Search Results for: automate workflows

Vivriti Capital Raises INR 350 CR in Series B Funding From LGT Lightstone Aspada
Fintech Fintech Funding Investment Services News

Vivriti Capital Raises INR 350 CR in Series B Funding From LGT Lightstone Aspada

Fintech News Desk
by Fintech News Desk0
Vivriti Capital, online enterprise debt platform and lender raises USD 50 Mn (~ INR 350 Crores) in Series B funding from LGT Lightstone Aspada. The latest round comes in less than 10 months since its Series A funding from US-based Creation Investments. The latest round takes the total equity raised......
AdvisorTouch Announces the Integration of Their Workflow System Into Wealthbox CRM
Business Fintech News

AdvisorTouch Announces the Integration of Their Workflow System Into Wealthbox CRM

Fintech News Desk
by Fintech News Desk0
Formerly Fox Financial Planning Network AdvisorTouch, formerly known as Fox Financial Planning Network, officially announced today the completion of the integration of AdvisorTouch’s custom workflow templates and system into Wealthbox CRM.  The integration will enable wealth management firms to work more efficiently and profitably, devote more time to client relationships......
TradePMR Rolls Out Refined Trading Tools on Top-Ranked Custodial Platform Fusion
Fintech News

TradePMR Rolls Out Refined Trading Tools on Top-Ranked Custodial Platform Fusion

Fintech News Desk
by Fintech News Desk0
New integration with Flyer available to automate trading with third-party portfolio management and rebalancing platforms Registered Investment Advisors seeking alpha now have access to modern trading tools that enable an advisor to quickly streamline an advisor’s day-to-day operations. TradePMR, a technology and custodial services provider that works exclusively with Registered Investment......
smartTrade’s Solution Awarded Best Multi-Asset EMS System by Markets Media
Business Fintech News

Desjardins Selects smartTrade To Enhance Its FX Services

Fintech News Desk
by Fintech News Desk0
smartTrade Technologies, a global leader in multi-asset electronic trading solutions, announces that Desjardins, leading Canadian financial services company, has selected LiquidityFX, smartTrade’s fully hosted and managed Foreign Exchange (FX) platform, to provide enhanced FX services to its clients. Desjardins was looking for an end-to-end e-FX trading solution to automate its......
Canoe Intelligence Wins Family Wealth Report’s 2020 Award for Most Innovative Client Solution
Fintech Funding News

Canoe Intelligence Names Prime Buchholz as New Client

Fintech News Desk
by Fintech News Desk0
Canoe Intelligence, a financial technology company on a mission to automate and improve alternative investment operations for institutional investors, allocators and asset servicing firms, announced a new client relationship with Prime Buchholz, an independent investment advisory firm with an operational history of more 30 years and deep expertise in alternative......
Bank of Zachary Partners with Teslar Software to Grow Commercial Lending
Fintech News

Bank of Zachary Partners with Teslar Software to Grow Commercial Lending

Fintech News Desk
by Fintech News Desk0
Bank positions new generation of lenders for success with streamlined processes, enhanced transparency Teslar Software, a provider of automated workflow and portfolio management tools designed to help community financial institutions thrive, announced at ICBA LIVE that Bank of Zachary has selected its full suite of services to streamline processes, increase......
Finastra Appoints Margaret Franco as Chief Marketing Officer
Banking News

Active.Ai Makes Conversational Banking Available to Finastra Customers via FusionFabric.cloud

Fintech News Desk
by Fintech News Desk0
Conversational AI platform provider to showcase its app, One, by Active.Ai, at Finastra Universe New York Finastra customers can now consume Active.Ai’s conversational AI retail banking app via the FusionStore. Banks and credit unions will be able to quickly deploy AI avatars to engage their customers and members 24×7 in the banking......
Menufy Integrates with Shift4 Payments to Grow Digital Orders for Restaurants
Business Fintech News

Menufy Integrates with Shift4 Payments to Grow Digital Orders for Restaurants

Fintech News Desk
by Fintech News Desk0
Online and mobile food-ordering provider Menufy and restaurant point-of-sale (POS) provider Shift4 Payments have announced a partnership which will give Shift4 customers seamless access to Menufy’s solution to help restaurants increase their business off-premises. Restaurateurs that use a Shift4 POS system can now benefit from streamlined workflows, improved web visibility,......
Pinnacle Bank Adds Teslar Software to Improve Lending Relationships with Service and Insights
Business Fintech News

Armor Bank Selects Teslar Software to Support Significant Growth

Fintech News Desk
by Fintech News Desk0
Bank Chooses Advanced Platform to Streamline and Improve Commercial Lending Process Teslar Software, a provider of automated workflow and portfolio management tools designed to help community financial institutions thrive, announced that Armor Bank has selected their platform to improve processes, boost efficiencies and better scale. Forrest City, Ark.-based Armor Bank......
Intuit ProConnect Announces Karbon Partnership to Deliver Intuit Practice Management to Tax Professionals
Business Fintech News

Intuit ProConnect Announces Karbon Partnership to Deliver Intuit Practice Management to Tax Professionals

Fintech News Desk
by Fintech News Desk0
Intuit adds new partner to advance capabilities in ProConnect Tax Online and Lacerte, deliver automated tasks and optimize workflows for tax professionals Intuit ProConnect is announcing Intuit Practice Management powered by Karbon, to continue accelerating software capabilities for tax professionals. Karbon, a practice management solution and advanced work and communications......
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