Search Results for: automatic workflow

Pulse360 Launches Automatic Workflow Triggers In Partnership With Leading Wealth Management CRMs
Business Fintech InsurTech Investment Services News Risk Management

Pulse360 Launches Automatic Workflow Triggers In Partnership With Leading Wealth Management CRMs

Fintech News Desk
by Fintech News Desk0
Pulse360 today announced a new automatic workflow triggers feature that helps financial advisors avoid double work of communicating with their clients/prospects and manually triggering workflows in their CRMs. Starting February 24, Pulse360 will empower financial advisors in the Wealth Management industry to attach workflows to their advice that automatically get triggered in......
Odin AI Assistance Gains Ground as the Go-To Solution for Efficient M&A Workflows
Artificial Intelligence Finance Fintech News

Odin AI Assistance Gains Ground as the Go-To Solution for Efficient M&A Workflows

EIN Presswire
by EIN Presswire0
Odin AI Assistance Revolutionizes M&A with Seamless Workflow Integration and Advanced AI Capabilities, Quickly Becoming the Industry’s Go-To Solution Positon AI is excited to announce that its innovative solution, Odin AI Assistance, is quickly gaining traction and widespread adoption in the Mergers and Acquisitions (M&A) sector. Thanks to its unique architecture and......
Total-Expert’s-Customer-Intelligence-Adds-Automatic-Contact-Record-Enrichment-of-Intent-Signals-to-Help-Loan-Officers-Engage-Customers
Finance Fintech Lending News

Total Expert’s Customer Intelligence Adds Automatic Contact Record Enrichment of Intent Signals to Help Loan Officers Engage Customers

Business Wire
by Business Wire0
Enriched customer profiles with critical life event data enable loan officers to scale personalized interactions and marketing automation Total Expert, the FinServ leader in customer engagement software, has added automatic life milestone updates to contact records to enrich the interactions customer-facing teams have with their clients. The updated customer profile......
Webgility Expands Support for Lightspeed, Automates Inventory and Accounting Workflows for Ecommerce Businesses
E-commerce News

Webgility Expands Support for Lightspeed, Automates Inventory and Accounting Workflows for Ecommerce Businesses

Cision PRWeb
by Cision PRWeb0
Integrates with a Growing Portfolio of Best-of-Breed Online Storefronts, Marketplaces, Point of Sale Solutions and Accounting/ERP Systems Webgility, the No. 1 ecommerce automation solution for QuickBooks customers, announced that it has expanded its support for the Lightspeed Point of Sale (POS) solution through a seamless integration between Lightspeed Retail (X-Series) and QuickBooks, empowering ecommerce......
Sandbox Banking Together with Docusign Unveil Enhanced, Automated Agreement Workflows Across Financial Institutions
Finance Fintech News Robotic Process Automation

Sandbox Banking Together with Docusign Unveil Enhanced, Automated Agreement Workflows Across Financial Institutions

PR Newswire
by PR Newswire0
Seamless Integration of Docusign with Glyue™ to Enhance Financial Services Data Flow and Automate Account Maintenance Sandbox Banking, a leading provider of integration and automated data orchestration solutions for financial institutions, is excited to announce its partnership with Docusign, the Intelligent Agreement Management company. At the core of this partnership......
AppCrown and Future Advice Unveil the Future of Wealth & Asset Management with Zero Touch CRM Update Technology, a Digital Advisor Messaging Service that Automatically Connects Wealth & Asset Management with Relationships & Investment Advisors
Finance Fintech News

AppCrown and Future Advice Unveil the Future of Wealth & Asset Management with Zero Touch CRM Update Technology, a Digital Advisor Messaging Service that Automatically Connects Wealth & Asset Management with Relationships & Investment Advisors

Business Wire
by Business Wire0
Wealth & Asset Management Firms Can Go Beyond the Website and Reach More Relationships AppCrown, a privately held technology company based in New York, is pleased to announce the leading Digital Advisor Messaging Service for asset management firms, solving the critical hurdle of reaching more relationships and investment advisors through......
Union.ai Announces $19.1 Million Series a and Launches All-New Union Cloud to Simplify AI and Data Workflows for All
Machine Learning News

Union.ai Announces $19.1 Million Series a and Launches All-New Union Cloud to Simplify AI and Data Workflows for All

Business Wire
by Business Wire0
Union Cloud enables any organization to operationalize complex AI with data ownership, governance and cost efficiency Union.ai, a company that extends companies’ ability to create next-generation AI and data products at scale, announced general availability of Union Cloud for North American and European customers of AWS and GCP. Union Cloud......
Advyzon and RightCapital Announce Updates to Data-Sharing Integration
Compliance management News

COMPLY Partners with Advyzon to Streamline Compliance Workflow Efficiencies for Wealth Managers

PR Newswire
by PR Newswire0
Three strategic integrations with RIA in a Box’s MyRIACompliance software creates first-of-its-kind reporting and filing solution COMPLY, a leading provider of regulatory technology and compliance solutions for the financial services sector, announced three new points of integration with wealth management platform Advyzon: 13F Filing, Compliance Calendar and Employee Trade Monitoring.......
Regions Bank and CRE FinTech Blooma Collaborate to Modernize Lending Workflow
Banking Lending News

Regions Bank and CRE FinTech Blooma Collaborate to Modernize Lending Workflow

Fintech News Desk
by Fintech News Desk0
Digital underwriting platform powered by artificial intelligence streamlines CRE lending Regions Bank on Wednesday announced its adoption of Blooma’s commercial real estate (CRE) lending solution, a cloud-based platform that automates manual portions of the lending workflow and connects various tools and data sources to support investor and developer clients with more efficient financing......
Zip Partners With Sage to Unify Procurement and Accounting Workflows
B2B News

Zip Partners With Sage to Unify Procurement and Accounting Workflows

Fintech News Desk
by Fintech News Desk0
 Zip, the world’s leading intake-to-procure solution, announced a new partnership with Sage, the leader in accounting, financial, HR, and payroll technology for small and medium-sized businesses (SMBs). The Zip integration for Sage Intacct automates vendor creation and ensures daily synchronization of records across the two platforms. Joint customers can easily maintain......
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