Search Results for: client account information

ShareFile Unveils New Innovations to Transform Accounting Workflows
Finance Fintech News

ShareFile Unveils New Innovations to Transform Accounting Workflows

Business Wire
by Business Wire0
New ShareFile capabilities help firms manage and automate workflows, creating greater efficiency and improved client experience. ShareFile, a business unit of Cloud Software Group, Inc., and provider of the ShareFile® secure, collaborative client experience technology, announced today new accounting functionalities designed to create efficiency, reduce complexity, and improve client satisfaction. Created specifically......
News Risk Management

apexanalytix Launches Passkeys to Prevent Fraud and Safeguard Clients’ Supplier Data with Biometric Authentication

PR Newswire
by PR Newswire0
This new advancement in fraud prevention protects login credentials from cyber criminals even when a supplier’s network or email system is compromised. apexanalytix, the leading provider of global supply chain risk management data, software and services, announced the launch of Passkeys. This industry-first feature enables suppliers to securely log into......
Enhancing Financial Reporting to Foster Trust and Accountability
Analytics Finance Guest Posts

Enhancing Financial Reporting to Foster Trust and Accountability

Shagun Malhotra
by Shagun Malhotra0
In today’s business landscape, the importance of accurate and transparent financial reporting cannot be overstated. Organizations, both large and small, rely on these reports to make informed decisions, attract investors, and demonstrate their fiscal responsibility. As a cornerstone of business operations, financial reporting directly influences stakeholders’ perception of an organization’s......
Wealthbox Releases Integration with LPL Financial's ClientWorks Platform
Fintech News

Wealthbox Releases Integration with LPL Financial’s ClientWorks Platform

PR Newswire
by PR Newswire0
Wealthbox, the highest-rated CRM software for financial advisors, announced its live integration with ClientWorks, LPL Financial’s advisor technology platform. Starting , the integration with ClientWorks provides LPL-affiliated advisors with visibility into client account information and demographic data from directly within Wealthbox to help streamline their work. “We’re grateful for our......
J.P. Morgan Payments Enables Tap to Pay on iPhone for U.S. Merchants Starting with Sephora
B2B Digital Payments News

J.P. Morgan Provides Account Validation To The U.S. Treasury

Fintech Staff Writer
by Fintech Staff Writer0
J.P. Morgan provides account validation to the U.S. Government The Corporate & Investment Bank at J.P. Morgan is an industry leader in banking, markets, and securities services around the world. We conduct business in over a hundred different nations on behalf of some of the world’s largest companies, governments, and......
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