Search Results for: workflows

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

FactSet Unveils Intelligent Platform Initiative to Supercharge Client Workflows

GlobeNewswire
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,......
Anduin Launches AI-Powered Data Extraction Service to Transform Private Market Workflows
Artificial Intelligence Investment Services News

Anduin Launches AI-Powered Data Extraction Service to Transform Private Market Workflows

PR Newswire
Private market fund managers face a well-known challenge: offline investor data. Handwritten forms, scanned documents or typed PDFs clog workflows, delay onboarding, and increase the risk of costly errors. Today, Anduin announces the launch of its Data Extraction Service, designed to remove these inefficiencies and accelerate the industry’s digital transformation. Built on......
Code Willing Unveils Full-Stack Platform to Optimize Data and Compute Resources for Hedge Fund Research Workflows
Cloud Fintech Fintech Funding News

Code Willing Unveils Full-Stack Platform to Optimize Data and Compute Resources for Hedge Fund Research Workflows

PR Newswire
Code Willing, Inc. has announced its advanced CWIQ platform, designed to empower hedge funds by streamlining data analysis workflows for model development, simulation, and backtesting. This innovative platform allows research teams to focus on data science, feature engineering, and alpha generation while optimizing elastic compute resources and data usage, driving competitive......
Conquest and PlannrCRM Partner to Optimise Planning Workflows For Financial Advisers
Finance Fintech News

Conquest and PlannrCRM Partner to Optimise Planning Workflows For Financial Advisers

Business Wire
Conquest Planning (“Conquest”), a technology platform modernising financial planning with customised and convenient advice, announced its partnership with PlannrCRM, a next-generation back-office technology platform tailored for financial advisers. This strategic collaboration aims to streamline and enhance processes, delivering meaningful financial advice faster and more accurately to more clients “The integration will offer a......
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
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......
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
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
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......
Anduin Launches Investor Data Management to Supercharge LP Workflows for Alternative Investments
Finance Fintech Investments News

Anduin Launches Investor Data Management to Supercharge LP Workflows for Alternative Investments

Business Wire
Smarter data connectivity helps private funds bridge the gap between CRM and onboarding to energize raises and automate investor workflows Today, Anduin launched Investor Data Management (IDM), a platform that enables fund managers to supercharge their investor workflows through the better management and operationalization of their data — all from......
ShareFile Unveils New Innovations to Transform Accounting Workflows
Finance Fintech News

ShareFile Unveils New Innovations to Transform Accounting Workflows

Business Wire
New ShareFile capabilities help firms manage and automate workflows, creating greater efficiency and improved client experience. ShareFile, a business unit of Cloud Software Group, Inc., and provider of the ShareFile® secure, collaborative client experience technology, announced today new accounting functionalities designed to create efficiency, reduce complexity, and improve client satisfaction. Created specifically......
BindHQ and Ascend Partner to Transform Broker Management and Financial Operations, Streamlining MGA Payment Workflows, Boosting Efficiency and Profitability
Fintech News

BindHQ and Ascend Partner to Transform Broker Management and Financial Operations, Streamlining MGA Payment Workflows, Boosting Efficiency and Profitability

PR Newswire
Ascend, the leading provider of financial operations automation software to the insurance industry, is proud to announce its strategic partnership with BindHQ, the premier agency operating system for MGAs, wholesalers and MGUs. This collaboration leverages Ascend’s suite of automation solutions to streamline payments and accounting processes alongside BindHQ’s all-encompassing management......
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