Search Results for: spend management solutions

Investment Services News

Financial Advisors Divided on Third-Party Investment Strategies, COVID-19 Prompts Reflection on Overseeing Client Assets

Fintech News Desk
by Fintech News Desk0
Third-party models enable time savings, more client engagement, but heightened uncertainty leads advisors toward hands-on portfolio management, YCharts survey found YCharts, an investment research, analytics, and client communications platform, has released the results of the company’s latest research report, “Advisor Sentiment Survey: Coronavirus, Third-Party Models & In-house Portfolio Management.” The......
Fintech News

Basware Adds Sievo to its Application Partner Ecosystem

Fintech News Desk
by Fintech News Desk0
Basware  announces the addition of a leading procurement analytics SaaS company to its partner ecosystem. Sievo’s technology will provide Basware customers with additional complementary specialist services to Basware’s existing procure-to-pay suite. Read More: Habito, UK’s Digital Mortgage Broker, Secures £5.5m in Series A funding “Last year Basware moved forward with a......
Who do Banks Need to Refocus Efforts on Breaking Down User Behavior with Data?
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Why do Banks Need to Refocus Efforts on Breaking Down User Behavior with Data?

Paroma Sen
by Paroma Sen0
Banks will need to focus on understanding changing consumer behaviors based on historic customer data to compete in a post Covid-19 world While global economies including banks and businesses reevaluate business plans and strategies and remote work policies, they need to also refocus their understanding of their customers based on......
CAIS Announces New Integration with Orion for Seamless Transaction Reporting
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CAIS Announces Rapid Advisor Adoption for New Learning Platform

Fintech News Desk
by Fintech News Desk0
CAIS IQ is driving education of alternative investments, CE credits for Financial Advisors Everywhere CAIS, the industry-leading alternative investment platform, today announced growth and momentum for CAIS IQ, the company’s modern learning system for financial advisors, that helps them learn faster, remember longer and enhance client outcomes. CAIS IQ combines......
WEX works with MYOB to increase ease of B2B payments for Australia
Fintech News

WEX Announces New ClearView Snap Skill for Amazon Alexa

Fintech News Desk
by Fintech News Desk0
WEX (NYSE: WEX), a leading financial technology service provider, today announced the launch of its new ClearView Snap voice skill for Amazon Alexa. ClearView Snap is a data analytics platform that offers fleet managers and administrators quick and easy insights into fleet expenses through easy-to-read graphs and charts. This new integration......
Ellevest Partners With Dosh to Offer Cash Back Rewards for Members
Fintech News

Leading Fintech Companies Tap Dosh Platform for Industry-Leading Cash Back Offers

Fintech News Desk
by Fintech News Desk0
‘Powered by Dosh’ delivers innovative solutions to be leveraged by Venmo and Jelli Dosh, the fastest-growing cash back platform that connects thousands of brands and retailers to millions of consumers, today introduced innovative additions to “Powered by Dosh,” a solution that enables financial service companies to easily provide automatic, instant,......
Valley Bank Digitally Transforms Financial Systems with SAP and EY
Banking Business Fintech News

Valley Bank Digitally Transforms Financial Systems with SAP and EY

Fintech News Desk
by Fintech News Desk0
SAP SE announced that Valley National Bank (Valley Bank) has chosen SAP S/4HANA Cloud to power its digital transformation journey and obtain more meaningful business insights. Read More: Entrust Datacard Solves Evolving Identity and Encryption Needs with Latest PKI Platform EY, a global leader in assurance, tax, transaction and consulting......
The Fedeli Group And TPA Stream Announce Partnership
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TPA Stream Launches TPA Stream Connect

Fintech News Desk
by Fintech News Desk0
Cleveland-based insurtech software company TPA Stream develops software for third-party administrators (TPAs) and health insurance brokers to streamline daily manual processes. Its newest technology, TPA Stream Connect, provides developers with access to claims data from multiple sources and formats. Read More: Equifax Launches Innovative New Solutions for Credit Monitoring and Identity Theft......
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