Search Results for: automation platform

Altruist Syncs With DriveWealth to Offer a Digital Investment Platform for Financial Advisors With the Ability to Open and Fund Accounts Online in Minutes
Fintech News Trading

Altruist Syncs With DriveWealth to Offer a Digital Investment Platform for Financial Advisors With the Ability to Open and Fund Accounts Online in Minutes

Fintech News Desk
by Fintech News Desk0
Altruist Corp, an LA-based fintech company that provides a fully integrated digital brokerage to financial advisors, announced its partnership with DriveWealth, a global leader in digital trading technology. DriveWealth is also partnered with Citibank and will power Altruist’s brokerage execution and is responsible for safekeeping securities on behalf of Altruist’s customers......
Zycus Transforms the CLM Landscape with Contract Metadata Bot Powered by the Zycus Merlin Artificial Intelligence Platform
Artificial Intelligence Fintech News

Zycus Transforms the CLM Landscape with Contract Metadata Bot Powered by the Zycus Merlin Artificial Intelligence Platform

Fintech News Desk
by Fintech News Desk0
Zycus Merlin AI Platform lets you utilize the latest innovation and techniques around artificial intelligence, machine learning, and robotic process automation across the entire Source-to-Pay suite. With its pioneering technology, the Zycus Contract Metadata Extraction Bot will enable customers to automate a very manual process and provide a high degree......
PayClip Selects TreasuryXpress for Comprehensive Treasury Automation
Banking Fintech News

PayClip Selects TreasuryXpress for Comprehensive Treasury Automation

Fintech News Desk
by Fintech News Desk0
On-Demand Treasury Provider Further Expands Footprint in the LatAm Market TreasuryXpress, the global leader in on-demand treasury management software announced that Payclip (Clip), an innovative fintech company and Mexico’s leading online payment processor, has selected the firm’s on-demand treasury management solution (TMS), to help achieve straight-through processing of their entire treasury operations. As......
C5 Capital Investment Shape Security, a Leading Online Fraud Prevention Platform, Agrees $1 Billion Sale to F5 Networks, the Nasdaq-listed Application Services and Delivery Company
Banking Fintech News

C5 Capital Investment Shape Security, a Leading Online Fraud Prevention Platform, Agrees $1 Billion Sale to F5 Networks, the Nasdaq-listed Application Services and Delivery Company

Fintech News Desk
by Fintech News Desk0
Deal Underlines C5’s Skill in Identifying Attractive Growth Businesses With Strong Market Positions Shape Security, a portfolio company of C5 Capital, the specialist venture capital firm focused on cyber security, cloud infrastructure and applied data analytics, has agreed a $1 billion sale to F5 Networks, a Nasdaq-listed technology company. C5 led a......
FinancialForce Announces Partnership with Gainsight for Customer Centricity, and Integration with Plaid for Banking Ease-of-Use
Banking Fintech News

FinancialForce Receives Top Honors for Professional Services Automation and Accounting Software from G2

Fintech News Desk
by Fintech News Desk0
For the second consecutive year, FinancialForce is the #1 Enterprise PSA Leader recognized by G2’s Winter 2020 Report FinancialForce, the 1 Enterprise Professional Services Automation (PSA) and the only customer-centric ERP (CCERP) cloud solution, has been named a Leader in G2’s latest Main (overall market) Grid, Enterprise Grid, Mid-Market Grid,......
Broadridge's LTX® and Charles River Development to Take Corporate Bond Trading to the Next Level Using Artificial Intelligence
Artificial Intelligence Banking

New Artificial Intelligence and Machine Learning Platform for Reconciliation, Matching and Exception Management Operations Introduced by Broadridge

Fintech News Desk
by Fintech News Desk0
Innovative and Vendor Agnostic, Intelligent Automation Brings New Levels of Productivity and Efficiency to the Middle and Back Office. Broadridge Financial Solutions, Inc. , a global Fintech leader and part of the S&P 500 Index, announced the launch of Broadridge Data Control Intelligent Automation, a new artificial intelligence (AI) and......
Participate Partners with nCino to Help Financial Institutions Streamline Loan Participations and Syndications
Artificial Intelligence Banking News

Participate Partners with nCino to Help Financial Institutions Streamline Loan Participations and Syndications

EIN Presswire
by EIN Presswire0
Participate and nCino partner to offer financial institutions an integrated, automated solution for managing loan participations and syndications. Participate, the leading, patented loan participation and syndication automation platform, announced a partnership with nCino, a pioneer in cloud banking for the global financial services industry. The partnership enables nCino to create......
Ushur Launches AI-Powered Self-Service Solution to Modernize End-To-End Short-Term Disability Absence Engagement
Fintech InsurTech News

Ushur Launches AI-Powered Self-Service Solution to Modernize End-To-End Short-Term Disability Absence Engagement

EIN Presswire
by EIN Presswire0
Supports insurance carriers constrained by manual outreach for critical absence-related communications and information sharing Ushur, a leader in AI-powered Customer Experience Automation (CXA), announced the launch of an end-to-end solution for insurance carriers offering group and worksite benefits. The new Ushur solution is designed to streamline communications and information sharing......
Ascend Launches AI-Powered Automated Invoicing
Artificial Intelligence Finance Fintech News

Ascend Launches AI-Powered Automated Invoicing

PR Newswire
by PR Newswire0
Save time by automatically turning quote documents into digital invoices Ascend, the leading financial operations automation platform for insurance businesses, announced today the launch of its Automated Invoicing (AI) feature, designed to simplify and improve the invoicing process for insurance agents. Ascend’s users can now upload any document into Ascend......
LiveFlow Launches Integration with Xero for Accounting Firms and Businesses
Fintech News

LiveFlow Launches Integration with Xero for Accounting Firms and Businesses

Business Wire
by Business Wire0
LiveFlow, a leading financial automation platform, announced the launch of its highly anticipated integration with Xero. Building on the success of its QuickBooks Online integration, LiveFlow has responded to overwhelming demand by introducing this new integration, enabling businesses and accounting firms to streamline financial planning and analysis (FP&A), consolidate financial......
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