Search Results for: document management

Online Accounting, Invoicing, And Inventory Management Will Emerge As The First Preference For The New Age Entrepreneur : Instamojo Report
Banking Business Finance Fintech News

Online Accounting, Invoicing, And Inventory Management Will Emerge As The First Preference For The New Age Entrepreneur : Instamojo Report

Fintech News Desk
by Fintech News Desk0
125% increase in the usage of email invoices and a 150% increase in usage of invoices with payment links Business owners want ­financial data to be easily accessible from their smartphones or laptops The pandemic brought to the forefront a new wave of digitization which posed a unique set of......
NFP Ventures Invests in TrustLayer, a Collaborative Risk Management Platform NFP to Provide Clients With Access to Platform Through National Partnership
InsurTech Investment Services Investments News Risk Management

NFP Ventures Invests in TrustLayer, a Collaborative Risk Management Platform NFP to Provide Clients With Access to Platform Through National Partnership

Fintech News Desk
by Fintech News Desk0
Partnership creates additional differentiation for NFP’s property and casualty business NFP Ventures, the early-stage investment arm of NFP, announced a strategic investment in TrustLayer, a next-generation collaborative risk management platform and one of the insurance industry’s first real-time proof of insurance verification solution. Through a national partnership, NFP, a leading......
Pulse360 Launches Automatic Workflow Triggers In Partnership With Leading Wealth Management CRMs
Business Fintech InsurTech Investment Services News Risk Management

Pulse360 Launches Automatic Workflow Triggers In Partnership With Leading Wealth Management CRMs

Fintech News Desk
by Fintech News Desk0
Pulse360 today announced a new automatic workflow triggers feature that helps financial advisors avoid double work of communicating with their clients/prospects and manually triggering workflows in their CRMs. Starting February 24, Pulse360 will empower financial advisors in the Wealth Management industry to attach workflows to their advice that automatically get triggered in......
Berkshire Bank Taps Cirrus to Support Small Business and PPP-Related Lending Initiatives
B2B Business Fintech News

Aryza Integrates Syngrafii eSignature and Video Signing Room™ Technology into its Financial Management Software

Fintech News Desk
by Fintech News Desk0
Syngrafii integration in Aryza platforms will provide financial advisors with enhanced client onboarding, servicing, and document management efficiencies.    Aryza, experts in the development of flexible financial software solutions for the insolvency, lending, debt, and recovery sectors, today announced that it has integrated Syngrafii technology. Syngrafii, the global eSignature company which provides......
Mirato Closes $9-Million Funding Round to Accelerate Development of Next-Generation Third-Party Risk Management Platform
Artificial Intelligence Business Fintech News Risk Management Robotic Process Automation

Mirato Closes $9-Million Funding Round to Accelerate Development of Next-Generation Third-Party Risk Management Platform

Fintech News Desk
by Fintech News Desk0
Mirato’s AI-Driven TPRM Platform Empowers Financial Institutions to Identify, Anticipate and Manage Third-Party Risk Across the Entire Supply Chain Mirato, provider of a third-party risk management (TPRM) platform that orchestrates and automates the entire TPRM lifecycle (including onboarding through monitoring), today announced the completion of a $9-million funding round to support the continued development and......
ISDA Selects Kinetix and Linklaters for Documentation User Platform
Fintech News Trading

ISDA Selects Kinetix and Linklaters for Documentation User Platform

Fintech News Desk
by Fintech News Desk0
The International Swaps and Derivatives Association, Inc. (ISDA) has announced that Kinetix Trading Solutions and Linklaters have been selected to develop a user platform that will allow market participants to access ISDA documentation in electronic form with enhanced navigation and other features. Kinetix, a financial technology company specializing in artificial-intelligence-driven......
ClassWallet Expands its Financial Spending Management Platform into School Maintenance and Custodial Market with MaintenanceWallet
Business Fintech News

ClassWallet Expands its Financial Spending Management Platform into School Maintenance and Custodial Market with MaintenanceWallet

Fintech News Desk
by Fintech News Desk0
Enables K-12 Maintenance Crews and Custodians to Purchase Supplies While Providing School Operations Managers with Complete Oversight via a Streamlined and Paperless Tool Financial technology platform provider ClassWallet has expanded its popular classroom spending management platform to support the needs of K-12 school maintenance and custodial staff. Read More: 2021 Ushers In......
Esker Qualifies to Trade on OTCQX Under the Symbol “ESKEF”
Artificial Intelligence Banking Fintech Investment Services News

Esker Achieves ISO 14001:2015 Certification for Its Environmental Management System and Awarded the EcoVadis Gold Medal for CSR Rating

Fintech News Desk
by Fintech News Desk0
Esker, a global cloud platform and leader in AI-driven process automation solutions for finance and customer service functions, today announced that its company headquarters in Lyon, France, received ISO 14001:2015 (ISO 14001) certification for its effective environmental management system by Lloyd’s Register Quality Assurance (LRQA), a major vendor of independent......
Cetera and Riskalyze Form Strategic Alliance to Create Best in Class Risk Management Ecosystem for Financial Professionals
Fintech News Risk Management

Cetera and Riskalyze Form Strategic Alliance to Create Best in Class Risk Management Ecosystem for Financial Professionals

Fintech News Desk
by Fintech News Desk0
Riskalyze, the company that serves tens of thousands of financial advisors with risk alignment and portfolio analytics, and Cetera, a leading financial advice firm, today announced a new enterprise agreement aimed at standardizing risk management across Cetera’s network of firms to set a new bar for measuring risk and engaging clients.......
Terrapin Technologies Launches Trade Surveillance Solution in partnership with Wintrust Wealth Management
Business Fintech News Trading

Terrapin Technologies Launches Trade Surveillance Solution in partnership with Wintrust Wealth Management

Fintech News Desk
by Fintech News Desk0
Wintrust Wealth Management invests in technology enhancement benefitting its compliance program by delivering a more agile and efficient analysis of direct business transactions. Terrapin Technologies today announced a new trade surveillance solution in partnership with Wintrust Wealth Management. The trade surveillance solution provides compliance departments the capability to monitor sales......
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