Search Results for: automation solutions

New Schwab Model Portfolios Designed to Help Advisors Keep Clients on Course
Fintech Investment Services News

Charles Schwab Purchases Motif’s Technology Capabilities

Fintech News Desk
by Fintech News Desk0
The Charles Schwab Corporation (“Schwab”) today announced that it has entered into an asset purchase agreement to acquire the technology and intellectual property of Motif in an all cash transaction. Motif is a fintech pioneer that has combined breakthrough technology and data science to deliver customized thematic portfolios to investors.......
Dougherty Mortgage Selects SS&C to Support Loan Servicing Business
Banking Fintech Investment Services News

Dougherty Mortgage Selects SS&C to Support Loan Servicing Business

Fintech News Desk
by Fintech News Desk0
SS&C Technologies Holdings,announced that Dougherty Mortgage LLC, a full-service nationwide mortgage banking firm, has selected SS&C as a technology and services partner. SS&C will provide cloud-based software and services for loan origination, servicing, asset management, investor reporting, insurance compliance and document management. Read More: Fintech Europe Selects Ten Startups for its......
FinancialForce Named a Leader in IDC MarketScape for Worldwide SaaS and Cloud-Enabled Midmarket Finance and Accounting Applications
Capital Markets Fintech News

FinancialForce Named a Leader in IDC MarketScape for Worldwide SaaS and Cloud-Enabled Midmarket Finance and Accounting Applications

Fintech News Desk
by Fintech News Desk0
Report recognizes FinancialForce’s strengths in Salesforce integration and financial analytics FinancialForce, provider of the only modern ERP suite and the #1 Professional Services Automation (PSA), announced it has been named a Leader in the IDC MarketScape: Worldwide SaaS and Cloud-Enabled Midmarket Finance and Accounting Applications 2020 Vendor Assessment. Read More: Kreditech Rebrands......
Tipalti Data Shows the Impact of COVID-19 Pandemic on Global Payables
Business Fintech Fintech Startups News

Tipalti Forms New Partnerships With Floqast, Affise, and Myers-Holum

Fintech News Desk
by Fintech News Desk0
Global payables automation provider grows strategic partner portfolio to further streamline financial operation processes Tipalti, the leading global payables automation platform, announced three new strategic partnerships to further modernize finance operations for startups and midsized companies. The partners include FloQast, a financial close management software company that allows accountants to......
Origin Bank Gains Lending Efficiency and an Improved Customer Experience With nCino
Banking Fintech News

nCino Adds Three New Members to Its Board of Directors

Fintech News Desk
by Fintech News Desk0
Pam Kilday, Steve Collins and Jon Doyle join nCino’s Board nCino, the worldwide leader in cloud banking, announced that it has appointed Pam Kilday, Steve Collins and Jon Doyle to its Board of Directors. Read More: Remitly Partners With Alipay to Offer International Remittances “We are pleased to welcome Pam, Steve and Jon to the......
Cover Whale Newly Approved Lloyd's Coverholder to expand InsurTech Trucking Program
Big Data Fintech InsurTech News

Cover Whale Newly Approved Lloyd’s Coverholder to expand InsurTech Trucking Program

Fintech News Desk
by Fintech News Desk0
Cover Whale, an InsurTech broker, was approved as a new Coverholder at Lloyd’s of London. Cover Whale is collaborating with Lloyd’s syndicates to provide a new insurance facility for thousands of Trucks in the US. Read More: GlobalFintechSeries Interview with Griffin McGahey, President at HC3 “Cover Whale helps streamline Insurance starting with......
Credit Karma Reimagines Checking for Millions of Americans
Business Fintech News

Bank of Montreal, Motley Fool, Pernod Ricard USA and Wabtec Among Customers That Signed On With BlackLine In Q1 2020

Fintech News Desk
by Fintech News Desk0
Enterprise and midsize companies worldwide continue to modernize Finance & Accounting operations with BlackLine; more than 3 billion transactions imported in Q1 alone Leading financial close and accounting automation software provider BlackLine, Inc. (Nasdaq: BL) continued to expand its global customer base during the first quarter of 2020 adding a broad range of large......
Surecomp Sets the New Open Banking Standard for Trade Finance APIs and Gives Free Trial to Customers
Banking Fintech News

Surecomp Sets the New Open Banking Standard for Trade Finance APIs and Gives Free Trial to Customers

Fintech News Desk
by Fintech News Desk0
Surecomp, the leading provider of global trade finance solutions for banks and corporates, announced the opening of its Application Programming Interfaces (API) architecture to customers in a sandbox testing environment, setting the new open banking standard in the digitization of trade finance processing and connectivity. Read More: WorldRemit Partners with Wizall......
Jay Johnson Joins Billtrust as Senior Vice President of Sales to Drive Business Development Strategy
Business Fintech News

Jay Johnson Joins Billtrust as Senior Vice President of Sales to Drive Business Development Strategy

Fintech News Desk
by Fintech News Desk0
Enterprise Software Executive Brings Experience to B2B Order-to Cash Solutions Leader Billtrust, the leader in B2B order-to-cash solutions, has announced Jay Johnson as Senior Vice President of Sales. Johnson will oversee sales operations and new business development and joins Billtrust at a critical period where digitizing the order-to-cash process is more important......
Save Money, Save Time: Automating Compliance Processes
Fintech Guest Posts Risk Management

Save Money, Save Time: Automating Compliance Processes

Henry Umney
by Henry Umney0
In 2020, as more and more organisations recognize the risks posed by a lack of spreadsheet management, they will turn to automated controls to mitigate those risks.  Two of the primary benefits they’ll realise?  They will gain visibility into, and control over, these spreadsheets, and also gain cost savings; we......
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