Search Results for: financial documents

Envestnet | Moneyguide, FP Alpha Integration Empowers Advisors to Offer More Personalized Advice
Finance News

Envestnet | Moneyguide, FP Alpha Integration Empowers Advisors to Offer More Personalized Advice

Fintech News Desk
by Fintech News Desk0
FP Alpha, an artificial intelligence-driven, holistic financial planning solution, and Envestnet | MoneyGuide, an industry leader in client-centered financial planning innovation, announced a powerful integration which will allow advisors to take their goal-based planning for clients one step further by highlighting additional planning recommendations increasing their overall value proposition. Latest Fintech Insights: Leading......
mintBlue Selected By VISMA | Yuki to Integrate Blockchain-Based Functionalities to Cloud Accounting Platform
Blockchain News

mintBlue Selected By VISMA | Yuki to Integrate Blockchain-Based Functionalities to Cloud Accounting Platform

Fintech News Desk
by Fintech News Desk0
mintBlue, an Amsterdam-based software development company specialising in large-scale applications of blockchain technology and the infrastructure that underpins it, announces that it has been selected by VISMA | yuki, a leading provider of cloud accounting software solutions in Europe, to integrate blockchain-based functionalities into its cloud accounting platform. Latest Fintech Insights: Blockchain.com Becomes......
Ocrolus and Blend Announce Partnership to Automate End-to-End Mortgage Process
Fintech Mortgage News

Ocrolus and Blend Announce Partnership to Automate End-to-End Mortgage Process

Fintech News Desk
by Fintech News Desk0
Ocrolus, the only automation platform that analyzes financial documents with over 99 percent accuracy, and Blend, a leader in cloud banking software, announced a strategic partnership which will embed Ocrolus’ Human-in-the-Loop document analysis solution within the Blend platform to accelerate digital mortgage applications. Read More About Fintech News : BrightTower Advises Procurement......
Coinhako Launches ‘Privé’, a Trusted Digital Assets Trading Platform for Institutions and HNWIs
Cryptocurrency Digital Asset Management Fintech News

Coinhako Launches ‘Privé’, a Trusted Digital Assets Trading Platform for Institutions and HNWIs

Fintech News Desk
by Fintech News Desk0
●        Privé offers world class API, instant RFQs, zero trading fees ●        Mass affluent keenly interested in crypto but unfamiliar with how to access it ●        Accredited individual investors ●        Institutional investors with SGD100,000 or above in annual trading volume Singapore-headquartered cryptocurrency trading platform Coinhako, has launched ‘Coinhako Privé’, digital assets platform for High-Net-Worth-Individuals (HNWIs) and institutions. Coinhako......
Ocrolus Introduces New Cash flow-informed Credit Model
Banking Digital News

Ocrolus Introduces New Cash flow-informed Credit Model

Fintech News Desk
by Fintech News Desk0
Advanced, data-driven solution provides business, consumer & ecommerce lenders an easy to deploy solution to evaluate default probability and set risk tolerance  Ocrolus, the only automation platform that analyzes financial documents with over 99 percent accuracy, announced the launch of a new Cash flow-informed Credit (CfiC) scoring program, which enables......
FP Alpha launches New Tax Tool for Advisors, The Tax Snapshot
Finance Fintech News

FP Alpha launches New Tax Tool for Advisors, The Tax Snapshot

Fintech News Desk
by Fintech News Desk0
FP Alpha, an AI-driven document automation and planning recommendation engine, launches new enhancement to their tax planning module, The Tax Snapshot FP Alpha, an AI-driven wealth management solution for financial advisors, announced today the launch of, The Tax Snapshot, a dynamic client engagement deliverable that provides financial advisors with an instant summary......
Trullion Announces Real-Time, AI-Powered Accounting Platform, Secures Seed Financing
Artificial Intelligence Finance Fintech News

Trullion Announces Real-Time, AI-Powered Accounting Platform, Secures Seed Financing

Fintech News Desk
by Fintech News Desk0
Trullion automates the process of lease accounting to establish a cost-effective, functional view of contract data for Big Four accounting firms and CFOs alike Trullion, formerly known as SMRT, is a financial workflow automation platform that takes unstructured data such as PDFs and translates them into real-time financial reports, including......
AIO and Finastra awarded $1M grant from the BIRD Foundation to expedite banks' customer onboarding and loan origination
Banking Business Fintech News

AIO and Finastra Awarded $1m Grant From the BIRD Foundation to Expedite Banks’ Customer Onboarding and Loan Origination

Fintech News Desk
by Fintech News Desk0
AIO – Verified Financial Identity, a Fintech company based in Tel Aviv, and Finastra, today announced that they have been awarded a USD $1 million grant from the Board of Governors of the Israel-U.S. Binational Industrial Research and Development (BIRD) Foundation for the co-development of a digital customer onboarding solution. Developed by AIO and available......
Accounts Payable Departments Lag in AI Automation, New Ephesoft Survey Finds
Artificial Intelligence Business Fintech News

Accounts Payable Departments Lag in AI Automation, New Ephesoft Survey Finds

Fintech News Desk
by Fintech News Desk0
Only 15% of accounting departments are fully paperless; two-thirds still process invoices manually. Despite the increasing need to process invoices remotely as more employees are urged to work from home, the majority of companies still lag behind in automation implementation with accounts payable departments still largely processing invoices manually, according......
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