Search Results for: automatic workflow

Oversight Launches New Spend Optimization Capabilities
Artificial Intelligence Fintech News Risk Management

Oversight Launches New Spend Optimization Capabilities

Fintech News Desk
by Fintech News Desk0
Platform enhancements provide greater automation to mitigate financial, compliance risk Oversight, the global leader in spend management technology, released the latest version of its spend optimization platform, which is designed to reshape the way organizations identify, prioritize and resolve financial and compliance risk in their card and contract spend programs. Read......
HawkSoft Announces Integration With Better Agency Insurance CRM to Automate Marketing and Sales Campaigns
Fintech News

HawkSoft Announces Integration With Better Agency Insurance CRM to Automate Marketing and Sales Campaigns

Fintech News Desk
by Fintech News Desk0
Agencies using HawkSoft can leverage automation for emails, Google reviews, renewals, claims, cross-selling, and task management. HawkSoft’s 25-year history is highlighted by unrelenting focus on building software from the independent agent’s point of view. HawkSoft is proud to announce integration with a likeminded partner in Better Agency, which delivers easy-to-use......
As Demand and Adoption Grows, Schwab Advisor Portfolio Connect® Surpasses 1,000 Platform Users
Fintech News

As Demand and Adoption Grows, Schwab Advisor Portfolio Connect Surpasses 1,000 Platform Users

Fintech News Desk
by Fintech News Desk0
Milestone moves the proprietary solution into ranks of industry’s top portfolio management tools in less than two years Schwab Advisor Services™ announced Schwab Advisor Portfolio Connect, Schwab’s simplified, scalable portfolio management tool, has surpassed 1,000 independent advisor firm users, solidifying its position as a top portfolio management solution for independent......
Wealth Dynamix Wins XCelent Overall Award in Celent Wealth Management Client Onboarding Report
Fintech News

Wealth Dynamix Wins XCelent Overall Award in Celent Wealth Management Client Onboarding Report

Fintech News Desk
by Fintech News Desk0
Wealth Dynamix, a global leader in Client Lifecycle Management (CLM) solutions, announced its selection by global analyst firm Celent as winner of the XCelent Overall award, for outstanding performance across all categories in their Wealth Management Client Onboarding Platforms ABCD Vendor View report. The report is an in-depth study, focusing......
Intapp, DealCloud, and S&P Global Market Intelligence Team Up to Provide Data and Insights to Professional and Financial Services Firms
Big Data Capital Markets Fintech News

Intapp, DealCloud, and S&P Global Market Intelligence Team Up to Provide Data and Insights to Professional and Financial Services Firms

Fintech News Desk
by Fintech News Desk0
Client-initiated collaboration integrates market-leading data for a seamless user experience Intapp and DealCloud announced a collaboration with S&P Global Market Intelligence to allow native integration of S&P Global Market Intelligence data into the Intapp OnePlace and DealCloud platforms. In response to client requests, these native integrations provide a faster, simpler, and more efficient solution for......
Ontario Systems Acquires Pairity to Embed the Power of Machine Learning in Its Industry-Leading Collections Technology
Business Fintech News

Ontario Systems Accelerates Consumer Payment Engagement Strategy With SwervePay® Acquisition

Fintech News Desk
by Fintech News Desk0
Transaction provides streamlined payment workflow and enhanced customer engagement capabilities Ontario Systems, a leading provider of enterprise software that automates complex workflows and accelerates revenue recovery for clients in the healthcare, government, and accounts receivable management (ARM) markets, announced the acquisition of SwervePay, an innovative payment facilitator in the ARM and......
AP Technology's Checkrun Enables QuickBooks Online Users to Approve and Sign Check Payments from Their Mobile Devices
Banking Business Fintech News

AP Technology’s Checkrun Enables QuickBooks Online Users to Approve and Sign Check Payments from Their Mobile Devices

Fintech News Desk
by Fintech News Desk0
Anytime-Anywhere Check Approval and Signing, Biometric Security, On-Check QR Code, Robust Workflows, Multiple Accounts and No-Touch Print and Mail Service Among Features Payments pioneer AP Technology introduced Checkrun, the company’s new mobile /cloud check approval and signing platform that modernizes checks for QuickBooks® Online users. Checkrun™ extends QuickBooks Online (“QBO”)......
BaCo Group Creates Transformative Software to Help Accounting Professionals Navigate Financial Crises Through COVID-19 and Beyond
Banking Fintech Investment Services News

BaCo Group Creates Transformative Software to Help Accounting Professionals Navigate Financial Crises Through COVID-19 and Beyond

Fintech News Desk
by Fintech News Desk0
BaCo Group, a Dallas-based CPA firm, is utilizing a new technology developed in-house to provide their clients with a first of its kind, real-time, accounting service, BaCo Tech. This service has allowed BaCo Group to help its clients navigate the ever-changing environment of COVID-19. Read More: Fintech Europe Selects Ten Startups for......
After the Cloud: Why Corporate Treasurers’ Next Transformation is to a Digital Backbone
Fintech Guest Posts

After the Cloud: Why Corporate Treasurers’ Next Transformation is to a Digital Backbone

Pete Srejovic
by Pete Srejovic0
The ever-increasing complexities and constant state of change all too familiar to corporate treasurers call for not just new tools and technologies, but far greater connectivity between them all. To achieve more efficient harmony across their full technology stack, corporate treasury departments should future-proof around a digital backbone – one......
Banking News Risk Management

Atlantic Union Bank Accelerates SBA PPP Loan Application Submission Process with Newgen Software

Fintech News Desk
by Fintech News Desk0
Loan Application Submission into the SBA’s E-Tran in as little as a Minute Newgen Software Inc., a global provider of low code digital automation platform, announced that the Virginia-based Atlantic Union Bank has utilized the E-Tran integration capability of its lending software for the SBA Paycheck Protection Program (PPP) to speed......
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