Search Results for: payment management

Beyond Insurance and TrustLayer Announce New Strategic Partnership to Provide BIGN Members with Access to Risk Management Platform
Business Fintech News

Vendasta brings QuickBooks to Business App

Fintech News Desk
by Fintech News Desk0
New integration allows SMB clients to connect QuickBooks account to ‘single app of truth’ Vendasta channel partners can now offer their small and medium business (SMB) clients the ability to connect their QuickBooks Online accounts to Business App. With the addition of QuickBooks Online to the Vendasta Marketplace, partners can......
RiverFront Investment Group & 55ip Partner to Offer Tax Efficient Investing for ETF Solutions
Artificial Intelligence Fintech Fintech Funding Fintech Startups News

AI Startup Vestun Launches Hedge Fund Navigating Market Turbulence

Fintech News Desk
by Fintech News Desk0
Swiss-based AI company Vestun opens its market agnostic hedge fund strategy to new outside investors.  Vestun, a Swiss-based financial and technology company has now opened the launch of its hedge fund to new outside investors. The firm which until now has been only managing its own capital announced that its......
Fintech InsurTech News

PFI Mega Life Ties Up With Senseforth.ai; Launches Customer Service Conversational Experience on Web and WhatsApp

Fintech News Desk
by Fintech News Desk0
PFI Mega Life Insurance, a joint-venture between Prudential Financial Inc. and Indonesia-based CT Corpora, launched a customer service conversational experience ‘Meli’ on Web and WhatsApp channels, in collaboration with Senseforth.ai, a leader in Conversational AI technology. The AI-powered conversational experience empowers the PML customers with multiple self-service options and supports......
Lifeworks Advisors Launches Technology-Driven Advisor Platform for Growth Minded Advisors to Deliver a Complete, Fee-based Financial Planning Client Experience
Fintech News

Lifeworks Advisors Launches Technology-Driven Advisor Platform for Growth Minded Advisors to Deliver a Complete, Fee-based Financial Planning Client Experience

Fintech News Desk
by Fintech News Desk0
Unified technology stack combined with proven financial planning system and digital marketing tools provide an all-inclusive, end-to-end platform to enable fast growth for today’s modern advisor Lifeworks Advisors, a fast-growing independent RIA firm, announced the launch of a complete and unified financial advisor technology platform intentionally designed from the ground......
Gotransverse Partners with Snowflake Data Marketplace to Offer Premier Data Access with Near Real-time Reporting
Business Fintech News

Gotransverse Partners with Snowflake Data Marketplace to Offer Premier Data Access with Near Real-time Reporting

Fintech News Desk
by Fintech News Desk0
Gotransverse Offers Add-on That Enables Direct Queries to Billing Data Stored in the Snowflake Data Cloud Gotransverse, the leading provider of enterprise order-to-cash solutions, announced an expanded partnership with Snowflake, the cloud data platform, that will make Gotransverse’s Premier Data Access add-on available through the Snowflake Data Marketplace. Premier Data......
UBS Hires Three Financial Advisors in Los Angeles and Orange County
Fintech News

UBS Hires Three Financial Advisors in Los Angeles and Orange County

Fintech News Desk
by Fintech News Desk0
UBS Wealth Management USA announced today that three financial advisors have joined the firm in California. Henry Anthony (Tony) Hernandez and Robert Magallanes will be based in Irvine, Orange County, and Carl Nelson will be based in downtown Los Angeles. Cumulatively, the advisors manage more than $400 million in client assets. Read......
Fintech News

Dividend Finance Announces New Lending Platform & Broader Suite of Loan Products

Fintech News Desk
by Fintech News Desk0
Dividend Finance Inc. (“Dividend”), a leading FinTech point-of-sale lender to solar and home improvement contractors, is announcing the launch of a new technology platform. In addition to a new solar + home improvement partner portal, Dividend is offering its solar contractors an array of new products and enhancements including: Read......
linked2pay Adds Sarah Guckes as Chief Marketing Officer
Fintech News

linked2pay Adds Sarah Guckes as Chief Marketing Officer

Fintech News Desk
by Fintech News Desk0
Experienced B2B Marketer joins to build the marketing strategy for the next chapter of the company linked2pay, a leading payment software technology provider, announced today the appointment of Sarah Guckes as Chief Marketing Officer. Guckes will be responsible for building the brand and deploying go-to-market strategies across multiple channels. Read More: Wolters......
Chargebee Secures $55M in Series F Funding to Capture the Global Shift to Subscriptions.
Fintech Fintech Funding News

Chargebee Secures $55M in Series F Funding to Capture the Global Shift to Subscriptions.

Fintech News Desk
by Fintech News Desk0
Funding to enable product expansion to service high-growth businesses to launch, adapt, and scale subscription revenue operations globally. Chargebee, Inc., the subscription billing and revenue operations platform powering thousands of fast-growth subscription businesses, today announced a new $55M Series F funding round led by Insight Partners. The current round of funding includes participation from......
Esker First-time Entrant in Gartner’s 2020 Magic Quadrant for Procure-to-Pay Suites
Artificial Intelligence Fintech News

Esker Launches New Cash Application Automation Solution and Strengthens Its Accounts Receivable Financial Suite

Fintech News Desk
by Fintech News Desk0
Esker, a worldwide leader in AI-driven process automation solutions and pioneer in cloud computing, announced the launch of its Cash Application solution that enables businesses to increase the efficiency and automation of the cash application process of matching open invoices to payments received. As part of Esker’s Accounts Receivable financial suite (Credit Management, Invoice......
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