Search Results for: financial automation platform

Introducing Tillful, a Modern Credit Platform for Small and Medium Enterprises
Artificial Intelligence Fintech News

Introducing Tillful, a Modern Credit Platform for Small and Medium Enterprises

Fintech News Desk
by Fintech News Desk0
After decades of struggling with an opaque credit rating industry that makes borrowing unnecessarily slow and expensive, small and medium enterprises (SMEs) can now take control with Tillful, a platform that offers free, fast, and transparent credit scores and provides convenient access to the best possible credit offers. Read More: Security......
Polygon.io Announces $6M Series A to Fuel the Expansion of its Financial Data Platform
Fintech Investment Services News

Polygon.io Announces $6M Series A to Fuel the Expansion of its Financial Data Platform

Fintech News Desk
by Fintech News Desk0
Polygon.io, a leading market data platform that allows developers to interface with the world’s most accurate real-time and historical financial data, announced that they have raised a $6M Series A financing led by e.ventures with participation from existing investor, Green Visor Capital. Thomas Gieselmann, co-founder of e.ventures and early investor in companies......
Bridge Launches Powerful New Version of Wealth Management Data and Portfolio Accounting Platform
Fintech News

Bridge Launches Powerful New Version of Wealth Management Data and Portfolio Accounting Platform

Fintech News Desk
by Fintech News Desk0
Next-gen data engine expands platform benefits, increases efficiency, accuracy and speed of advisors’ operations, coincides with new FinTech industry partnerships Bridge Financial Technology (“Bridge”), provider of an automation-driven portfolio management platform that simplifies and streamlines back-office functions for advisors and wealth managers, launched the next generation of its powerful core......
IBM and The Climate Service to Work Together with Financial Institutions and Corporations to Assess the Cost of Climate Risk
Fintech News Risk Management

IBM and The Climate Service to Work Together with Financial Institutions and Corporations to Assess the Cost of Climate Risk

Fintech News Desk
by Fintech News Desk0
Collaboration to Provide Organizations an IBM Cloud-based Platform to Measure, Quantify and Disclose Climate Risk IBM and The Climate Service (TCS), a leader in climate risk analytics for investors and businesses, announced their alliance to work with financial institutions and corporations to better measure and quantify risks associated with climate change. As part of......
Technisys Customer ATB Financial Introduces New Digital-Only Banking App
Fintech Mobile Banking News

Technisys Customer ATB Financial Introduces New Digital-Only Banking App

Fintech News Desk
by Fintech News Desk0
ATB Financial Launches its Brightside app powered by Technisys’s Cyberbank Next-Gen Core and Digital banking platform Technisys, the company behind next-gen digital banking platform Cyberbank, is powering Canada’s newest digital banking app – Brightside by ATB Financial. The digital-only banking app has been designed to offer customers a way to start spending and saving......
SIMON Expands Digital Wealth Management Platform to Include Exchange Traded Funds; Launches New Marketplace with Innovator’s Defined Outcome ETFs
Capital Markets Fintech Fintech Funding News Risk Management

SIMON Expands Digital Wealth Management Platform to Include Exchange Traded Funds; Launches New Marketplace with Innovator’s Defined Outcome ETFs

Fintech News Desk
by Fintech News Desk0
SIMON Markets LLC (“SIMON”) announced it has expanded its digital platform to deliver financial professionals access to exchange traded funds (“ETFs”), launching its ETF Marketplace with the Buffer ETFs from Innovator Capital Management (“Innovator”). Innovator’s Buffer ETFs are part of their Defined Outcome ETFs family and are the first ETFs......
How to Boost Your Financial Institutions’ Digital Marketing Strategy: 6 Ways To Stand Out From the Crowd
Banking Business Fintech Guest Posts

How to Boost Your Financial Institutions’ Digital Marketing Strategy: 6 Ways To Stand Out From the Crowd

Jill Homan
by Jill Homan0
Banks and credit unions alike need to put a greater focus on reaching the existing customer or member, especially considering that almost 80 percent of bank customers say they would switch to a different financial institution for a better customer experience. While it can be tempting to focus digital marketing......
Lifeworks Advisors Launches Technology-Driven Advisor Platform for Growth Minded Advisors to Deliver a Complete, Fee-based Financial Planning Client Experience
Fintech News

Lifeworks Advisors Launches Technology-Driven Advisor Platform for Growth Minded Advisors to Deliver a Complete, Fee-based Financial Planning Client Experience

Fintech News Desk
by Fintech News Desk0
Unified technology stack combined with proven financial planning system and digital marketing tools provide an all-inclusive, end-to-end platform to enable fast growth for today’s modern advisor Lifeworks Advisors, a fast-growing independent RIA firm, announced the launch of a complete and unified financial advisor technology platform intentionally designed from the ground......
Esker First-time Entrant in Gartner’s 2020 Magic Quadrant for Procure-to-Pay Suites
Artificial Intelligence Fintech News

Esker Launches New Cash Application Automation Solution and Strengthens Its Accounts Receivable Financial Suite

Fintech News Desk
by Fintech News Desk0
Esker, a worldwide leader in AI-driven process automation solutions and pioneer in cloud computing, announced the launch of its Cash Application solution that enables businesses to increase the efficiency and automation of the cash application process of matching open invoices to payments received. As part of Esker’s Accounts Receivable financial suite (Credit Management, Invoice......
FinancialForce Fall 2020 Release Expands Forecasting, Deepens Insights, and Breaks New Ground with Productivity-Driven User Experience
Business Fintech News

FinancialForce Partners with Cloud Coachers to Drive Digital Transformation for Spanish Customers

Fintech News Desk
by Fintech News Desk0
Partnership highlights FinancialForce’s commitment to Spain and EMEA markets FinancialForce, the #1 Professional Services Automation (PSA) and only customer-centric ERP cloud solution native to the Salesforce platform, today announced a partnership with Cloud Coachers, one of Spain’s premier Salesforce-driven IT training and consulting firms. Through the partnership, Cloud Coachers and FinancialForce will work together with......
1