Search Results for: client

Q2 Announces New Solution to Help Financial Institutions Connect Digital Banking With ERP Systems for Commercial Clients
Banking Finance Fintech News

Q2 Announces New Solution to Help Financial Institutions Connect Digital Banking With ERP Systems for Commercial Clients

Business Wire
by Business Wire0
Direct ERP enables banks and credit unions of all sizes to compete for large commercial customers with accounting system integration Q2 Holdings, Inc., a leading provider of digital transformation solutions for financial services, today announced Direct ERP, a new solution designed to help banks and credit unions enable banking operations......
Fireflies Introduces Tailored AI Meeting Assistant to Help Financial Advisors Focus on Clients, Not Paperwork
Artificial Intelligence Finance Fintech News

Fireflies Introduces Tailored AI Meeting Assistant to Help Financial Advisors Focus on Clients, Not Paperwork

Business Wire
by Business Wire0
New offering features finance-specific post-meeting summary templates, Wealthbox and Redtail CRM integrations, and specialized AI apps designed for financial conversations Fireflies.ai, the AI agent for meetings used by people at 75% of Fortune 500 companies, today announced the launch of Fireflies for Finance, a specialized solution designed specifically for financial......
YCharts Expands Relationship with LPL Financial Through ClientWorks Integration
Fintech Investment Services News

YCharts Expands Relationship with LPL Financial Through ClientWorks Integration

Business Wire
by Business Wire0
YCharts, a leading client engagement and investment research platform trusted by financial advisors and investment professionals across North America, has expanded its relationship with LPL Financial by launching a direct integration with ClientWorks, LPL’s advisor technology platform. This enhancement streamlines workflows, reduces manual data entry, and improves client engagement for......
Suralink Introduces the CPA Industry’s First Fully Integrated Request-to-Test Solution, Redefining the Future of Client Collaboration
Finance Fintech News

Suralink Introduces the CPA Industry’s First Fully Integrated Request-to-Test Solution, Redefining the Future of Client Collaboration

Business Wire
by Business Wire0
Suralink, the leading client collaboration platform for accountants, today unveiled the industry’s first fully-integrated Request-to-Test solution with the launch of its new product Workpaper Suite and a collection of new AI automation and collaboration capabilities called Assessment Hub. These new products are the first in a wave of innovations Suralink......
Wirex Business Expands to BASE Blockchain, Bringing Seamless Stablecoin Payments to Corporate Clients
Blockchain Digital Payments News

Wirex Business Expands to BASE Blockchain, Bringing Seamless Stablecoin Payments to Corporate Clients

PR Newswire
by PR Newswire0
Wirex, a leading provider of Web3 banking solutions, is proud to announce the expansion of its Wirex Business platform to BASE, a new layer-2 blockchain developed by Coinbase. This milestone marks a significant development in Wirex’s vision to provide stablecoin-powered financial services to businesses across the globe. The recently launched Wirex Business platform......
Vanguard Unveils Generative AI Client Summaries for Financial Advisors
Analytics Artificial Intelligence Fintech News

Vanguard Unveils Generative AI Client Summaries for Financial Advisors

PR Newswire
by PR Newswire0
Vanguard launched its first client-facing Generative AI (GenAI) capability that equips financial advisors with efficient and personalized content for client communications. Vanguard’s Client-Ready Article Summaries produce customizable synopses of its top-read market perspectives tailored by financial acumen, investing life stage, and tone. It also generates the necessary disclosures to accompany the article......
FICO Appoints Jason Andrew as Vice President and General Manager of Global Sales and Client Success
Analytics Fintech News

FICO Appoints Jason Andrew as Vice President and General Manager of Global Sales and Client Success

Business Wire
by Business Wire0
Technology industry veteran brings decades of sales leadership to drive FICO® Platform growth and deliver customer success Global analytics software leader FICO announced the appointment of Jason Andrew as vice president and general manager of Global Sales and Client Success. Andrew brings more than 25 years of experience in global......
Docupace Appoints Mary Nelson as Chief Client Officer
Finance Fintech News

Docupace Appoints Mary Nelson as Chief Client Officer

PR Newswire
by PR Newswire0
Nelson to Elevate the Docupace Client Experience and Enhance Engagement Across the Spectrum for Wealth Management Providers Docupace, the premier provider of back-office software to streamline operations of wealth management enterprises and financial advisors, today announced the appointment of Mary Nelson as chief client officer. As chief client officer, Nelson......
BridgePort Continues to Expand Across the Private Investment Spectrum, Adding Strategic Investors and Key Clients
Fintech Investment Services News

BridgePort Continues to Expand Across the Private Investment Spectrum, Adding Strategic Investors and Key Clients

PR Newswire
by PR Newswire0
BridgePort, a financial technology company that provides bespoke technology and infrastructure solutions to sophisticated clients across the private markets value chain, welcomes the addition of strategic investors and key clients as it completes the initial tranche of its most recent capital raise. As the multi-trillion-dollar wealth channel continues to adopt......
AppTech Unveils Revolutionary CoreBanking Solution, Projecting Explosive Growth with Innovative Client Offerings
Banking Finance Fintech News

AppTech Unveils Revolutionary CoreBanking Solution, Projecting Explosive Growth with Innovative Client Offerings

GlobeNewswire
by GlobeNewswire0
AppTech Payments Corp. has launched its groundbreaking CoreBanking solution, seamlessly integrated with the FINZEO Platform, alongside its first banking client. This milestone signals AppTech’s entry into digital banking and retail financial services, with the company bringing both cutting-edge products and customers directly to financial institutions. Transforming Banking Efficiency and Revenue Potential The......
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