Search Results for: business planning

Small Business Owners On Alert For Operational Challenges, JPMorgan Chase Survey Finds
Business Finance News

Small Business Owners On Alert For Operational Challenges, JPMorgan Chase Survey Finds

Business Wire
by Business Wire0
While small to mid-size business leaders have concerns about the health of national and global economies, their personal outlooks remain bullish, according to the Chase 2023 Midyear Business Leaders Outlook survey released. “To their credit, they continue to demonstrate an ability to adapt and adjust through the ups and downs of economic cycles.”......
Conquest Planning Inc. and Aviso Join Forces to Enhance Financial Planning for Canadian Investors
Artificial Intelligence Fintech News

Conquest Planning and Aviso Join Forces to Enhance Financial Planning for Canadian Investors

Business Wire
by Business Wire0
Strategic partnership combines cutting-edge technology and expertise to deliver personalized financial solutions for investors across Canada Conquest Planning, a technology platform modernizing financial planning with customized and convenient advice, and Aviso Wealth Inc. (“Aviso”), one of Canada’s largest independent wealth management firms, announced a partnership to provide Conquest’s leading technology......
Streamlining B2B Finance: How Fintech is Revolutionizing Business Transactions
B2B Commerce Fintech Primers Guest Posts

Streamlining B2B Finance: How Fintech is Revolutionizing Business Transactions

Matt Sadowski
by Matt Sadowski0
The rapid advancement of financial technology, commonly known as fintech, has disrupted and revolutionized the way businesses operate across various sectors. In the B2B landscape, where complex financial transactions and relationships are prevalent, fintech solutions have emerged as a game-changer. These innovative technologies have played a crucial role in transforming......
PlanScout Acquires Financial Planning Software SIPS RPS And Launches Outsourced Planning Service For Independent Financial Advisors
Fintech News

PlanScout Acquires Financial Planning Software SIPS RPS And Launches Outsourced Planning Service For Independent Financial Advisors

PR Newswire
by PR Newswire0
PlanScout, a startup founded by fintech and business transformation veterans Raygar Khailany and John Murray, acquired the SIPS Retirement Planning System (SIPS RPS) as part of its strategy to provide outsourced financial planning services to financial advisors. Latest Fintech Interview : Global Fintech Interview with Olivier Thierry “OT”, CRO at HungerRush......
B2B Business Digital Featured Finance Technology

How AP Automation Works To Streamline Your Business?

Pooja Choudhary
by Pooja Choudhary0
We often hear from businesses that want to improve their AP procedures that automation is “too expensive and takes too long to get running.” Accounts payable automation and enabling electronic payments on the proper platform really provide a low barrier to entry, significant rewards, and a short return on investment......
Eden Exchange Unveils DealXchange
Analytics B2B

Eden Exchange Unveils DealXchange: The Standalone Platform Transforming Business and Franchise Sales

Fintech News Desk
by Fintech News Desk0
Eden Exchange positions its revolutionary DealXchange buying-and-selling platform independent from its managed services ahead of global expansion to better support Australian SMEs with the flexibility and transparency needed for their global initiatives.  Eden Exchange, a revolutionary online platform for buying and selling businesses, today announces the launch of its DealXchange......
RightCapital and PreciseFP Announce New Data Integration to Better Serve Financial Planning Community
Finance News

RightCapital and PreciseFP Announce New Data Integration to Better Serve Financial Planning Community

PR Newswire
by PR Newswire0
A new API-driven integration streamlines advisors’ client data gathering and financial planning efforts by syncing household financial data between PreciseFP and RightCapital RightCapital, the fastest-growing financial planning software for financial advisors, and PreciseFP, the award-winning client engagement and data gathering platform from Docupace, announced a data integration partnership. This new bi-directional API integration......
United Roosevelt Savings Bank Welcomes Local Lead Universal/Business Banking Specialist to Carteret's Hometown Bank
Banking News

United Roosevelt Savings Bank Welcomes Local Lead Universal/Business Banking Specialist to Carteret’s Hometown Bank

PR Newswire
by PR Newswire0
URSB is delighted to announce the hiring of Barbra Aixa Villegas as the new Lead Universal/Business Banking Specialist. With Barbra’s extensive financial and banking expertise, she is poised to play a pivotal role in fostering relationships with the local business community. Barbra, a long-time resident of Carteret, brings more than a decade of invaluable......
Comerica Bank Introduces Interest-Earning Solution for Business Banking and Small Business Customers
Banking News

Comerica Bank Introduces Interest-Earning Solution for Business Banking and Small Business Customers

PR Newswire
by PR Newswire0
Comerica Maximize offers a unique combination of an interest-bearing checking account and competitive cash management solutions Comerica Bank recently launched Comerica Maximize, a robust new package that allows qualifying small business and business banking customers to earn interest income while growing and protecting their businesses with essential treasury services. “At Comerica, we......
Conquest Planning Partners with Vancity, Extending Personalized Financial Advice to More Canadians
Finance Fintech News

Conquest Planning Partners with Vancity, Extending Personalized Financial Advice to More Canadians

Business Wire
by Business Wire0
Vancity’s network of financial advisors gain access to Conquest’s innovative financial planning software Conquest Planning Inc., a technology platform modernizing financial planning with customized and convenient advice, announced an integration with Vancity, Canada’s largest community credit union. With assets exceeding $34 billion, including assets under administration, Vancity is the first credit......
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