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4 posts tagged with "Finance"

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What Fina Can Do That Other Personal Finance Apps Can’t

· 6 min read
Shawn Cao
Founder @ Fina Money

Would you like to choose an app that adapts to you, or vice versa?

In a crowded personal finance app landscape, choosing the right tool can make the difference between tolerating your finances and truly mastering them.

While apps like Monarch Money have made strong strides in budgeting and mobile experience, Fina Money is emerging as a fundamentally different platform - one built for giving you true ownership, flexibility, and control over how you view, organize, and grow your financial life.

Common cashflow issues when setting up a small business

· 3 min read
James Han
Financial Coach @ Money Mastery

Setting up a small business is an empowering career choice. It’s often a chance to turn your passions or talents into a livelihood – you’ll be your own boss and create something meaningful.

But as exciting as the journey is, it’s not without potential hurdles to overcome. One of the main challenges small business owners face is managing cash flow. For many entrepreneurs, cash flow issues can feel like an uphill battle, threatening to derail even the most promising ventures. In this guide, we’re going to look at three of the most common issues – and what you can do to solve them.

Things to know about KYC in finance

· 3 min read
Clay Raterman
COO @ Fina Money

Know Your Customer (KYC) describes the key process used in financial services to identify and verify customers, in order to protect against potential risks and serious legal offences like fraud, corruption, and terrorist financing activities. It goes without saying that KYC has a huge part to play in keeping transactions secure and above board – but what else should we know about them?

In this blog post, we break down three things both industry professionals and consumers will find useful to know about KYC in finance.