Search Results for: actionable insights

Vestwell Partners with Envestnet to Offer Turnkey Retirement Plan Solutions to Industry Advisors
Business Fintech News

Envestnet Offers Retirement Analytics to Enterprise Home Offices, Bolstering Intelligence-Driven Business Insights

Fintech News Desk
by Fintech News Desk0
Analytics Engine Empowers Broker-Dealers to Make Well-Informed, Strategic Decisions About Their Retirement Books of Business, Based on Actionable 401(k) Data from Envestnet Retirement Solutions Envestnet, Inc. (NYSE: ENV) has rolled out the Envestnet Retirement Analytics solution for enterprise home offices, providing them with a business intelligence tool for obtaining a clear......
Discovery Data Launches MarketPro Intelligence Platform, Unveils Evolved Brand
Fintech InsurTech News

Discovery Data and AdvisorTarget Announce Partnership Integrating Predictive Behavioral Data Signals With Actionable Advisor Profiles to Empower Sales and Marketing

Fintech News Desk
by Fintech News Desk0
Discovery Data, the market leader with superior data and analytics on firms and people in the financial services and insurance industries, has announced the integration of AdvisorTarget’s predictive behavioral data signals within their cloud-based platform and marketing services to empower sales and marketing teams with timely insights and sophisticated targeting......
Fintech Funding News

Classy Analyzes Over 6 Million Transactions to Reveal Actionable Data About Online Donors in New Report

Fintech News Desk
by Fintech News Desk0
The State of Modern Philanthropy 2020 finds the majority of online donors who check out on a donation page do so within one minute  Classy, creator of world-class online fundraising software for nonprofits, today released its third-annual report analyzing nonprofit digital fundraising trends: The State of Modern Philanthropy 2020. Basing strategic......
Chartis Names FIS as Category Leader for Insurance Risk Solutions
Fintech News

FIS Launches Ethos Data Ecosystem Unlocking Data Insights

Fintech News Desk
by Fintech News Desk0
FIS announced Ethos, an innovative new data ecosystem that gives clients the benefit of a unified view of data across their entire enterprise. Through a single point of access, clients will see data from across multiple channels using fully integrated tools that power data-driven insights and actions. Among its capabilities, Ethos......
FreedomPay Unifies Commerce Data Into Actionable Business Intelligence
Business Fintech News

FreedomPay Unifies Commerce Data Into Actionable Business Intelligence

Fintech News Desk
by Fintech News Desk0
FreedomPay, the global leader in Next Level Commerce™, introduces an industry-leading business intelligence solution that transforms digital strategy and consumer experience for merchants globally. Through BI, merchants can leverage commerce data to analyze sales performance across all selling systems, and contextualize purchase patterns all within unique, customized consumer segments. Read......
AvidXchange Introduces REVx at Your Desk Virtual Event Series, Providing Middle Market Companies Tools and Insights to Operate More Efficiently in Today's Environment
Fintech News

AvidXchange Introduces REVx at Your Desk Virtual Event Series, Providing Middle Market Companies Tools and Insights to Operate More Efficiently in Today’s Environment

Fintech News Desk
by Fintech News Desk0
AvidXchange, the leading provider of accounts payable (AP) and payment automation solutions for the middle market, announced the launch of  REVx at Your Desk. A monthly webinar series that virtually brings together finance and AP professionals, REVx at Your Desk provides an opportunity to learn about industry trends, hear from influential......
FinancialForce Spring 2020 Release Enhances Insights, Analytics, and Personalization to Support Customer Agility
Fintech News

FinancialForce Spring 2020 Release Enhances Insights, Analytics, and Personalization to Support Customer Agility

Fintech News Desk
by Fintech News Desk0
FinancialForce, provider of the only modern ERP suite and the #1 professional services automation (PSA), announced general availability of its Spring 2020 Release, supporting customers as they navigate changing market dynamics. The major release delivers powerful innovations across FinancialForce’s ERP and PSA cloud solutions, including enhancements in intelligent project and resource management,......
Orion Partners with State Street Global Advisors to Expand Investment Program
Fintech News

Orion’s New User Interface Reimagines Advisor Experience, Surfaces Actionable Workflows

Fintech News Desk
by Fintech News Desk0
Orion’s Home Experience, Revealed at the T3 Advisor Conference, Marries the Best of App- and Dashboard-Based Technologies to Help Advisors Prioritize and Run Their Days More Productively. The start of an advisor’s day lays the groundwork for their success. That’s why Orion Advisor Tech (“Orion”), the premier provider of financial advisor......
Financial Services CFOs Say Their Institutions Need to Gain Greater Insights into Who and What Drives Profitability, Kaufman Hall Survey Finds
Business Fintech News

Financial Services CFOs Say Their Institutions Need to Gain Greater Insights into Who and What Drives Profitability, Kaufman Hall Survey Finds

Fintech News Desk
by Fintech News Desk0
Huge Gaps Exist Between What Finance Leaders Feel Is Important to Monitor, and What They Actually Measure and Track Pressure from an uncertain economy and unprecedented competition from an increasing number of sources has 92% of CFOs and financial executives feeling like their financial institutions should be doing more to......
XIFIN RPM 11 Provides Diagnostic Labs with Unmatched Insights and Automation to Improve Claim Accuracy and Reimbursement
Fintech News

XIFIN RPM 11 Provides Diagnostic Labs with Unmatched Insights and Automation to Improve Claim Accuracy and Reimbursement

Fintech News Desk
by Fintech News Desk0
Transformative RCM Platform Features Robust Automation, Including Denials and Appeals Management, Enhanced Self-Service, and Advanced Analytics and AI Options Today’s diagnostic laboratory leaders face more challenges than ever before – from increasing volumes to more rigorous payor requirements and changing PAMA reporting deadlines. To help lab leaders meet these demands, XIFIN......
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