Search Results for: client

Morgan Stanley Wealth Management Announces Latest Game-Changing Addition to Suite of GenAI Tools
Artificial Intelligence Fintech News

Morgan Stanley Wealth Management Announces Latest Game-Changing Addition to Suite of GenAI Tools

Business Wire
by Business Wire0
AI @ Morgan Stanley Debrief acts as notetaker, summarizer and first draft communication composer for client meetings, greatly enhancing efficiency and enabling scale for Advisors and their practices Morgan Stanley Wealth Management (MSWM) today announced the next innovation milestone in its AI @ Morgan Stanley suite of GenAI tools for......
Confluence Unveils Next-Gen Regulatory Reporting Solution
Finance Fintech Investments News

Confluence Unveils Next-Gen Regulatory Reporting Solution

Business Wire
by Business Wire0
The new Omnia platform delivers best-of-breed flexibility, scalability, and speed for global regulatory and filing requirements. Confluence Technologies, Inc. (“Confluence”), a global technology solutions provider for regulatory, analytics, and investor communications for the investment management industry, today launched Omnia, its next-generation regulatory reporting platform. Designed for asset managers and fund......
Airwallex Integrates With Intuit QuickBooks to Provide Seamless Multicurrency Reporting
Digital Payments Fintech News

Airwallex Integrates With Intuit QuickBooks to Provide Seamless Multicurrency Reporting

Business Wire
by Business Wire0
Airwallex customers can now readily import their transaction data into QuickBooks Online, slashing the need for manual inputs and helping customers better manage their finances Airwallex, a leading global payments and financial platform for modern businesses, announced an integration with QuickBooks, the leading financial technology software platform among businesses of......
Trovata Launches Multibank Connector with the Largest Open Network of Corporate Banking APIs Globally for Account Data & Payments
Banking News

Trovata Launches Multibank Connector with the Largest Open Network of Corporate Banking APIs Globally for Account Data & Payments

PR Newswire
by PR Newswire0
Low-Code Embedded Banking Solution for Bank Portals, ERPs, and Other Finance & Treasury Systems Trovata, the global leader in corporate banking APIs, announces the launch of its new Multibank Connector which includes the most extensive library of direct-to-bank APIs to power financial services worldwide. Much like data aggregation solutions contributed......
SmartStream’s Advanced Payment Control Now Supports Multiple Payment Rails With Enhanced Exceptions Management
Finance Fintech News

SmartStream’s Advanced Payment Control Now Supports Multiple Payment Rails With Enhanced Exceptions Management

Business Wire
by Business Wire0
SmartStream, the financial Transaction Lifecycle Management (TLM®) solutions provider, today announces a significant upgrade to its Advanced Payment Control (APC) solution. This update further streamlines and optimises payment investigations by accommodating any number of disparate payment rails to improve resolution times and reduce costs in the era of instant payments.......
Agency Professionals Provide Insights on the Hard Market, Technology and Talent in Vertafore’s 2024 Report on the Insurance Workforce
InsurTech News

Agency Professionals Provide Insights on the Hard Market, Technology and Talent in Vertafore’s 2024 Report on the Insurance Workforce

PR Newswire
by PR Newswire0
Survey respondents emphasize passion for helping clients is still high as professionals navigate trends impacting their business Vertafore, the leader in modern insurance technology, released its 2024 insurance workforce survey report: “The insurance agency workforce: Talent, tech, and the hard market.” Based off responses from nearly 2,000 professionals at independent......
Tabs Launches Revenue Recognition To Further Expand AI-powered Billing and Financial Ops Platform
Artificial Intelligence Finance Fintech News

Tabs Launches Revenue Recognition To Further Expand AI-powered Billing and Financial Ops Platform

Business Wire
by Business Wire0
Tabs, an AI-powered billing and financial operations platform for B2B businesses, is today announcing the launch of its Revenue Recognition product, a powerful addition to its platform. This new module transforms the way businesses manage and recognize revenue, ensuring compliance with the latest accounting standards, and providing unparalleled accuracy and......
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......
Crossover Markets Raises $12 Million Series A Funding Round Led by Illuminate Financial and DRW Venture Capital
Digital Asset Management Fintech News

Crossover Markets Raises $12 Million Series A Funding Round Led by Illuminate Financial and DRW Venture Capital

PR Newswire
by PR Newswire0
Crossover to use proceeds to expand its role as the leading ECN in digital assets and bring 24/7 trading to additional asset classes Crossover Markets, a digital asset technology firm focused on meeting the unique liquidity requirements of institutions, announced that it has raised $12 million in its Series A funding......
FiVerity Unveils Identity Trust Management Platform to Modernize Security for Community Banks and Credit Unions
Banking News Security

FiVerity Unveils Identity Trust Management Platform to Modernize Security for Community Banks and Credit Unions

PR Newswire
by PR Newswire0
New enhancements create a single electronic location for consumer identity trust, enhanced decision-making, and strategic growth for Banks and Credit Unions. Boston, MA – June 25th, 2024 – FiVerity, a leading innovator in AI Identity Verification and Fraud Prevention, is proud to announce the launch of its Identity Trust Management platform. This groundbreaking solution is designed......
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