Brookfield, Wis. based Fiserv, Inc. is equipping financial institutions to better serve beginning investors with the addition of tailored digital advice and education to Wealth Management Network from Fiserv.
Fiserv is adding these capabilities through an agreement with the financial services startup GoldBean. The agreement resulted from GoldBean's participation in the INV Fintech accelerator launched last year by Bank Innovation and Fiserv to further innovation in financial services.
The GoldBean platform's design helps promote financial literacy especially for beginners. By analyzing people's actual spending, the GoldBean digital investment platform creates customized portfolios featuring companies and brands that end users already know and use every day. The platform's education modules and software helps build strong financial habits and turn savers into investors.
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Roy Urrico
Roy W. Urrico specializes in articles about financial technology and services for Credit Union Times, as well as ghostwriting, copywriting, and case studies. Also: writer/editor of a semi-annual newsletter for Association for Financial Technology since 1997 and history projects funded by the U.S Interior Department, National Park Service and Warren County (N.Y.).
