Search Results for: manage clients

Doxim Appoints Matthew Yacoub as Chief Information Officer
News Security Technology

Doxim Appoints Matthew Yacoub as Chief Information Officer

PR Newswire
by PR Newswire0
Yacoub to Drive Strategic Technology Innovation and Information Security Standards Company Wide Doxim, the leading customer communications management provider serving highly regulated markets, announced that Matthew Yacoub has been newly appointed as Chief Information Officer, effective immediately. “We are pleased to extend a warm welcome to Matt as an innovative, forward-thinking......
Zelros unveils its 4-in-1 Copilot - A no-code, customizable solution for bank advisors & insurance agents
Banking Fintech

Zelros unveils its 4-in-1 Copilot – A no-code, customizable solution for bank advisors & insurance agents

EIN Presswire
by EIN Presswire0
Zelros introduces Blue Moon, the latest version of its Copilot, combining four powerful functionalities into a single platform. Designed to transform the way customer-facing teams, marketers, and data & IT professionals collaborate, this innovative solution sets a new standard for the financial services industry. Learn more about the new features. Zelros......
Middesk Launches Signal, A Scoring Tool Capturing Comprehensive Business Risk in a Fraction of a Second
Business Fintech News

Middesk Launches Signal, A Scoring Tool Capturing Comprehensive Business Risk in a Fraction of a Second

PR Newswire
by PR Newswire0
Signal is revolutionizing how financial institutions and companies onboard and evaluate business partners with unprecedented speed and accuracy Middesk, a leading business Identity company, announces the launch of Signal, a groundbreaking product designed to revolutionize how companies assess the risk profile of businesses. Signal is powered by the same authoritative......
Artificial Intelligence Finance News

DataSnipper Supercharges AI-driven Audit Automation with Acquisition of ‘UpLink’ and Launch of New Product, ‘DocuMine’

PR Newswire
by PR Newswire0
Dutch unicorn DataSnipper accelerates the expansion of AI technology to redefine the future of audit and finance. DataSnipper, the intelligent automation platform transforming audit and finance, announces a dual milestone: the acquisition of AI-native UpLink, a cloud-based secure document request portal, and the launch of DocuMine, a new AI-powered document validator. The......
Featured Finance Fintech Risk Management Security

The Impact of Real-Time Data Integration on Financial and Insurance Industry Analytics

Fintech Staff Writer
by Fintech Staff Writer0
Data has become a crucial asset for driving decision-making, risk management, and customer experience. One of the most transformative advancements in recent years is the adoption of real-time data integration. This technology enables businesses to consolidate and analyze data from multiple sources instantaneously, allowing for more responsive and accurate insights.......
ClarisHealth Unveils Pareo Partner Exchange: Revolutionizing Payment Integrity for Payers
Finance Fintech News

ClarisHealth Unveils Pareo Partner Exchange: Revolutionizing Payment Integrity for Payers

PR Newswire
by PR Newswire0
Payment Integrity industry’s first integrated ecosystem set to accelerate value delivery and reduce administrative complexity in $9 billion market. Groundbreaking offering addresses the growing complexity in vendor management and empowers health plans to leverage innovative solutions within Pareo and manage their end-to-end payment integrity program. ClarisHealth, a leader in payment integrity technology......
COVU Secures an Additional $12.5 Million in Series A Funding
InsurTech Investment Services News

COVU Secures an Additional $12.5 Million in Series A Funding

Business Wire
by Business Wire0
COVU, Inc., a leader in AI-native services for insurance agencies, announced the successful completion of $12.5 million in equity and debt financing, as part of the first tranche of its Series A funding round. This brings total funding to date to over $20 million. The funding round attracted investment from......
Arta Finance Launches Globally via Singapore, Unveils Arta AI Copilot, and Announces Wealth-As-A-Service for Banks
Finance Fintech News

Arta Finance Launches Globally via Singapore, Unveils Arta AI Copilot, and Announces Wealth-As-A-Service for Banks

PR Newswire
by PR Newswire0
MAS-licensed Arta launches in Singapore and internationally Arta unveils Arta AI Copilot – a number of AI-enhanced experiences on its wealth platform Arta announces partnerships with Wio Invest, Google Cloud, and Capco for its Wealth-as-a-service offering for banks and financial institutions globally Arta welcomes Ralph Hamers as external advisor Fast-growing digital wealth management platform Arta......
Clear Street Launches Rebrand of CenterPoint Securities and Provides Active Trading Division Update
Finance Fintech News Trading

Clear Street Launches Rebrand of CenterPoint Securities and Provides Active Trading Division Update

Business Wire
by Business Wire0
CenterPoint Securities Rebrands to Clear Street Active Trading While Rolling Out New Functionality Clear Street’s Advanced Trading Technology and Award-Winning Solutions Power Excellence for Active & Professional Traders Clear Street (“Clear Street”, “the Company”) a cloud-native financial technology firm on a mission to modernize the brokerage ecosystem, announced today the rebranding of......
Covr Unveils Its Third Generation Insurance Software: The Most Advanced Platform for Simplifying Insurance for Financial Professionals
Finance Fintech News

Covr Unveils Its Third Generation Insurance Software: The Most Advanced Platform for Simplifying Insurance for Financial Professionals

PR Newswire
by PR Newswire0
Covr Financial Technologies, a leading digital insurance provider, announced this week the launch of Advisor 3.0, the latest version of its industry-leading insurance platform. This cutting-edge software empowers financial professionals, insurance advisors, and institutions to streamline their insurance business across various product lines, including life insurance, disability insurance, long-term care,......
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