Search Results for: tax app,

BlackRock Teams With GeoWealth to Offer Custom Models Featuring Simplified Access to Private Markets
Finance Fintech

BlackRock Teams With GeoWealth to Offer Custom Models Featuring Simplified Access to Private Markets

Business Wire
by Business Wire0
Automated Custom Models to Enable Access to Private Markets, Direct Indexing and Fixed Income SMAs in Addition to ETFs and Mutual Funds in a Single Account BlackRock today announced a strategic partnership with financial technology firm GeoWealth expanding BlackRock’s capabilities to meet client needs in the $37 trillion U.S. wealth......
Failure to Keep Pace with Technology Seen as Biggest Risk to Accounting Professionals, According to 2024 Intuit QuickBooks Survey
Finance Fintech News

Failure to Keep Pace with Technology Seen as Biggest Risk to Accounting Professionals, According to 2024 Intuit QuickBooks Survey

Business Wire
by Business Wire0
Amid economic uncertainty, tech skills seen as crucial for growth in the industry A new Intuit QuickBooks survey shows that while the accounting industry has felt the shockwaves of changing economic conditions, accounting professionals believe that failure to keep pace with technological advancements is the greatest risk to the industry......
Banking Digital Wallet Finance Fintech Fintech Startups Interviews Mobile Banking

Global Fintech Series Interview with Yoseph West, Co-Founder and CEO at Relay

Paroma Sen
by Paroma Sen0
Hi Yoseph, tell us about yourself and more about Relay, how has the platform evolved since starting up? I co-founded the company with Paul Klicnik, today our VP of Engineering, in 2018. We recognized that SMBs go to their bank balance to understand their financial picture—not accounting software, and not......
Artificial Intelligence Finance Fintech Guest Posts Risk Management Security

Boosting AI Trustworthiness in Financial Services

Jans Aasman
by Jans Aasman0
By Dr. Jans Aasman, CEO of Franz, Inc. As a cognitive scientist with decades of immersion in various AI technologies, including speech and natural language understanding, machine-based learning, and rule-based decision-making, I’ve seen the ebbs and flows of AI development. Amidst this journey, the advent of ChatGPT and other generative AI......
Wolters Kluwer AI-powered advanced virtual agent ushers in the next generation of customer support
Artificial Intelligence Finance Fintech News

Wolters Kluwer AI-powered advanced virtual agent ushers in the next generation of customer support

Business Wire
by Business Wire0
Advancements leverage Generative AI (GenAI) technologies to enhance efficiency, deliver critical insights, and drive unparalleled value for customers. Wolters Kluwer Tax & Accounting (TAA), a global leader in professional information, software solutions, and services, today announced the release of new GenAI capabilities within its proprietary advanced virtual agent chatbot serving......
Wolters Kluwer Expands CCH Tagetik ESG & Sustainability Solution to Include Carbon Emission Reporting Requirements
Fintech News

Wolters Kluwer Expands CCH Tagetik ESG & Sustainability Solution to Include Carbon Emission Reporting Requirements

Business Wire
by Business Wire0
CCH Tagetik ESG & Sustainability for Carbon Emissions enables advanced data management of Scope 1, 2 and 3 emissions Wolters Kluwer, a global leader in information, software, and services for professionals, announced that it has launched CCH Tagetik ESG & Sustainability for Carbon Emissions. This new solution supports companies seeking......
Nium Expands Cross-Border Payments Platform to Serve Global Marketplaces
Digital Payments News

Nium Expands Cross-Border Payments Platform to Serve Global Marketplaces

PR Newswire
by PR Newswire0
The global fintech has announced new product features and a partnership with Lemonway to help marketplaces accelerate growth beyond borders Nium, the global leader in real-time cross-border payments, announced the expansion of its platform to serve the multi-trillion-dollar global marketplace opportunity. The new product functionalities are available on Nium’s existing......
Banking Digital Payments Finance Fintech Guest Posts Risk Management Security

Uncovering The Biggest Hidden Insider Risk For The Financial Industry

Guy Guzner
by Guy Guzner0
As part of a highly regulated, high-risk industry, financial organizations are expected to be the most secure environments. However, due to their nature, they are one of the top targets for cyberattacks. According to IBM, finance firms lose approximately $5.9 million per data breach — 28% more than the global average.......
ShareFile Unveils New Innovations to Transform Accounting Workflows
Finance Fintech News

ShareFile Unveils New Innovations to Transform Accounting Workflows

Business Wire
by Business Wire0
New ShareFile capabilities help firms manage and automate workflows, creating greater efficiency and improved client experience. ShareFile, a business unit of Cloud Software Group, Inc., and provider of the ShareFile® secure, collaborative client experience technology, announced today new accounting functionalities designed to create efficiency, reduce complexity, and improve client satisfaction. Created specifically......
Relay Raises US$32.2 Million Series B to Solve The #1 Challenge Facing Small Businesses
Banking Business Fintech Investments News

Relay Raises US$32.2 Million Series B to Solve The #1 Challenge Facing Small Businesses

PR Newswire
by PR Newswire0
Half of U.S. small businesses operate with just 27 days of cash buffer—Relay’s banking platform gives them tools to extend their runway. Relay, the business banking platform that gives cash flow clarity to small businesses (SMBs), announced today the close of a US$32.2 million Series B financing round, led by Bain Capital......
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