Search Results for: CRM solutions

Nomura Trust Successfully Goes Live on the nCino Cloud Banking Platform
Banking News

The Nomura Trust & Banking Co., Ltd. Successfully Goes Live on the nCino Cloud Banking Platform

Fintech News Desk
by Fintech News Desk0
nCino enhances efficiency to support growth ambitions while helping ensure data security at the Tokyo-based financial institution nCino, Inc., a pioneer in cloud banking for the global financial services industry, announced that The Nomura Trust & Banking Co., Ltd. (Nomura Trust), a Japanese trust bank and wholly-owned subsidiary of Nomura......
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......
InsureZone Connects to Ivans Distribution Platform
InsurTech News

InsureZone Connects to Ivans Distribution Platform

GlobeNewswire
by GlobeNewswire0
Insurtech partners with Ivans to provide agency customers greater access to commercial markets Ivans announced that InsureZone, a Texas-based insurance services and software developer that specializes in operational throughput enhancement, sales CRM, submission management and policy servicing, has signed an agreement to connect to the Ivans Distribution Platform. The partnership......
Artificial Intelligence B2B Featured Finance Fintech Primers Technology

Best-suited AP Automation Tool For Your Business.

Pooja Choudhary
by Pooja Choudhary0
According to studies, 40% of invoices and 48% of B2B payments are still made on paper. That represents a sizable proportion of organizations that continue to work with outdated invoice and payment systems. A potential explanation? People and companies are reluctant to fix an unbroken system. Naturally, that only holds......
ForwardLane Launches EMERGE - Generative AI Platform to Supercharge New Gen of Financial Services Professionals
Analytics Artificial Intelligence Finance News

ForwardLane Launches EMERGE – Generative AI Platform to Supercharge New Gen of Financial Services Professionals

PR Newswire
by PR Newswire0
With the new generative AI platform, financial organizations can rapidly scale their data and analytics capabilities while key sales, marketing, business and product professionals with no AI/LLM expertise can now easily create, preview and engage with valuable insights ForwardLane, the provider of AI-powered intelligence solutions, announces the launch of its......
Business Featured Finance Fintech Primers

Unveiling The Indispensability: 5 Crucial Financial Reports For Your Company’s Success

Pooja Choudhary
by Pooja Choudhary0
This article is designed for beginners to have an overview of the basic knowledge of financial reporting: the definition, objectives, main types of financial reporting, and how to do financial reporting and analysis. Introduction Many factors should be thought about before launching a business. Financial report writing is one of......
Okoora Fuels Paysend’s Bold Israeli Market Entry
Digital Payments Fintech Startups News

Okoora Fuels Paysend’s Bold Israeli Market Entry

Fintech News Desk
by Fintech News Desk0
Paysend to leverage Okoora AI and virtual ILS IBAN solutions to enable business transactions for global customers in Israel Swiss-Israeli fintech startup Okoora, developers of the Automated Business Currency Management (ABCM™) cloud-based platform for managing the currency lifecycle, has partnered with Paysend to enable the global payments platform and card-to-card payments pioneer to......
understanding financial wellness Top Software Picks for 2023
Analytics Banking Featured Finance Technology

Understanding Financial Wellness: Top 15 Software Picks For 2023

Pooja Choudhary
by Pooja Choudhary0
Introduction to Financial Wellness Behind every successful CFO, there is a secret financial software tool. The vision is to not only manage finances but also enhance corporate performance and achieve sustainable growth. In this article, we shall be focusing on a compiled list of the top 15 software tools for......
Haveli Investments Acquires Certinia
Investment Services News

Haveli Investments Acquires Certinia

Business Wire
by Business Wire0
Differentiated, Best-in-Class PSA Solution in Rapidly Expanding Market Poised for Accelerated, Profitable Growth Haveli Investments, L.P. (“Haveli” or “Haveli Investments”), a technology-focused private equity firm, announced that it has entered into a definitive agreement to acquire Certinia (“Certinia” or the “Company”), formerly FinancialForce, from Advent International and Technology Crossover Ventures. Certinia’s......
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