Search Results for: financial documents

Moxo and SpeciTec Partner to Streamline External Project Workflows in the Financial Services Industry
Mobile Banking News

Moxo and SpeciTec Partner to Streamline External Project Workflows in the Financial Services Industry

PR Newswire
by PR Newswire0
We are excited to announce a strategic partnership with SpeciTec, a Swiss software company specializing in the digitalization of wealth activities, to further streamline client interaction workflows for banks and financial institutions Moxo, the industry’s leading external project workflow solution, announced a partnership with SpeciTec, a Swiss software company specializing......
BetaNXT Launches Enhanced Client Communications Solutions for Financial Services Firms
Finance News

BetaNXT Launches Enhanced Client Communications Solutions for Financial Services Firms

PR Newswire
by PR Newswire0
Investor Communications Technology Improves the Advisor and Investor Experience BetaNXT, a provider of wealth management infrastructure software with real-time data capabilities and an enhanced advisor experience, announced at the SIFMA Operations Conference and Exhibition in Orlando the rollout of an enhanced Client Communications Solutions to help financial services firms digitally transform......
BlueShore Financial Partners with FutureVault as the first Canadian Credit Union to Offer Premium Digital Vault
Finance News

BlueShore Financial Partners with FutureVault as the first Canadian Credit Union to Offer Premium Digital Vault

Business Wire
by Business Wire0
BlueShore Financial becomes the first Canadian Credit Union to launch a digital vault solution where client experience, information security, compliance, and workflow efficiency are at the forefront BlueShore Financial, a full-service boutique financial institution, announces the launch of the BlueShore Digital Vault in collaboration with FutureVault, an industry-leading provider of......
Ocrolus Adds OpenAI GPT Embeddings for Deeper Automation in Financial Document Analysis
Lending News

Ocrolus Adds OpenAI GPT Embeddings for Deeper Automation in Financial Document Analysis

PR Newswire
by PR Newswire0
Addition strengthens company’s ability to process semi-structured and unstructured documents without human involvement Ocrolus, a leader in AI-driven document automation for faster and more accurate lending decisions, announced it has integrated GPT embeddings from OpenAI into its set of technologies. The addition of OpenAI GPT embeddings strengthens Ocrolus’ ability to process......
Neo Financial Launches Neo Mortgage to Reimagine the Mortgage Experience in Canada
Mortgage News

Neo Financial Launches Neo Mortgage to Reimagine the Mortgage Experience in Canada

Business Wire
by Business Wire0
Neo’s technology transforms the traditional mortgage experience making it more accessible, affordable, and efficient from application to approval in minutes Neo Financial (Neo) is announcing its latest product, the Neo Mortgage. This new product represents a significant milestone for the company, offering Canadians a user-friendly and streamlined approach to financing......
Lincoln Financial Group Further Enhances Industry-Leading MoneyGuard Suite
Finance Investment Services News

Lincoln Financial Group Further Enhances Industry-Leading MoneyGuard Suite

Business Wire
by Business Wire0
With the introduction of Real-Time Approval and the expansion of MoneyGuard Market Advantage, Lincoln highlights its continued commitment to the MoneyGuard suite, its clients and their loved ones Lincoln Financial Group continues to strengthen its MoneyGuard suite with the introduction of real-time underwriting capabilities and the expansion of Lincoln MoneyGuard Market Advantage into California.......
VITREUS Launches Next-Generation, Compliance-Focused Blockchain for the Financial Services Industry
Compliance management Finance News

VITREUS Launches Next-Generation, Compliance-Focused Blockchain for the Financial Services Industry

Fintech News Desk
by Fintech News Desk0
VITREUS is a new digital infrastructure aimed at revolutionizing the financial services sector. The first-to-market platform is being developed for businesses such as Broker Dealers, Tax/Accounting Firms, Insurance Carriers, Small Banks, Credit Unions, and the RIA market, with a focus on providing a compliant and secure solution to their needs. VITREUS......
Inscribe Introduces Risk Intelligence to Help Companies Build Digital Trust, Addresses Demand from Financial Services Industry
News Risk Management

Inscribe Introduces Risk Intelligence to Help Companies Build Digital Trust, Addresses Demand from Financial Services Industry

Fintech News Desk
by Fintech News Desk0
$25M in Series B funding, 3x y-o-y increase in ARR, 4x y-o-y increase in monthly usage caps off tremendous year of growth for the fintech company Inscribe, the award-winning fraud detection and document automation platform, announced that it has raised $25M in Series B funding to help companies build digital trust by......
JPEX Strengthens Partnership with Simplex by Nuvei
Cryptocurrency Finance News

CFund Capital Will Make Financial Disclosures In Accordance With FASB Latest Cryptocurrency Accounting Standards

Fintech News Desk
by Fintech News Desk0
According to a post on the FASB website, the Financial Accounting Standards Board (FASB) on January 5, 2023 updated its December 14, 2022, “provisional decision on Accounting and Disclosure of crypto assets.” Updated accounting standards documents indicate that investment companies and non-profit entities should separately report financial statements for their......
B2B Fintech News

XQuant Helps Businesses With Unstructured Financial Data Processing For Efficient Output

Fintech News Desk
by Fintech News Desk0
For financial companies and FinTech businesses, data is the most critical asset. However, for most companies, 80% of data is unstructured. Korean company XQuant wants to help companies and businesses in the finance sector with data automation using AI. XQuant was established in 2019 to deliver services to financial institutions increasingly interested......
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