Search Results for: client management

Waton Securities International Launches AI-IRO, Ushering in a New Era for Investor Relations Management with Artificial Intelligence
Investment Services News Security

Waton Securities International Launches AI-IRO, Ushering in a New Era for Investor Relations Management with Artificial Intelligence

PR Newswire
by PR Newswire0
Waton Securities International Limited (Waton Securities), a leading licensed broker in Hong Kong and a pioneering SaaS service provider, officially launched its latest product, the AI Investor Relations Officer (AI-IRO), at the 10th Investor Relations Awards organized by the Hong Kong Investor Relations Association (HKIRA). Designed to meet the distinct......
SendBlocks Comes Out of Stealth with $8.2 Million in Seed Funding to Streamline Blockchain Data Management
Blockchain News

SendBlocks Comes Out of Stealth with $8.2 Million in Seed Funding to Streamline Blockchain Data Management

Business Wire
by Business Wire0
SendBlocks, a pioneering startup in blockchain data management, announced that it is coming out of stealth mode with $8.2 million in seed funding. “We believe that starting out in web3 shouldn’t necessitate an extensive data team and that infrastructure costs should align with the application’s user base rather than the......
Morgan Stanley Wealth Management Announces Latest Game-Changing Addition to Suite of GenAI Tools
Artificial Intelligence Fintech News

Morgan Stanley Wealth Management Announces Latest Game-Changing Addition to Suite of GenAI Tools

Business Wire
by Business Wire0
AI @ Morgan Stanley Debrief acts as notetaker, summarizer and first draft communication composer for client meetings, greatly enhancing efficiency and enabling scale for Advisors and their practices Morgan Stanley Wealth Management (MSWM) today announced the next innovation milestone in its AI @ Morgan Stanley suite of GenAI tools for......
SmartStream’s Advanced Payment Control Now Supports Multiple Payment Rails With Enhanced Exceptions Management
Finance Fintech News

SmartStream’s Advanced Payment Control Now Supports Multiple Payment Rails With Enhanced Exceptions Management

Business Wire
by Business Wire0
SmartStream, the financial Transaction Lifecycle Management (TLM®) solutions provider, today announces a significant upgrade to its Advanced Payment Control (APC) solution. This update further streamlines and optimises payment investigations by accommodating any number of disparate payment rails to improve resolution times and reduce costs in the era of instant payments.......
FiVerity Unveils Identity Trust Management Platform to Modernize Security for Community Banks and Credit Unions
Banking News Security

FiVerity Unveils Identity Trust Management Platform to Modernize Security for Community Banks and Credit Unions

PR Newswire
by PR Newswire0
New enhancements create a single electronic location for consumer identity trust, enhanced decision-making, and strategic growth for Banks and Credit Unions. Boston, MA – June 25th, 2024 – FiVerity, a leading innovator in AI Identity Verification and Fraud Prevention, is proud to announce the launch of its Identity Trust Management platform. This groundbreaking solution is designed......
Solix ECS Is First to Deliver Affordable, Enterprise-Grade, Intelligent Document Management for Accounting and Finance Teams
Artificial Intelligence Finance Fintech News

Solix ECS Is First to Deliver Affordable, Enterprise-Grade, Intelligent Document Management for Accounting and Finance Teams

PR Newswire
by PR Newswire0
Solix is Democratizing Access to Powerful Document Management and Processes with Cloud & AI for Enhanced Productivity, Security, and Compliance. Enterprise-grade document management is finally available to all. Solix Technologies, a global leader in cloud data management and AI solutions, is excited to announce the launch of Solix ECS – an......
Fiserv Appoints Takis Georgakopoulos as Senior Advisor and Member of the Management Committee
Digital Payments Fintech News

Fiserv Appoints Takis Georgakopoulos as Senior Advisor and Member of the Management Committee

Business Wire
by Business Wire0
Fiserv, a leading global provider of payments and financial services technology solutions, today announced that Takis Georgakopoulos will join Fiserv as a Senior Advisor, Executive Vice President, and a member of the Management Committee, effective September 3, 2024. “We are pleased to welcome Takis to the Fiserv team” Georgakopoulos will......
Certa Brings Generative AI-Powered Third Party Management to Enterprises
Artificial Intelligence Finance Fintech News

Certa Brings Generative AI-Powered Third Party Management to Enterprises

Business Wire
by Business Wire0
Innovative Generative AI Capabilities and New ESG Modules Enable Businesses to Efficiently Navigate Evolving Regulations and Risks in Third Party Relationships Certa, the leading software platform for enterprises to manage risk, compliance, and ESG for their third parties like vendors, partners, and clients, today announced that its trailblazing generative AI......
Vestmark and PureFacts Announce Partnership to Transform Wealth and Investment Management Billing at Scale
Finance Fintech News

Vestmark and PureFacts Announce Partnership to Transform Wealth and Investment Management Billing at Scale

PR Newswire
by PR Newswire0
Billing identified as key to wealth management firm growth Partnership to boost offerings that deploy best-in-class wealth technology Vestmark, Inc., a leading provider of wealth management software and services, and PureFacts Financial Solutions, a global leader in revenue management, enterprise reporting, and insights solutions for the asset and wealth management......
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......
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