Search Results for: financial software solutions

Featured Finance Fintech Primers

What Is Personal Financial Management (PFM)?

Pooja Choudhary
Introduction Personal finance apps, in lieu of mobile banking, usually offer more robust money management capabilities and greater flexibility in terms of customization, allowing users to do things like pay bills, monitor deposits and withdrawals, and move money across accounts. Many not only let you make payments and keep tabs......
Evergreen Announces Strategic Investment in Alliance Solutions Group
Fintech Investments

Evergreen Announces Strategic Investment in Alliance Solutions Group

Business Wire
Evergreen, a family of leading managed IT services and software companies, announced today its strategic investment in Alliance Solutions Group, a leading Sage partner and reseller of Sage Intacct and Sage CRE products. The company will continue to operate independently within Evergreen’s ERP partner portfolio, Pine Services Group. Current Managing Partner, Mike......
LPL Financial Welcomes Bradford Capital Group
Fintech News

LPL Financial Welcomes Bradford Capital Group

GlobeNewswire
LPL Financial LLC announced today that financial advisors and partners Chris Bradford, CFP®, Dave Meagher and Stina Bradford have joined LPL Financial’s broker-dealer, RIA and custodial platforms. The team reported having served approximately $150 million in advisory, brokerage and retirement plan assets*, and joins LPL from Securities America, part of Osaic......
Swoop and Sage Unveil Global Partnership to Revolutionize Business Funding and Cost-Savings Solutions
Fintech Fintech Funding News

Swoop and Sage Unveil Global Partnership to Revolutionize Business Funding and Cost-Savings Solutions

PR Newswire
Access to finance is one of the main barriers to growth for small to medium sized businesses globally as highlighted by The Sage Foundation. This partnership aims to overcome this barrier and provide access to funding for businesses globally Swoop, a fintech company specializing in funding solutions and Sage, the leader......
Genpact Integrates riskCanvas with Amazon Bedrock for Advanced AI in Financial Crime Management
Artificial Intelligence Finance News

Genpact Integrates riskCanvas with Amazon Bedrock for Advanced AI in Financial Crime Management

PR Newswire
Integration of Amazon Bedrock into Genpact’s riskCanvas financial crime risk management suite to drive value across clients, including Apex Fintech Solutions Genpact, a global professional services firm focused on delivering outcomes that transform businesses, expanded its relationship with Amazon Web Services, Inc. (AWS) to transform financial crime risk operations, leveraging......
Global Blue Introduces Financial Guidance and Long-term Targets
Fintech News

Global Blue Introduces Financial Guidance and Long-term Targets

Business Wire
Market leadership and technology differentiation drives robust revenue growth, profit margins, and cash flow Adjusted EBITDA guidance for the fiscal year ending March 2024 (FY23/24) of €145-165m (85-115% YoY growth), building on strong proof points during the first months of FY23/24 on the back of travel recovery and technology initiatives.......
OneStream Innovations Increase Speed to Insights Across Financial Performance Management, Operational Planning & Analytics
Fintech News

OneStream Innovations Increase Speed to Insights Across Financial Performance Management, Operational Planning & Analytics

Business Wire
OneStream Software, a leader in corporate performance management (CPM) solutions for advancing financial close, consolidation, reporting, planning and forecasting, announced several key innovations designed to increase end-user speed to insights across Financial Performance Management, Operational Planning & Analytics and Forecasting processes at its 2023 Splash Berlin Global User Conference and Partner Summit.......
OneStream Software and KPMG in France Announce Their Partnership
Finance News

OneStream Software and KPMG in France Announce Their Partnership

Business Wire
OneStream, a leader in corporate performance management (CPM) solutions for advancing financial close, consolidation, reporting, planning and forecasting, and KPMG in France announced they have entered into a strategic alliance for the French market. The partnership will leverage KPMG’s expertise as a leading business and technology consulting services provider and OneStream’s unified and......
New IDC TechBrief Offers a Guide to Carbon Accounting Software
Fintech News

New IDC TechBrief Offers a Guide to Carbon Accounting Software

Business Wire
While carbon emissions reporting has largely been a voluntary exercise to this point, emerging environmental, social, and governance (ESG) regulations and standards will change how organizations report on ESG initiatives. International Data Corporation (IDC) predicts that by 2024, 75% of large enterprise firms will implement purpose specific ESG data management......
D.A. Davidson Acts as Exclusive Financial Advisor to Vizlib in Its Sale to insightsoftware
Fintech News

D.A. Davidson Acts as Exclusive Financial Advisor to Vizlib in Its Sale to insightsoftware

Business Wire
D.A. Davidson & Co. announced that it has served as exclusive financial advisor to Vizlib, a UK-based software company that builds powerful visual analytics products for Qlik Sense users, in its sale to insightsoftware. Browse more about Interview Insights: Global Fintech Interview with Scott Macfee, CEO of SpendHQ “The Vizlib......
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