Search Results for: content management

B2C Business Fintech News

Summitas Wins Private Asset Management’s 2020 “Best Document/Content Management Service or Tool” Award

Fintech News Desk
by Fintech News Desk0
Innovative client portals provide a unique set of tools for secure collaboration  Summitas, an innovative platform for secure, online client portals for family offices, wealth advisors, and other client-facing businesses has been named “Best Document/Content Management Service or Tool” by Private Asset Management magazine (PAM) at the 2020 PAM Awards. As the leading industry publication,......
Alfresco Unveils New Claims Content Management Solution for Increased Workforce Efficiency and Productivity
Fintech News

Alfresco Unveils New Claims Content Management Solution for Increased Workforce Efficiency and Productivity

Fintech News Desk
by Fintech News Desk0
Alfresco Software, an open source, content services provider announced the availability of Alfresco Claims Management as a Service offering, which enables insurance companies to access content faster and modernize their claims processes. Companies can now create a fully digital claim file that improves the efficiency of front-line, claims employees by......
Nitrogen AI Marketing Content Tool Sees Immediate Adoption by Wealth Management Firms
Artificial Intelligence News

Nitrogen AI Marketing Content Tool Sees Immediate Adoption by Wealth Management Firms

Business Wire
by Business Wire0
Nitrogen AI empowers advisors with customized content generation, surpassing 500 advisor users Nitrogen, the company that is revolutionizing how financial advisors and wealth management firms grow,  announced the significant traction demonstrated by Nitrogen AI, an AI-driven virtual marketing content assistant embedded into its Advisor Marketing Kit. The tool, available to Elite,......
BrightTower Advises Informa on its Acquisition of Leading B2B Content Syndication and Lead Management Platform NetLine Corporation
Fintech News

BrightTower Advises Informa on its Acquisition of Leading B2B Content Syndication and Lead Management Platform NetLine Corporation

Fintech News Desk
by Fintech News Desk0
Informa PLC , the international B2B markets, knowledge services and business intelligence group, has acquired NetLine Corporation, which brings established capabilities in audience development and B2B digital demand generation. Latest Fintech Insights: Globant Launches New Reinvention Studios to Impact Industries with Digital Transformation BrightTower, a premier investment banking and M&A advisory......
AffiniPay Releases MyCase Smart Spend, Powered by the LawPay Visa Business Card, First Business Credit Card and Spend Management Offering for SMB Law Firms
Finance Fintech News

AffiniPay Releases MyCase Smart Spend, Powered by the LawPay Visa Business Card, First Business Credit Card and Spend Management Offering for SMB Law Firms

Business Wire
by Business Wire0
Leading Fintech Company Sees Enthusiastic Customer Reception to MyCase Smart Spend Beta, Giving Attorneys Tighter Financial Control Over Expenses AffiniPay, a leader in legal practice management software, integrated payments, and embedded fintech solutions for professionals, announced today the early access launch of MyCase Smart Spend, powered by the LawPay Visa......
Delfi Launches Free Risk Management Solution: Delfi Essentials
Finance Fintech Machine Learning News Risk Management

Delfi Launches Free Risk Management Solution: Delfi Essentials

Business Wire
by Business Wire0
Delfi’s new service makes interest rate risk management technology available to everyone  Delfi, a machine-learning risk management platform for financial institutions, announced the launch of Delfi Essentials, a new free service designed to give all U.S. financial institutions easily accessible balance sheet and risk management decision-making technology historically available only......
Practifi Unveils AI-Driven CRM- Strategy to Power the Future of Wealth Management
Artificial Intelligence Fintech News

Practifi Unveils AI-Driven CRM- Strategy to Power the Future of Wealth Management

Business Wire
by Business Wire0
Upcoming AI-Powered Enhancements to Enable Wealth Management Firms to Build Stronger Client Relationships and Drive Exceptional Growth Practifi, the leading CRM purpose-built for wealth management firms, announced its commitment to integrating artificial intelligence (AI) across its platform, empowering financial advisors to enhance client relationships, streamline operations and drive new levels......
TIFIN AMP Partners With Ares Wealth Management Solutions to Launch New Platform for Streamlining Alts Distribution
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TIFIN AMP Partners With Ares Wealth Management Solutions to Launch New Platform for Streamlining Alts Distribution

PR Newswire
by PR Newswire0
TIFIN AMP Inc., an AI-powered distribution intelligence platform, is excited to announce a strategic relationship with Ares Wealth Management Solutions (“AWMS”), the global private wealth platform of Ares Management Corporation (NYSE: ARES) (“Ares”). Through this relationship, TIFIN will provide AWMS an AI-powered solution designed to enhance the productivity of AWMS’ distribution teams and support......
New Investment Fuels Qount's AI-Powered Solutions to Streamline Tax and Accounting Practice Management
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New Investment Fuels Qount’s AI-Powered Solutions to Streamline Tax and Accounting Practice Management

Business Wire
by Business Wire0
The Round, Led by Savant Growth with funding from Kennet Partners, Will Accelerate AI-driven Solutions for Practice Management, Tax, and Accounting Professionals Savant Growth, a data-driven private equity firm for capital-efficient B2B SaaS companies, and Qount, a developer of AI-powered practice management software solutions for public accounting firms, announced a new......
Corcentric Launches Enhanced International Tax Management Engine for Accounts Payable CustomersCorcentric Launches Enhanced International Tax Management Engine for Accounts Payable Customers
Commerce Digital Payments Finance Fintech News

Corcentric Launches Enhanced International Tax Management Engine for Accounts Payable Customers

GlobeNewswire
by GlobeNewswire0
Powerful Module Brings Comprehensive Global Compliance and Broad Support for Diverse Tax Models Around the World Corcentric, a leading global provider of best-in-class procurement and finance solutions, today announced an enhanced International Tax Management Engine designed to streamline geographic-specific tax calculations, while bringing broad global compliance services and document accuracy......
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