Search Results for: client interviews

Confluence Helps Clients Achieve Compliance with SEC Tailored Shareholder Reporting
Finance Fintech News

Confluence Helps Clients Achieve Compliance with SEC Tailored Shareholder Reporting

Business Wire
by Business Wire0
Confluence’s industry-leading solution successfully completed TSR filings for fund administrator and asset manager clients Confluence Technologies, Inc. (“Confluence”), a global financial technology solution provider for regulatory, analytics, and investor communications, announced today that its industry-leading Unity platform suite of products went live and completed filings for the U.S. Securities and......
Onbe and ZSuite Tech Partner to Deliver Digital Payout Solutions for Banks and Their Clients
Banking Fintech News

Onbe and ZSuite Tech Partner to Deliver Digital Payout Solutions for Banks and Their Clients

PR Newswire
by PR Newswire0
This new partnership enables banks to provide their clients with secure funds management capabilities and embedded digital disbursement options, eliminating the cost and risk of issuing payments by check. Onbe, a leading corporate payouts platform, today announces its partnership with ZSuite Tech, a high-growth fintech innovator with a focus on commercial......
Frost Bank Taps Finzly to Provide FedNow and RTP Instant Payments to its Business Clients and Consumers
Digital Payments Fintech News

Frost Bank Taps Finzly to Provide FedNow and RTP Instant Payments to its Business Clients and Consumers

PR Newswire
by PR Newswire0
The offering provides one of America’s largest banks with a single instant payments platform giving customers greater choice and speed Finzly, a leader in innovative payment and financial solutions, announced a partnership with Frost Bank, a subsidiary of Cullen/Frost Bankers, Inc. headquartered in Texas, to deliver instant payments capabilities to......
Citi Launches Citi Real-Time Funding for Corporate Clients, Expanding Its Real-Time Treasury Suite
Fintech Funding News

Citi Launches Citi Real-Time Funding for Corporate Clients, Expanding Its Real-Time Treasury Suite

Business Wire
by Business Wire0
Latest real-time liquidity solution from Citi helps facilitate 24/7 account funding and streamline treasury processes Citi announced the launch of Citi Real-Time Funding (RTF), the latest addition to its real-time treasury suite of solutions for corporate clients. Citi Real-Time Funding is now available in Australia, Hong Kong and the United......
FIS Launches Climate Risk Financial Modeler to Help Clients Assess, Reduce and Report Risks Tied to Climate Change
Finance Fintech News

FIS Launches Climate Risk Financial Modeler to Help Clients Assess, Reduce and Report Risks Tied to Climate Change

Business Wire
by Business Wire0
FIS, a global leader in financial technology, today announced the launch of its Climate Risk Financial Modeler. The new SaaS risk offering aims to help businesses across all industries better assess, reduce and report their exposure to the physical risks of climate change. By unlocking FIS’ powerful risk modeling and......
Derivative Path Expands Partnership with FNBO to Introduce Advanced FX Payments Solution for Correspondent Bank Clients
Banking Finance Fintech

Derivative Path Expands Partnership with FNBO to Introduce Advanced FX Payments Solution for Correspondent Bank Clients

Business Wire
by Business Wire0
Building on a successful existing relationship, Derivative Path, Inc. and FNBO (First National Bank of Omaha) are delighted to announce the expansion of their partnership to introduce an advanced FX Payments solution tailored for correspondent bank clients. This collaboration builds upon the solid foundation of trust established through FNBO’s use......
Agile Premium Finance Partners with ePayPolicy to Make Financing at Checkout Easier for Insurance Industry Clients
Finance Fintech News

Agile Premium Finance Partners with ePayPolicy to Make Financing at Checkout Easier for Insurance Industry Clients

PR Newswire
by PR Newswire0
Agile Premium Finance, a division of First Financial Bank, has integrated new capabilities through its partnership with ePayPolicy to simplify premium financing payments for clients in the insurance industry. With ePayPolicy’s latest feature release, Finance Connect, Agile now offers its customers convenient online financing enrollment and premium payment solutions. Finance Connect......
Accenture and Oracle Collaborate to Help Clients Accelerate Generative AI Adoption, Starting with the Finance Organization
Artificial Intelligence Fintech News

Accenture and Oracle Collaborate to Help Clients Accelerate Generative AI Adoption, Starting with the Finance Organization

Business Wire
by Business Wire0
New solutions and use cases empower CFOs with generative AI to reinvent financial planning and analysis, helping to optimize operations and fuel growth Building on their ecosystem partnership of more than 30 years, Accenture (NYSE: ACN) and Oracle (NYSE: ORCL) are investing in new generative AI solutions, tools, and trainings......
YCharts-and-Savant-Wealth-Management-Enhance-Partnership-To-Elevate-Client-Engagement-With-Streamlined-Proposal-Generation
Finance Fintech News

YCharts and Savant Wealth Management Enhance Partnership To Elevate Client Engagement With Streamlined Proposal Generation

Business Wire
by Business Wire0
This strategic collaboration aims to empower advisors with enhanced capabilities, accelerating business growth by optimizing proposal generation and strengthening client communication. YCharts, a premier cloud-based investment research platform and proposal builder, is excited to announce an expanded partnership with Savant Wealth Management, a leading fee-only RIA recognized among Barron’s Top 100......
SafeSend Reports Record-Breaking Year with 83% YoY Usage Growth: Product Innovation & Roadmap Investment to Deliver Single-Point Solution for Unmatched Client Experience
Fintech Investments News

SafeSend Reports Record-Breaking Year with 83% YoY Usage Growth: Product Innovation & Roadmap Investment to Deliver Single-Point Solution for Unmatched Client Experience

PR Newswire
by PR Newswire0
Boosted by increased firm and client adoption, additional features within the SafeSend Suite reported massive YoY growth, the new secure file-exchange capability experienced usage growth of +2,600% and the e-signature solution reported usage growth of 90%. SafeSend, the leading provider of automation technology for tax and accounting firms, reported an......
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