.

Key Points: 
  • This can help savers reach their goals faster and even earn a bit of cash on their emergency savings.
  • People should open this account separate from their regular savings account to reduce the temptation to spend out of the emergency fund.
  • The saver could have the monthly goal amount deposited automatically to their emergency fund account, making saving more effortless.
  • Building an emergency fund can take some time, especially for people with little discretionary income each month.

Top Business Leaders Launch Movement to Embed Financial Literacy Into American Culture

Retrieved on: 
Thursday, May 20, 2021
Professional services, Finance, Financial literacy, OECD, Academic disciplines, Economics, Personal finance, Economy, Saving

b'A prominent group of business, sports, entertainment, and nonprofit leaders are coming together today to launch \xe2\x80\x9cFinancial Literacy for All,\xe2\x80\x9d a national initiative to support embedding financial literacy into American culture.

Key Points: 
  • b'A prominent group of business, sports, entertainment, and nonprofit leaders are coming together today to launch \xe2\x80\x9cFinancial Literacy for All,\xe2\x80\x9d a national initiative to support embedding financial literacy into American culture.
  • I began Operation HOPE 29 years ago with a vision that financial literacy can change the fortunes of those who are less fortunate.
  • Through our 401(k) and Associate Stock Purchase Program, both with company match, we\xe2\x80\x99re helping associates plan and save for their future.
  • All these efforts are supported by robust learning resources to help associates with effective money management, financial planning and protection, savings and investment strategies.

Wealthfront Delivers on Self-Driving Money™ Vision, Changing the Way We Manage Money Forever

Retrieved on: 
Tuesday, April 20, 2021
Finance, Money, Economy, Wealthfront, Financial services, Saving, Deposit account, Deposit

"\nClients who direct deposit into a Wealthfront Cash Account will immediately enjoy the benefits of Self-Driving Money.

Key Points: 
  • "\nClients who direct deposit into a Wealthfront Cash Account will immediately enjoy the benefits of Self-Driving Money.
  • With the features being released today, clients can even have Wealthfront organize their money into different savings buckets like an emergency fund, home down payment, vacation fund, etc.
  • Instead their savings are now invested instantly and automatically from the Wealthfront Cash Account.\nTo access Self-Driving Money, anyone can open a Wealthfront Cash Account with just $1.
  • Please see our Full Disclosure for important details.\nWealthfront, Wealthfront Advisers and Wealthfront Brokerage are wholly owned subsidiaries of Wealthfront Corporation.\nView original content to download multimedia: http://www.prnewswire.com/news-releases/wealthfront-delivers-on-self-dri...\n'

3R Technology Makes Emergency Saving a Real-Time Benefit for Employees

Retrieved on: 
Thursday, March 25, 2021
Personal finance, Articles, Energy conversion, Recycling, Water conservation, Saving, Microeconomics, Economy

SEATTLE, March 25, 2021 /PRNewswire-PRWeb/ -- 3R Technology, an IT asset disposition and e-waste recycling company recently began offering a new benefit to its workforce, an emergency savings program created by Secure.

Key Points: 
  • SEATTLE, March 25, 2021 /PRNewswire-PRWeb/ -- 3R Technology, an IT asset disposition and e-waste recycling company recently began offering a new benefit to its workforce, an emergency savings program created by Secure.
  • Secure, the benefit solution for emergency savings, launched its innovative emergency savings program SecureSave with employers like 3R Technology, who worked with Secure to support the platform's development during 2020.
  • With Secure's emergency savings program, they have an additional tool to support their employees with short-term needs and create a path to improved long-term financial savings.
  • 3R Technology has a generous 401(k) plan already in place for long-term savings, making Secure's emergency savings program a perfect complement for short term, emergency financial needs.