Search Results for: manage clients

Botkeeper Announces "Botkeeper For Dummies" Book to Drive Scale and Innovation in the Accounting Industry
Artificial Intelligence Fintech News

Botkeeper Announces “Botkeeper For Dummies” Book to Drive Scale and Innovation in the Accounting Industry

Fintech News Desk
Botkeeper, a trailblazer and leading provider of human-assisted AI bookkeeping solutions for CPAs, today announced the upcoming release of Botkeeper For Dummies, an educational best-practices guide for CPAs and Bookkeeping teams to successfully automate the back-office bookkeeping processes, transform their firms through automation, and differentiate in the accounting landscape. Additionally, the......
New York Life Investments Launches Data Visualization Platform for Financial Advisors
Big Data Capital Markets Fintech Investment Services News

New York Life Investments Launches Data Visualization Platform for Financial Advisors

Fintech News Desk
Advisor Channel offers advisors data-driven visuals on capital markets and investment trends New York Life Investments, in partnership with Visual Capitalist, announced the launch of Advisor Channel, a data visualization platform offering financial advisors easily accessible and digestible educational material on critical capital markets and investment trends. Read More: GlobalFintechSeries......
S&P Global Market Intelligence Expands SME Data Coverage with 10 million European Private Companies
Artificial Intelligence Business Fintech News

S&P Global Market Intelligence and Snowflake Collaborate to Enable Seamless Delivery of Financial and Alternative Data

Fintech News Desk
S&P Global Market Intelligence, announced that it has collaborated with Snowflake, the cloud data platform, to seamlessly deliver S&P Global’s industry-leading financial, textual, ESG and alternative data through Snowflake. Clients now have immediate access to S&P Global’s data via Snowflake ― eliminating the data ingestion process and significantly improving their......
WNS’ ‘Quote-to-Sustain’ Offering Accelerating the Shift to a Digital Finance Function
Business Fintech News

WNS’ ‘Quote-to-Sustain’ Offering Accelerating the Shift to a Digital Finance Function

Fintech News Desk
WNS (Holdings) Limited (NYSE: WNS), a leading provider of global Business Process Management (BPM) services, today announced the launch of Quote-to-Sustain (QtS), a next-gen digital Finance & Accounting (F&A) offering. Read More: GlobalFintechSeries Interview with Gerard Griffin, CEO at AnyDay QtS enables CFOs to release working capital, minimize revenue loss and accelerate revenue recovery, reduce......
Business Fintech News

B2B Payment Solutions Ltd Secures FCA AEMI Approval to Offer e-Payment Services in UK and Europe

Fintech News Desk
B2B Payment Solutions Ltd Secures FCA AEMI Approval to Offer e-Payment Services in UK and Europe B2B Payment Solutions Ltd, part of the B2Broker Group of companies, is pleased to announce that the United Kingdom’s Financial Conduct Authority (FCA) has granted the company an Electronic Money Institution License (AEMI). The licence permits......
Fintech News

Vela Expands Fixed Income Offering with Fenics UST

Fintech News Desk
Adds to DMA Platform with US Treasuries market coverage to include cash and derivatives Vela, a leading independent provider of data and execution technology for global multi-asset electronic trading, today announced the addition of Fenics US Treasuries (Fenics UST), owned and operated by BGC Financial, to its fully-hosted and managed Direct Market......
Fintech Fintech Funding News

AppFolio Announces Sale of MyCase to Funds Advised by Apax Partners

Fintech News Desk
AppFolio, Inc. (NASDAQ: APPF) (“AppFolio” or the “Company”), a leading provider of cloud-based business software solutions, services and data analytics, today announced that it has entered into a definitive agreement to sell 100% of the equity interest of its wholly-owned subsidiary, MyCase, Inc., which provides legal practice and case management......
FactSet and AWS Announce Plans to Bring FactSet’s Global Exchange Data to the Cloud
Artificial Intelligence Fintech News

FactSet and AWS Announce Plans to Bring FactSet’s Global Exchange Data to the Cloud

Fintech News Desk
Agreement to create the first ticker plant of its kind in the cloud FactSet, a global provider of integrated financial information, analytical applications, and industry-leading service, announced plans to migrate its real-time ticker plant to Amazon Web Services, Inc.(AWS). FactSet’s ticker plant, which is currently implemented on premise, ingests and delivers......
Fintech News

LicenseFortress Raises the Bar in Oracle Software License Compliance with the Addition of Experienced Legal Counsel Beeman & Muchmore, LLP

Fintech News Desk
LicenseFortress, the only provider of a 100% guaranteed Oracle software license compliance solution, launched another industry first: The addition of specialized legal advisors to its licensing and technology teams with the goal of preventing costly license violations and legal disputes with software vendors. Read More: Doxim Announces Omnichannel Loan Origination and......
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