Search Results for: document management

Corvee Introduces Instead and Instead Pro, Revolutionizing R&D Tax Credit Management
Fintech News

Corvee Introduces Instead and Instead Pro, Revolutionizing R&D Tax Credit Management

Business Wire
by Business Wire0
Corvee, a software and solutions company serving small and medium businesses as well as tax and accounting firms, announces the launch of their new products, Instead and Instead Pro. These cutting-edge solutions, which leverage artificial intelligence (AI), provide an unprecedented ability for businesses and accountants to easily manage and optimize......
FundFront Unveils White Label Platform Empowering the Wealth Management Industry with Alternative Investment Solutions
Investment Services News

FundFront Unveils White Label Platform Empowering the Wealth Management Industry with Alternative Investment Solutions

PR Newswire
by PR Newswire0
Turnkey technology and infrastructure to bring alternative investment opportunities to banks and wealth advisors FundFront, a leading provider of alternative investment technology and solutions, has announced the launch of its white label alternative investment platform tailored for the wealth management industry. This turnkey wealth tech solution enables advisors to seamlessly offer alternative......
Esker Issued U.S. Patent for Machine Learning Document Data Extraction
Finance Machine Learning News

Esker Issued U.S. Patent for Machine Learning Document Data Extraction

Business Wire
by Business Wire0
Esker, a global cloud platform and leader in AI-driven process automation solutions for Finance, Procurement and Customer Service functions, announced the issuance of U.S. Patent No. 11631265 by the U.S. Patent and Trademark Office (USPTO) for Esker’s machine learning technology. Latest Fintech Interview: Global Fintech Interview with Peter Barcak, CEO and Co-Founder at credolab “One......
AvidXchange Automates Lien Waiver Management, Improves Payment Process in Leading Purchase-to-Pay Solution TimberScan
Digital Payments News

AvidXchange Automates Lien Waiver Management, Improves Payment Process in Leading Purchase-to-Pay Solution TimberScan

GlobeNewswire
by GlobeNewswire0
AvidXchange Holdings, Inc., a leading provider of accounts payable (AP) automation software and payment solutions for middle market businesses and their suppliers, announced Lien Waiver Management for TimberScan, a premium feature embedded in AvidXchange’s full purchase-to-pay solution with a seamless Sage 300 CRE integration. With Lien Waiver Management, construction industry......
OptionTrax Releases KYC Process Management with Unmatched Flexibility
Fintech News

OptionTrax Releases KYC Process Management with Unmatched Flexibility

PR Newswire
by PR Newswire0
OptionTrax has greatly improved the Know Your Client data collection process, providing shareholder service teams with a new level of flexibility in information gathering and communication. With compliance departments all over the world requiring different data points, OptionTrax meets the needs of our clients with the ability to generate custom......
Arteria AI Partners With Compliance Systems to Provide Enhanced Digital Documentation Processes For Community Banks and Credit Unions
Compliance management News

Arteria AI Partners With Compliance Systems to Provide Enhanced Digital Documentation Processes For Community Banks and Credit Unions

Business Wire
by Business Wire0
Arteria AI, an award-winning global leader in enterprise digital documentation infrastructure, announced its strategic partnership with Compliance Systems, the financial industry’s leading provider of dynamic compliance documentation, to introduce an integrated solution to address the needs for better documentation processes for today’s community financial institutions. With this partnership, the same......
TradeStation Securities Selects Doxim Customer Communications Management (CCM) Platform to Strengthen its Award-Winning Suite of Trading Platforms
News Trading

TradeStation Securities Selects Doxim Customer Communications Management (CCM) Platform to Strengthen its Award-Winning Suite of Trading Platforms

PR Newswire
by PR Newswire0
Doxim’s industry-leading, omnichannel CCM solution will help TradeStation enhance the investor and trader experience and streamline operations. Doxim, the leading customer communications management (“CCM”) and engagement technology provider serving highly regulated markets, announced that TradeStation Securities, Inc. (“TradeStation”), an award-winning*, self- clearing online brokerage for trading stocks, ETFs, options and futures......
Ready To Invest In Innovation Management Software But Wondering How To Select The Right One?
Business Featured Fintech Fintech Primers Technology

Ready To Invest In Innovation Management Software But Wondering How To Select The Right One?

Pooja Choudhary
by Pooja Choudhary0
Are you eager to invest funds in innovation management software but confused of which one to choose? Do not stress! 3 key ideas that we have provided for you will help you make the right decision. Tools for Innovation Management You may produce, evaluate, and then apply the best inventive......
Morgan Stanley Wealth Management Announces Key Milestone in Innovation Journey with OpenAI
Artificial Intelligence News

Morgan Stanley Wealth Management Announces Key Milestone in Innovation Journey with OpenAI

Business Wire
by Business Wire0
Wealth Management division developing internal-facing service that leverages OpenAI technology and Morgan Stanley’s vast intellectual capital to deliver relevant content and insights into the hands of Financial Advisors in seconds, helping drive efficiency and scale Morgan Stanley Wealth Management (MSWM) announced an important milestone in its innovation journey through the......
Lateral Investment Management Expands Distribution Team to Focus on Retail Channel
Investment Services News

Lateral Investment Management Expands Distribution Team to Focus on Retail Channel

Business Wire
by Business Wire0
Lateral Investment Management, a private investment firm focused on transformational growth at owner-operated middle market businesses in North America, announced the expansion of its sales team with the addition of Betsy Ward as Director of National Accounts, Angela Clakley as Vice President of Internal Sales, and Ken Johnson as Regional......
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