Search Results for: document management

Gleif Unveils Issuance and Insfratructure Models for Verifiable LEI
Banking Fintech News

GLEIF Defines New Validation Agent Role for Banks & Financial Institutions to Simplify and Accelerate Client Lifecycle Management

Fintech News Desk
by Fintech News Desk0
New operating model enables financial institutions to improve customer experience, facilitate digital transformation and reduce client lifecycle management costs by utilizing their ‘business-as-usual’ onboarding processes to obtain LEIs for their clients The Global Legal Entity Identifier Foundation (GLEIF) has today announced that financial institutions (FIs) worldwide can realize a variety......
Canopy Releases Feature Updates for Its Practice Management and Tax Resolution Software
Business Fintech News

Canopy Releases Feature Updates for Its Practice Management and Tax Resolution Software

Fintech News Desk
by Fintech News Desk0
New functionality enables accountants to better streamline firm activities Canopy, the leading cloud-based practice management platform for accounting professionals, today announced new features and updates across its software suite to equip industry professionals with the tools they need to best organize their firm and efficiently utilize their time. Read More:......
SimpleLegal Partners with Fender® for Matter Management and Legal Spend Management
Fintech News

SimpleLegal Partners with Fender® for Matter Management and Legal Spend Management

Fintech News Desk
by Fintech News Desk0
Fender® Selects SimpleLegal for its Superior User Experience, Efficiency and Analytics that Inform Strategic Business Decisions SimpleLegal, a modern legal operations software provider, announced that Fender Musical Instruments Corporation (FMIC), the world’s leading guitar brand, has gone live with its legal spend management and matter management solution. The SimpleLegal implementation, completed......
SimpleLegal Named as a Major Player in IDC MarketScape Reports for Enterprise Legal Management and Matter Management
News Risk Management

SimpleLegal Named as a Major Player in IDC MarketScape Reports for Enterprise Legal Management and Matter Management

Fintech News Desk
by Fintech News Desk0
SimpleLegal, a modern legal operations platform offering spend management and matter management, today announced it has been named a Major Player in two IDC MarketScape Reports: IDC MarketScape: Worldwide Enterprise Legal Spend Management 2020 Vendor Assessment (Doc #US45943920, July 2020) and IDC MarketScape: Worldwide Enterprise Matter Management 2020 Vendor Assessment......
What Is a Quote Management Software and Top Quote Management Software Providers With In-Demand Features?
Featured Fintech

What Is a Quote Management Software and a Few Top Quote Management Software Providers

Fintech News Desk
by Fintech News Desk0
“Great salespeople are relationship builders who provide value and help their customers win” – Jefferey Gitomer Good sales numbers are critical for the growth of an organization and a healthy pipeline or the state of it can define and determine future sales. Talking about marketing and sales, things mostly are......
360factors Announces Partnership with Reg-Room LLC to Deliver Regulatory Intelligence and Technologies to Banks
Banking Business Fintech News Risk Management

360factors Announces Partnership with Temenos to Deliver Leading Compliance and Risk Management Solution in the United States

Fintech News Desk
by Fintech News Desk0
Financial institutions of all sizes will benefit from the combined solution of software, content and advisory services(360factors) 360factors, the industry leader in risk and compliance intelligence software, and Temenos, the banking software company,  announced the availability of Temenos Compliance Advisory Services within 360factors’ Predict360 risk and compliance platform to streamline regulatory compliance......
News Risk Management

Consilio Embraces the Next Level of Growth and Appoints Three New Executive Management Roles

Fintech News Desk
by Fintech News Desk0
Consilio, a global leader in eDiscovery, document review, risk management and legal consulting services, today announced the creation of three new roles on their executive management team. The company promoted from within to fill these positions, including Amy Hinzmann as Chief Experience Officer, Raj Chandrasekar as Chief Operating Officer, and Adam Pollitt as President, EMEAA.......
Billtrust Order-to-Cash Platform Integrates Automated Tax-Exemption Certificate Management Solution, Eliminating Manual Processing
Business Fintech News

Billtrust Order-to-Cash Platform Integrates Automated Tax-Exemption Certificate Management Solution, Eliminating Manual Processing

Fintech News Desk
by Fintech News Desk0
Avalara’s CertCapture Software Integrates with Billtrust to Securely Process, Collect, Validate, Store and Renew Compliance Documents When a transaction occurs, businesses are required to either calculate and collect sales tax or, if the purchase is tax exempt, collect and validate the buyer’s exemption status. With many suppliers selling to tax-exempt......
Artificial Intelligence Fintech News

Camino Financial Raises Debt Funding to Support Latinx-and Undocumented-Owned Businesses Impacted by COVID-19

Fintech News Desk
by Fintech News Desk0
The debt funding forms part of a broader Fintech COVID-19 Response Initiative led by impact investment fund Community Investment Management. Camino Financial, a Fintech that provides affordable loans to small businesses, announced raising debt funding to lend to underserved Latinx- and Undocumented-owned businesses in Colorado.  The debt funding will come......
Artificial Intelligence News Risk Management

Global Fiduciary and Fund Administrator Selects Predict360 Regulatory Change Management Solution for AI-Powered Insights and Project Management

Fintech News Desk
by Fintech News Desk0
A leading global corporate, fiduciary and fund administrator has selected Predict360’s AI-powered Regulatory Change Management solution to track, evaluate and manage regulatory requirements and changes, 360factors announced today. With its unique mapping abilities and Artificial Intelligence (AI) with Natural Language Processing (NLP) technology, Predict360 streamlines the process of regulatory change management (RCM)......
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