Search Results for: document management

AEGIS Selects expert.ai to Enhance Their Data Strategy with AI-based Natural Language Understanding
Fintech News

Fiduciary Trust International Rolls Out a Digital Vault, Enabling Clients to Securely and Efficiently Share Documents

Fintech News Desk
by Fintech News Desk0
Fiduciary Trust International, a global wealth manager and wholly-owned subsidiary of Franklin Templeton, has introduced a new “digital vault” for encrypted document-sharing. This innovation, implemented in partnership with cloud content management leader, Box, is Fiduciary Trust International’s latest digital solution to improve the wealth management experience. Read More: GlobalFintechSeries Interview......
360factors Launches Predict360 Quarterly Certifications and Attestations, an Automated Workflow Solution for Managing Sarbanes-Oxley Reporting Requirements
Artificial Intelligence News Risk Management

$21B Bank Selects 360factors’ AI-Powered Regulatory Change Management Solution

Fintech News Desk
by Fintech News Desk0
360factors announced today that a leading, $21B regional bank based in Pennsylvania selected the company’s Predict360 risk and compliance intelligence platform to eliminate regulatory silos and streamline regulatory news, tracking, updates, and more while managing all regulatory change activities and documents. Before selecting the Predict360 Regulatory Change Management application, the bank used Continuity Controls RegAdvisor and manual......
InsurTech News

SpottedRisk Automates Insurance Processing and Bordereaux Management with OWIT Global

Fintech News Desk
by Fintech News Desk0
OWIT Global’s microservices solutions support processing of all of SpottedRisk’s specialty lines insurance business. OWIT Global, a provider of insurance-specific microservices solutions for the global insurance industry, is pleased to announce that SpottedRisk, a data-driven managing general underwriter (MGU) has been working with OWIT Global to automate policy processing and......
TradingFront Recognized as a Finalist in Two Categories for the 2020 WealthManagement.com "Wealthies" Industry Awards
Fintech News Trading

TradingFront Recognized as a Finalist in Two Categories for the 2020 WealthManagement.com “Wealthies” Industry Awards

Fintech News Desk
by Fintech News Desk0
TradingFront, an innovative technology and unified custodian solution for independent RIAs, announced that the company has been selected as a Finalist in two categories for the 2020 “Wealthies” – the yearly WealthManagement.com Industry Awards Event – by a judging panel of industry experts in a highly competitive review process. Over......
Skience 13.0 Delivers Mid-Year Platform Enhancements Designed to Drive Efficiency in a New Wealth Management Environment
Business Fintech News

Skience 13.0 Delivers Mid-Year Platform Enhancements Designed to Drive Efficiency in a New Wealth Management Environment

Fintech News Desk
by Fintech News Desk0
Skience, a leading wealth management services and solution provider, announced the delivery of a new release of the firm’s award-winning wealth management platform that provides advanced technology capabilities that allow wealth management firms, financial advisors, and investors to collaborate more efficiently in a secure digital environment. Read More: Kensho Collaborates......
Alfresco Unveils New Claims Content Management Solution for Increased Workforce Efficiency and Productivity
Fintech News

Alfresco Unveils New Claims Content Management Solution for Increased Workforce Efficiency and Productivity

Fintech News Desk
by Fintech News Desk0
Alfresco Software, an open source, content services provider announced the availability of Alfresco Claims Management as a Service offering, which enables insurance companies to access content faster and modernize their claims processes. Companies can now create a fully digital claim file that improves the efficiency of front-line, claims employees by......
2020 AccountingWEB Guide Acknowledges Standout Strengths of Avii's Unified Accounting Practice Management Platform
Business Fintech News

2020 AccountingWEB Guide Acknowledges Standout Strengths of Avii’s Unified Accounting Practice Management Platform

Fintech News Desk
by Fintech News Desk0
The 2020 “Realities of Practice Management Report” for accounting, from AccountingWEB, a leading online community for U.S. CPAs, is available now. The annual guide provides insights to help firms of all sizes to align their growing needs for automation with optimal software decisions. Avii, a leading practice management platform for tax, audit, advisory,......
Suralink and PKF Littlejohn Partner to Provide the Leading PBC Request List Management Software Solutions to Firms in Europe, the Middle East, and Africa
Business Fintech News

Suralink and PKF Littlejohn Partner to Provide the Leading PBC Request List Management Software Solutions to Firms in Europe, the Middle East, and Africa

Fintech News Desk
by Fintech News Desk0
Suralink and PKF Littlejohn announced a partnership that will expand Suralink’s footprint into the EMEA market while providing PKF Littlejohn partners, clients, and staff with leading request list management solutions. Read More: How Coronavirus is Impacting Multifamily Investments and the Transaction Process Suralink improves efficiency and provides a streamlined client experience through a......
AC Milan to Join Sports Crypto Movement with Launch of $ACM Fan Token
Fintech News

Steele Launches PolicyManager: The Next Generation in Policy Management Software

Fintech News Desk
by Fintech News Desk0
Steele Compliance Solutions, the global leader in Ethics & Compliance management, launched PolicyManager, its revolutionary, technology-enabled policy management solution that gives organizations the ability to quickly and seamlessly develop, deploy and distribute new policies throughout the organization. Read More: M Financial Group Licenses FAST Software to Enable New Digital Ecosystem......
OpenGov Announces the Launch of Its Full-Cloud ERP for Local Governments to Streamline Financial Management
Fintech News

OpenGov Announces the Launch of Its Full-Cloud ERP for Local Governments to Streamline Financial Management

Fintech News Desk
by Fintech News Desk0
OpenGov, Inc. publicly launched OpenGov Financials, a new financial management solution that expands its cloud-based software offerings and unveils the industry’s first fully integrated cloud ERP designed exclusively for local government. OpenGov Financials is a complete financial system that allows governments to run their daily, mission-critical processes, as well as report,......
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