Search Results for: Modern Accounting

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
by Business Wire0
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......
$28M Series a Fuels Numeric’s Mission to Build the Next-Gen Financial Data Platform
Finance Fintech News

$28M Series a Fuels Numeric’s Mission to Build the Next-Gen Financial Data Platform

PR Newswire
by PR Newswire0
Numeric has raised a $28 million Series A round led by Menlo Ventures, with participation from new investors IVP and Socii Capital, and existing investors Founders Fund, 8VC, Long Journey, Access Industries, and Friends & Family Capital, and others. This investment will accelerate engineering hiring and product development, supporting Numeric’s aim to enable real-time decision-making from financial data. In the past year,......
Ascend and Anzen Announce Strategic Partnership to Streamline Retail Financial Operations in Executive Risk Insurance
Digital Payments InsurTech News

Ascend and Anzen Announce Strategic Partnership to Streamline Retail Financial Operations in Executive Risk Insurance

PR Newswire
by PR Newswire0
New Partnership Provides Wholesale Solutions with Seamless Payment Automation and AI-Powered Specialty Insurance Placement Ascend, a comprehensive financial operations automation platform, is excited to announce a strategic partnership with Anzen, the modern wholesale brokerage – offering extensive management, cyber, and professional liability markets for Executive Risk insurance. This collaboration equips......
BDO Survey Finds AI is Expected to Unlock More Efficient Audits, but Can't Replace Human Element
Finance Fintech News

BDO Survey Finds AI is Expected to Unlock More Efficient Audits, but Can’t Replace Human Element

Business Wire
by Business Wire0
Companies rely on advanced technology to bolster the audit process amid talent shortages and data management challenges Finance leaders believe technology can improve audit quality: Just over half of respondents anticipate technology will enhance audit quality (54%); however, finance leaders continue to place high importance on auditor industry knowledge and......
Banking Digital Asset Management Digital Payments Featured Finance Fintech Security

How is New-age Fintech Transforming SMB Banking and Cash Flow Management?

Prajakta Ayade
by Prajakta Ayade0
FinTech is fundamentally transforming the way small and medium-sized businesses (SMBs) manage their banking and cash flow. Traditional banking systems often fall short in catering to the unique financial needs of SMBs, such as managing limited resources, fluctuating incomes, and navigating complex regional and regulatory requirements. FinTech companies, with their......
Jack Henry and Victor Offer Embedded Payments Platform for Regional and Community Financial Institutions to Better Support Business Customers
Digital Payments Finance Fintech News

Jack Henry and Victor Offer Embedded Payments Platform for Regional and Community Financial Institutions to Better Support Business Customers

PR Newswire
by PR Newswire0
Direct-to-core integration enhances deposit and non-interest fee income potential Jack Henry announces the expansion of its collaboration with Victor Technologies, Inc., a subsidiary of MVB Edge Ventures, Inc. and part of MVB Bank, Inc. The companies launched an embedded-payments management platform to help Jack Henry’s financial institution clients capitalize on......
Rapid Finance and Gestalt Tech Announce Strategic Integration to Enhance SMB Lending Capabilities
Finance Lending News

Rapid Finance and Gestalt Tech Announce Strategic Integration to Enhance SMB Lending Capabilities

Business Wire
by Business Wire0
Rapid Finance, a leading small business financing platform specializing in providing customized financing solutions, announced its new partnership with Texas-based Gestalt Tech, a provider of a cutting-edge data warehouse solution designed for financial institutions. Through this partnership, lenders using Gestalt can seamlessly integrate with Rapid’s small business lending automation solution, Decisioneer. Additionally,......
Aiwyn Redefines the Future of Practice Management with Launch of PracticeOS
Finance Fintech News

Aiwyn Redefines the Future of Practice Management with Launch of PracticeOS

PR Newswire
by PR Newswire0
Aiwyn launches PracticeOS, a modern practice management platform developed in collaboration with firm leaders across the IPA Top 500, at the company’s annual user conference, Unlock 2024. Aiwyn, a leader in accounting technology, today launched PracticeOS, an intuitive cloud-based practice management platform designed to optimize accounting firms’ work-to-cash cycles. PracticeOS......
Dyad Launches the Latest Version of ALIS
Finance Fintech News

Dyad Launches the Latest Version of ALIS

PR Newswire
by PR Newswire0
The latest version of ALIS, a core system, delivers more for MGAs and Wholesalers Dyad, a leading insurance software and services provider, announced today that they have launched the latest version of ALIS, a comprehensive core system for wholesalers and MGAs, covering submission, rating, quoting, policy management, accounting, claims, and......
Jirav Announces Michael Morrison as CEO and Launches New Artificial Intelligence Forecasting Product
Artificial Intelligence Fintech News

Jirav Announces Michael Morrison as CEO and Launches New Artificial Intelligence Forecasting Product

Business Wire
by Business Wire0
Jirav, a leading provider of financial planning and forecasting solutions for accounting, CFO Advisory Firms, and SMBs, is thrilled to announce the appointment of Michael Morrison as its new Chief Executive Officer. With a distinguished career spanning over 25 years in Corporate Performance Management (CPM) and supporting the Office of the CFO,......
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