MaxMyInterest

Veritex Community Bank Partners with MaxMyInterest to Offer FDIC-Insured High-Yield Savings Accounts

Retrieved on: 
Tuesday, December 19, 2023
Growth, Partnership, Insurance, MaxMyInterest, FDIC, Bank

DALLAS and NEW YORK, Dec. 19, 2023 (GLOBE NEWSWIRE) -- Veritex Community Bank (Veritex), the banking subsidiary of Veritex Holdings Inc. (NASDAQ: VBTX), today announced it has joined the MaxMyInterest (Max) platform, offering clients access to high-yield savings accounts that open in as little as 60 seconds.

Key Points: 
  • DALLAS and NEW YORK, Dec. 19, 2023 (GLOBE NEWSWIRE) -- Veritex Community Bank (Veritex), the banking subsidiary of Veritex Holdings Inc. (NASDAQ: VBTX), today announced it has joined the MaxMyInterest (Max) platform, offering clients access to high-yield savings accounts that open in as little as 60 seconds.
  • Our partnership with MaxMyInterest, an industry leader in cash management, will help us manage deposits and attract new customers,” said Veritex CEO Malcolm Holland.
  • Max’s patented instant account-opening technology is a significant differentiator, making it easy for households to discover and open new banking relationships with Veritex.
  • “We’re thrilled to welcome Veritex Community Bank, a leading and fast-growing bank in Texas, to Max,” said Gary Zimmerman, CEO of MaxMyInterest.

eMoney Advisor Announces Research Findings Focused on Client Experience During Tenth Summit

Retrieved on: 
Monday, October 16, 2023
Nationwide, Summit, Finance, Allianz, MaxMyInterest, Plan, Research, Sales, Financial adviser

RADNOR, Pa., Oct. 16, 2023 /PRNewswire/ --  eMoney Advisor (eMoney), a leading provider of technology solutions and services that help people talk about money, today revealed new research during the first day of the 2023 eMoney Summit, the industry's premier event for planning-led financial professionals, which is being held virtually through Oct. 18, 2023.

Key Points: 
  • The research captured insights from both advisors and end-clients, focusing on the application of financial psychology and the use of technology, particularly client portals, on planning outcomes.
  • The greatest impact on overall client satisfaction, client loyalty, and client referrals is seen when advisors implement both financial psychology and technology.
  • "This is where we see the best outcomes and the best experience for both the advisor and the client."
  • 1eMoney Beyond the Plan Research Study, June 2023, n=1,507
    2eMoney Leading with Planning Research, May 2022, Advisors n=360

MaxMyInterest Introduces Multi-Bank Goal Tracking Feature, Further Enhancing its Market-Leading Cash Management Solution

Retrieved on: 
Monday, September 11, 2023
Business development, FDIC, News, Partnership, Risk, Financial adviser, Bank, Cryptocurrency, MaxMyInterest

"We're excited to be the first cash management platform to launch a multi-bank goal tracking feature, which enables clients to use 'bucketing' as a strategy across multiple bank accounts," said Michael Halloran, Head of Partnerships and Business Development for MaxMyInterest.

Key Points: 
  • "We're excited to be the first cash management platform to launch a multi-bank goal tracking feature, which enables clients to use 'bucketing' as a strategy across multiple bank accounts," said Michael Halloran, Head of Partnerships and Business Development for MaxMyInterest.
  • "MaxMyInterest's new goal tracking feature solves a real-world problem for clients and advisors looking for a simple solution," said Tim Admire, President and CEO of Willow Creek Wealth Management.
  • "This will help clients track their cash allocated towards goals, such as an emergency fund or planned real estate purchases."
  • "Keeping your cash fully-insured has always been important, but gained heightened attention in 2023," added Gary Zimmerman, Founder and CEO of MaxMyInterest, a service of Six Trees Capital LLC.

RCG Global Services Acquires Woodridge Software to Expand its FinTech Services Capabilities

Retrieved on: 
Wednesday, August 2, 2023
Specialization, Culture, MaxMyInterest, Fintech, Acquisition, UX, RCG, DLA Piper, Family, Software

ISELIN, N.J., Aug. 2, 2023 /PRNewswire/ -- RCG Global Services, a global digital transformation services provider, announced the acquisition of Woodridge Software, a FinTech focused software development firm based in Colorado.

