Search Results for: automation platform

Singapore's Volopay raises $2.1m
Fintech Investment Services Mobile Banking News

Access Softek Launches First Robo-Advisor Designed to Seamlessly Integrate into Online and Mobile Banking Platforms

Fintech News Desk
-EasyVest brings growth opportunities to financial institutions and affordable financial wellness to all consumers- Access Softek, Inc., an online and mobile banking software provider, has launched its EasyVest tool, a robo-advisor that provides the services of a personal investment advisor via automation. EasyVest is the first robo-advisor designed to seamlessly......
Shift Technology to Support Fraud Detection and Subrogation Initiatives for Central Insurance
Business Fintech InsurTech News Risk Management

Shift Technology and Snapsheet Partner to Add Fraud Detection to Snapsheet Claims Management Platform

Fintech News Desk
Integration Allows Shift’s Force Fraud Detection Solution to Seamlessly Deliver Alerts to Snapsheet Users Shift Technology, a provider of AI-native fraud detection and claims automation solutions, and Snapsheet, a leading provider of claims management technology and virtual appraisal solutions for insurance carriers, risk managers and TPAs, announced a strategic partnership between......
Tavant Launches AI-Powered Instant Refi Advisor
Artificial Intelligence Fintech News

Tavant Launches FinDecision for the Ellie Mae Digital Lending Platform

Fintech News Desk
The solution boosts borrower experience, increases operational efficiency Tavant, a Silicon Valley-based provider of AI-powered digital lending technologies, announced the launch of its FinDecision product for the Ellie Mae Digital Lending Platform, Encompass. FinDecision provides an automated, single-click approach to achieving loan fungibility and operational best execution across agency Automated......
Biz2X Offers Free Access to Its Accelerate SBA Platform to Community Banks and Credit Unions Through June 30
Banking Fintech News

Biz2X Offers Free Access to Its Accelerate SBA Platform to Community Banks and Credit Unions Through June 30

Fintech News Desk
 To ensure that no small business is left behind for the CARES Act Paycheck Protection Program (PPP), Biz2Credit’s Biz2X platform is now being offered free of charge to banks and credit unions with assets under $10 billion that are offering PPP loans. “We want to make sure that small banks around the......
Fintech News

MineralTree Simplifies Remote Work for Finance Teams With Expanded ERP Integrations for AP Automation

Fintech News Desk
New ERP integration capabilities dramatically increase availability to mid-market businesses struggling with work-from-home guidelines MineralTree, a market-leading Accounts Payable (AP) and Payment Automation solution provider, today announced the expansion of its integration capabilities to help more middle-market businesses automate their AP processes. The new capability adds hundreds of accounting and Enterprise Resource Planning......
TrellisPoint Launches Powerful Workflow Automation Tool Designed Exclusively for Commercial Lenders
Banking Fintech News

TrellisPoint Launches Powerful Workflow Automation Tool Designed Exclusively for Commercial Lenders

Fintech News Desk
Built using Microsoft’s Power Platform, Virtual Loan Assistant is the first Power App to streamline the credit process for financial institutions. TrellisPoint, a leading provider of Microsoft Dynamics 365 customer engagement solutions, announced a new product developed for the commercial banking industry. Available as a web-based and mobile application, Virtual......
With Tax Season Complete, Avii Takes Audit to the Next Level with New Intelligent Auditing Software in Avii Workspace
Fintech News

Avii Adds Support for Microsoft Office 365 Calendar to Its Unified Accounting Platform

Fintech News Desk
Avii Provides Accountants Using Avii Workspace™ for Tax, Audit and Advisory the Ability to operate seamlessly with MS Office 365 within the Unified Client Portal Avii, a leading practice management platform for tax, audit, advisory, compliance and management consulting firms, announced the addition of Microsoft Outlook 365 Calendar to the......
Groundbreaking Global Transaction Management Platform, Worldesk, Helps SMBs Navigate a Volatile Global Economy
Fintech News

Groundbreaking Global Transaction Management Platform, Worldesk, Helps SMBs Navigate a Volatile Global Economy

Fintech News Desk
Mosaica, Inc., a leading international payment and fintech solutions firm, announced the launch of its groundbreaking global transaction management platform, Worldesk. Mosaica, Inc., a leading international payment and fintech solutions firm, announced the launch of its groundbreaking global transaction management platform, Worldesk. Read More: H2O.ai Empowers MarketAxess to Innovate and Inform Trading......
SIMON Markets LLC Partners With Insurance Technologies to Leverage Core Annuity Technology Capabilities in Its Cloud-Based End-To-End Investment Platform
Fintech InsurTech News

SIMON Markets LLC Partners With Insurance Technologies to Leverage Core Annuity Technology Capabilities in Its Cloud-Based End-To-End Investment Platform

Fintech News Desk
Insurance Technologies, LLC, a provider of sales and regulatory automation solutions for the insurance and financial services industries, is pleased to announce its partnership with SIMON Markets LLC and SIMON Annuities and Insurance Services LLC (SIMON), a cloud-based platform provider delivering end-to-end, risk-managed product solutions to investment professionals. SIMON has......
SIMON Markets LLC Forms Partnership With Insurance Technologies; Expands Cloud-Based Investment Platform With Integrated Annuity Illustration Capabilities
Fintech InsurTech News

SIMON Markets LLC Forms Partnership With Insurance Technologies; Expands Cloud-Based Investment Platform With Integrated Annuity Illustration Capabilities

Fintech News Desk
SIMON Markets LLC and SIMON Annuities and Insurance Services LLC (“SIMON”) announced a new partnership with Insurance Technologies, LLC, a provider of sales and regulatory automation solutions for the insurance and financial services industries. At a time when accessible technology is paramount for remote workforces, this encouraging development expands the......
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