Search Results for: client management

Galileo Enhances B2B Expense Management Offering with Mastercard Smart Data
B2B Finance Fintech News

Galileo Enhances B2B Expense Management Offering with Mastercard Smart Data

Business Wire
by Business Wire0
Early-adopter fintech Rho helps customers enhance spend visibility through detailed transactional data Galileo Financial Technologies, a leading financial technology company owned by SoFi Technologies, Inc. (NASDAQ: SOFI), is now offering its fintech clients, with fintech Rho as the first to launch, the ability to connect their business customers to Mastercard......
AI Risk, Inc. Partners with Fynancial to Bring Safe and Powerful AI to Wealth Management
Artificial Intelligence Finance Fintech News Risk Management

AI Risk, Inc. Partners with Fynancial to Bring Safe and Powerful AI to Wealth Management

Business Wire
by Business Wire0
Artificial Intelligence Risk, Inc. (AI Risk), a leader in AI governance, risk, compliance, and cybersecurity (AI GRCC) software, today announced a strategic partnership with Fynancial, a leading social financial platform for the wealth management industry. Through this collaboration, Fynancial will integrate AI Risk’s proprietary AIR-GPT technology into its platform, providing......
PwC UK and Catylex Announce Strategic Collaboration to Enhance Contract Management for Global Financial Services Firms
Investment Services News Trading

PwC UK and Catylex Announce Strategic Collaboration to Enhance Contract Management for Global Financial Services Firms

EIN Presswire
by EIN Presswire0
Catylex and PwC UK Leverage AI Technology to Extract Data from Complex Financial Documents PwC UK, a leader in professional services, and Catylex, an innovative provider of contract intelligence solutions, are pleased to announce a strategic collaboration aimed at transforming contract management capabilities for asset managers and other financial institutions. The......
Papaya Ltd. Appoints Distinguished Czech Financial and Management Expert as CEO
Fintech News

Papaya Ltd. Appoints Distinguished Czech Financial and Management Expert as CEO

EIN Presswire
by EIN Presswire0
Papaya Ltd., an Electronic Money Institution, specializing in innovative financial solutions, is pleased to announce the appointment of Igor Tsybolyuk as its new Chief Executive Officer (CEO), effective immediately. Igor brings a wealth of experience in financial services for small and medium-sized businesses across Europe and the UK, making him......
Vanilla Closes New Funding Round to Accelerate Adoption of Estate Planning in Wealth Management
Investment Services News

Vanilla Closes New Funding Round to Accelerate Adoption of Estate Planning in Wealth Management

Business Wire
by Business Wire0
Award-winning estate planning software company to accelerate investments in AI, expansion of platform, and customer adoption. Vanilla, the award-winning estate planning software company, announced strategic fundraising led by returning investor Insight Partners, in addition to contributions from Venrock, Vanguard, and other previous investors. Vanilla also welcomes a new strategic investor,......
GhostDraft-and-Zensar-Partner-to-Bring-Advanced-Insurance-Communications-Management-Solutions-to-the-Market
Finance Fintech News

GhostDraft and Zensar Partner to Bring Advanced Insurance Communications Management Solutions to the Market

EIN Presswire
by EIN Presswire0
This Strategic Partnership Integrates Advanced CCM Technology with Expert IT Services to Drive Innovation, Efficiency, and Speed to Market for Insurers GhostDraft, a leading provider of customer communications management (CCM) technology designed for insurance, is proud to announce its strategic partnership with Zensar Technologies. This global organization conceptualizes, builds, and......
Empowered-Systems-and-FiscalNote-Announce-Strategic-Partnership-to-Expand-and-Enhance-Third-Party-Risk-Management-Solutions
B2B Finance Fintech News Risk Management

Empowered Systems and FiscalNote Announce Strategic Partnership to Expand and Enhance Third-Party Risk Management Solutions

Business Wire
by Business Wire0
Partnership Leverages FiscalNote’s AI-Powered Offerings and Global Intelligence Solutions – Including FiscalNote Risk Connector, Copilot for Global Intelligence, and Dragonfly Empowered Systems, a premier B2B software provider specializing in integrated risk and compliance solutions, and FiscalNote Holdings, Inc., a leader in policy and global intelligence, today announced a strategic partnership......
Squaretalk and FXBO Join Forces to Transform Broker-Client Interactions
Fintech News

Squaretalk and FXBO Join Forces to Transform Broker-Client Interactions

EIN Presswire
by EIN Presswire0
Squaretalk, a leading global CCaaS software provider, is happy to announce a tactical partnership with FX Back Office, a scalable and fully customizable forex CRM (Customer Relationship Management) system. The collaboration is set to enhance brokers’ service quality, improve operational efficiency, and help them build stronger, more personalized relationships with their......
Savvy Wealth Completes $26.5 Million Series A Round to Modernize Wealth Management With Transformative AI Tools
Fintech News

Savvy Wealth Completes $26.5 Million Series A Round to Modernize Wealth Management With Transformative AI Tools

Business Wire
by Business Wire0
Company revolutionizing tech-forward wealth management is poised to cross the $1 billion in AUM milestone later this year Savvy Wealth, a digital-first platform for financial advisors centered around modernizing human financial advice, announced an additional $15.5 million funding round led by Canvas Ventures. This latest infusion of capital, which closes......
EXL Acquires ITI Data to Expand Data Management Capabilities in Banking and Healthcare
Banking News

EXL Acquires ITI Data to Expand Data Management Capabilities in Banking and Healthcare

EIN Presswire
by EIN Presswire0
Investment accelerates EXL’s data and AI-led strategy by adding new Global 1000 clients in the U.S., Europe and Australia EXL, a leading data analytics and digital operations and solutions company, announced the acquisition of ITI Data, a data management solutions firm that works with the world’s largest banks, financial services......
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