Search Results for: management

Instantia partners with ION FX for trade execution and risk management
Finance Fintech News Risk Management Robotic Process Automation Trading

Instantia partners with ION FX for trade execution and risk management

PR Newswire
by PR Newswire0
ION, a global leader in trading and workflow automation software, high-value analytics and insights, and strategic consulting to financial institutions, central banks, governments, and corporate organizations, announces that Instantia has selected ION Foreign Exchange (FX) for trade execution, trade management, risk, and settlement management for its FX business. Australia-based Instantia is a digital FX,......
Banking Digital Asset Management Digital Payments Featured Finance Fintech Security

How is New-age Fintech Transforming SMB Banking and Cash Flow Management?

Prajakta Ayade
by Prajakta Ayade0
FinTech is fundamentally transforming the way small and medium-sized businesses (SMBs) manage their banking and cash flow. Traditional banking systems often fall short in catering to the unique financial needs of SMBs, such as managing limited resources, fluctuating incomes, and navigating complex regional and regulatory requirements. FinTech companies, with their......
TreviPay and Allianz Trade Announce Strategic Partnership to Enhance B2B Risk Management and Underwriting Solutions
B2B News Risk Management

TreviPay and Allianz Trade Announce Strategic Partnership to Enhance B2B Risk Management and Underwriting Solutions

Business Wire
by Business Wire0
TreviPay, the most-trusted B2B payments and invoicing network, announced a new strategic partnership with Allianz Trade, the global leader in trade credit insurance. This collaboration will provide the option to integrate Allianz Trade’s credit insurance into TreviPay’s suite of trade credit and invoicing solutions, providing enhanced risk management enabling funding......
Moxo integrates with Wealthbox to streamline client management for financial advisors
Finance Fintech News

Moxo integrates with Wealthbox to streamline client management for financial advisors

PR Newswire
by PR Newswire0
Moxo, the leading service orchestration platform for customer, vendor, and partner processes, is excited to announce a new integration with Wealthbox, a modern CRM designed for financial advisors. This powerful partnership aims to transform client management by enabling seamless data sharing between Moxo and Wealthbox, significantly enhancing operational efficiency for......
Marqeta and Found Bring Streamlined Expense Management Offerings to SMBs and Self-Employed Professionals
Finance Fintech News

Marqeta and Found Bring Streamlined Expense Management Offerings to SMBs and Self-Employed Professionals

Business Wire
by Business Wire0
Marqeta’s modern platform is powering Found’s Business debit card, opening access to customized business banking capabilities for SMBs and self-employed entrepreneurs usually reserved for larger businesses. Marqeta, the global modern card issuing platform that enables embedded finance solutions for the world’s innovators, today announced a new customer, Found, a business banking......
TreviPay Expands Dealer Management Offering with Advanced API Integrations
B2B Digital Payments News

TreviPay Expands Dealer Management Offering with Advanced API Integrations

Business Wire
by Business Wire0
Enhanced integration capability for commercial equipment dealers will enable seamless, convenient onboarding and line-item transaction details for fleet programs TreviPay, the most-trusted B2B payments and invoicing network, announces enhancements for dealer management systems for commercial equipment dealers servicing fleets. In addition to providing a smooth onboarding and integration process, TreviPay’s advanced......
Rentec Direct Announces Full Accounting Feature Update for Property Management Software
Finance Fintech News

Rentec Direct Announces Full Accounting Feature Update for Property Management Software

PR Newswire
by PR Newswire0
New accounting features in Rentec Direct’s property management software streamline accounting tasks and eliminate the need for external platforms. Rentec Direct, the award-winning property management software, is proud to introduce new full accounting features designed to simplify financial management for landlords and property managers. These updates include enhanced tools for......
Aiwyn Redefines the Future of Practice Management with Launch of PracticeOS
Finance Fintech News

Aiwyn Redefines the Future of Practice Management with Launch of PracticeOS

PR Newswire
by PR Newswire0
Aiwyn launches PracticeOS, a modern practice management platform developed in collaboration with firm leaders across the IPA Top 500, at the company’s annual user conference, Unlock 2024. Aiwyn, a leader in accounting technology, today launched PracticeOS, an intuitive cloud-based practice management platform designed to optimize accounting firms’ work-to-cash cycles. PracticeOS......
Lucinity Partners with Sift for Unified Fraud and AML Case Management
Finance Fintech News

Lucinity Partners with Sift for Unified Fraud and AML Case Management

PR Newswire
by PR Newswire0
Lucinity and Sift have announced a partnership, unifying fraud and Anti-Money Laundering (AML) into Lucinity’s integrated FinCrime compliance platform for case management, agent-enabled workflow automation, and Generative AI. Sift is an AI-powered fraud platform securing digital trust for leading global businesses. Its Global Data Network analyzes more than 1 trillion events and identity signals per year to......
CSI Acquires Velocity Solutions, a Leader in Intelligent Deposit Growth and Overdraft Management Software
Fintech News

CSI Acquires Velocity Solutions, a Leader in Intelligent Deposit Growth and Overdraft Management Software

Business Wire
by Business Wire0
CSI, a leading provider of end-to-end financial software and technology, announced the acquisition of Velocity Solutions. Velocity offers financial institutions best-in-class account and deposit acquisition, customer engagement and retention solutions as well as intelligent software for serving consumer liquidity through overdraft management. “The CSI and Velocity teams are united by......
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