Search Results for: tax management

Uptycs Announces $30 Million in Funding to Deliver Next-Generation Security Analytics
Fintech Fintech Funding Investment Services News

Uptycs Announces $30 Million in Funding to Deliver Next-Generation Security Analytics

Fintech News Desk
by Fintech News Desk0
Uptycs, the leader in SQL-powered security analytics, announced that it has raised $30M in Series B funding led by Sapphire Ventures, with participation from existing investors Comcast Ventures and ForgePoint Capital. This round of funding brings the company’s total funding to $43 million. Jai Das, Managing Director and President at Sapphire Ventures, will join......
Pagaya Announces $102 Million Series D Funding Round
Artificial Intelligence Capital Markets Fintech Fintech Funding Investment Services News

Pagaya Announces $102 Million Series D Funding Round

Fintech News Desk
by Fintech News Desk0
Forever-changing asset management, Pagaya sets a new standard with its technology Pagaya, a global financial technology company using artificial intelligence (AI) to reshape asset management and institutional investment,  announced a $102 million Series D funding round led by a prominent strategic financial institution. Aflac Global Ventures (the venture capital holding......
Cegid's Customer Satisfaction Rises Nearly 10% Using Genesys Cloud
Business Fintech News

Cegid’s Customer Satisfaction Rises Nearly 10% Using Genesys Cloud

Fintech News Desk
by Fintech News Desk0
With hundreds of thousands of customers across 75 countries, Cegid is a leader in business management solutions for accounting, finance and tax, payroll and human resources, Enterprise Resource Planning (ERP) and retail. The company is the third ranked software as a service provider in France and has earned a reputation as an......
Expensify Commits $3 Million a Year to Fight Injustice, Calls for Volunteers to Receive up to $100,000 in Funding
Fintech News

Expensify Introduces Concierge Travel, Optimized with COVID-19 Safety Features and Rescue Services for Business Travelers

Fintech News Desk
by Fintech News Desk0
Expensify, the world’s most popular expense management platform, announced Concierge Travel, the first-of-its-kind virtual travel assistant. Concierge Travel puts safety first in a global environment brimming with COVID-19 concerns. Expensify cardholders can book flights, hotels, and rental cars for free simply by having a chat with Concierge on Expensify’s platform.......
HSB Extends Availability of Identity Theft Insurance
Fintech InsurTech News

HSB Extends Availability of Identity Theft Insurance

Fintech News Desk
by Fintech News Desk0
HSB Identity Recovery Coverage, which provides identity theft insurance and related services for employees of a business, has been extended to family members and other groups including membership associations, university students and alumni, HSB, part of Munich Re, announced. Read More: Simple Announces Launch of Tax Refund Feature to Automate Savings......
CoinShares Becomes First Digital Asset Manager to Offer Real-Time Audit on its Crypto Asset Exchange-Traded Products
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CoinShares Launches Komainu Venture Under CEO’s Leadership

Fintech News Desk
by Fintech News Desk0
 The CoinShares Group (CoinShares) announced the launch of Komainu, a digital asset custody business for institutional investors, under the leadership of CoinShares’ CEO, Jean-Marie Mognetti. The joint venture between CoinShares’ parent company, Nomura, and Ledger will expand and strengthen CoinShares’ operations across asset management, advisory, and capital markets. Read More: Jack Henry & Associates......
Salesforce Powers PenFed Credit Union's Digital Financial Services and Member Experience Transformation
Fintech News

Salesforce Powers PenFed Credit Union’s Digital Financial Services and Member Experience Transformation

Fintech News Desk
by Fintech News Desk0
PenFed is leveraging Salesforce to provide even more digital conveniences to members during a time of increased demand for remote services Salesforce, the global leader in CRM, announced an expanded relationship with Pentagon Federal Credit Union (PenFed), the nation’s second largest federal credit union, to transform its member platform and......
HawkSoft Adds Integration with Podium to Help Independent Agencies Manage Online Interactions
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HawkSoft Adds Integration with Podium to Help Independent Agencies Manage Online Interactions

Fintech News Desk
by Fintech News Desk0
HawkSoft has partnered with Podium, the fast-rising star of Utah’s Silicon Slopes, to offer their interaction management platform to independent agencies. Podium allows agencies to monitor and manage interactions across different channels from one dashboard. Some of their channels include text messages, online reviews, website chat, and feedback collection. Podium’s solutions help......
Personal Capital Reaches Milestone of $1 Billion Assets Managed In ESG Portfolios
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Personal Capital Reaches Milestone of $1 Billion Assets Managed In ESG Portfolios

Fintech News Desk
by Fintech News Desk0
 Personal Capital, a remote-first, industry-leading registered investment advisor and digital wealth manager, announced today a major milestone since the introduction of its Socially Responsible Personal Strategy Investment portfolios: reaching $1 billion assets under management since the portfolios’ inception in 2018. Read More: Abrigo Adds Transparent Artificial Intelligence Scenarios, Direct File to FinCEN to its......
Banks Encouraged to View Basel IV as Catalyst for Greater Productivity in Wolters Kluwer White Paper
Banking Fintech News Risk Management

Banks Encouraged to View Basel IV as Catalyst for Greater Productivity in Wolters Kluwer White Paper

Fintech News Desk
by Fintech News Desk0
Banks that take a wait and see approach to Basel IV are likely to face higher costs and added travails in implementation, as well as fewer commercial benefits in the years ahead. That’s according to a new white paper from Wolters Kluwer’s Finance, Risk & Reporting (FRR) business that reveals how banks......
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