Search Results for: engagement platform
Oversight Launches New Spend Optimization Capabilities
Platform enhancements provide greater automation to mitigate financial, compliance risk Oversight, the global leader in spend management technology, released the latest version of its spend optimization platform, which is designed to reshape the way organizations identify, prioritize and resolve financial and compliance risk in their card and contract spend programs. Read......
‘Envestnet Connect’ Creates Deeper Digital Advisor/Client Relationships Through Partnership with AdvisorStream & Apprise Labs
Envestnet, unveils Envestnet Connect, an artificial intelligence (AI)-driven application that integrates the client’s household financial data with relevant and personalized news content aligned with their values and financial journey progress. Envestnet has partnered with AdvisorStream and Apprise Labs to build Envestnet Connect, creating a centralized personal application designed to help clients......
Heffernan Insurance Brokers Partners with altumAI, Creators of futureWork
Heffernan Insurance Brokers, one of the largest full-service, independent insurance brokerage firms in the United States, announced a partnership with altumAI, the company behind the innovative health and safety technology solution, futureWork. Read More: Kensho Collaborates with NVIDIA to Advance Automatic Speech Recognition futureWork uses data, technology, and AI to identify and avoid......
Wealth Dynamix Wins XCelent Overall Award in Celent Wealth Management Client Onboarding Report
Wealth Dynamix, a global leader in Client Lifecycle Management (CLM) solutions, announced its selection by global analyst firm Celent as winner of the XCelent Overall award, for outstanding performance across all categories in their Wealth Management Client Onboarding Platforms ABCD Vendor View report. The report is an in-depth study, focusing......
Wolters Kluwer Enhances Cloud-based CCH Axcess Knowledge Coach Solution with New Knowledge-based Audit Titles
New titles help auditors prepare for the eventual implementation of SAS 134 through SAS 137 and reflect AICPA guidance for addressing service organization engagements Wolters Kluwer Tax & Accounting announced the addition of new Knowledge-Based Audit Titles to its first CCH Axcess™ Knowledge Coach audit module on the award-winning CCH Axcess™ cloud-based tax preparation, compliance......
Hightower Launches ‘Elevate,’ a Virtual Business Enrichment Program
The virtual educational series is designed to help Hightower advisory businesses boost organic growth Hightower announced the launch of ‘Elevate,’ a 20-week virtual business enrichment program designed to help Hightower advisors master practical ways to propel their business forward through the current crisis and beyond. This online education series features......
Guidewire Software Announces One Inc as New Solution Alliance Partner
New partner’s solution optimizes the adoption of digital payments by making the payment process safer, faster, easier, and more convenient for insurers and policyholders Guidewire Software, provider of the industry platform property and casualty (P&C) insurers rely upon, today announced that One Inc, a digital payments platform provider for the......
Intel Capital Invests $132 Million in 11 Disruptive Technology Startups
Intel Capital, Intel Corporation’s global investment organization, announced new investments totaling $132 million in 11 technology startups. These companies bring to market breakthrough innovations in artificial intelligence (AI), autonomous computing and chip design. The companies joining Intel Capital’s portfolio are Anodot, Astera Labs, Axonne, Hypersonix, KFBIO, Lilt, MemVerge, ProPlus Electronics,......
How Do Global Banks Use Fintech to Enhance Customer Experience Models?
Banking and associated financial services will always continue to be an essential service for everyone, given the fact that everyone uses money on a regular basis and are often required to engage in different kinds of financial transactions for varied purposes! Even with the introduction and innovations in digital banking......