Search Results for: automate workflows

Golding Capital Partners Selects Accelex to Digitise Private Markets Funds and Secondaries Data Workflows
Analytics Investment Services News

Golding Capital Partners Selects Accelex to Digitise Private Markets Funds and Secondaries Data Workflows

Fintech News Desk
From investment documents to data and insights using the industry’s leading data science platform Accelex, a data acquisition, analytics and reporting solution for private markets investors and asset servicers, is pleased to announce they have entered into an agreement with leading European independent private markets asset manager, Golding Capital Partners. Accelex automates the largely......
BCT-Bank of Charles Town Automates Commercial Lending With Jack Henry
Banking Lending News

BCT-Bank of Charles Town Automates Commercial Lending With Jack Henry

Fintech News Desk
Bank will digitize commercial lending and increase efficiencies to enhance borrower and lender user experience BCT-Bank of Charles Town, also known as The Community’s Bank, announced it will digitize its commercial lending experience through a collaboration with Jack Henry & Associates, Inc. Latest Fintech Insights: Church Mutual Announces Leadership Promotions BCT has......
Jack Henry Lending Automates Tax Return Spreading, Streamlining The Loan Process
Banking Lending News

Jack Henry Lending Automates Tax Return Spreading, Streamlining The Loan Process

Fintech News Desk
Tax return spreading embedded into digital lending platform, saving time and boosting efficiencies for banks and credit unions Jack Henry & Associates, Inc. announced that Jack Henry Lending has embedded tax return spreading into its digital lending platform to streamline and automate the process, increasing efficiencies and reducing loan turnaround time......
Brex Announces API and Zapier Partnership to Automate Payments, Transactions, and More
Banking Digital Payments News

Brex Announces API and Zapier Partnership to Automate Payments, Transactions, and More

Fintech News Desk
Brex, the company reimagining finance for growing businesses, announced the Brex API. This new open API is available to all Brex customers, free of charge. The Brex API allows customers to seamlessly manage financial information in a customizable interface, thereby saving time, reducing errors, and better meeting the needs of......
AdvicePay Announces Major Enhancements to Automate the Entire Fee-for-Service Financial Planning Process for Enterprises
Digital Payments Fintech News

AdvicePay Announces Major Enhancements to Automate the Entire Fee-for-Service Financial Planning Process for Enterprises

Fintech News Desk
“Last mile” platform integrations enable enterprises to compliantly unify and automate fee-for-service financial planning compliance, billing, and payment processes AdvicePay, the leading fee-payment-processing platform designed exclusively for financial advisors, announced the launch of significant workflow automation enhancements which will empower enterprises to compliantly manage the entire fee-for-service financial planning engagement......
Onit Speeds Up End-to-End NDA Management by 70% with Automate NDA
Artificial Intelligence Business News

Onit Speeds Up End-to-End NDA Management by 70% with Automate NDA

Fintech News Desk
Solution Combines AI, Automation and Self-Service to Streamline the High-Touch Non-Disclosure Agreement Process for In-House Counsel Onit, Inc., a leading provider of enterprise workflow and artificial intelligence platforms and solutions, including contract lifecycle management, enterprise legal management and business process automation, announced that it has launched a new solution called Automate......
Mission Valley Bank Automates Complex Business Onboarding with DocFox
Banking Business Fintech News

Mission Valley Bank Automates Complex Business Onboarding with DocFox

Fintech News Desk
Mission Valley Bank is automating complex business account opening processes, a challenging task seldom done in the market, particularly among community financial institutions Mission Valley Bank has partnered with DocFox to digitize account opening for business banking, advancing the bank’s trajectory as they build an automated technology layer above their......
KPMG Spark Selects Bill.com to Automate Financial Operations Across Client Base
Cloud Finance Fintech News

KPMG Spark Selects Bill.com to Automate Financial Operations Across Client Base

Fintech News Desk
Bill.com, a leading provider of cloud-based software that simplifies, digitizes, and automates complex back-office financial operations for small and midsize businesses (SMBs), announced that KPMG Spark has selected Bill.com as their preferred partner to offer automated bill pay for their clients. KPMG Spark, a business unit within KPMG, is a......
Sovos Launches New Advanced Periodic Reporting Cloud Platform for Automated Tax Reporting Across Global Borders
Digital Finance News

Sovos Launches New Advanced Periodic Reporting Cloud Platform for Automated Tax Reporting Across Global Borders

Fintech News Desk
With automated indirect tax reporting for VAT, SAF-T and GST, Sovos Advanced Periodic Reporting centralizes and streamlines processes for modern global tax compliance Global tax software provider Sovos today announced the availability of Sovos Advanced Periodic Reporting platform. The new platform brings hundreds of customers onto next-generation architecture designed for performance, scalability,......
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