Search Results for: manage clients

Avii Adds Inline Editing Support for Microsoft OneDrive to its Unified Accounting Practice Management Platform
Banking Fintech News

Avii Adds Inline Editing Support for Microsoft OneDrive to its Unified Accounting Practice Management Platform

Fintech News Desk
-Beyond Bi-Directional Syncing, Avii Provides Accountants Using Avii Workspace for Tax, Audit and Advisory the Ability to Edit OneDrive Documents Directly from the Cloud- Accounting practitioners who use Microsoft’s OneDrive  document sharing and storage solution in conjunction with the Avii Workspace unified SaaS platform have yet another reason to cheer. Avii......
UBS Partners With Clients to Design New UBS Financial Services iPhone App
Banking News

UBS Partners With Clients to Design New UBS Financial Services iPhone App

Fintech News Desk
UBS Wealth Management USA has launched an entirely redesigned UBS Financial Services iPhone app (”the app”) in close collaboration with UBS clients and financial advisors. The new app is designed to help clients gain a more complete picture of their total wealth, and get insights and research in new ways......
Sapience CoreSuite Upgraded to Support Digital Document Management and Producer Management
InsurTech News Risk Management

New Sapience CoreSuite Upgrade to Support Digital Document Management and Producer Management

Abhishek Upadhyay
A major provider of software solutions for the insurance industry across the globe, Sapiens International Corporation recently released two new modules in Sapience CoreSuite to support digital document management and producer management. This will help extend the functionality of the latest version of Sapiens CoreSuite for Property and Casualty, release......
PawnHub.io Becomes Hong Kong's First Fully Licensed Crypto Lender
Business News

Financial Institutions Add Capabilities for Small Business Clients with Merchant Solutions from Fiserv

Fintech News Desk
First Foundation Bank and Central Missouri Community Credit Union Are Among the Financial Institutions Adding a Merchant Solutions Offering to Their Portfolio Fiserv, Inc., a leading global provider of financial services technology solutions, announced that more than 50 financial institutions that utilize a Fiserv core processing platform added merchant solutions......
Financial Technology Start-Up Introduces Cloud-Based Title Search Management Software
Fintech Startups News

Financial Technology Start-Up Introduces Cloud-Based Title Search Management Software

Fintech News Desk
Industry Association Exec Calls New SaaS “Remarkable” Title Search Management Process Faster with Fewer People A Kentucky-based FinTech start-up recently announced the introduction of their title search management automation software-as-a-service (SaaS), Title Leader www.titleleader.com. The cloud-based technology platform provides automated ordering of title searches for any residential or commercial property in the......
Technology Integrator PracticeSuite Chooses Claimocity for Mobile Charge Capture and Internist Revenue Cycle Management Services
Business Fintech News

Technology Integrator PracticeSuite Chooses Claimocity for Mobile Charge Capture and Internist Revenue Cycle Management Services

Fintech News Desk
In a move to strengthen its position as a premier SaaS Practice Management & Complete Ambulatory EHR solution, PracticeSuite has announced a strategic partnership with the pioneering medical revenue cycle management experts behind Claimocity, an AI-driven cloud-based billing, scheduling, coding, credentialing, and mobile practice management solution exclusively for hospitalists. The partnership......
The SSI Group Named Top Performer in Revenue Cycle Claims Management Software by KLAS
Banking Business News

The SSI Group Named Top Performer in Revenue Cycle Claims Management Software by KLAS

Fintech News Desk
Award Marks the 4th Time that KLAS Has Recognized The SSI Group as a Category Leader in Medical Billing Software The SSI Group, a leader in financial performance solutions for providers and payers, announced it has been ranked No. 1 for revenue cycle claims management software by KLAS in the......
MarketAxess Appoints Riad Chowdhury as the New Head of Asia Pacific
Investment Services News Trading

MarketAxess Moves to Support Clients’ Sustainable Investment Strategies

Fintech News Desk
Launch of “Trading for Trees” Incentive Program Backed by New Green Bond Trading Functionality MarketAxess Holdings Inc., the operator of a leading electronic trading platform for fixed-income securities, and the provider of market data and post-trade services for the global fixed-income markets, announced the launch of a “Trading for Trees”......
Inaugural Zoe Financial Sentiment Study Indicates Affluent Households Are Comfortable with Digital Wealth Management, Seek Long-Term Advisor Relationships
Banking News

Inaugural Zoe Financial Sentiment Study Indicates Affluent Households Are Comfortable with Digital Wealth Management, Seek Long-Term Advisor Relationships

Fintech News Desk
First-of-Its-Kind Study Suggests More than Two Million Wealthy Households Do Not Currently Have a Financial Advisor, Finds that More Than Half Would Choose an Advisor Online Zoe Financial, a technology-driven marketplace that empowers customers to make better financial decisions, released the results of its inaugural Zoe Wealth Planning Sentiment Study.......
MUFG Union Bank Launches Real-Time Payments for Clients on the RTP Network
Banking News

MUFG Union Bank Launches Real-Time Payments for Clients on the RTP Network

Fintech News Desk
MUFG Union Bank N.A., announced that receipt of real-time payments is available for its corporate, commercial, and retail clients via the RTP® network, operated by The Clearing House. The RTP network provides instantaneous receipt of payments, which increases payment certainty and funds availability, with funds immediately available for use. Real-time payments enable MUFG......
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