Search Results for: client management

LexisNexis Risk Solutions Named 'Best Anti-Fraud Solution (Established)' by Card Not Present
Fintech News

LexisNexis Juris Financial Management Solution and ClientPay Team up to Reduce the Time and Cost of Credit Card Processing and Improve the Payment Acceptance Process for Law Firms

Fintech News Desk
by Fintech News Desk0
Juris, a premier billing, accounting, and financial management software for law firms, has officially endorsed ClientPay, an award-winning cloud-based credit card and eCheck payment platform, as the premier choice for Juris users. Law firms can now provide their clients with the capabilities to pay their invoices in less time, without mailing......
Private Client Resources (PCR) Announces Partnership with GRMA to Revolutionize Data Aggregation and Reporting for Investment Management
Business Fintech News

Private Client Resources (PCR) Announces Partnership with GRMA to Revolutionize Data Aggregation and Reporting for Investment Management

Fintech News Desk
by Fintech News Desk0
Solution will integrate PCR’s data aggregation capabilities with GRMA’s comprehensive and cost effective SaaS-driven data enrichment and outsourced reporting Private Client Resources (PCR), the leading provider of total wealth data aggregation services to Ultra High Net Worth (UHNW) families, trust companies, private banks, and investment advisors, announced a partnership with......
Datafaction Selects Private Client Resources (PCR) to Support its Data Management Solutions
Banking Mobile Banking News

Datafaction Selects Private Client Resources (PCR) to Support its Data Management Solutions

Fintech News Desk
by Fintech News Desk0
Combination Provides Automated Data Aggregation Across Hundreds of Financial Institutions and Fund Managers Directly to an End-To-End Accounting Platform Datafaction, a leader in financial accounting and secure bill pay solutions designed specifically for firms that service Ultra High Net Worth (UHNW) families and individuals, announces a collaboration with Private Client Resources (PCR), the leading......
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Unified Managed Accounts (UMAs) and Their Role in Modern Portfolio Management

Fintech Staff Writer
by Fintech Staff Writer0
Unified Managed Accounts (UMAs) have emerged as a pivotal innovation, revolutionizing the way advisors and investors approach portfolio management. The evolution of UMAs reflects a broader trend towards consolidation, efficiency, and customization in the wealth management industry, meeting the increasing demands for personalized financial solutions. The Origins of Unified Managed......
GSCF Launches Connected Capital with Next-Gen Working Capital Management Solution
Banking Finance News

GSCF Launches Connected Capital with Next-Gen Working Capital Management Solution

PR Newswire
by PR Newswire0
Integrating Alternative and Bank Capital on One Powerful Servicing Platform GSCF, a leading global provider of working capital solutions, announced the launch of its enhanced cloud-enabled liquidity management platform and the creation of the Connected Capital ecosystem. Developed on a fully modernized technology stack, this innovative platform is designed to......
FactSet-Unveils-Intelligent-Platform-Initiative-to-Supercharge-Client-Workflows
Finance Fintech News

FactSet Unveils Intelligent Platform Initiative to Supercharge Client Workflows

GlobeNewswire
by GlobeNewswire0
Introducing a Platform-Level GenAI Search Agent for Buy- and Sell-Side Clients FactSet, a global financial digital platform and enterprise solutions provider, announced its Intelligent Platform initiative, introducing the integration of conversational AI at the platform level. The Intelligent Platform will connect an enhanced FactSet Mercury, the company’s conversational knowledge engine,......
SKYXOPS Corp. Unveils Next-Generation FinOps Platform for Cloud Cost Optimization and Management
Cloud Finance Fintech News

SKYXOPS Corp. Unveils Next-Generation FinOps Platform for Cloud Cost Optimization and Management

EIN Presswire
by EIN Presswire0
Empowering Businesses, Government Agencies, and Cloud MSPs with Real-Time Financial Insights, Strategic Resource Management Tools, and Expert Cloud Consulting. SKYXOPS Corp. Unveils Next-Generation FinOps Platform for Cloud Cost Optimization and Management Empowering Businesses, Government Agencies, and Cloud MSPs with Real-Time Financial Insights, Strategic Resource Management Tools, and Expert Cloud Consulting......
Rochdale and Sway AI Partner to Elevate Vendor Risk Management with Generative AI
Artificial Intelligence News Risk Management

Rochdale and Sway AI Partner to Elevate Vendor Risk Management with Generative AI

PR Newswire
by PR Newswire0
Partnership brings AI automation to vendor risk management for credit unions. Sway AI, an innovator in no-code AI for business teams, and Rochdale, a leader in strategy and risk management for credit unions, have partnered to streamline document management and vendor onboarding using Generative AI. The collaboration will integrate Sway AI......
Algebrik AI Expands Founding Leadership Team with the Appointment of Jesse Frugé as VP of Product Management
Artificial Intelligence Finance Fintech News

Algebrik AI Expands Founding Leadership Team with the Appointment of Jesse Frugé as VP of Product Management

Business Wire
by Business Wire0
Algebrik AI Inc., a New York-based company pioneering the world’s first cloud-native and AI-powered digital era Loan Origination Platform (LOS), today announced the appointment of Jesse Frugé as Vice President of Product Management. Founded by Pankaj Jain, a veteran in the industry, Algebrik is designed to address the challenges faced......
AuditBoard and Protiviti Streamline Audit Lifecycle Management With Joint Capabilities
Cloud Finance Fintech News Risk Management

AuditBoard and Protiviti Streamline Audit Lifecycle Management With Joint Capabilities

Business Wire
by Business Wire0
Companies announce expansion to technology alliance at Audit & Beyond Conference AuditBoard, the leading cloud-based platform transforming audit, risk, and compliance management, and Protiviti, a global consulting firm with market-leading expertise in internal audit, today announced new joint capabilities at Audit & Beyond, the premier event for audit, risk, and......
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