Search Results for: spend management

Sunlight Financial and Bodhi Partner to Expedite Post-Sale Documentation, Save Residential Solar Installers Time
Finance News

Sunlight Financial and Bodhi Partner to Expedite Post-Sale Documentation, Save Residential Solar Installers Time

Business Wire
by Business Wire0
First-of-its-kind integration streamlines back-end operations by enabling automated submission of post-sale documents from installers’ CRMs to Sunlight’s portal, Orange Sunlight Financial Holdings , a premier, technology-enabled point-of-sale finance company and Bodhi, a leading solar customer experience platform, announced a new partnership through which solar installers are empowered to automatically submit......
Opto Investments Expands Offerings to Include Custom Funds Capabilities, Pioneering Personalized Private Markets Solutions for Advisors
Investment Services News

Opto Investments Expands Offerings to Include Custom Funds Capabilities, Pioneering Personalized Private Markets Solutions for Advisors

Business Wire
by Business Wire0
Leading private markets platform introduces a collaborative model for custom multi-manager private market funds, elevating advisor offerings Opto Investments (“Opto”), the technology-driven solution that empowers forward-looking investment advisors to confidently access private markets, announced the launch of new custom funds capabilities, further enriching its offering to RIAs. This enhancement enables......
U.S Bank Names Shruti Patel Chief Product Officer For The Business Banking Segment
Banking News

U.S Bank Names Shruti Patel Chief Product Officer For The Business Banking Segment

Business Wire
by Business Wire0
Patel joins U.S. Bank from Shopify to drive forward the bank’s strategy to deliver an integrated banking, payments and software offering for small business clients Shruti Patel has joined U.S. Bank as chief product officer for the business banking segment. In this key leadership role within the Consumer and Business......
Boosted.ai Announces Boosted Insights 3.0 - Generative AI Combined With Finance-Specific Algorithms to Supercharge Investment Manager’s Productivity
Investment Services News

Boosted.ai Announces Boosted Insights 3.0 – Generative AI Combined With Finance-Specific Algorithms to Supercharge Investment Manager’s Productivity

Business Wire
by Business Wire0
Boosted.ai launches its most all-encompassing update yet – combining generative AI with its finance-specific algorithms – to save investment managers time, reduce their risk and help make data-driven decisions Boosted.ai, makers of the Boosted Insights platform for investment managers, announced the release of Boosted Insights 3.0, the most powerful update......
D.A. Davidson Acts as Exclusive Financial Advisor to Vizlib in Its Sale to insightsoftware
Fintech News

D.A. Davidson Acts as Exclusive Financial Advisor to Vizlib in Its Sale to insightsoftware

Business Wire
by Business Wire0
D.A. Davidson & Co. announced that it has served as exclusive financial advisor to Vizlib, a UK-based software company that builds powerful visual analytics products for Qlik Sense users, in its sale to insightsoftware. Browse more about Interview Insights: Global Fintech Interview with Scott Macfee, CEO of SpendHQ “The Vizlib......
Smartria Unveils Innovative Cybersecurity Focus Solution, Pioneering Compliance Readiness
Investment Services News

Smartria Unveils Innovative Cybersecurity Focus Solution, Pioneering Compliance Readiness

Business Wire
by Business Wire0
Through a strategic partnership with CyberSecureRIA, Smartria enables advisors to add necessary cybersecurity capabilities to their comprehensive compliance solution. Smartria, a trailblazer in compliance management solutions for Registered Investment Advisors (RIAs), hybrid RIAs and RIA compliance consultants, is proud to announce the launch of its new solution, Cybersecurity Focus, which......
5Star Life Insurance Company Announces New Venture with Paylogix
Digital Payments News

5Star Life Insurance Company Announces New Venture with Paylogix

Business Wire
by Business Wire0
Partnership targets an enhanced customer experience with integrated HR solutions 5Star Life Insurance Company (5Star Life) announced a new technology-based integration, through the Paylogix Tailored Market Solution, which provides 5Star Life’s customers, agents, and brokers a seamless enrollment and payment experience. Browse more about Interview Insights: Global Fintech Interview with......
Bluevine Expands FDIC Insurance Protection Up To $3 Million For Business Banking Customers
Banking InsurTech News

Bluevine Expands FDIC Insurance Protection Up To $3 Million For Business Banking Customers

Business Wire
by Business Wire0
Bluevine, the one-stop digital banking platform specifically designed for small businesses, announced expanded FDIC insurance coverage of up to $3 million through Coastal Community Bank, Member FDIC, and program banks in a sweep network, automatically offering Bluevine account holders coverage of up to 12x the industry standard of $250,000. The......
PlanScout Acquires Financial Planning Software SIPS RPS And Launches Outsourced Planning Service For Independent Financial Advisors
Fintech News

PlanScout Acquires Financial Planning Software SIPS RPS And Launches Outsourced Planning Service For Independent Financial Advisors

PR Newswire
by PR Newswire0
PlanScout, a startup founded by fintech and business transformation veterans Raygar Khailany and John Murray, acquired the SIPS Retirement Planning System (SIPS RPS) as part of its strategy to provide outsourced financial planning services to financial advisors. Latest Fintech Interview : Global Fintech Interview with Olivier Thierry “OT”, CRO at HungerRush......
An Investment Fund Created by ChatGPT Is Still Outperforming the UK’s Top 10 Most Popular Funds After 5 Months
Investment Services News

An Investment Fund Created by ChatGPT Is Still Outperforming the UK’s Top 10 Most Popular Funds After 5 Months

Fintech News Desk
by Fintech News Desk0
ChatGPT has led the real funds for 116 out of the 121 market days (95.87%) A fund consisting of 38 stocks chosen by ChatGPT has consistently outperformed the UK’s top 10 most popular funds. This fictional fund was created as part of a conceptual experiment and, as of the 25th......
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