Search Results for: Platform Product Management

Moxo integrates with Wealthbox to streamline client management for financial advisors
Finance Fintech News

Moxo integrates with Wealthbox to streamline client management for financial advisors

PR Newswire
by PR Newswire0
Moxo, the leading service orchestration platform for customer, vendor, and partner processes, is excited to announce a new integration with Wealthbox, a modern CRM designed for financial advisors. This powerful partnership aims to transform client management by enabling seamless data sharing between Moxo and Wealthbox, significantly enhancing operational efficiency for......
STP Unveils Game-Changing BluePrint Platform, Transforming Investment Operations and Fund Administration
Finance Fintech Investments News

STP Unveils Game-Changing BluePrint Platform, Transforming Investment Operations and Fund Administration

Business Wire
by Business Wire0
A powerful tool that represents a step-change in data management and operational efficiency for investment managers STP Investment Services (STP), a leading global provider of technology-enabled, end-to-end investment servicing solutions, today unveiled its cloud-native platform BluePrint. Designed to disrupt traditional investment operations, BluePrint empowers managers by unifying fragmented data into......
Jack Henry and Victor Offer Embedded Payments Platform for Regional and Community Financial Institutions to Better Support Business Customers
Digital Payments Finance Fintech News

Jack Henry and Victor Offer Embedded Payments Platform for Regional and Community Financial Institutions to Better Support Business Customers

PR Newswire
by PR Newswire0
Direct-to-core integration enhances deposit and non-interest fee income potential Jack Henry announces the expansion of its collaboration with Victor Technologies, Inc., a subsidiary of MVB Edge Ventures, Inc. and part of MVB Bank, Inc. The companies launched an embedded-payments management platform to help Jack Henry’s financial institution clients capitalize on......
AuditBoard Releases Updates to Modern Connected Risk Platform to Further Streamline Collaboration for Governance, Risk, and Compliance Teams
Compliance management Fintech News

AuditBoard Releases Updates to Modern Connected Risk Platform to Further Streamline Collaboration for Governance, Risk, and Compliance Teams

Business Wire
by Business Wire0
Analytics Enhancements and Aggregate Scoring among the updates to help customers drive increased value for their organizations. AuditBoard, the leading cloud-based platform transforming audit, risk, compliance, and ESG management, announced extensions to its modern connected risk platform to help teams improve efficiency, foster collaboration, and increase the rigor and intentionality......
Intuit Unveils New AI-driven Expert Platform Experiences at Investor Day 2024
Artificial Intelligence Fintech News

Intuit Unveils New AI-driven Expert Platform Experiences at Investor Day 2024

Business Wire
by Business Wire0
New innovations connect products across Intuit’s platform to deliver seamless, done-for-you experiences for consumers and businesses Intuit, the global financial technology platform that makes Intuit TurboTax, Credit Karma, QuickBooks, and Mailchimp, shared the company’s strategy at Investor Day and unveiled new AI-powered innovations that help consumers make smart money decisions year-round and fuel business......
Marqeta and Found Bring Streamlined Expense Management Offerings to SMBs and Self-Employed Professionals
Finance Fintech News

Marqeta and Found Bring Streamlined Expense Management Offerings to SMBs and Self-Employed Professionals

Business Wire
by Business Wire0
Marqeta’s modern platform is powering Found’s Business debit card, opening access to customized business banking capabilities for SMBs and self-employed entrepreneurs usually reserved for larger businesses. Marqeta, the global modern card issuing platform that enables embedded finance solutions for the world’s innovators, today announced a new customer, Found, a business banking......
Flexera Launches Technology Intelligence Platform to Bridge ITAM and FinOps, Tackling Emerging Hybrid IT Challenges with New System of Insight
Fintech News Risk Management

Flexera Launches Technology Intelligence Platform to Bridge ITAM and FinOps, Tackling Emerging Hybrid IT Challenges with New System of Insight

GlobeNewswire
by GlobeNewswire0
Flexera, the global leader in technology spend and risk management for hybrid IT, announces Technology Intelligence Platform powered by Technopedia®, its next-generation data and analytics platform for Flexera One. Technology Intelligence Platform is a “system of insight” built to solve the new challenges facing IT leaders seeking to bridge the gap between......
TreviPay Expands Dealer Management Offering with Advanced API Integrations
B2B Digital Payments News

TreviPay Expands Dealer Management Offering with Advanced API Integrations

Business Wire
by Business Wire0
Enhanced integration capability for commercial equipment dealers will enable seamless, convenient onboarding and line-item transaction details for fleet programs TreviPay, the most-trusted B2B payments and invoicing network, announces enhancements for dealer management systems for commercial equipment dealers servicing fleets. In addition to providing a smooth onboarding and integration process, TreviPay’s advanced......
Backbase Unveils Intelligence Fabric to Unlock AI-Productivity Gains for Banks
Artificial Intelligence Banking Fintech News

Backbase Unveils Intelligence Fabric to Unlock AI-Productivity Gains for Banks

GlobeNewswire
by GlobeNewswire0
Backbase is excited to announce a major expansion of the Engagement Banking Platform with the introduction of the Intelligence Fabric layer, a powerful set of data and AI infrastructure and development capabilities that are now natively embedded in the platform. This groundbreaking launch is set to redefine how banks can harness......
Aiwyn Redefines the Future of Practice Management with Launch of PracticeOS
Finance Fintech News

Aiwyn Redefines the Future of Practice Management with Launch of PracticeOS

PR Newswire
by PR Newswire0
Aiwyn launches PracticeOS, a modern practice management platform developed in collaboration with firm leaders across the IPA Top 500, at the company’s annual user conference, Unlock 2024. Aiwyn, a leader in accounting technology, today launched PracticeOS, an intuitive cloud-based practice management platform designed to optimize accounting firms’ work-to-cash cycles. PracticeOS......
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