Search Results for: cloud practice management
ForwardLane Makes AI Wealthtech Accessible to RIAs and Broker-Dealers with Bridge Financial Technology Partnership
Advisors can harness ForwardLane’s AI technology to deliver hyper-personalized service to clients and drive up to 50% more growth in AUM ForwardLane, the award-winning wealthtech provider of personalized client insights for wealth and asset managers, has entered into a strategic partnership with Bridge Financial Technology to provide access to artificial intelligence for......
Frost & Sullivan: It Has Become Critical for B2B Businesses to Adopt Automated A/R Collection Solutions
Both the Pandemic and the Wave of New Fintech Tools Leading Businesses into an Automated Era in Financial Management make it Imperative for Companies to Gain an Advantage in Managing Receivables and Ensure Cash Flow An advantage in securing cash flow is the difference between ensuring business growth and a......
BCI, a Leading Latin American Bank, Selects Temenos to Launch New Corporate Bank in Peru
Chile’s BCI selects Temenos core banking, payments and digital front-office technology to launch a new corporate bank in Peru in record time Temenos Transact and Temenos Infinity will enable BCI’s new bank to benefit from efficient and optimized operations, enhanced digital customer experiences and grow its corporate customer base fast......
Planful Welcomes Kimberly Simms as Chief Customer Officer
With Extensive Industry Experience and Customer Success Program Expertise, Simms Will Be a Significant Asset to Planful and the Companies It Serves Planful, the pioneer of Continuous Planning with its cloud platform for financial planning and analysis (FP&A), announced that Kimberly Simms has joined the Planful executive team as Chief Customer......
Sapiens Wins Celent’s North America Xcelent Award for New Business and Underwriting Functionality in Life Insurance
Sapiens Americas, a wholly owned subsidiary of Sapiens International Corporation, a leading global provider of software solutions for the insurance industry, announced that Sapiens has won Celent’s XCelent award in the ‘Breadth of Functionality’ category in North America for Sapiens UnderwritingPro for Life & Annuities. This marks the eleventh XCelent award Sapiens has......
CASEpeer Legal Software Announces New Integration With Soluno
Legal technology company CASEpeer announced the release of an integration with Soluno, accounting software for law firms. The integration will allow law firms to seamlessly work between the two cloud-based technologies, streamlining cost and client trust accounting. Legal case management software company CASEpeer announced the release of an integration with Soluno, accounting......
ForwardLane Names Lauren Feldman Director of RIA Sales and Client Engagement
ForwardLane, whose powerful artificial intelligence technology provides advisors of all sizes with signals and next-best actions prompts, has named Lauren Feldman as Director of RIA Sales and Client Engagement. Read More: Nacha Adopts Rules for the Ongoing Modernization of ACH Payments In her new role, Feldman will lead ForwardLane’s sales and......
Christophe Bodin Joins Tradeshift as Chief Revenue Officer
Leadership veteran brings over 25 years of experience helping successful enterprise technology businesses scale Tradeshift, a leader in supply chain payments and marketplaces, today announces that Christophe Bodin has joined the company as Chief Revenue Officer (CRO). Bodin will oversee all customer-facing segments across Tradeshift’s enterprise SaaS business. He will......