Search Results for: management accounting,

Jane Rheem Joins Patra as Chief Data & Analytics Officer
Business InsurTech News

Jane Rheem Joins Patra as Chief Data & Analytics Officer

Fintech News Desk
Patra expands management team to support growth and new data initiatives Patra, a leading provider of technology-enabled solutions for the insurance industry, announced that veteran analytics executive Jane Rheem has joined the company as Chief Data & Analytics Officer. Rheem was most recently VP & Chief Analytics Officer at UFG Insurance, where......
ForwardLane Makes AI Wealthtech Accessible to RIAs and Broker-Dealers with Bridge Financial Technology Partnership
Artificial Intelligence Fintech News

ForwardLane Makes AI Wealthtech Accessible to RIAs and Broker-Dealers with Bridge Financial Technology Partnership

Fintech News Desk
Advisors can harness ForwardLane’s AI technology to deliver hyper-personalized service to clients and drive up to 50% more growth in AUM ForwardLane, the award-winning wealthtech provider of personalized client insights for wealth and asset managers, has entered into a strategic partnership with Bridge Financial Technology to provide access to artificial intelligence for......
SEI Enhances Archway Platform through Strategic Partnership with Canoe Intelligence
Fintech Investment Services News

SEI Enhances Archway Platform through Strategic Partnership with Canoe Intelligence

Fintech News Desk
Automated Alternative Investment Data Collection and Delivery Increase Family Office Efficiency SEI (NASDAQ: SEIC) today announced enhancements to its Archway PlatformSM to automate alternative investment data workflows involving a strategic partnership with Canoe Intelligence (Canoe), a financial technology company focused on reimagining data management processes for alternative investors and capital allocators. SEI......
Boom Commerce Completes Strategic Investment in POS Technology Leader Ovvi
Fintech Investment Services News

Boom Commerce Completes Strategic Investment in POS Technology Leader Ovvi

Fintech News Desk
Partnership cements Boom and Ovvi’s positions atop the integrated payments and POS industries Boom Commerce, leading provider of electronic payment processing products and services, has announced a strategic investment in top point-of-sale (POS) technology company, Ovvi (formerly POSsible POS). Read More: ApexEdge Launches Actionable Intelligence Enablement Platform that Generates Profitable......
Corvee Releases First-of-its-Kind Software for Proactive and Strategic Tax Planning
Fintech News

Corvee Releases First-of-its-Kind Software for Proactive and Strategic Tax Planning

Fintech News Desk
Corvee Tax Planning software gives accounting firms and tax professionals the ability to formulate a tax savings calculation and plan in minutes using machine learning and automation Corvee, a software and solutions company which serves tax and accounting firms, today announces the launch of its Tax Planning software to give......
AC Milan to Join Sports Crypto Movement with Launch of $ACM Fan Token
Banking Fintech News

Gateway Promotes Kelly Stewart to Vice President, Senior Lending Officer for Banking Operations

Fintech News Desk
Gateway First Bank has promoted Kelly Stewart to Vice President Senior Lending Officer for Banking Operations. In this new role, he will oversee lending operations for Northwest Oklahoma and will support efforts to bring in new bank clients while cultivating relationships with current customers. Read More: Cloud-based Hedge Funds Report......
Yooz arrives to Switzerland
Fintech News

Yooz Arrives to Switzerland

Fintech News Desk
Europe’s most automated demat invoices solution – connected to all ERPs on the market – finally accessible to all Swiss companies The leading publisher of digital and automated SaaS purchasing and invoicing solutions Yooz is operating actively in Switzerland. The company provides Swiss companies of all sizes and industries with......
Frost & Sullivan: It Has Become Critical for B2B Businesses to Adopt Automated A/R Collection Solutions
Business Fintech News

Frost & Sullivan: It Has Become Critical for B2B Businesses to Adopt Automated A/R Collection Solutions

Fintech News Desk
Both the Pandemic and the Wave of New Fintech Tools Leading Businesses into an Automated Era in Financial Management make it Imperative for Companies to Gain an Advantage in Managing Receivables and Ensure Cash Flow An advantage in securing cash flow is the difference between ensuring business growth and a......
Northern Virginia’s Burke & Herbert Bank Partners with 360 View as Integral Part of their CRM Strategy
Banking Business Fintech News

Northern Virginia’s Burke & Herbert Bank Partners with 360 View as Integral Part of their CRM Strategy

Fintech News Desk
Virginia’s oldest bank partners with 360 View to provide the primary tool for their next evolution in customer relationship management. 360 View provides a comprehensive view of the customer, offering Burke & Herbert Bank the ability to track every customer interaction and translate the data into relevant customer care at......
Business Capital Markets Featured Fintech

Growth and Impact of Budgeting Software in Business-to-Business

Fintech News Desk
“Budgeting is the first step towards better financial management.” Irrespective of the size and scale of your business, budgeting sits at the core of  every process. A smooth and streamlined budgeting can only ensure that all the other business functions are running in tandem with each other. In the initial......
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