Key Points: 
  • ISELIN, N.J., Aug. 2, 2023 /PRNewswire/ -- RCG Global Services, a global digital transformation services provider, announced the acquisition of Woodridge Software, a FinTech focused software development firm based in Colorado.
  • Woodridge provides services to clients in a range of industries with strong specialization in financial services and has successfully delivered projects to banks and credit unions across the United States, Canada, and Europe.
  • "We are very excited to welcome the talented team of Woodridge Software to the RCG family," said Ramesh Ramani, RCG CEO.
  • DLA Piper LLP served as legal counsel to RCG Global Services, and Technology Holdings, led by Terry Kavanaugh and Rahul Malpani, advised Woodridge on the transaction.

eMoney Advisor Adds Support for MaxMyInterest to Enable Advisors to Deliver Market-Leading Rates on FDIC-Insured Deposits

Retrieved on: 
Wednesday, June 28, 2023
Advertising, Business development, FDIC, Partnership, Risk, Financial adviser, Bank, MaxMyInterest

NEW YORK, June 28, 2023 /PRNewswire-PRWeb/ -- Today, MaxMyInterest ("Max"), the leading provider of intelligent cash management solutions for individual investors and their advisors, announced an advisor connection within the financial planning platform of eMoney Advisor, a leading provider of technology solutions and services that help people talk about money. The connection enables financial advisors using eMoney and Max's solution to report on held-away balances and incorporate this data into their clients' financial plans.

Key Points: 
  • The connection enables financial advisors using eMoney and Max's solution to report on held-away balances and incorporate this data into their clients' financial plans.
  • "This connection will be available to more than 100,000 advisors using eMoney," said Michael Halloran, Head of Partnerships and Business Development for Max.
  • "At eMoney, we work with a number of partners to deliver connections that increase efficiency for our financial advisors," said Ricky Illigasch, vice president of product management at eMoney.
  • Learn more about Max's solutions for financial advisors at MaxForAdvisors.com , for self-directed investors at MaxMyInterest.com , and for banks at MaxForBanks.com .

BankProv Joins the MaxMyInterest Platform to Offer Premium High-Yield Savings Account

Retrieved on: 
Wednesday, March 1, 2023
Insurance, Partnership, Max, MaxMyInterest, FDIC, Bank

AMESBURY, Mass., March 1, 2023 /PRNewswire/ -- BankProv, a future-ready commercial bank that offers technology-driven banking solutions to its clients, is pleased to announce its nationwide partnership with MaxMyInterest (Max), an intelligent cash management platform for individual investors and financial advisors. Through this partnership, BankProv is joining the Max platform to provide its clients and Max members an easy-to-open, high-interest savings account.1 The account, BankProv Max Savings, is offered exclusively on the Max platform with no minimum balance required to open the account.2

Key Points: 
  • Through this partnership, BankProv is joining the Max platform to provide its clients and Max members an easy-to-open, high-interest savings account.1 The account, BankProv Max Savings, is offered exclusively on the Max platform with no minimum balance required to open the account.2
    Max helps depositors seamlessly distribute their cash balances among multiple bank accounts.
  • "From quickly opening an account to maximizing returns on deposit balances, the BankProv Max Savings account on the MaxMyInterest platform will further enhance the banking experience for our clients.
  • BankProv is able to offer 100% insurance on all deposits with the FDIC covering the first $250,000 and the remaining covered under DIF.
  • As a result of this partnership, Max members are now able to open a new BankProv FDIC and DIF-insured savings account which can be conveniently linked to their existing checking account.

MaxMyInterest Integrates with Wealthbox

Retrieved on: 
Wednesday, November 30, 2022
RIA, Advertising, FDIC, Business development, Partnership, APY, Max, CRM, MaxMyInterest, Financial adviser, Bank, Financial services

NEW YORK, Nov. 30, 2022 /PRNewswire-PRWeb/ -- MaxMyInterest ("Max"), a provider of innovative cash management solutions for financial advisors and their clients, today announced an integration with Wealthbox CRM ("Wealthbox"), a modern CRM platform known for its intuitive user experience for advisory firms and broker-dealers.

Key Points: 
  • NEW YORK, Nov. 30, 2022 /PRNewswire-PRWeb/ -- MaxMyInterest ("Max"), a provider of innovative cash management solutions for financial advisors and their clients, today announced an integration with Wealthbox CRM ("Wealthbox"), a modern CRM platform known for its intuitive user experience for advisory firms and broker-dealers.
  • "Our integration with Max demonstrates Wealthbox's commitment to powerful, one-click solutions for advisors on our platform," said John Rourke, CEO and co-founder of Wealthbox.
  • More than 1,500 advisory firms turn to MaxMyInterest to help clients earn higher yields on their cash.
  • Integrated with leading custodians and wealth-tech partners, Wealthbox is known for its modern product design and powerful yet intuitive user experience.

