Search Results for: customer feedback

SafeSend offers tax and accounting professionals greater automation with direct integration to Wolters Kluwer CCH Axcess
Finance Fintech News

SafeSend now a Part of CCH Marketplace

PR Newswire
by PR Newswire0
SafeSend, a market-leading provider of automation technology solutions for tax and accounting professionals, today announced it is now a member of Wolters Kluwer’s Marketplace (CCH Marketplace) program with the goal of connecting CCH Axcess to SafeSend Suite users through integration and APIs. Firms using the SafeSend Suite will benefit from......
Hyper-personalization in Banking: The Tech Journey to Serving a Segment of One
Banking Finance Fintech Guest Posts

Hyper-personalization in Banking: The Tech Journey to Serving a Segment of One

Zur Yahalom
by Zur Yahalom0
Today’s customers expect every brand, regardless of industry, to tailor products and offers not just to people like them, but to them specifically. Welcome to the era of hyper-personalization. While traditional personalization relies on demographic data to tailor products to customer segments, hyper-personalization leverages real-time data to create customized offers......
Tuvoli and FL3XX Streamline Charter Contracts and Payment with Mobile-Friendly Digital Checkout
Fintech News

Tuvoli and FL3XX Streamline Charter Contracts and Payment with Mobile-Friendly Digital Checkout

PR Newswire
by PR Newswire0
Wiring Tuvoli’s digital checkout experience to the existing workflow within FL3XX enables operators on the FL3XX scheduling platform to create quotes within FL3XX and deliver them as customized mobile-friendly DocuSign contracts with integrated credit card processing. The 2-way synchronization between FL3XX and Tuvoli also ensures that status updates and communications......
Certa Raises Oversubscribed $35 Million Series B to Further Reduce Third-Party Management Friction
Investment Services News

Certa Raises Oversubscribed $35 Million Series B to Further Reduce Third-Party Management Friction

Business Wire
by Business Wire0
Led by Fin Capital and Vertex Ventures SEAI, funding will help bolster go-to-market engine, deploy next-gen technologies, and expand into high-demand markets The all-in-one third-party management platform, Certa, announced it has raised a 2x oversubscribed Series B led by Fin Capital, and Vertex Ventures Southeast Asia and India, with participation from Tru Arrow Partners.......
OptiMargin Releases WHATif Cloud, API Version
Analytics Cloud News

OptiMargin Releases WHATif Cloud, API Version

Business Wire
by Business Wire0
OptiMargin, a margin analytics software provider, announces the release of WHATif Cloud and API Versions compatible with the SPAN 2 margin methodology developed by CME Group. With the successful launch of the SPAN 2 methodology by CME Group and impending release of IRM 2.3 by ICE, WHATif’s cloud version is......
Cambridge Savings Bank’s Digital-Only Ivy Bank Surpasses $530 Million in Deposits Two Years After Launch
Banking News

Cambridge Savings Bank’s Digital-Only Ivy Bank Surpasses $530 Million in Deposits Two Years After Launch

Business Wire
by Business Wire0
Tech-forward, customer-centric bank celebrates robust growth Cambridge Savings Bank (CSB), a nearly two-century-old, full-service mutual bank with a customer-first approach and over $6 billion in assets, announced that after two years in business its digital banking division, Ivy Bank, has exceeded $530 million in deposits and added over 6,600 customers......
Bluevine Launches Accounts Payable Solution Fully Integrated with Business Banking Platform
Banking News

Bluevine Launches Accounts Payable Solution Fully Integrated with Business Banking Platform

Business Wire
by Business Wire0
New AP Offering Gives SMBs Access To Sophisticated, Yet Easy-To-Use Bill Management And Payment Capabilities Right From Their Checking Accounts Bluevine, the leading provider of small business banking solutions, announced the launch of its new accounts payable (AP) offering to help business owners and their teams simplify business payments management from......
Ren Secures Strategic Growth Investment Led by Bain Capital Tech Opportunities
Fintech Investment Services News

Ren Secures Strategic Growth Investment Led by Bain Capital Tech Opportunities

Business Wire
by Business Wire0
The trusted technology partner to top financial institutions providing philanthropic expertise and best-in-class donor-advised fund enablement software and services Ren, the trusted technology partner to top financial institutions and thousands of non-profit organizations, announced it has received a strategic growth investment from Bain Capital Tech Opportunities and Valeas Capital Partners. The investment,......
Artificial Intelligence Business Digital Featured Recommended Technology

Top 15 Business AI Tools For You

Pooja Choudhary
by Pooja Choudhary0
Technologies based on artificial intelligence (AI) have created a plethora of brand-new prospects for businesses of all sizes worldwide. There are several technologies that may enhance your company operations, whether you are a freelancer running a one-person operation or in control of several personnel. In this blog, I will be......
1