Search Results for: business planning

Fiserv Shuffles Leadership
Business Fintech News

Fiserv Helps Financial Institutions Make the Right Business Decisions with New Financial Planning and Forecasting Capabilities

Fintech News Desk
by Fintech News Desk0
Enhanced accounting solution facilitates strategic planning through high-quality data and analytics Fiserv, Inc. (NASDAQ:FISV), a leading global provider of payments and financial services technology solutions, is equipping financial institutions to better evaluate and plan for risks in the current operating environment with the launch of a robust real-time forecasting and......
Redd Announces New Vision, Rebrand as a Source of Global Change for Good
Business Fintech Investment Services News

Johnson Investment Counsel’s Pandemic and Business Continuity Planning Enables Employees to Work Anywhere

Fintech News Desk
by Fintech News Desk0
Ensures “Seamless Experience” Between Work-From-Home Advisors and Clients With Integrated Collaboration, Communications and Virtual Workspaces From Evolve IP Johnson Investment Counsel, one of the largest independent investment firms in the Midwest, and Evolve IP, the world’s leading provider of Work Anywhere™ cloud solutions, announced that a successful business continuity and pandemic......
Lumio Insight and Plansmith Partner to Revolutionize Financial Planning
Finance Fintech News

Lumio Insight and Plansmith Partner to Revolutionize Financial Planning

EIN Presswire
by EIN Presswire0
Plansmith Corporation, a long-time leading provider of financial institution planning software, announced a strategic partnership with Lumio Insight, a data analytics, dashboarding, and reporting solution for financial institutions. This collaboration will integrate Lumio Insight’s Banking Insight platform into Plansmith’s upcoming Generation 5 solution, delivering unparalleled value to financial institutions. “We......
Fintech News

Board Acquires Prevedere to Deliver Unmatched Predictive Power for Enterprise Planning

Business Wire
by Business Wire0
Board, the leading Enterprise Planning Platform, has acquired Prevedere, a pioneer in predictive planning. This strategic move uniquely positions Board as the only platform to integrate internal performance metrics with external economic intelligence, offering businesses a holistic view of the factors that drive growth and competitive advantage. By embedding Prevedere’s......
New Research from OneStream Finds Broader, More Strategic CFO Remit Crucial to Business Growth and Investor Attention, Overshadowing Even the CEO
Finance Fintech News

New Research from OneStream Finds Broader, More Strategic CFO Remit Crucial to Business Growth and Investor Attention, Overshadowing Even the CEO

PR Newswire
by PR Newswire0
Study finds the world’s largest investors invest an additional 3.6% in organizations where the CFO was seen to be the strategic growth driver OneStream, the leading enterprise Finance management platform that modernizes the Office of the CFO by unifying core finance and operational functions including financial close, consolidation, reporting, planning......
Conquest and PlannrCRM Partner to Optimise Planning Workflows For Financial Advisers
Finance Fintech News

Conquest and PlannrCRM Partner to Optimise Planning Workflows For Financial Advisers

Business Wire
by Business Wire0
Conquest Planning (“Conquest”), a technology platform modernising financial planning with customised and convenient advice, announced its partnership with PlannrCRM, a next-generation back-office technology platform tailored for financial advisers. This strategic collaboration aims to streamline and enhance processes, delivering meaningful financial advice faster and more accurately to more clients “The integration will offer a......
Martus Solutions Transforms Financial Planning for Microsoft Dynamics Users with Seamless Integration and Advanced Automation
Finance Fintech News

Martus Solutions Transforms Financial Planning for Microsoft Dynamics Users with Seamless Integration and Advanced Automation

PR Newswire
by PR Newswire0
Revolutionizing Budgeting, Reporting, and Forecasting with a Unified Financial Ecosystem Martus Solutions, a leader in budgeting and reporting software, is expanding into the Microsoft ecosystem by offering a fully integrated solution that enhances the financial planning capabilities of Microsoft Dynamics 365 Business Central. Designed to help finance teams automate their......
Wolters Kluwer Survey: AI Is Transforming the Office of the CFO; 70% of Finance Professionals Planning to Invest in AI Within the Next Five Years
Finance Fintech News

Wolters Kluwer Survey: AI Is Transforming the Office of the CFO; 70% of Finance Professionals Planning to Invest in AI Within the Next Five Years

Business Wire
by Business Wire0
AI adoption within the Office of the CFO is no longer a question of ‘if’ but ‘when’ and ‘how’ Wolters Kluwer, a global leader in information, software, and services for professionals, published a new research report: AI in Finance, from Skepticism to Optimism. The report explores adoption and sentiment related......
NY Fund Plans to Pioneer AI-Assisted Mini Venture Capital for Small Businesses, Targets $1B in Multi-Series Fund Launch
Artificial Intelligence Fintech Fintech Funding News

NY Fund Plans to Pioneer AI-Assisted Mini Venture Capital for Small Businesses, Targets $1B in Multi-Series Fund Launch

PR Newswire
by PR Newswire0
Launching this year, Vector Capital’s Mini VC aims to mobilize $1B for 100,000 mom-and-pops, revolutionizing funding with a historic first. Vector Capital Solutions, a leader in AI-powered financial solutions, announces its upcoming Mini Venture Capital Program, an innovative funding model designed to tackle the systemic inefficiencies in capital markets and provide sustainable growth......
TaxPlanIQ Unveils Version 3.0 with Advanced Automation and More Strategies Tax Planning Software
Banking Fintech News

TaxPlanIQ Unveils Version 3.0 with Advanced Automation and More Strategies Tax Planning Software

Cision PRWeb
by Cision PRWeb0
TaxPlanIQ, a leading provider of tax planning software for tax and accounting firms, is excited to announce the release of Version 3.0, featuring significant automation upgrades and comprehensive implementation tools for tax strategies. With this latest version, firms can now upload a 1040 and receive tailored tax planning strategies powered......
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