Search Results for: manage clients

GreenPath Financial Wellness Takes “Best in Show Innovation Award” at the 2020 CU Leadership Convention
Fintech News

GreenPath Financial Wellness Named to Companies That Care 2020 Honor Roll

Fintech News Desk
by Fintech News Desk0
GreenPath Financial Wellness, a national nonprofit that provides financial counseling and debt management services, has been named to Center for Companies That Care Honor Roll, a national list recognizing employers for outstanding workplace practices and active community involvement. The Honor Roll celebrates U.S.-based organizations of all sizes in diverse industries.......
Business News

VeriShip Named to SDCE 100 Top Supply Chain Projects for 2020

Fintech News Desk
by Fintech News Desk0
Optimized shipping operations saved client SimpleTire $1M VeriShip, a SaaS-based business optimization and spend management platform, today announced its selection to Supply & Demand Chain Executive’s SDCE 100, a prestigious list spotlighting successful and innovative supply chain projects that deliver bottom-line value to small, medium and large enterprises. Read More: GlobalFintechSeries Interview with Chuck......
Artificial Intelligence News

FP Alpha and Redtail Technology Announce New Integration

Fintech News Desk
by Fintech News Desk0
FP Alpha, an AI-driven comprehensive wealth management solution that helps advisors identify and provide actionable recommendations to clients, is now integrated with Redtail Technology FP Alpha, an AI-driven wealth management solution for financial advisors, announced today a new client data integration with Redtail Technology (Redtail), a leading provider of client relationship management......
News Risk Management

BDO Launches New Compliance Center Powered by Microsoft

Fintech News Desk
by Fintech News Desk0
Holistic solution backed by trusted technology suite helps organizations streamline compliance with evolving legal and regulatory requirements BDO USA, LLP, one of the nation’s leading accounting and advisory firms, today announced the launch of a new integrated solution that helps organizations develop and maintain a comprehensive data governance, risk management......
Equifax Introduces Response CONFIDENCE to Drive More Confident Decisions in Pandemic Economy
Fintech News

Equifax Expands Leadership in Commercial Credit Data Solutions with Acquisition of Ansonia

Fintech News Desk
by Fintech News Desk0
Purchase Grows Equifax Differentiated Data Assets, Adding Unique Trade Intelligence to Support Transportation, Logistics and Financial Services Companies Equifax has increased its leadership in commercial credit data solutions with the acquisition of Ansonia Credit Data (Ansonia), a leading provider of business credit, collections, and account receivable data used by financial institutions......
Business Fintech News

BigTime Software Announces New Integration with Sage Intacct

Fintech News Desk
by Fintech News Desk0
The integration will allow BigTime clients to synchronize their projects, employees, financials, and accounting data seamlessly BigTime Software, a leading provider of cloud-based software for professional services firms, announced today its integration with Sage Intacct, a leading cloud financial management system. Through the integration, BigTime clients will be able to......
Chartis Names FIS as Category Leader for Insurance Risk Solutions
Fintech InsurTech News Risk Management

Chartis Names FIS as Category Leader for Insurance Risk Solutions

Fintech News Desk
by Fintech News Desk0
Financial technology leader FIS has been named a category leader by leading industry research firm Chartis Research for technology solutions that enable global insurers to comply with the International Financial Reporting Standard (IFRS) 17 and U.S. GAAP Long Duration Targeted Improvements (LDTI) accounting standards. Read More: Banks Are Experiencing a Kodak......
Business News Risk Management

Foresite Announces Partnership with Telarus, Providing Full Suite of Cybersecurity-as-a-Service and Compliance Services

Fintech News Desk
by Fintech News Desk0
Foresite, a managed security and cyber-consulting services provider, is pleased to announce we are now offering our full suite of cybersecurity-as-a-service and compliance services via Telarus, the largest privately-held technology services distributor. Read More: GlobalFintechSeries Interview with Chuck Klein, Chief Executive Officer & Founder at IMM This exclusive agreement covers the......
Nexsys Technologies and Farmers Insurance® Join to Digitize the Verification of Homeowners Insurance
Fintech News

Nexsys Technologies Partners with Lemonade to Simplify Homeowners Insurance Verification Process

Fintech News Desk
by Fintech News Desk0
Clear HOI platform streamlines verification for insurers and mortgage lenders alike Nexsys Technologies, a FinTech company that provides a suite of essential tech solutions for mortgage origination and closing, has partnered with insurance company Lemonade to simplify the homeowners insurance verification process. Using Clear HOI, Nexsys users will be able to leverage a......
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