Search Results for: professionals

FreshBooks Invites Accounting Professionals to New Accountant Hub
Finance News

FreshBooks Invites Accounting Professionals to New Accountant Hub

GlobeNewswire
by GlobeNewswire0
FreshBooks, a leading cloud-based accounting software platform built for small business owners and their accountant partners, is pleased to invite accounting professionals to try out its new Accountant Hub, a free to use portal for accountants to effortlessly add, access and manage their client’s information and accounts, all in one place.......
ACAMS Launches Scholarship Program for Korean Professionals Seeking Anti-Money Laundering Training
Finance News Security

ACAMS Launches Scholarship Program for Korean Professionals Seeking Anti-Money Laundering Training

GlobeNewswire
by GlobeNewswire0
CAMS Scholarship recipients will train on strategies to identify, trace, and report criminal activity threatening financial institutions across the globe As part of its efforts to support the fight against financial crime throughout the Asia Pacific region, ACAMS is launching a new scholarship program for South Korean compliance professionals seeking......
Sun West Mortgage Launch Real Estate Professionals Training Course For New AI Personal Assistant MORGAN
Mortgage News

Sun West Mortgage Launch Real Estate Professionals Training Course For New AI Personal Assistant MORGAN

PR Newswire
by PR Newswire0
Sun West Mortgage and Celligence CEO, Pavan Agarwal, has created a 24/7 personal assistant A.I. platform called MORGAN, designed for real estate professionals saving users up to 42% of their time daily. When real estate professionals use all of MORGAN’s features, it will give them time to focus on more......
Climate Risk Management Workshop for Financial Industry Risk Professionals Launched
Fintech News Risk Management

Climate Risk Management Workshop for Financial Industry Risk Professionals Launched

PR Newswire
by PR Newswire0
RMA and McKinsey & Company, as a knowledge partner, announced that they are holding a workshop designed to help bank executives integrate climate risks, opportunities, and regulations into their business decisions and operations. The workshop will take place at The Ritz Carlton New Orleans from April 12-13, 2023. Attendance is......
Introducing CoinTracker Connect: The Collaboration Hub Streamlining Engagement Between Tax Professionals and Taxpayers
Cryptocurrency News

Introducing CoinTracker Connect: The Collaboration Hub Streamlining Engagement Between Tax Professionals and Taxpayers

Fintech News Desk
by Fintech News Desk0
Coinbase is the First Company to Enhance the Tax Filing Process for Tax Pros and Crypto Users Through CoinTracker Connect CoinTracker, the market leader in cryptocurrency tax and portfolio tracking for consumers, announced the launch of its newest product: CoinTracker Connect. The novel collaborative hub enables users to add their......
Asset-Map Partners with Cetera to Empower Financial Professionals with the Leading Advice Engagement Experience
Finance News

Asset-Map Partners with Cetera to Empower Financial Professionals with the Leading Advice Engagement Experience

Fintech News Desk
by Fintech News Desk0
Asset-Map, the leading financial advice engagement experience for financial professionals, announced a partnership with Cetera to bring its visualized financial planning and advice-led solutions to the organization’s 8,000 independent financial professionals. “We are excited to start this endeavor with Cetera and support their deep commitment to their members’ advice delivery experience”......
Paddle Recognised Among Notable SAAS Recurring Billing Solutions for Digital Business Professionals
B2B News

Paddle Recognised Among Notable SAAS Recurring Billing Solutions for Digital Business Professionals

Fintech News Desk
by Fintech News Desk0
Paddle is one of 42 notable vendors included in “The SaaS Recurring Billing Solutions Landscape, Q1 2023” report  Paddle, the payments infrastructure provider for B2B SaaS companies, has been listed by Forrester as one of 42 notable SaaS recurring billing vendors. According to the Forrester report, The SaaS Recurring Billing......
1 in 3 Finance and Accounting Professionals Admit B2B Procurement Is Broken
B2B Finance News

1 in 3 Finance and Accounting Professionals Admit B2B Procurement Is Broken

Fintech News Desk
by Fintech News Desk0
Nearly 80% Say Their Company Faces Challenges Purchasing New Software and Services; Majority Looks to Automation to Improve Procurement Efficiency for Better Vendor Visibility and Cost Control Zip, the world’s leading intake-to-procure solution, announced results of the 2023 Trends in B2B Purchasing survey of 1,056 U.S.-based finance and accounting professionals – director-level......
Launch of the Global Institute of Credit Professionals
Fintech News

Launch of the Global Institute of Credit Professionals

Fintech News Desk
by Fintech News Desk0
The Global Institute of Credit Professionals (GICP) has launched with the aim of becoming the preeminent industry body for credit professionals. It will enhance professional skills for credit market participants through its new flagship professional qualification, the Global Credit Certificate. “The Global Credit Certificate aims to set a new global......
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