Search Results for: client

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
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.......
Agency Professionals Provide Insights on the Hard Market, Technology and Talent in Vertafore’s 2024 Report on the Insurance Workforce
InsurTech News

Agency Professionals Provide Insights on the Hard Market, Technology and Talent in Vertafore’s 2024 Report on the Insurance Workforce

PR Newswire
Survey respondents emphasize passion for helping clients is still high as professionals navigate trends impacting their business Vertafore, the leader in modern insurance technology, released its 2024 insurance workforce survey report: “The insurance agency workforce: Talent, tech, and the hard market.” Based off responses from nearly 2,000 professionals at independent......
Tabs Launches Revenue Recognition To Further Expand AI-powered Billing and Financial Ops Platform
Artificial Intelligence Finance Fintech News

Tabs Launches Revenue Recognition To Further Expand AI-powered Billing and Financial Ops Platform

Business Wire
Tabs, an AI-powered billing and financial operations platform for B2B businesses, is today announcing the launch of its Revenue Recognition product, a powerful addition to its platform. This new module transforms the way businesses manage and recognize revenue, ensuring compliance with the latest accounting standards, and providing unparalleled accuracy and......
BlackRock Teams With GeoWealth to Offer Custom Models Featuring Simplified Access to Private Markets
Finance Fintech

BlackRock Teams With GeoWealth to Offer Custom Models Featuring Simplified Access to Private Markets

Business Wire
Automated Custom Models to Enable Access to Private Markets, Direct Indexing and Fixed Income SMAs in Addition to ETFs and Mutual Funds in a Single Account BlackRock today announced a strategic partnership with financial technology firm GeoWealth expanding BlackRock’s capabilities to meet client needs in the $37 trillion U.S. wealth......
Crossover Markets Raises $12 Million Series A Funding Round Led by Illuminate Financial and DRW Venture Capital
Digital Asset Management Fintech News

Crossover Markets Raises $12 Million Series A Funding Round Led by Illuminate Financial and DRW Venture Capital

PR Newswire
Crossover to use proceeds to expand its role as the leading ECN in digital assets and bring 24/7 trading to additional asset classes Crossover Markets, a digital asset technology firm focused on meeting the unique liquidity requirements of institutions, announced that it has raised $12 million in its Series A funding......
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
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......
BlueFlame AI Secures $5M Series A Funding to Transform Gen AI for Alternative Investment Managers
Investment Services News

BlueFlame AI Secures $5M Series A Funding to Transform Gen AI for Alternative Investment Managers

Business Wire
Funding round led by industry leaders, strategic partners, and management team will fuel next stage of growth and innovation BlueFlame AI (BlueFlame), the generative AI platform for alternative investment managers, announced the successful completion of its Series A funding round. The $5 million private funding round, which was oversubscribed by......
Paro Offers Solution to CPA Firms' Top Issue of Finding Qualified Talent
Finance Fintech News

Paro Offers Solution to CPA Firms’ Top Issue of Finding Qualified Talent

PR Newswire
Company matches freelance finance experts with firms looking for niche skills to drive efficiency and growth According to a survey conducted by The American Institute of Certified Public Accountants (AICPA), finding qualified staff is the most pressing concern for accounting firms. The accountant shortage is causing strain for the industry,......
Micruity Closes $5.0M in Strategic Funding
Fintech Fintech Funding News

Micruity Closes $5.0M in Strategic Funding

Business Wire
Building the pension plan of the future by expanding support for accumulation annuities and non-guaranteed income products Micruity, announced that it closed $5.0M in funding to expand support for accumulation annuities and non-guaranteed income products on the Micruity platform. “The new funding enables Micruity to rapidly build out infrastructure not......
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
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......
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