Search Results for: customer relationship management solutions

Smartria and MirrorWeb Announce Partnership for Best-in-Class Compliance Solutions
Finance Fintech News

Smartria and MirrorWeb Announce Partnership for Best-in-Class Compliance Solutions

PR Newswire
Together, the Companies Offer the Leading Integrated Compliance Program Management and Communications Supervision Platforms for RIA Firms Smartria, a leading provider of regulatory compliance software, and MirrorWeb, a leader in the digital archiving and supervision space, today announced that they have combined forces to deliver an integrated compliance solution for registered investment......
insightsoftware Launches ESG Reporting Solution, Providing Robust Data Management, Compliance Confidence, and Automated Reporting
Finance Fintech News

insightsoftware Launches ESG Reporting Solution, Providing Robust Data Management, Compliance Confidence, and Automated Reporting

GlobeNewswire
Now available for European Union businesses, insightsoftware ESG reduces the burden of reporting and enhances an organization’s reputation with stakeholders insightsoftware, the most comprehensive provider of solutions for the Office of the CFO, today announced its Environmental, Social, and Governance (ESG) solution. Initially focused on organizations impacted by the coming Corporate......
Certa Brings Generative AI-Powered Third Party Management to Enterprises
Artificial Intelligence Finance Fintech News

Certa Brings Generative AI-Powered Third Party Management to Enterprises

Business Wire
Innovative Generative AI Capabilities and New ESG Modules Enable Businesses to Efficiently Navigate Evolving Regulations and Risks in Third Party Relationships Certa, the leading software platform for enterprises to manage risk, compliance, and ESG for their third parties like vendors, partners, and clients, today announced that its trailblazing generative AI......
CLARA Analytics Launches Groundbreaking AI-Based Fraud Detection for Workers’ Compensation Claims Management
Artificial Intelligence Finance Fintech News

CLARA Analytics Launches Groundbreaking AI-Based Fraud Detection for Workers’ Compensation Claims Management

Business Wire
Insurers Will See Significantly Reduced Operational Expenses and Improved Outcomes CLARA Analytics (“CLARA”), a leading provider of artificial intelligence (AI) technology for insurance claims optimization, today announced the launch of a groundbreaking new fraud detection product that leverages the company’s AI platform and large workers’ compensation datasets to increase visibility......
Broadridge Acquires AdvisorTarget, Expands Capabilities to Help Asset Management and Wealth Firms Transform Digital Distribution and Marketing
Finance Fintech News

Broadridge Acquires AdvisorTarget, Expands Capabilities to Help Asset Management and Wealth Firms Transform Digital Distribution and Marketing

PR Newswire
Combining forward-looking advisor intent data with asset holding data enables precision-targeted, cost-effective digital marketing and sales strategies Global Fintech leader Broadridge Financial Solutions, Inc. announced today that it has acquired AdvisorTarget, a market leader in providing asset management and wealth management firms with data products to help power digital marketing, sales and......
VoPay Launches TXB Solution to Help Banks and Credit Unions Implement API-First Transaction Banking and Cash Management
Banking News

VoPay Launches TXB Solution to Help Banks and Credit Unions Implement API-First Transaction Banking and Cash Management

Business Wire
VoPay, a leading provider of embedded payment technology, announced the launch of its Digital Transaction and Cash Management Banking Platform, TXB. VoPay’s TXB platform is a turnkey solution designed to help banks and credit unions launch API-first transaction banking and cash management services. “I am immensely proud of the innovative......
Atomic Unveils PayLink Manage: The Actionable Subscription Management Tool for Financial Institutions
Digital Payments News

Atomic Unveils PayLink Manage: The Actionable Subscription Management Tool for Financial Institutions

Business Wire
Atomic’s PayLink Manage outshines other solutions by enabling users to both monitor their recurring payments and make real-time changes within the banking app. Atomic, the leader in payroll connectivity, has launched PayLink Manage, a subscription management technology designed to help account holders seamlessly view, update and optimize all their recurring payments......
TranscendAP Launches as New Venture to Deliver AI-Powered Accounts Payable Automation Solutions to Growing Enterprises
Artificial Intelligence News

TranscendAP Launches as New Venture to Deliver AI-Powered Accounts Payable Automation Solutions to Growing Enterprises

PR Newswire
TranscendAP, Inc., a specialist in accounts payable (AP) automation solutions, announced that it is operating as a newly formed company. Formerly a business unit of Optima Global Solutions, TranscendAP has supported an array of mid-market to large enterprises since 2018, automating all aspects of their AP operations with its software.......
Splitit Unveils FI-PayLater: Empowering Banks to Provide In-Checkout Installments for Existing Customers
Finance Fintech News

Splitit Unveils FI-PayLater: Empowering Banks to Provide In-Checkout Installments for Existing Customers

PR Newswire
Splitit, the world’s largest card-linked installment platform, powering thousands of merchants and millions of shoppers, announces the launch of FI-PayLater. Splitit will unlock its extensive merchant network to banks and card issuers (FIs) that wish to offer installment plans to existing customers, directly at the merchant checkout. Splitit’s groundbreaking solution,......
Frost Bank Improves Customer Experience with Atomic Direct Deposit Switch
Banking News

Frost Bank Improves Customer Experience with Atomic Direct Deposit Switch

Business Wire
Atomic is excited to announce its collaboration with San Antonio-based Frost Bank, a top 50 financial institution with 185 branch locations across Texas. Incorporating Atomic into its operations will help Frost achieve its goals of improving customer satisfaction and making banking more accessible for all. Frost will be using Atomic’s solution for direct......
1