Search Results for: relationship management

Wolters-Kluwer-enhances-end-to-end-user-experience-for-latest-PPP-funding-through-TSoftPlus-software-and-eOriginal-platform
Business Fintech News

Wolters Kluwer Helps Firms Save Time With New Enhancements To Its CCH Axcess Client Collaboration Expert Solution

Fintech News Desk
Today, Wolters Kluwer Tax & Accounting announced that it has released over 250 innovative new features in its award-winning, cloud-based CCH Axcessâ„¢ Client Collaboration expert solution. These new capabilities were developed specifically to save firms and clients time during a busy tax season and to reduce overall tax season compression.......
PaperSave And Paramount WorkPlace Merge To Form PairSoft, The Leading Procure-To-Pay Platform For Middle-Market and Enterprise
Business Fintech News Robotic Process Automation

PaperSave And Paramount WorkPlace Merge To Form PairSoft, The Leading Procure-To-Pay Platform For Middle-Market and Enterprise

Fintech News Desk
PaperSave® and Paramount WorkPlace, leaders in the Accounts Payable (AP) automation and procurement automation spaces respectively, today announced they have merged and secured a strategic investment from Turn/River Capital. PaperSave and Paramount WorkPlace, leaders in the Accounts Payable (AP) automation and procurement automation spaces respectively, today announced they have merged......
EF Group Partners with Teslar Software to Help Local Businesses Grow
Business Fintech News

EF Group Partners with Teslar Software to Help Local Businesses Grow

Fintech News Desk
Partnership scales community bank-funded lines of credit, meets small business needs with more efficiency Teslar Software, a provider of automated workflow and portfolio management tools designed to help community financial institutions thrive, announced today that it has partnered with EF Group to streamline operations and improve business relationships for the company. Read More: A Winning......
Cobalt and Baton Systems Partner to Streamline Post-Trade FX Processing
Business Capital Markets Currency Exchange Fintech News

Cobalt and Baton Systems Partner to Streamline Post-Trade FX Processing

Fintech News Desk
Cobalt, the foreign-exchange (FX) and digital asset infrastructure provider announced that it has entered a partnership with Baton Systems, the provider of post-trade solutions for capital markets. Under the agreement Baton’s payments infrastructure will be combined with Cobalt’s middle office platform to provide a seamless end-to-end FX settlement solution. Leveraging......
Temenos Transforms Corporate Banking with End-to-End, Cloud-Native Corporate Lending Platform
Banking Business Fintech News

Temenos Enterprise Pricing Offers Banks Core-Agnostic, SaaS Solution for Rapid Launch of Personalized Products and Services

Fintech News Desk
Temenos’ solution enables larger banks with complex, legacy systems to launch innovative and highly competitive multi-product pricing offerings – across Temenos’ and third-party core banking platforms – to gain earlier time to value as they start their modernization program Temenos’ powerful, enterprise-wide product management and dynamic pricing helps larger banks......
WEX works with MYOB to increase ease of B2B payments for Australia
Business Fintech News

WEX works with MYOB to increase ease of B2B payments for Australia

Fintech News Desk
WEX, a leading financial technology service provider, announced its collaboration with online business management platform MYOB to deliver B2B payments for Australian businesses. Read More: GlobalFintechSeries Interview with Matt Clare, Chief Operating Officer, Global Processing Services (GPS) WEX today announced its collaboration with online business management platform MYOB to deliver......
Connect FSS Announces Restructuring of Leadership Team
Fintech Mobile Banking News

Connect FSS Announces Restructuring of Leadership Team

Fintech News Desk
New organizational structure better aligns the company to achieve its strategic goals. Connect Financial Software Solutions (“Connect”), a CUSO providing advanced enterprise digital banking services to credit unions, has announced a restructuring of the company’s leadership team in response to company growth and to better align with the company’s strategic......
Credit-Suisse-announces-endowment-with-UNCF-to-fund-scholarships-for-students-attending-North-Carolina-based-HBCUs
Banking Fintech News

Credit Suisse Announces Endowment With UNCF To Fund Scholarships For Students Attending North Carolina-Based HBCUs

Fintech News Desk
Credit Suisse is pleased to announce an initial commitment of USD 1.2 million to establish the Credit Suisse Scholars Program, an ongoing endowment with UNCF (United Negro College Fund) to fund scholarships for students attending historically Black colleges and universities (HBCUs) based in North Carolina. Read More: Reef Finance Becomes the......
New FinTech App from AskMyAdvisor to Revolutionize How Advisors Trigger Around-The-Clock Referrals
Fintech News

Fintech SaaS Company ‘AskMyAdvisorâ„¢’ Introduces Innovative Digital Solution to Help Solve The COVID Disruption of In-Person Advisory Services for Accountants, Attorneys, Financial Advisors and Realtors

Fintech News Desk
AskMyAdvisorâ„¢ recently announced the launch of its new Q&A Web Page Builder specifically designed to help professional advisors seamlessly address questions and needs from their top 25 clients and make instant connections to potential referrals, without having to set up in-person meetings. Read More: BitGo Announces $16 Billion in Assets......
Fidelity's eMoney Rolls Out Financial Planning and Wellness App
Business Fintech News

Fidelity’s eMoney Rolls Out Financial Planning and Wellness App

Fintech News Desk
eMoney Advisor, a leading provider of technology solutions and services that help people talk about money, announced the launch and general availability of Incentive, a client-led financial planning and wellness application. Following a successful beta program with six participating firms, Incentive is available now for use through retirement plan advisors.......
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