Search Results for: customer relationship management solutions

YCharts-and-Savant-Wealth-Management-Enhance-Partnership-To-Elevate-Client-Engagement-With-Streamlined-Proposal-Generation
Finance Fintech News

YCharts and Savant Wealth Management Enhance Partnership To Elevate Client Engagement With Streamlined Proposal Generation

Business Wire
by Business Wire0
This strategic collaboration aims to empower advisors with enhanced capabilities, accelerating business growth by optimizing proposal generation and strengthening client communication. YCharts, a premier cloud-based investment research platform and proposal builder, is excited to announce an expanded partnership with Savant Wealth Management, a leading fee-only RIA recognized among Barron’s Top 100......
Worth AI and Equifax Enter Strategic Relationship
News Risk Management

Worth AI and Equifax Enter Strategic Relationship

Fintech News Desk
by Fintech News Desk0
As part of the agreement, Worth AI will augment its expansive data capabilities with access to differentiated data from Equifax, including business firmographics, business credit attributes, and business principal information on millions of U.S. businesses. Worth AI, a newly launched, AI-powered risk management platform, led by unicorn founders Sal Rehmetullah......
Scott Dunn Selects Nium to Improve Hotel Cash Flow Management with Virtual Card Payments
Digital Payments News

Scott Dunn Selects Nium to Improve Hotel Cash Flow Management with Virtual Card Payments

PR Newswire
by PR Newswire0
In the 12 months since working with Nium, Scott Dunn has been able to add new hotel destinations to its offering that it couldn’t before, improve conversion rates among its customer base, and strengthen its provider relationships. Nium, the leader in real-time cross-border payments, announced its partnership with luxury tour......
Tally-Launches-Credit-Card-Debt-Management-Platform-For-Partners
Finance Fintech News

Tally Launches Credit Card Debt Management Platform For Partners

Business Wire
by Business Wire0
With the launch of Tally’s credit card debt management platform, Tally will sunset its direct-to-consumer loan portfolio; the Tally Line of Credit will now be offered through its partner network. Tally, a fintech startup known for helping people diligently pay down their credit card debt, today announced the release of......
Centime Announces Strategic Integration with Sage Intacct, Expanding Its Ecosystem for Enhanced Financial Management
Finance Fintech News

Centime Announces Strategic Integration with Sage Intacct, Expanding Its Ecosystem for Enhanced Financial Management

PR Newswire
by PR Newswire0
Sage intacct joins a solid list of integrations alongside NetSuite and QuickBooks with Centime to improve the banking solutions for small-to-mid sized businesses. Centime, a Boston-based fintech that offers AP, AR and Banking solutions to small-to-midsize businesses, announced its newest integration with Sage Intacct, joining its robust list of integrations alongside......
Nucleus Security Raises $43 Million Series B Funding to Lead Innovation in Enterprise Risk-Based Vulnerability Management
News Risk Management

Nucleus Security Raises $43 Million Series B Funding to Lead Innovation in Enterprise Risk-Based Vulnerability Management

PR Newswire
by PR Newswire0
This recent infusion of capital is earmarked for a strategic acceleration in product innovation, research, and development. Nucleus Security, developers of the market-leading Risk-Based Vulnerability Management platform, has announced it has secured $43 million in Series B funding led by Arthur Ventures and Lead Edge Capital. This milestone marks a significant leap......
Trovata and J.P. Morgan Announce New Solutions Suite to Revolutionize Treasury Management
Digital Payments News

Trovata and J.P. Morgan Announce New Solutions Suite to Revolutionize Treasury Management

PR Newswire
by PR Newswire0
Expansion of partnership will create new offerings for Corporate Investment Banking (CIB) customers Trovata, the global leader in bank APIs and enterprise cash management, announced it has launched two new solutions with J.P. Morgan Payments: J.P. Morgan Treasury Workstation and J.P. Morgan Multibank Reporting, both powered by Trovata. The two......
Genpact Integrates riskCanvas with Amazon Bedrock for Advanced AI in Financial Crime Management
Artificial Intelligence Finance News

Genpact Integrates riskCanvas with Amazon Bedrock for Advanced AI in Financial Crime Management

PR Newswire
by PR Newswire0
Integration of Amazon Bedrock into Genpact’s riskCanvas financial crime risk management suite to drive value across clients, including Apex Fintech Solutions Genpact, a global professional services firm focused on delivering outcomes that transform businesses, expanded its relationship with Amazon Web Services, Inc. (AWS) to transform financial crime risk operations, leveraging......
Certa Raises Oversubscribed $35 Million Series B to Further Reduce Third-Party Management Friction
Investment Services News

Certa Raises Oversubscribed $35 Million Series B to Further Reduce Third-Party Management Friction

Business Wire
by Business Wire0
Led by Fin Capital and Vertex Ventures SEAI, funding will help bolster go-to-market engine, deploy next-gen technologies, and expand into high-demand markets The all-in-one third-party management platform, Certa, announced it has raised a 2x oversubscribed Series B led by Fin Capital, and Vertex Ventures Southeast Asia and India, with participation from Tru Arrow Partners.......
Taulia and Optima ECM Consulting Forge Partnership to Offer Global Working Capital Solutions
Capital Markets News

Taulia and Optima ECM Consulting Forge Partnership to Offer Global Working Capital Solutions

Business Wire
by Business Wire0
Taulia, a leading provider of working capital management solutions, has partnered with Optima ECM Consulting, a global implementation organization, to collaborate across their respective customer and prospect bases. This partnership will combine Taulia’s suite of products, which is fully integrated with SAP Business Network, with the strength of Optima’s global......
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