Search Results for: relationship management

OneSource Virtual Launches New Invoice Payment and Supplier Management Services
Fintech News

OneSource Virtual Launches New Invoice Payment and Supplier Management Services

Fintech News Desk
by Fintech News Desk0
Powered by J.P. Morgan’s virtual cards, new Accounts Payable solution now available for OSV’s Workday customers Leading Business Process as a Service provider, OneSource Virtual (OSV), today announced the launch of Invoice Pay, a new payment optimization solution that provides its Workday customers with the ability to seamlessly pay and manage......
Vertafore-Welcomes-Industry-Veteran-Jon-Newpol-as-General-Manager-to-Lead-its-Distribution-and-Compliance-Management-Business
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Vertafore Welcomes Industry Veteran Jon Newpol as General Manager to Lead its Distribution and Compliance Management Business

Fintech News Desk
by Fintech News Desk0
Today, Vertafore announced that insurance industry veteran Jon Newpol will lead its distribution and compliance management segment as senior vice president and general manager. Newpol joined Vertafore this month after serving in several senior executive positions with Thomson Reuters, Truven Health Analytics and IBM. In his prior roles he led......
Fenergo to Transform Investor Lifecycle Management for Top Five Global Investment Management Firm
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Fenergo to Transform Investor Lifecycle Management for Top Five Global Investment Management Firm

Fintech News Desk
by Fintech News Desk0
Leading investment management firm with approx. $2 trillion asset under management (AUM) to digitally transform investor, counterparty and intermediary lifecycle management with Fenergo Fenergo, the leading provider of digital transformation, customer journey and investor lifecycle management solutions has been selected by a top five global investment management firm with $2 trillion AUM. Fenergo will......
IRIS Software Group Accelerates Cloud-based Practice Management With Acquisition of Senta
Fintech News

IRIS Software Group Accelerates Cloud-based Practice Management With Acquisition of Senta

Fintech News Desk
by Fintech News Desk0
IRIS Software Group (IRIS), one of the UK’s largest software companies, is today announcing it has acquired Senta, the cloud-based practice management software for accountants and bookkeepers. Read More: GCash Attracts Fresh Investment From Bow Wave Founded in 2014, Senta is dedicated to making accountancy practices more profitable and scalable......
Allied Irish Banks Signs with Planixs for Liquidity Management
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Allied Irish Banks Signs with Planixs for Liquidity Management

Fintech News Desk
by Fintech News Desk0
As one of the largest banks in Ireland, AIB monitors and funds numerous accounts in all the major global currencies on a daily basis, equating to a significant amount of transactions. AIB was looking for a real-time liquidity solution that would allow them to automate their current processes and provide......
eToro Executive Assumes CTO Role with INX
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INX Management Joined By Former Playtech CMO And M1 Finance Compliance Officer

Fintech News Desk
by Fintech News Desk0
INX Limited, the blockchain-based platform for trading digital securities and cryptocurrencies in accordance with SEC, FINRA and EU regulations, announced the appointment of Itai Avneri as Chief Operating Officer (COO) and Jon Rios as Chief Compliance Officer (CCO). Read More: Reef Finance Becomes the Marquee Project in Pioneering Decentralized Finance with......
Enfusion Receives $150M Investment from ICONIQ Growth as it Continues to Redefine Investment Management Technology Solutions
Fintech Investment Services News

Enfusion Receives $150M Investment from ICONIQ Growth as it Continues to Redefine Investment Management Technology Solutions

Fintech News Desk
by Fintech News Desk0
Company Achieves $1.5 Billion Valuation Enfusion, a global leader in investment management technology solutions and services, announced that it has received a $150 million minority investment from ICONIQ Growth. The funding is an endorsement of Enfusion’s pioneering cloud-native SaaS approach to breaking technological barriers and removing informational and operational constraints for......
Raymond James Expands Relationship with Tegra118 to Build Additional UMA Functionality
Business Fintech News

Raymond James Expands Relationship with Tegra118 to Build Additional UMA Functionality

Fintech News Desk
by Fintech News Desk0
Companies collaborate to offer advisors greater flexibility and customization to meet clients’ investment objectives and risk profile Tegra118, a top provider of wealth and asset management technology and Motive Partners company, today announced that Raymond James Asset Management Services, a division of Raymond James Financial, Inc., will utilize Tegra118’s technology......
Business Process Management Leader, eClerx, Acquires Texas-Based Personiv
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Business Process Management Leader, eClerx, Acquires Texas-Based Personiv

Fintech News Desk
by Fintech News Desk0
The acquisition adds over 2,000 employees to the top automation and analytics organization. eClerx Services Limited (BSE: 532927 | NSE: ECLERX), a leading provider of business process management, analytics, and automation services to a number of Fortune 2000 enterprises, today announced its acquisition of Eclipse Global Holdings LLC, (“Personiv”), an Austin,......
Prepare for Treasury & Risk Management Transformation with These 5 Tips
Artificial Intelligence Business Fintech Guest Posts Risk Management

Prepare for Treasury & Risk Management Transformation with These 5 Tips

Ashley Pater
by Ashley Pater0
Modern treasury and risk management systems (TRMS) that use more flexible SaaS toolsets and open architecture are designed for far longer lifespans than the legacy systems they are replacing, which makes choosing the right system that much more important. Since by their very nature, SaaS systems are constantly updated and......
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