Search Results for: global-fintech-series

Upstart Unveils Enhanced Showroom and Auto Financing Solutions that Boost Dealership Sales, Elevate Customer Experience
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Upstart Unveils Enhanced Showroom and Auto Financing Solutions that Boost Dealership Sales, Elevate Customer Experience

Business Wire
by Business Wire0
Upstart, the leading AI lending marketplace, announced the largest and most significant set of product enhancements to the In-Store and Financing solutions on its Auto Retail platform. The enhancements empower dealerships to more easily configure and efficiently manage the sales process, desk deals, streamline financing workflows, and close sales more......
Airwallex Invests in Latin America Growth With Brazil and Mexico Entries
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Airwallex Invests in Latin America Growth With Brazil and Mexico Entries

Business Wire
by Business Wire0
Amid growing digitization and cross-border opportunities, Airwallex prepares to launch services in Latin America’s two largest economies. Airwallex secures payment institution license in Brazil, with plans to launch services in 2025. Airwallex finalizes acquisition of MexPago, paving the way for integration. Airwallex announced several milestones in its global expansion strategy: securing......
Revolutionizing WealthTech for the Modern Enterprise - PortfolioAid and FutureVault Partner to Redefine the Advisor-Client Experience
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Revolutionizing WealthTech for the Modern Enterprise – PortfolioAid and FutureVault Partner to Redefine the Advisor-Client Experience

PR Newswire
by PR Newswire0
Portfolio Aid Inc. (“PortfolioAid”) and FutureVault Inc. (“FutureVault”) announce today a partnership to deliver unparalleled value to wealth management enterprises, wealth advisors, and clients, signaling a new era for the WealthTech and Wealth Management industries. With heightened regulatory demands and evolving client-advisor expectations, this partnership leverages PortfolioAid’s award-winning wealth compliance technology and......
New Research Uncovers a Misalignment Between Financial Advisors' Marketing Tactics and Consumer Preferences
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New Research Uncovers a Misalignment Between Financial Advisors’ Marketing Tactics and Consumer Preferences

PR Newswire
by PR Newswire0
Ficomm Partners expands on their consumer marketing research with The Great Marketing Mismatch: 2024 Financial Advisor Growth Marketing Study Ficomm Partners (Ficomm) has unveiled The Great Marketing Mismatch: 2024 Financial Advisor Growth Marketing Study, exposing a critical disconnect between how financial advisory firms market themselves and how consumers choose their advisors. This......
ePayPolicy Announces Quoting and Invoicing Tool for the Insurance Industry
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ePayPolicy Announces Quoting and Invoicing Tool for the Insurance Industry

PR Newswire
by PR Newswire0
Quotes and Invoices offers insurance companies a powerful and modern quoting tool, with built-in digital payments and connected premium financing. ePayPolicy has released Quotes and Invoices as part of an ongoing series of updates to their insurance payments platform. The traditional quoting and invoicing process often involves many parties, including brokers, carriers, and......
Flexera to Acquire FinOps Business from NetApp, Inc. to Strengthen FinOps Portfolio
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Flexera to Acquire FinOps Business from NetApp, Inc. to Strengthen FinOps Portfolio

GlobeNewswire
by GlobeNewswire0
Transaction enables customers and partners to address growing cloud cost and usage needs, enriches FinOps MSP ecosystem and adds container cost management to Flexera FinOps portfolio Flexera, the global leader in technology spend and risk management, has entered into a definitive agreement to acquire the Spot by NetApp FinOps business from......
FactSet Launches AI-Powered Pitch Creator
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FactSet Launches AI-Powered Pitch Creator

GlobeNewswire
by GlobeNewswire0
Revolutionary pitchbook automation tool enhances productivity to save junior bankers hours each week FactSet, a global financial digital platform and enterprise solutions provider, today announced the launch of Pitch Creator, a groundbreaking GenAI-powered solution designed to revolutionize pitchbook creation for investment banks. By automating the time-consuming tasks of model analysis......
InterPayments Appoints Former Discover Financial Services CEO and President, Roger Hochschild, to Its Board of Directors
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InterPayments Appoints Former Discover Financial Services CEO and President, Roger Hochschild, to Its Board of Directors

Business Wire
by Business Wire0
InterPayments, the leader in compliant managed surcharge solutions, announced the appointment of former CEO and president of Discover Financial Services, Roger Hochschild, to its board of directors. This strategic appointment underscores InterPayments’ mission to empower merchants to manage their cost of acceptance directly and through partnerships with US banks, payment......
Despite Highly Manual Processes, Only 33% of Auditors Say They Use AI, Compared to 76% of Accounting and Finance Professionals
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Despite Highly Manual Processes, Only 33% of Auditors Say They Use AI, Compared to 76% of Accounting and Finance Professionals

Business Wire
by Business Wire0
A staggering 73% of auditors still spend more than half their time in spreadsheets, struggling with reconciliations, data extraction, and outdated workflows, according to new research by Trullion, an AI-powered accounting and audit platform. Despite the abundance of Excel-based, manual workflows, only 33% of auditors say they currently use AI.......
insightsoftware Acquires JustPerform to Deliver Unified, No-Code, Cloud-Native Enterprise Performance Management
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insightsoftware Acquires JustPerform to Deliver Unified, No-Code, Cloud-Native Enterprise Performance Management

GlobeNewswire
by GlobeNewswire0
Top-rated EPM platform enhances insightsoftware’s planning, consolidation, and reporting solutions with modern, agile, and user-centric architecture insightsoftware, the most comprehensive provider of solutions for the Office of the CFO, today announced it acquired JustPerform, an intelligent, cloud-native planning, consolidation, and reporting platform. The acquisition brings next-generation enterprise performance management (EPM)......
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