Search Results for: financial documents

Saphyre and WTax: Pioneering the Future of Tax Reclaims
Fintech News Technology Trading

Saphyre and WTax: Pioneering the Future of Tax Reclaims

PR Newswire
by PR Newswire0
Saphyre, Inc., an industry award winning fintech company using patent-approved technology to solve pre-trade activities and post-trade issues, announces, in collaboration with WTax USA Inc, a revolutionary approach to tax reclaims that expects to redefine the industry standard. This strategic relationship leverages Saphyre’s cutting-edge technology and WTax’s extensive expertise to deliver an......
Compliance management Finance Fintech Guest Posts

Complaint Management and Compliance: Where AI and the Human Touch Coalesce in Fintech

John Sun
by John Sun0
The finance industry has officially entered the era of artificial intelligence (AI), with nearly two in every three Americans indicating that they want more AI embedded into their financial services. Today, fintech companies are using AI for everything from fraud detection, to credit scoring, to automating tasks and customer support.......
Payments Automation Leader, DocuPhase, Hires Trey Tramonte as CRO
Digital Payments News

Payments Automation Leader, DocuPhase, Hires Trey Tramonte as CRO

PR Newswire
by PR Newswire0
DocuPhase is pleased to announce that Trey Tramonte will be joining their organization as the new Chief Revenue Officer. Mr. Tramonte is an experienced executive leader with a demonstrated history of crafting successful go-to-market strategies, scaling teams, and leading organizations through periods of hypergrowth. More recently, Mr. Tramonte was the Senior Vice......
Bipsync and Preqin partner to elevate research and diligence processes for alternative investments
Finance Fintech News Robotic Process Automation

Bipsync and Preqin partner to elevate research and diligence processes for alternative investments

GlobeNewswire
by GlobeNewswire0
Clients can now optimize research and diligence for alternative investments by harnessing Bipsync and Preqin in concert Bipsync, a leading provider of research and workflow automation software, today announced its data integration partnership with Preqin, the global leader in alternative assets data, tools, and insights. The Bipsync platform includes access to......
Vanilla Closes New Funding Round to Accelerate Adoption of Estate Planning in Wealth Management
Investment Services News

Vanilla Closes New Funding Round to Accelerate Adoption of Estate Planning in Wealth Management

Business Wire
by Business Wire0
Award-winning estate planning software company to accelerate investments in AI, expansion of platform, and customer adoption. Vanilla, the award-winning estate planning software company, announced strategic fundraising led by returning investor Insight Partners, in addition to contributions from Venrock, Vanguard, and other previous investors. Vanilla also welcomes a new strategic investor,......
Ascend Launches AI-Powered Automated Invoicing
Artificial Intelligence Finance Fintech News

Ascend Launches AI-Powered Automated Invoicing

PR Newswire
by PR Newswire0
Save time by automatically turning quote documents into digital invoices Ascend, the leading financial operations automation platform for insurance businesses, announced today the launch of its Automated Invoicing (AI) feature, designed to simplify and improve the invoicing process for insurance agents. Ascend’s users can now upload any document into Ascend......
Banking Digital Payments Finance Fintech Guest Posts Lending

The future of SMB financing is fast, flexible, and digital

Marius Silvasan
by Marius Silvasan0
By Marius Silvasan, CEO of eCapital In the often tenuous small and medium-sized business (SMB) world, access to timely and flexible financing can be the difference between survival and failure. In fact, nearly one-third of small business respondents to a Slack survey early this year said they’re worried their business......
Sage Intacct Expands Its Ai-Driven AP Automation to Support Businesses Globally
Artificial Intelligence News

Sage Intacct Expands Its Ai-Driven AP Automation to Support Businesses Globally

GlobeNewswire
by GlobeNewswire0
The latest upgrades and features for Sage Intacct, extends regional-specific tax, banking and certifications Sage, the leader in accounting, financial, HR, and payroll technology for small and mid-sized businesses (SMBs), announces new enhancements and updates for Sage Intacct customers globally, to streamline financial operations and enhance security worldwide. As part......
ibml, RT Lawrence Join Forces to Deliver Integrated Payment Processing Solutions
Digital Payments News

ibml, RT Lawrence Join Forces to Deliver Integrated Payment Processing Solutions

PR Newswire
by PR Newswire0
New partnership expands lockbox services, remittance processing, providing a complete solution to end users ibml, a global market leader in high-volume, mission-critical intelligent document processing (IDP) solutions, announced its new partnership with RT Lawrence, a key provider of payment processing solutions, to provide robust integrated payment processing solutions and services......
DocuPhase Appoints Leslie Leaf as New COO to Support Innovation in AP Automation and Payments
Digital Payments News

DocuPhase Appoints Leslie Leaf as New COO to Support Innovation in AP Automation and Payments

PR Newswire
by PR Newswire0
DocuPhase is pleased to announce that Leslie Leaf will join the C-suite as the new Chief Operations Officer. More recently, Ms. Leaf was the Chief Customer Officer at Revel Systems, an industry-leading cloud-based POS system. Ms. Leaf has over 25 years of experience within the B2B software and SaaS technology space. In......
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