Search Results for: client interviews

FactSet-Unveils-Intelligent-Platform-Initiative-to-Supercharge-Client-Workflows
Finance Fintech News

FactSet Unveils Intelligent Platform Initiative to Supercharge Client Workflows

GlobeNewswire
by GlobeNewswire0
Introducing a Platform-Level GenAI Search Agent for Buy- and Sell-Side Clients FactSet, a global financial digital platform and enterprise solutions provider, announced its Intelligent Platform initiative, introducing the integration of conversational AI at the platform level. The Intelligent Platform will connect an enhanced FactSet Mercury, the company’s conversational knowledge engine,......
Alviere Expands Cash-to-Cash Embedded Remittance Capabilities for Enterprise Clients
Finance Fintech News

Alviere Expands Cash-to-Cash Embedded Remittance Capabilities for Enterprise Clients

PR Newswire
by PR Newswire0
Cash pickup available in 100+ countries, plus money transmitter licenses (MTLs) enable cash-funding options throughout the United States Alviere, the leading embedded finance platform provider, announces that its enterprise clients can now offer cash-to-cash cross-border remittance capabilities to their end customers with cash pickup in 100+ countries. As a licensed money......
PNC Bank Launches Akoya Integration for PINACLE Connect to Provide More Secure, Transparent Data Access for Corporate Clients
Banking Fintech News

PNC Bank Launches Akoya Integration for PINACLE Connect to Provide More Secure, Transparent Data Access for Corporate Clients

PR Newswire
by PR Newswire0
PNC Bank and Akoya announced the expansion of their existing integration to support corporate data sharing through the Akoya data access network. This feature enhances the ability of corporate clients to securely share their financial data with third parties, including fintechs and data aggregators, that power platforms they use to......
Moxo integrates with Wealthbox to streamline client management for financial advisors
Finance Fintech News

Moxo integrates with Wealthbox to streamline client management for financial advisors

PR Newswire
by PR Newswire0
Moxo, the leading service orchestration platform for customer, vendor, and partner processes, is excited to announce a new integration with Wealthbox, a modern CRM designed for financial advisors. This powerful partnership aims to transform client management by enabling seamless data sharing between Moxo and Wealthbox, significantly enhancing operational efficiency for......
REQUORDIT Launches New Accounts Payable Solution for Penta via CloudOCR, Driving Efficiency for 10+ Clients
Cloud Finance Fintech News

REQUORDIT Launches New Accounts Payable Solution for Penta via CloudOCR, Driving Efficiency for 10+ Clients

EIN Presswire
by EIN Presswire0
REQUORDIT launches a new AP solution for Penta with CloudOCR, boosting efficiency for 10+ clients with faster processing, automation, and real-time analytics. Requordit, a leading provider of OnBase enterprise content management solutions and preferred partner for Penta, is excited to announce the successful launch of its fully integrated Accounts Payable......
CIC Credit Partners with ScoreNavigator to Deliver Innovative Credit Tools to Clients
Finance Fintech News

CIC Credit Partners with ScoreNavigator to Deliver Innovative Credit Tools to Clients

PR Newswire
by PR Newswire0
CIC Credit is excited to announce the launch of ScoreNavigator, a cutting-edge credit management tool, now available to its clients. Under the leadership of COO Mike Thomas, CIC Credit continues to innovate and provide top-tier solutions to empower its customers, and ScoreNavigator is no exception. This new offering allows users to......
SmartStream Responds to Client Demands With Its Latest Collateral Management Solution
Banking Fintech News

SmartStream Responds to Client Demands With Its Latest Collateral Management Solution

Business Wire
by Business Wire0
SmartStream, the financial Transaction Lifecycle Management (TLM) solutions provider, announces the launch of its latest version of the TLM Collateral Management solution. Version 7.0, developed in collaboration with a tier-one bank customer, introduces new features such as real-time updates of information via versioned APIs across business lines, serving multiple jurisdictions......
Howden Integrates FullCircl into Acturis to Enhance Client Experience whilst Reducing the Cost of Compliance
Finance Fintech News

Howden Integrates FullCircl into Acturis to Enhance Client Experience whilst Reducing the Cost of Compliance

PR Newswire
by PR Newswire0
FullCircl, a software provider that helps insurance brokers accelerate growth and seamlessly integrates compliance into the process, today announces that it has signed a multi-year agreement with Howden, the global insurance intermediary group, in a deal which will help Howden clients ensure correct levels of cover whilst reducing the burden and......
TrustCommerce Announces First Client Live with Cloud Payments Integrated with EHR
Cloud Finance Fintech News

TrustCommerce Announces First Client Live with Cloud Payments Integrated with EHR

PR Newswire
by PR Newswire0
The Ohio State University Wexner Medical Center uses cloud-based payment system’s seamless integration with EHR to securely accept card-present payments within existing workflows. TrustCommerce, a Sphere Company, and leading provider of end-to-end integrated healthcare payments and security software, today announced that The Ohio State University Wexner Medical Center is the first health system to......
Squaretalk and FXBO Join Forces to Transform Broker-Client Interactions
Fintech News

Squaretalk and FXBO Join Forces to Transform Broker-Client Interactions

EIN Presswire
by EIN Presswire0
Squaretalk, a leading global CCaaS software provider, is happy to announce a tactical partnership with FX Back Office, a scalable and fully customizable forex CRM (Customer Relationship Management) system. The collaboration is set to enhance brokers’ service quality, improve operational efficiency, and help them build stronger, more personalized relationships with their......
1