Search Results for: automatic workflow

Ellie Mae Announces Launch of Velocify Leadmanager Essentials
Fintech News

Ellie Mae Announces Launch of Velocify Leadmanager Essentials

Fintech News Desk
Part of Ellie Mae’s Consumer Engagement Solution, the New Solution Helps Originators Speed Virtual Communication to Borrowers Through Automated Emails and Texts  Ellie Mae, the leading cloud-based loan origination platform provider for the mortgage industry, announced the launch of Velocify LeadManager Essentials, part of Ellie Mae’s Consumer Engagement solution. The new......
Docupace Launches New Reg BI Compliance Solution
Fintech News

Docupace Launches New Reg BI Compliance Solution

Fintech News Desk
Docupace announces Tracker BI product for delivery and comprehensive digital management of Form CRS and disclosures for Wealth Management Firms  Docupace, the leader in cloud-based fintech digital operations software for the wealth management industry, announced the launch of its new Reg BI and Form CRS digital solution enabling broker-dealers and......
BondIT Offers Remote Features to Support Portfolio Managers and Financial Advisors Working From Home
Fintech News

BondIT Offers Remote Features to Support Portfolio Managers and Financial Advisors Working From Home

Fintech News Desk
BondIT, an independent portfolio construction technology provider for fixed income, announced the ramping up of its remote working features to support portfolio managers and financial advisors working from home. The BondIT team of 30 engineers are engaged and ready to consult and to support any financial institution or advisory firm......
Smarsh Enterprise Supervision Available Through Microsoft’s One Commercial Partner Program
Business Fintech News

Smarsh Joins Microsoft’s One Commercial Partner Program to Help Financial Services Organizations Leverage Microsoft Azure and Deploy Microsoft Teams

Fintech News Desk
Go-to-Market Effort Aims to Broaden Compliant Deployment of Office 365 Smarsh, helping customers get ahead – and stay ahead – of the risk within their electronic communications,  announced it was selected by Microsoft as a member of its One Commercial Partner (OCP) program. With co-sell ready status for the Enterprise......
Fishbowl Now Offers Intuit QuickBooks Products and Services as a QuickBooks Service Provider
Fintech News

Fishbowl Provides 8 Tips to Future-Proof Your Business During Uncertain Times

Fintech News Desk
Though the way we conduct business has drastically changed since the start of the COVID-19 pandemic, this time provides an opportunity for small business owners to quickly and proactively future-proof their business by automating inventory processes. Fishbowl, the #1 inventory management solution for QuickBooks users, provides eight tips to help automate......
Tipalti Data Shows the Impact of COVID-19 Pandemic on Global Payables
Artificial Intelligence Fintech News

Tipalti Introduces Tipalti Pi™ — Artificial Intelligence for Accounts Payable

Fintech News Desk
Tipalti, the leading global payables automation solution, announced Tipalti Piâ„¢, a continuously-adaptive, integrated payables intelligence engine throughout the Tipalti platform that employs AI and machine learning to make the entire payables process smarter. This technology, which is available automatically to all Tipalti customers, proactively identifies fraud and risk, eliminates AP......
360factors Announces Free Pandemic Issues & Incidents Management Software Application for U.S. Banks
Banking Fintech News Risk Management

360factors Announces Free Pandemic Issues & Incidents Management Software Application for U.S. Banks

Fintech News Desk
Cloud-based web form and workflow software enables teams to capture, track and manage pandemic issues, incidents and requests  360factors, the industry leader in risk and compliance intelligence software for banks and financial services organizations, announced  that the company is making its Pandemic Issues & Incidents Management software application available for free......
BlackLine Making All Premium Training, Select Software, and Expert Coaching Sessions Free to Provide Customers With Confidence in Uncertain Times
Fintech News

BlackLine Making All Premium Training, Select Software, and Expert Coaching Sessions Free to Provide Customers With Confidence in Uncertain Times

Fintech News Desk
Company provides free access to entire training library, including CPE courses; also adds free live virtual training on closing in a distributed environment With the onset of the coronavirus pandemic, many accounting teams find themselves operating in a distributed fashion, with many, if not all, team members suddenly working from......
Guidewire Software Announces Loveland Innovations as New Solution Alliance Partner to Help Insurers Virtually Adjust Claims From Anywhere
Artificial Intelligence Fintech News

Shift Technology’s Force Add-On for ClaimCenter Now Available in Guidewire Marketplace

Fintech News Desk
Real-time analysis to help insurers to combat estimated $40 billion in industry annual fraud losses Shift Technology, a provider of AI‑native fraud detection and claims automation solutions for the global insurance industry, and Guidewire Software, provider of the industry platform Property and Casualty (P&C) insurers rely upon, announced that Shift’s Force add-on for......
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