Search Results for: legal professionals

Wolters Kluwer Unveils Next-Gen CCH Validate: A Smarter, Faster Confirmation Experience
Banking Fintech News

Wolters Kluwer Unveils Next-Gen CCH Validate: A Smarter, Faster Confirmation Experience

Business Wire
by Business Wire0
Latest enhancements deliver faster, cloud-based confirmation solution that empowers firms with instant client-authorized data, intuitive onboarding, and a trial-first model Wolters Kluwer Tax and Accounting (TAA) unveiled the enhanced CCH Validate, next-generation, cloud-native bank confirmation platform engineered to redefine how audit professionals operate. Purpose-built for speed, security, and intelligence, this fully online......
Dedicated E-Signature Provider SignWell Now Integrates with Intuit QuickBooks
Finance Fintech News

Dedicated E-Signature Provider SignWell Now Integrates with Intuit QuickBooks

GlobeNewswire
by GlobeNewswire0
The only native e-signature solution built for QuickBooks Online gives finance teams a faster, easier way to get approvals and automate estimates. SignWell, a leading e-signature platform trusted by over 65,000 businesses, now seamlessly integrates with Intuit QuickBooks. This integration will empower financial professionals and companies to get estimates and......
Hebbia Acquires FlashDocs to Extend AI Workflow Automation
Artificial Intelligence Finance Fintech News

Hebbia Acquires FlashDocs to Extend AI Workflow Automation

Business Wire
by Business Wire0
Hebbia, the AI platform for finance, announced its acquisition of FlashDocs, a leader in generative AI slide deck creation. The acquisition expands Hebbia’s platform beyond information retrieval and agentic workflows into content generation, reinforcing the company’s commitment to streamlining financial workflows end-to-end. Founded in 2024 by co-founders Morten Bruun and......
Wolters Kluwer Transforms Audit Documentation with Launch of TeamMate+ AI Editor
Artificial Intelligence Fintech News

Wolters Kluwer Transforms Audit Documentation with Launch of TeamMate+ AI Editor

Business Wire
by Business Wire0
Wolters Kluwer, a global leader in professional information, software solutions, and services, announced launch of TeamMate+ AI Editor. This groundbreaking generative AI writing engine is designed to empower auditors to enhance the quality of audit documentation while ensuring industry-leading data protection and safeguards. Frans Klaassen, Senior Vice President and General......
New Survey From Wolters Kluwer Reveals Finance Leaders Plan to Increase Agentic AI Adoption by 6X in Next 12 Months
Artificial Intelligence Finance News

New Survey From Wolters Kluwer Reveals Finance Leaders Plan to Increase Agentic AI Adoption by 6X in Next 12 Months

Business Wire
by Business Wire0
Wolters Kluwer, a global leader in professional information, software solutions, and services, has released compelling survey findings on the current levels of adoption, future plans and key drivers related to Artificial Intelligence (AI) in the office of the CFO. The survey shows that while 6% of finance leaders are currently employing agentic......
Qumis Unveils Major Platform Update to Modernize Insurance Policy Intelligence
InsurTech News

Qumis Unveils Major Platform Update to Modernize Insurance Policy Intelligence

GlobeNewswire
by GlobeNewswire0
New generative AI features deliver legal-grade insights, intuitive comparisons, and faster navigation for smarter decisions across insurance operations Qumis, the only lawyer-built AI platform designed to transform insurance knowledge work, announced a major platform release that redefines how brokers and carriers generate insights from policies, navigate complex documents, and collaborate......
Wealthfront Adds Experienced Advisor Michelle Wilson to Board of Directors
Finance Fintech News

Wealthfront Adds Experienced Advisor Michelle Wilson to Board of Directors

PR Newswire
by PR Newswire0
Wilson brings more than 25 years of experience guiding dynamic startups Wealthfront, the tech-driven financial platform helping young professionals turn their savings into wealth, announced that accomplished legal executive Michelle Wilson has joined the company’s Board of Directors. Wilson brings more than 25 years of experience advising dynamic startups including......
Feedzai: More Than 50% of Fraud Driven by AI and Hyper-Realistic Impersonations, but Banks Also Use Generative AI to Fight Back
Analytics Artificial Intelligence Fintech News

Feedzai: More Than 50% of Fraud Driven by AI and Hyper-Realistic Impersonations, but Banks Also Use Generative AI to Fight Back

Business Wire
by Business Wire0
Feedzai, the global leader in AI-native financial crime prevention, released its 2025 AI Trends in Fraud and Financial Crime Prevention report, uncovering how generative AI (GenAI) is used in financial fraud. “Today’s scams don’t come with typos and obvious red flags—they come with perfect grammar, realistic cloned voices, and videos of......
AffiniPay Appoints Leslie Witt as Chief Product Officer
Digital Payments Fintech News

AffiniPay Appoints Leslie Witt as Chief Product Officer

Business Wire
by Business Wire0
Austin-based software company strengthens leadership team for next phase of growth AffiniPay, a leader in legal practice management software, integrated payments, and solutions for professionals, is proud to announce the appointment of Leslie Witt, former executive at Headspace and Intuit, as the company’s new Chief Product Officer. Witt will be responsible for leading the......
Thoma Bravo Announces More Than $100M Strategic Growth Investment in HubSync
Fintech Investment Services News

Thoma Bravo Announces More Than $100M Strategic Growth Investment in HubSync

PR Newswire
by PR Newswire0
Thoma Bravo, a leading software investment firm, announced a strategic growth investment of more than $100 million in HubSync, the premier all-in-one tax and accounting platform, automating CPA firms. The investment is expected to accelerate HubSync’s product roadmap and customer service, as well as enable continued growth and innovation. HubSync is......
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