Search Results for: digital management tools

New AR Automation Tools from Unanet Help Architecture and Engineering Firms Get Paid Faster and More Efficiently
Fintech News

New AR Automation Tools from Unanet Help Architecture and Engineering Firms Get Paid Faster and More Efficiently

PR Newswire
by PR Newswire0
Unanet, the leading provider of project-based enterprise resource planning (ERP) and customer relationship management (CRM) software for the architecture and engineering (AE) industries, unveiled new accounts receivable (AR) automation functionalities that help AE firms streamline, accelerate, and error-proof their historically manual processes, so they get paid faster and more efficiently. The......
Okoora Launches Integrated AI-Powered Platform for Global Payments, Banking, and Risk Management
Fintech Startups News Risk Management

Okoora Launches Integrated AI-Powered Platform for Global Payments, Banking, and Risk Management

Fintech News Desk
by Fintech News Desk0
Swiss-Israeli fintech startup submits license applications in multiple European countries, paving the way for market entry and facilitating collaboration with organizations and businesses across Europe Swiss-Israeli fintech startup Okoora is announcing the launch of its integrated platform for global payments, banking, and risk management. The platform, known as Automatic Business Currency Management......
Banks and Lenders See Opportunity to Rebuild Customer Trust Amid Crisis Through Digital Transformation
Banking News

Banks and Lenders See Opportunity to Rebuild Customer Trust Amid Crisis Through Digital Transformation

GlobeNewswire
by GlobeNewswire0
A new report from Smart Communications and Salesforce of 430 global executives highlights the importance of digital investment and hyper-personalized customer experience in rebuilding trust and succeeding in the future Smart Communications, a leading technology company focused on helping businesses engage in more meaningful customer conversations, in partnership with Salesforce,......
MarketAxess Joins Investortools’ Dealer Network Expanding Electronic Muni Trading
News Trading

MarketAxess Joins Investortools’ Dealer Network Expanding Electronic Muni Trading

Business Wire
by Business Wire0
MarketAxess Holdings Inc, the operator of a leading electronic trading platform for fixed-income securities,  announced that it will expand its municipal bond integration with the Investortools’ platform and display its offerings within the Investortools Dealer Network (IDN). This partnership represents the next phase of integration within the FIX connectivity and......
Canadian Bank and Credit Card Apps Slow to Include Personal Financial Management Tools, J.D. Power Finds
Banking News

Canadian Bank and Credit Card Apps Slow to Include Personal Financial Management Tools, J.D. Power Finds

Business Wire
by Business Wire0
Personalized Budgeting and Financial Management Tools Create Opportunities for Providers While the major U.S. retail banks and credit card providers have trained their sights on a new generation of personal financial management “super tools” as the next frontier of mobile app and website development, Canadian banks have been slower to......
VTEX Launches New Products That Smarten up Digital Commerce Investments
Commerce News

VTEX Launches New Products That Smarten up Digital Commerce Investments

Business Wire
by Business Wire0
During VTEX DAY, one of the world’s most important digital commerce events, VTEX is launching five new products to further modernize digital commerce architecture and reduce maintenance costs VTEX, the global enterprise digital commerce platform, is presenting five new products during VTEX DAY 2023. The new products help companies compose......
Why A Data-Driven Approach to Digital Lending and Portfolio Management is Key for SMB Lenders
Guest Posts Lending

Why A Data-Driven Approach to Digital Lending and Portfolio Management is Key for SMB Lenders

Will Tumulty
by Will Tumulty0
Small businesses in the U.S. continue face challenges ranging from recessionary concerns, to rising inflation, labor shortages, and ongoing supply-chain issues, among others. The net effect is a current SMB closure rate of nearly 38% nationally and while some of this is attributable to factors such as lack of market......
Actionable Business Insights via upSWOT Now Standard on the Alkami Digital Banking Platform
Banking News

Actionable Business Insights via upSWOT Now Standard on the Alkami Digital Banking Platform

PR Newswire
by PR Newswire0
Fintech partnership empowers financial institutions to level up small business financial wellness Alkami Technology, Inc., a leading cloud-based digital banking solutions provider for banks and credit unions in the U.S., and upSWOT, a leading fintech platform that connects business applications for integrated data analysis and insight, have expanded their partnership by making upSWOT’s......
Atria Wealth Solutions Recruits $1.1 Billion Wealth Management Team to Cadaret Grant from Signature Bank
Finance Investment Services News

Atria Wealth Solutions Recruits $1.1 Billion Wealth Management Team to Cadaret Grant from Signature Bank

PR Newswire
by PR Newswire0
Former Signature Bank team joins one of Atria’s subsidiaries’ largest branches, American Investment Planners, to continue growth momentum Atria Wealth Solutions, Inc. (Atria), a multi-channel wealth management solutions holding company, announced the recruitment of Edwin Milner, Laura Palacios and Jason Kurz from Flagstar Bank (formerly Signature Bank) to Atria subsidiary Cadaret Grant. Managing nearly $1.1 billion in......
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