Search Results for: document management

RBC Wealth Management's U.S. Business Increases Efficiency, Delivers on Client Expectations with Salesforce
Finance News

RBC Wealth Management’s U.S. Business Increases Efficiency, Delivers on Client Expectations with Salesforce

Fintech News Desk
Using Salesforce, RBC Wealth Management is driving success and reducing maintenance costs Salesforce, the global leader in CRM, announced that RBC Wealth Management, a division of RBC Capital Markets, LLC, is using Salesforce to drive success with significant cost savings and efficiency across multiple areas of its business, while continuing......
360factors Launches Predict360 Third Party and Vendor Risk Management
News Risk Management

360factors Launches Predict360 Third Party and Vendor Risk Management

Fintech News Desk
Automated, Third-Party Risk Intelligence Application Tracks, Manages, and Monitors Vendor Risks with Predictive Analytics 360factors, Inc., the industry leader in risk and compliance intelligence software for banks and financial services organizations, announced the launch of its new Predict360 Third-Party and Vendor Risk Management application that enables financial organizations to track, manage,......
Compliance Systems Introduces New Treasury Management Solution
Compliance management News

Compliance Systems Introduces New Treasury Management Solution

Fintech News Desk
Cloud-based solution is designed to drive business stability and continued growth while mitigating risk Compliance Systems, the financial industry’s leading provider of digital and dynamic compliance documentation, announced the release of the industry’s first document solution for treasury management services, Simplicity Treasury Management. This cloud-based solution helps financial institutions streamline......
Laika Raises $50 Million Series C to Extend Market Leadership in End-to-End Continuous Compliance and Audit Management
Compliance management News

Laika Raises $50 Million Series C to Extend Market Leadership in End-to-End Continuous Compliance and Audit Management

Fintech News Desk
Fin Capital is the lead investor, with participation from new investor Centana Growth Partners and previous investors; Laika leads the industry with integrated compliance automation technology, infosec audits, penetration testing, and compliance expertise  Laika, the industry’s first complete compliance platform, announced that the company has closed $50 million in Series C funding......
Saguaro Capital Management Launches Next-Generation Value Investment Firm
Investment Services News

Saguaro Capital Management Launches Next-Generation Value Investment Firm

Fintech News Desk
Investment approach fuses classic fundamental research with modern data science and machine learning to improve long-term investment results Saguaro Capital Management, a value investment firm with extensive experience and expertise combining classic fundamental analysis with modern data science tools and proprietary machine learning models to produce attractive long-term returns, announced......
Inscribe Addresses Demand for Better Risk Management, Faster Approvals From Finance Industry
News Risk Management

Inscribe Addresses Demand for Better Risk Management, Faster Approvals From Finance Industry

Fintech News Desk
3x Y-o-Y increase in ARR, new Credit Analysis features, and AI-powered bank statement automation enables businesses to approve more customers Inscribe, the award-winning fraud detection and document automation platform, announced that it has released new features to help the financial services industry meet demands for better risk management and faster......
Triall to Advance Blockchain Technology in Clinical Trial Data and Study Management With Mayo Clinic
Blockchain News

Triall to Advance Blockchain Technology in Clinical Trial Data and Study Management With Mayo Clinic

Fintech News Desk
Mayo Clinic will onboard Triall’s blockchain-integrated eClinical platform to embed verifiable data integrity into a multi-center pulmonary arterial hypertension trial that includes 10 research sites and 500+ patients across the United States. Triall, a blockchain-integrated eClinical platform provider, has collaborated with researchers at Mayo Clinic to advance clinical trial design and......
American Financial Resources, Inc. Expands Partnership with Tavant, Adds Touchless Documents
Mortgage News

American Financial Resources, Inc. Expands Partnership with Tavant, Adds Touchless Documents

Fintech News Desk
Lender accelerates digital transformation, scales operations, and enhances the overall mortgage experience. Tavant, a Silicon Valley-based provider of industry-leading digital lending solutions, and American Financial Resources, Inc. (AFR), a national mortgage lender, operating in the wholesale, correspondent, and retail origination channels, have partnered to enhance the lender’s digital mortgage experience, end-to-end. Leveraging Tavant’s Touchless Lending™, AFR’s correspondent lenders, mortgage brokers,......
HSBC Asset Management Announces Proposed Changes to the HSBC BRIC Equity Fund
Finance Investments News

HSBC Asset Management Announces Proposed Changes to the HSBC BRIC Equity Fund

Fintech News Desk
HSBC Global Asset Management Limited manager of the HSBC Mutual Funds, announces proposed changes to the HSBC BRIC Equity Fund (the “Fund”). Latest Fintech News: FELABAN and ACAMS Partner to Strengthen Anti-Financial Crime Compliance in Latin America Subject to unitholder approval, AMCA proposes to change the investment objectives of the Fund......
Prevalent Expands Industry-Leading Third-Party Risk Management Platform to Further Increase Automation and Productivity
News Risk Management

Prevalent Expands Industry-Leading Third-Party Risk Management Platform to Further Increase Automation and Productivity

Fintech News Desk
Automated document analysis and custom dashboards simplify evidence review and vendor management Prevalent, Inc., the company that takes the pain out of third-party risk management (TPRM), announced the latest release of its Third-Party Risk Management Platform. Version 3.28 introduces automated document analysis and custom dashboards to speed and simplify evidence review......
1