Search Results for: workflow engagement

eMoney Advisor Unveils Strategy to Provide Planning Solutions at Every Stage of Client Lifecycle
Business Fintech News

eMoney Advisor Unveils Strategy to Provide Planning Solutions at Every Stage of Client Lifecycle

Fintech News Desk
by Fintech News Desk0
Planning Vision Focused on Supporting Advisors in Their Efforts to Efficiently Scale Business, Elevate Client Experience and Demonstrate Unique Value eMoney Advisor (eMoney), a leading provider of technology solutions and services that help people talk about money, announced its enhanced planning vision for products and features that enables advisors and......
Fintainium Adds Top Executive Talent To Fuel Growth
Business Fintech News

Fintainium Adds Top Executive Talent To Fuel Growth

Fintech News Desk
by Fintech News Desk0
Fintainium, the next generation B2B payments solution provider, announces the appointment of three industry executives to fuel expansive company growth. The new team members, appointed as President, General Manager, and Senior Vice President of Business Development, were hand-picked based on skillset, expertise, and performance in the marketplace and will bring......
Kofax Launches AP Agility Cloud, a SaaS Version of its Market-Leading Accounts Payable Automation Solution
Business News

Kofax Launches AP Agility Cloud, a SaaS Version of its Market-Leading Accounts Payable Automation Solution

Fintech News Desk
by Fintech News Desk0
New Intelligent Automation Offering Can be Configured and Customized, Providing Flexible Deployment Options Kofax, a leading supplier of Intelligent Automation software to digitally transform end-to-end business operations, announces its market-leading accounts payable automation solution, AP Agility, is now available as a cloud-hosted SaaS offering. Kofax AP Agility Cloud combines the......
Flywire Acquires Simplee to Transform Healthcare Payments Experience
Banking Fintech News

Flywire Acquires Simplee to Transform Healthcare Payments Experience

Fintech News Desk
by Fintech News Desk0
Acquisition accelerates Flywire’s multi-vertical strategy, broadens healthcare client base $120 million Series E investment round led by Goldman Sachs fuels acquisition and provides additional capital for strategic growth Flywire to accelerate investment in its payments network, platform and verticals to capture increased share of trillion-dollar global payments TAM Flywire, a......
Tavant Announces FinLeads on Salesforce AppExchange, the World's Leading Enterprise Cloud Marketplace
Fintech Funding News

Tavant Announces FinLeads on Salesforce AppExchange, the World’s Leading Enterprise Cloud Marketplace

Fintech News Desk
by Fintech News Desk0
Tavant Customers Can Now Benefit From the Lending Industry-Focused Customer Engagement and Point of Sale Solution Tavant announced it has launched FinLeads on Salesforce AppExchange, empowering customers to create one universal workspace for loan officers to intuitively collaborate and engage borrowers through an integrative mortgage application journey. Leveraging FinLeads, lenders......
Orion Leverages Financial Planning Acquisition to Drive Advisor Growth and Elevate the Client Experience
Banking Fintech News

Orion Leverages Financial Planning Acquisition to Drive Advisor Growth and Elevate the Client Experience

Fintech News Desk
by Fintech News Desk0
Enhancements to the Advizr Platform Empower Advisors to Seamlessly Connect Financial Goals With Investment Performance, Better Protect Their Clients From Cyber Threats, and Ultimately Grow Their Businesses Orion Advisor Tech (“Orion”), a division of Orion Advisor Solutions and the premier provider of financial advisor technology and enhanced investment solutions, announced......
Alfresco and Tech Mahindra Introduce Four Jointly Developed AI/IoT Solutions for Insurance Companies
Business News

Alfresco and Tech Mahindra Introduce Four Jointly Developed AI/IoT Solutions for Insurance Companies

Fintech News Desk
by Fintech News Desk3
Alfresco Software, an open source content, process and governance software company, and Tech Mahindra, a leading provider of digital transformation, consulting and re-engineering services and solutions, announced collaboration on four jointly-developed, transformative insurance solutions. The collaboration combines Tech Mahindra’s insurance expertise and experience in the insurance industry with Alfresco’s powerful Digital......
Intuit ProConnect Expands Partnership Ecosystem to Accelerate Software Capabilities for Tax Professionals
Banking Fintech News

Intuit ProConnect Expands Partnership Ecosystem to Accelerate Software Capabilities for Tax Professionals

Fintech News Desk
by Fintech News Desk0
Integrations With Trusted Partners Allow Tax Professionals and Their Clients to Grow and Prosper Intuit ProConnect is announcing plans to expand the capabilities in ProConnect Tax Online, Lacerte and ProSeries with new third-party integrations. The expanding partnership ecosystem will give tax professionals access to new tools to deliver on client......
Temenos Launches Product to Help Banks Overcome Legacy Issues
Banking Fintech News

Temenos Delivers Industry First Banking Distribution Services in Temenos Infinity – a Set of Cloud Based Microservices

Fintech News Desk
by Fintech News Desk0
Upgradeable and API-driven, They Enable Sales, Servicing and Marketing of All Financial and Non-financial Products, Hyper-personalised Through Explainable AI Models and Independent of Core and Apps. Temenos , the banking software company, announced that it has delivered new industry first Banking Distribution Services as part of the award-winning Temenos Infinity......
Tech Startup Fileboard Pivots to Form Insurance Software Solution 20 Miles
InsurTech News

Tech Startup Fileboard Pivots to Form Insurance Software Solution 20 Miles

Fintech News Desk
by Fintech News Desk0
After nearly 8 years of creating software for salespeople across various industries, Fileboard is pivoting to become 20 Miles to make a fresh start and refine the company’s focus going forward. With the release of the latest version of its platform alongside its new flagship sales cadence solution Workflow, the company......
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