Search Results for: client requests

Appway's Client Lifecycle Management Technology Solution Deployed by Assante Wealth Management
Fintech News

Appway’s Client Lifecycle Management Technology Solution Deployed by Assante Wealth Management

Fintech News Desk
by Fintech News Desk0
Digital Orchestration Streamlines Account Processes Appway, a leading global provider of business process automation software focused on client onboarding and client lifecycle management for financial institutions, announced that Assante Wealth Management has deployed its Client Lifecycle Management (CLM) solution to digitally orchestrate its client and account maintenance. A straight-through process seamlessly links Appway’s......
AffiniPay and ClientRock Create Powerful Scheduling Integration
Fintech News

AffiniPay and ClientRock Create Powerful Scheduling Integration

Fintech News Desk
by Fintech News Desk0
Recent enhancements to the integration now allow professionals to collect payment when clients schedule appointments AffiniPay, the technology behind the payment solutions LawPay, CPACharge, AffiniPay for Associations and DesignPay, is excited to announce its first integration with a scheduling tool, that will help professionals schedule meetings and make payment requests simultaneously.......
Euroclear ESES CSDs Go Live with Taskize for Client Servicing
Fintech News

Euroclear ESES CSDs Go Live with Taskize for Client Servicing

Fintech News Desk
by Fintech News Desk0
ESES, the group of CSDs comprising of Euroclear France, Euroclear Belgium and Euroclear Netherlands, has deployed Taskize, the inter-company workflow solution, as its primary client service channel for all types of requests, including complex queries. After proving a client service success for Euroclear Bank and Euroclear UK & Ireland over the last......
ClientPay Makes Payment Acceptance Simpler for Leading Law Firms Through Integrated Payment Pages
Fintech Mobile Banking News

Coyote Analytics Launches Full Integration With ClientPay for More Robust Credit Card Payment Options

Fintech News Desk
by Fintech News Desk0
ClientPay, an award-winning digital payment acceptance solution for legal and professional services firms, announced its full payments integration with Coyote Analytics. Coyote Analytics is a complete law practice management system that offers agile, collaborative solutions for midsize firms. Read More: GlobalFintechSeries Interview with Patrick Turiano, Director of Marketing at Paysafe......
Black Knight Issues White Paper on Managing COVID-19 Challenges for Clients Using MSP Servicing System
Fintech News

Black Knight Issues White Paper on Managing COVID-19 Challenges for Clients Using MSP Servicing System

Fintech News Desk
by Fintech News Desk0
Robust business intelligence reporting enables servicers using MSP to gain visibility into key, event-driven statuses for all loans in their portfolios Black Knight, announced the release of a white paper, “Servicing Impacts of COVID-19,” for users of the industry-leading MSP loan servicing system. The paper provides Black Knight’s MSP clients with......
applications of AI in banking
Artificial Intelligence Banking Featured

10 Best Applications Of AI In Banking

Pooja Choudhary
by Pooja Choudhary0
No industry or domain has been unleft by the disruptions of Artificial intelligence, so how can we skip one of the most important domain of the economy which is banking and finance? AI in banking applications turned the sector into a customer-centric tech innovator. AI systems are helping banks significantly......
AdvicePay Expands Further Into Enterprises With Salesforce Integration
Business Fintech News

AdvicePay Expands Further Into Enterprises With Salesforce Integration

Fintech News Desk
by Fintech News Desk0
AdvicePay’s fee-for-service business technology now integrated into the leading CRM platform for advisor enterprises and XLR8’s customized wealth management overlay for financial advisors AdvicePay, the leading payments platform for fee-for-service financial planning designed exclusively for financial advisors, announced today a new technology integration with Salesforce, one of the most popular......
Panoramix-Launches-Asynchronous-Processing-To-Streamline-Workflows-and-Enhance-Usability
Business Fintech News

Panoramix Launches “Asynchronous Processing” To Streamline Workflows and Enhance Usability

Fintech News Desk
by Fintech News Desk0
Panoramix, an innovative advisor technology platform focused on performance reporting and billing, announced today a new technology architecture, “Asynchronous Processing” that will provide advisors with new efficiencies and time savings through parallel processing of data intensive workflows. Read More: BitGo Announces $16 Billion in Assets Under Custody As a result of......
BondWave-Releases-New-Version-of-Effi--with-Enhanced-Transaction-Analytics-Suite
Business Fintech News Trading

BondWave Releases New Version of Effi With Enhanced Transaction Analytics Suite

Fintech News Desk
by Fintech News Desk0
BondWave, an affiliate of First Trust Portfolios and a leading financial technology firm focused on fixed income solutions, announced today the release of Effi 3.17, the newest version of its intuitive fixed income portfolio and transaction analytics platform. Read More: BitGo Announces $16 Billion in Assets Under Custody The new release......
Canopy Releases Feature Updates for Its Practice Management and Tax Resolution Software
Business Fintech News

Canopy Releases Feature Updates for Its Practice Management and Tax Resolution Software

Fintech News Desk
by Fintech News Desk0
New functionality enables accountants to better streamline firm activities Canopy, the leading cloud-based practice management platform for accounting professionals, today announced new features and updates across its software suite to equip industry professionals with the tools they need to best organize their firm and efficiently utilize their time. Read More:......
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