MaxMyInterest Appoints United Capital Co-Founder Mike Capelle to Advisory Board

Retrieved on: 
Thursday, April 14, 2022
CEO, Advertising, MIT, CIBC, APY, Massachusetts Institute of Technology, Business administration, MBA, Personal, MaxMyInterest, Computer, Electricity, Harvard Business School, Sale, Program, Master, Champaign County, Illinois, FDIC, Goldman Sachs, European Joint Master degree in Economics, Electrical engineering, RIA, Synopsys, Solution, Bachelor, Advisory board, MIT Sloan School of Management, Computer engineering, University, Intel, Research, Financial adviser, Management, Goldman Sachs Personal Financial Management

NEW YORK, April 14, 2022 /PRNewswire-PRWeb/ -- MaxMyInterest ("Max"), an intelligent cash management and optimization platform for individual investors and financial advisors, today announced that Mike Capelle, co-founder of United Capital, has been named to the company's AdvisoryBoard.

Key Points: 
  • NEW YORK, April 14, 2022 /PRNewswire-PRWeb/ -- MaxMyInterest ("Max"), an intelligent cash management and optimization platform for individual investors and financial advisors, today announced that Mike Capelle, co-founder of United Capital, has been named to the company's AdvisoryBoard.
  • "MaxMyInterest is the most innovative cash optimization platform I've come across, and I'm thrilled to join their Advisory Board," said Mr. Capelle.
  • "We look forward to benefiting from Mike's deep bench of wealth management expertise," said MaxMyInterest Founder and CEO Gary Zimmerman.
  • MaxMyInterest ("Max"), a service of Six Trees Capital LLC, offers cash management solutions for individuals and financial advisors that enable individuals to earn dramatically higher yields on cash.

10 Tech Companies Selected for 11th Annual FinTech Innovation Lab New York, run by Accenture and Partnership Fund for New York City

Retrieved on: 
Wednesday, April 7, 2021
Software, Insurance, Networks, Finance, Banking, Data management, Professional services, Technology, Finance, Money, Financial markets, Economy, Financial technology, MaxMyInterest, H2 Ventures, the FinTech Innovation Lab, the Partnership Fund for New York City, Accenture

Were excited about the innovation this competitive class of fintech companies is bringing to New York City, said Maria Gotsch, president and CEO of the Partnership Fund for New York City, and co-founder of the FinTech Innovation Lab.

Key Points: 
  • Were excited about the innovation this competitive class of fintech companies is bringing to New York City, said Maria Gotsch, president and CEO of the Partnership Fund for New York City, and co-founder of the FinTech Innovation Lab.
  • The FinTech Innovation Lab is a 12-week accelerator program to provide early- and growth-stage fintech companies with access to the worlds leading financial institutions.
  • The Lab has helped establish New York as a fintech leader while growing technology jobs in the New York area.
  • The Partnership Fund for New York City is the $170 million investment arm of the Partnership for New York City, New Yorks leading business organization.

Customers Bank Joins MaxMyInterest Platform to Offer Ultra-Fast Account Opening and Premium Interest Rates

Retrieved on: 
Tuesday, November 17, 2020
Technology, Mobile, Wireless, Finance, Banking, Professional services, Networks, Internet, Data management, Consumer electronics, Bank regulation in the United States, Federal Deposit Insurance Corporation, Bank, MaxMyInterest, Economy, Federal government of the United States, Government, Good Money, Chime, Customers Bank, MaxMyInterest

"Customers Bank has demonstrated a commitment to innovation, and we are proud to welcome them to the Max platform," said MaxMyInterest Founder and CEO Gary Zimmerman.

Key Points: 
  • "Customers Bank has demonstrated a commitment to innovation, and we are proud to welcome them to the Max platform," said MaxMyInterest Founder and CEO Gary Zimmerman.
  • By utilizing industry-leading rapid account-opening technology, this integration allows Max members to open and begin funding an FDIC-insured Customers Bank high-yield savings account in less than one minute.
  • In 2015, Customers Bank launched BankMobile to provide a compliant, mobile-first banking experience that is simple, affordable, and consumer-friendly.
  • Customers Bank, a subsidiary of Customers Bancorp, Inc. a bank holding company, is a full-service super-community bank with assets of approximately $18.8 billion at September 30, 2020.