Search Results for: AI technology

Insurance Technologies Announces the Implementation of its FireLight Sales Platform Within the Schwab Advisor Services Annuity Concierge Service for Advisors
Business Fintech News

Insurance Technologies Announces the Implementation of its FireLight Sales Platform Within the Schwab Advisor Services Annuity Concierge Service for Advisors

Fintech News Desk
Insurance Technologies, LLC, a provider of sales and regulatory automation solutions for the insurance and financial services industries, is pleased to announce the availability of its FireLight Sales Platform within the Schwab Advisor Services Annuity Concierge Service for Advisors. FireLight efficiently enhances and automates in-good-order applications and business processes for......
After Apple, Facebook, and Amazon - Who are the Next Trillion Dollar Tech Titans?
Business Fintech News

After Apple, Facebook, and Amazon – Who are the Next Trillion Dollar Tech Titans?

Fintech News Desk
Exclusive Interview With the Bull Market Report’s Todd Shaver Reveals His Top Stock Picks Wall Street Reporter, the trusted name in financial news since 1843, has published an exclusive interview with top-performing investment expert Todd Shaver, Editor of The Bull Market Report. Todd Shaver’s philosophy is: “there’s always a bull market......
TaxJar Achieves SOC 2 Compliance, Demonstrating Their Commitment to Customers and Partners in Data and Information Security
Business Fintech News

TaxJar Achieves SOC 2 Compliance, Demonstrating Their Commitment to Customers and Partners in Data and Information Security

Fintech News Desk
TaxJar, the top-rated sales tax automation software, is proud to announce they have met yet another industry standard by successfully completing a Type 1 SOC 2 examination. The attestation, completed by independent CPA firm Schellman & Company, LLC found that TaxJar has an established framework to meet the rigorous SOC 2......
SalesFocus Solutions Partners with Foreside Financial Group
Business Fintech News

SalesFocus Solutions Partners with Foreside Financial Group

Fintech News Desk
Partnership will enhance Foreside’s clients’ existing sales analytics and reporting capabilities SalesFocus Solutions, a Fintech leader servicing asset management firms has entered into a partner program with Foreside Financial Group (“Foreside”), a global provider of compliance technology solutions and product distribution services to the asset and wealth management industries. The......
Aavenir Launches RFPflow for Strategic Sourcing and Vendor Evaluation on ServiceNow
Business Fintech News

Aavenir Launches RFPflow for Strategic Sourcing and Vendor Evaluation on ServiceNow

Fintech News Desk
Aavenir RFPflow – Request for Proposal Management Software will empower enterprise procurement teams to standardize and accelerate RFx-to-award workflow using reusable RFI/RFQ/RFP templates and comparative supplier evaluation on ServiceNow Aavenir, a premier ServiceNow partner, announced the launch of its next-generation ‘Aavenir RFPflow Solution’ on ServiceNow App Store to extend Aavenir’s Source-to-Pay......
Twenty Over Ten Launches Lead Pilot, the First Inbound Marketing Solution for Financial Advisors Built to Drive Qualified Prospects Through Hyper-Personalized Content Marketing
Business News

Twenty Over Ten Launches Lead Pilot, the First Inbound Marketing Solution for Financial Advisors Built to Drive Qualified Prospects Through Hyper-Personalized Content Marketing

Fintech News Desk
Unveiled at the T3 Advisor Conference, the New Product Offers Advisory Businesses Of All Sizes a Turnkey, AI-Powered Solution that Combines Personalization with Automation  Twenty Over Ten, an industry-leading SaaS company, formally launched Lead Pilot, the industry’s first-ever AI-powered all-in-one solution for content creation and distribution. Twenty Over Ten made......
Planful Announces Fall20 Product Release, Unveiling New Capabilities for Workforce Planning, Dynamic Planning, and Reporting
Fintech News

Planful Named to Constellation ShortList for Cloud-Based Planning Platforms

Fintech News Desk
Eighth Consecutive Time for Planful in Constellation ShortList, Reflecting Transformative Business Impact of the Continuous Planning Platform Planful, Inc., a leading financial planning and analysis (FP&A) platform provider, announced it was named to the Constellation ShortList for Cloud-Based Planning Platforms in Q1 2020. The Constellation Shortlist includes technology vendors and service......
Greenwich Associates research identifies key trends for successful technology transformation
Banking News

Finastra Brings its Fusion Phoenix Core to the Cloud

Fintech News Desk
Commerce National Bank & Trust and Commencement Bank are the first customers using Fusion Phoenix in the cloud  Finastra has brought its core banking platform, Fusion Phoenix, to the cloud, with Commerce National Bank & Trust of Winter Park, Florida, and Commencement Bank of Tacoma, Washington being the first US banks to access the core solution......
FinTech Startup TheGuarantors Announces New Chief Operating Officer
Fintech Fintech Startups News

FinTech Startup TheGuarantors Announces New Chief Operating Officer

Fintech News Desk
A New York-based FinTech company, TheGuarantors, has announced the hiring of Sean O’Donoghue as Chief Operating Officer. Since its founding in 2015, TheGuarantors has been a leader in finding innovative ways to solve for risk in leasing, using its expertise in real estate, risk, and technology. This recent addition to the leadership team......
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