Search Results for: workflow engagement

HiddenLevers Introduces Model Improvement Workflow, a Breakthrough for Asset Manager Tech
Fintech News

HiddenLevers Introduces Model Improvement Workflow, a Breakthrough for Asset Manager Tech

Fintech News Desk
by Fintech News Desk0
In the fintech arms race underway among asset managers, HiddenLevers, a leading tech platform in the space, announced new AM-centric workflows that turn the model construction process into an advisor-facing client experience. “Fresh off a year of pandemic-era workshopping, we are helping asset managers reimagine their front office,” said Raj......
Wolters Kluwer TaxWise® Online professional tax software featured among Accounting Today’s 2021 Top New Products
Business Fintech News

Wolters Kluwer Enhances Its CCH® ProSystem FX® Engagement Solution With New Engagement Organizer Features

Fintech News Desk
by Fintech News Desk0
Cloud collaboration, automatic notification, and document tracking help simplify the process of requesting, receiving, and tracking documents & notes from clients during an audit engagement Today, Wolters Kluwer Tax & Accounting announced the addition of new features to the Engagement Organizer in its award-winning CCH® ProSystem fx® Engagement integrated audit management solution. With new Engagement Organizer capabilities,......
Wolters Kluwer Tax & Accounting Announces BR1GHT as Its Implementation Partner for TeamMate Expert Solutions in the Netherlands and the Nordic Markets
Banking Fintech News

Wolters Kluwer Tax & Accounting Helps Firms Enhance Customer Engagement with New Additions to its ATX™ Professional Tax Software

Fintech News Desk
by Fintech News Desk0
Today, Wolters Kluwer Tax & Accounting announced that customers of its ATX™ professional tax software now have access to a timesaving ATX™ eSignature solution that eliminates the need to print out tax returns so taxpayers can conveniently sign documents from anywhere. Coupled with enhanced support options that enable tax preparers to easily receive product......
Tegra118 and Red Rock Strategic Partners Join Forces to Help Firms Drive Growth and Improve Advisor-Client Engagement
Business Fintech News

Tegra118 and Red Rock Strategic Partners Join Forces to Help Firms Drive Growth and Improve Advisor-Client Engagement

Fintech News Desk
by Fintech News Desk0
Strategic partnership helps firms and advisors gain untapped value from technology to accelerate growth, reduce expenses and enhance client experiences Tegra118, a top provider of wealth and asset management technology and Motive Partners company, today announced a partnership with Red Rock Strategic Partners providing comprehensive and results-driven approaches for firms......
Fintech News

Wolters Kluwer CCH Axcess™ Knowledge Coach PCR eases preparation, compilation & review engagements

Fintech News Desk
by Fintech News Desk0
Cloud-based digital solution helps firms focused on preparation, compilation, and review engagements benefit from a knowledge-based workflow Today, Wolters Kluwer Tax & Accounting introduced the CCH Axcess™ Knowledge Coach PCR cloud-based solution, the latest addition to the award-winning, cloud-based CCH Axcess™ tax preparation, compliance, audit and workflow management platform. CCH Axcess™ Knowledge Coach PCR Is designed......
FINTAINIUM Inc Partners with Bill2Pay to enhance Integration between Payment Processing and Customer Engagement
Business Fintech News

FINTAINIUM Inc Partners with Bill2Pay to enhance Integration between Payment Processing and Customer Engagement

Fintech News Desk
by Fintech News Desk0
FINTAINIUM Inc, the cloud-based financial automation workflow management platform, announced its partnership with Bill2Pay, an industry leader in billing and payment solutions. This partnership will enhance automation, including complete integration of reimbursement and escheatment solutions for utilities, insurance companies, and government agencies. Read More: Binance Card Launches in Europe, Bridging......
Ontario Systems Acquires Pairity to Embed the Power of Machine Learning in Its Industry-Leading Collections Technology
Business Fintech News

Ontario Systems Accelerates Consumer Payment Engagement Strategy With SwervePay® Acquisition

Fintech News Desk
by Fintech News Desk0
Transaction provides streamlined payment workflow and enhanced customer engagement capabilities Ontario Systems, a leading provider of enterprise software that automates complex workflows and accelerates revenue recovery for clients in the healthcare, government, and accounts receivable management (ARM) markets, announced the acquisition of SwervePay, an innovative payment facilitator in the ARM and......
TrellisPoint Launches Powerful Workflow Automation Tool Designed Exclusively for Commercial Lenders
Banking Fintech News

TrellisPoint Launches Powerful Workflow Automation Tool Designed Exclusively for Commercial Lenders

Fintech News Desk
by Fintech News Desk0
Built using Microsoft’s Power Platform, Virtual Loan Assistant is the first Power App to streamline the credit process for financial institutions. TrellisPoint, a leading provider of Microsoft Dynamics 365 customer engagement solutions, announced a new product developed for the commercial banking industry. Available as a web-based and mobile application, Virtual......
MedEvolve Announces Workflow Automation to Minimize Financial Clearance Risk for Physician Practices
Fintech News

MedEvolve Announces Workflow Automation to Minimize Financial Clearance Risk for Physician Practices

Fintech News Desk
by Fintech News Desk0
New Platform Establishes Visual Cues and Natural Automated Workflows to Improve Transparency and Increase Staff Productivity MedEvolve, Inc., a leading provider of data-driven solutions that provide unmatched transparency, automation and accountability for healthcare organizations, unveiled its AI-powered Financial Clearance Workflow Automation platform. The solution leverages visual cues and natural workflow......
Orion Partners with State Street Global Advisors to Expand Investment Program
Fintech News

Orion’s New User Interface Reimagines Advisor Experience, Surfaces Actionable Workflows

Fintech News Desk
by Fintech News Desk0
Orion’s Home Experience, Revealed at the T3 Advisor Conference, Marries the Best of App- and Dashboard-Based Technologies to Help Advisors Prioritize and Run Their Days More Productively. The start of an advisor’s day lays the groundwork for their success. That’s why Orion Advisor Tech (“Orion”), the premier provider of financial advisor......
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