Search Results for: financial workflow

Conquest and PlannrCRM Partner to Optimise Planning Workflows For Financial Advisers
Finance Fintech News

Conquest and PlannrCRM Partner to Optimise Planning Workflows For Financial Advisers

Business Wire
by Business Wire0
Conquest Planning (“Conquest”), a technology platform modernising financial planning with customised and convenient advice, announced its partnership with PlannrCRM, a next-generation back-office technology platform tailored for financial advisers. This strategic collaboration aims to streamline and enhance processes, delivering meaningful financial advice faster and more accurately to more clients “The integration will offer a......
Sandbox Banking Together with Docusign Unveil Enhanced, Automated Agreement Workflows Across Financial Institutions
Finance Fintech News Robotic Process Automation

Sandbox Banking Together with Docusign Unveil Enhanced, Automated Agreement Workflows Across Financial Institutions

PR Newswire
by PR Newswire0
Seamless Integration of Docusign with Glyue™ to Enhance Financial Services Data Flow and Automate Account Maintenance Sandbox Banking, a leading provider of integration and automated data orchestration solutions for financial institutions, is excited to announce its partnership with Docusign, the Intelligent Agreement Management company. At the core of this partnership......
ESQ Data Solutions and CashPilot announce a Strategic Alignment to Enhance Workflow Automation and Data-driven Intelligence Solutions for the Financial Services Industry
Artificial Intelligence Finance Fintech News Robotic Process Automation

ESQ Data Solutions and CashPilot announce a Strategic Alignment to Enhance Workflow Automation and Data-driven Intelligence Solutions for the Financial Services Industry

PR Newswire
by PR Newswire0
Financial Institutions, retailers, managed service providers and cash-in-transit companies are increasingly seeking comprehensive, hardware-agnostic, world-class solutions for self-service and cash ecosystem endpoint management (ATMs, TCRs, SmartSafes, etc.), monitoring, and predictive analytics. Responding to this market demand, ESQ Data Solutions and CashPilot have agreed to a strategic alignment of their software......
Blanc Labs Partners with TCG Process to Integrate their Automation and Orchestration Platform and deliver Advanced Intelligent Workflow Automation to Financial Institutions
Artificial Intelligence Fintech News

Blanc Labs Partners with TCG Process to Integrate their Automation and Orchestration Platform and deliver Advanced Intelligent Workflow Automation to Financial Institutions

GlobeNewswire
by GlobeNewswire0
Blanc Labs, a leader in Lending Technology, AI, and Business Process Improvement, is excited to announce a strategic partnership with TCG Process, leveraging their DocProStar platform to transform lending operations for mid-tier banks, credit unions, and other mortgage origination and servicing providers in Canada. This partnership marks a significant milestone......
BindHQ and Ascend Partner to Transform Broker Management and Financial Operations, Streamlining MGA Payment Workflows, Boosting Efficiency and Profitability
Fintech News

BindHQ and Ascend Partner to Transform Broker Management and Financial Operations, Streamlining MGA Payment Workflows, Boosting Efficiency and Profitability

PR Newswire
by PR Newswire0
Ascend, the leading provider of financial operations automation software to the insurance industry, is proud to announce its strategic partnership with BindHQ, the premier agency operating system for MGAs, wholesalers and MGUs. This collaboration leverages Ascend’s suite of automation solutions to streamline payments and accounting processes alongside BindHQ’s all-encompassing management......
Moxo and SpeciTec Partner to Streamline External Project Workflows in the Financial Services Industry
Mobile Banking News

Moxo and SpeciTec Partner to Streamline External Project Workflows in the Financial Services Industry

PR Newswire
by PR Newswire0
We are excited to announce a strategic partnership with SpeciTec, a Swiss software company specializing in the digitalization of wealth activities, to further streamline client interaction workflows for banks and financial institutions Moxo, the industry’s leading external project workflow solution, announced a partnership with SpeciTec, a Swiss software company specializing......
ATOM Banking by Financial Sciences Offers Powerful New Workflow Tool for Holistic Bank Relationship Management
Banking Finance Fintech News Risk Management

ATOM Banking by Financial Sciences Offers Powerful New Workflow Tool for Holistic Bank Relationship Management

Fintech News Desk
by Fintech News Desk0
Positions treasury as a center of service excellence Financial Sciences Corporation, a provider of treasury, risk management, and corporate governance software solutions, announced a new, integrated workflow tool for ATOM Banking, the company’s cloud-based, visual platform for managing complex bank relationships across all banking partners. The workflow tool automates bank......
ETFLogic Expands the LOGICLY Platform with Deeper Portfolio Integrations and Workflows for Financial Advisors
Fintech News

ETFLogic Expands the LOGICLY Platform with Deeper Portfolio Integrations and Workflows for Financial Advisors

Fintech News Desk
by Fintech News Desk0
ETFLogic, the leading ETF portfolio analytics provider, has announced new additions to their Logicly platform, which include deeper integrations with wealth management partners, mutual fund support, and advanced charting capabilities. Read More: The Influence of Mobile Apps WeChat Pay and Alipay Extends Far Beyond China’s Borders Since its launch in January......
MedEvolve Announces Workflow Automation to Minimize Financial Clearance Risk for Physician Practices
Fintech News

MedEvolve Announces Workflow Automation to Minimize Financial Clearance Risk for Physician Practices

Fintech News Desk
by Fintech News Desk0
New Platform Establishes Visual Cues and Natural Automated Workflows to Improve Transparency and Increase Staff Productivity MedEvolve, Inc., a leading provider of data-driven solutions that provide unmatched transparency, automation and accountability for healthcare organizations, unveiled its AI-powered Financial Clearance Workflow Automation platform. The solution leverages visual cues and natural workflow......
FactSet-Unveils-Intelligent-Platform-Initiative-to-Supercharge-Client-Workflows
Finance Fintech News

FactSet Unveils Intelligent Platform Initiative to Supercharge Client Workflows

GlobeNewswire
by GlobeNewswire0
Introducing a Platform-Level GenAI Search Agent for Buy- and Sell-Side Clients FactSet, a global financial digital platform and enterprise solutions provider, announced its Intelligent Platform initiative, introducing the integration of conversational AI at the platform level. The Intelligent Platform will connect an enhanced FactSet Mercury, the company’s conversational knowledge engine,......
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