Search Results for: professional services

Ryan’s Trisha C. Fortune Receives Institute for Professionals in Taxation Distinguished Service Award
Fintech News

Ryan Named One of Great Place to Work’s Best Workplaces in Consulting and Professional Services

Fintech News Desk
by Fintech News Desk0
Ryan, a leading global tax services and software provider, was selected as one of the best workplaces in consulting and professional services by Great Place to Work. Selection criteria was compiled from more than 357,000 employees working in the consulting or professional services industry in the United States. The evaluation......
FinancialForce Increases Productivity for Five9, Resulting in Millions in Added Revenue
Fintech News

FinancialForce Top Ranked Professional Services Automation Solution in SPI Research Annual Survey

Fintech News Desk
by Fintech News Desk0
Four FinancialForce Customers and Partners Selected as “Best-of-the-Best” Professional Services Organizations FinancialForce, the #1 Enterprise Professional Services Automation (PSA) and only customer-centric  ERP cloud solution native to the Salesforce Platform, has once again been recognized as the most adopted PSA solution in the thirteenth annual PS Maturity™ Benchmark published by SPI Research,......
FinancialForce Announces Partnership with Gainsight for Customer Centricity, and Integration with Plaid for Banking Ease-of-Use
Banking Fintech News

FinancialForce Receives Top Honors for Professional Services Automation and Accounting Software from G2

Fintech News Desk
by Fintech News Desk0
For the second consecutive year, FinancialForce is the #1 Enterprise PSA Leader recognized by G2’s Winter 2020 Report FinancialForce, the 1 Enterprise Professional Services Automation (PSA) and the only customer-centric ERP (CCERP) cloud solution, has been named a Leader in G2’s latest Main (overall market) Grid, Enterprise Grid, Mid-Market Grid,......
Survey: 92% of Financial Services Professionals See Positive ROI on XR Technology, with Privacy and Security being Crucial to Adoption
Fintech News

Survey: 92% of Financial Services Professionals See Positive ROI on XR Technology, with Privacy and Security being Crucial to Adoption

PR Newswire
by PR Newswire0
Survey shows that XR significantly improves skill development, customer experiences, and operational efficiencies, with 9 out of 10 surveyed highlighting the importance of strong privacy and security measures Premier virtual reality (VR) and extended reality (XR) company HTC VIVE has released a report on the financial service industry’s adoption of XR,......
ForwardLane Launches EMERGE - Generative AI Platform to Supercharge New Gen of Financial Services Professionals
Analytics Artificial Intelligence Finance News

ForwardLane Launches EMERGE – Generative AI Platform to Supercharge New Gen of Financial Services Professionals

PR Newswire
by PR Newswire0
With the new generative AI platform, financial organizations can rapidly scale their data and analytics capabilities while key sales, marketing, business and product professionals with no AI/LLM expertise can now easily create, preview and engage with valuable insights ForwardLane, the provider of AI-powered intelligence solutions, announces the launch of its......
Prime Capital Investment Advisors Partners with Professional Financial Services
Fintech News

Prime Capital Investment Advisors Partners with Professional Financial Services

Fintech News Desk
by Fintech News Desk0
PCIA enters the Sioux Falls and South Dakota markets Prime Capital Investment Advisors (PCIA), is pleased to announce their new partnership with Professional Financial Services (PFS). PCIA’s acquisition expands PCIA’s national footprint and adds $185 million in assets under management as of the end of October 2022. Read: Lets Understand Crypto In A Laymans......
Hearsay Helps Financial Services Professionals Ensure Compliance with SEC Modernized Marketing Rule
Fintech News

Hearsay Helps Financial Services Professionals Ensure Compliance with SEC Modernized Marketing Rule

Fintech News Desk
by Fintech News Desk0
Offering enables compliant use of testimonials and endorsements to drive business growth Hearsay Systems, the trusted global leader in digital client engagement for the financial services industry, announced that it is expanding its compliance capabilities to help financial professionals make the most of testimonials and endorsements. The new functionality, which......
MML Investors Services Enters Into an Agreement With NYDIG to Provide Financial Professionals and Investors Access to Bitcoin Fund
Finance Fintech Investments News

MML Investors Services Enters Into an Agreement With NYDIG to Provide Financial Professionals and Investors Access to Bitcoin Fund

Fintech News Desk
by Fintech News Desk0
Massachusetts Mutual Life Insurance Company (“MassMutual”) announced that its broker-dealer, MML Investors Services (MMLIS), has entered into a placement agent agreement with NYDIG, a leading provider of technology and investment solutions, for a bitcoin fund. Select MMLIS financial professionals will offer qualifying clients access to the fund, which provides an......
FinTech Company Uses Online Appointment Setting to Keep Financial Services Professionals In Business During COVID - Goes Public Under GRWCD
Fintech News

FinTech Company Uses Online Appointment Setting to Keep Financial Services Professionals In Business During COVID – Goes Public Under GRWCD

Fintech News Desk
by Fintech News Desk0
Public Employee Retirement Assistance utilizes technology to pair public employees with retirement specialists virtually and is now a subsidiary of Grow Capital, Inc.(PERA) Grow Capital, announced that it has formally acquired Public Employee Retirement Assistance, LLC (PERA). Read More: DataRooms.com Embeds the dtSearch Engine to Enable Instant Searching across Terabytes......
Blackhawk Network Helps California Governor's Office of Emergency Services Distribute $25M in Stipends to Frontline Healthcare Professionals
Fintech News

Blackhawk Network Helps California Governor’s Office of Emergency Services Distribute $25M in Stipends to Frontline Healthcare Professionals

Fintech News Desk
by Fintech News Desk0
Blackhawk Network has collaborated with the California Governor’s Office of Emergency Services to quickly deliver stipends to healthcare professionals who are on the frontlines of the battle to control the COVID-19 pandemic. The $25M in aid—generously donated by Facebook—was dispersed in the form of 50,000 prepaid cards from Blackhawk’s OmniCard.com portal. The cards can be redeemed online or in......
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