Frederickson Partners

JPMorgan | October 15, 2020

JPMorgan Chase today announced the launch of Everyday 401(k) by J.P. Morgan, giving the firm's thousands of small business clients and their employees the ability to simply plan, save and invest for retirement. Leading retirement solutions provider SS&C Technologies (Nasdaq: SSNC) will act as the underlying recordkeeper for Everyday 401(k). Through Everyday 401(k), small business owners can quickly and easily set up a 401(k) plan by selecting J.P. Morgan Asset Management's rea...

FINANCE

Thryv | March 01, 2023

On February 28, 2023, Thryv Holdings, Inc., the provider of the Thryv® small business platform, announced updates to its SaaS offerings, focusing on improving payments, communications, and organization. These changes come during market challenges, and Thryv hopes to build momentum and innovation with these enhancements. As a result of these updates, Thryv has experienced a significant increase in user engagement, with over 40,000 active users, representing a year-over-year increase of ...

Finextra Research | March 09, 2020

Metro bank has contracted with Ezbob to deliver a digital lending proposition for small business customers. The new service will take customers from application through ID&V, documentation, offer and acceptance in a matter of minutes; ultimately enabling funding to be released on the same day. Metro Bank last year was awarded £120 million from the RBS bail-out fund to inject more competition in the SME banking market. The challenger has since scaled back its plans for expansion into bu...

Business Wire. | February 12, 2020

CoverWallet, an Aon company that is the leading digital insurance platform for small and medium-sized businesses, and Answer Financial, one of the largest personal lines insurance agencies in the nation, announced today they are teaming up. Answer Financial has joined CoverWallet for Agents to harness the technology platform, which makes it easy for agents to quote, bind, and service customers online, to expand their small commercial insurance capabilities. With CoverWallet for Agents, Answer Fi...