Search Results for: relationship management

insightsoftware Launches ESG Reporting Solution, Providing Robust Data Management, Compliance Confidence, and Automated Reporting
Finance Fintech News

insightsoftware Launches ESG Reporting Solution, Providing Robust Data Management, Compliance Confidence, and Automated Reporting

GlobeNewswire
by GlobeNewswire0
Now available for European Union businesses, insightsoftware ESG reduces the burden of reporting and enhances an organization’s reputation with stakeholders insightsoftware, the most comprehensive provider of solutions for the Office of the CFO, today announced its Environmental, Social, and Governance (ESG) solution. Initially focused on organizations impacted by the coming Corporate......
Morgan Stanley Wealth Management Announces Latest Game-Changing Addition to Suite of GenAI Tools
Artificial Intelligence Fintech News

Morgan Stanley Wealth Management Announces Latest Game-Changing Addition to Suite of GenAI Tools

Business Wire
by Business Wire0
AI @ Morgan Stanley Debrief acts as notetaker, summarizer and first draft communication composer for client meetings, greatly enhancing efficiency and enabling scale for Advisors and their practices Morgan Stanley Wealth Management (MSWM) today announced the next innovation milestone in its AI @ Morgan Stanley suite of GenAI tools for......
Treasury Prime and FS Vector Join Forces to Strengthen BaaS Relationships through Regulatory Compliance Training
Banking News

Treasury Prime and FS Vector Join Forces to Strengthen BaaS Relationships through Regulatory Compliance Training

Business Wire
by Business Wire0
Partnership brings FS Vector’s Headmaster training platform to the Treasury Prime Partner Marketplace Treasury Prime, a leading embedded banking software company, announced its strategic partnership with regulatory advisory firm FS Vector. The partnership formalizes an existing relationship between the two companies and will bring FS Vector’s regulatory compliance training platform......
Anduin Launches Investor Data Management to Supercharge LP Workflows for Alternative Investments
Finance Fintech Investments News

Anduin Launches Investor Data Management to Supercharge LP Workflows for Alternative Investments

Business Wire
by Business Wire0
Smarter data connectivity helps private funds bridge the gap between CRM and onboarding to energize raises and automate investor workflows Today, Anduin launched Investor Data Management (IDM), a platform that enables fund managers to supercharge their investor workflows through the better management and operationalization of their data — all from......
Certa Brings Generative AI-Powered Third Party Management to Enterprises
Artificial Intelligence Finance Fintech News

Certa Brings Generative AI-Powered Third Party Management to Enterprises

Business Wire
by Business Wire0
Innovative Generative AI Capabilities and New ESG Modules Enable Businesses to Efficiently Navigate Evolving Regulations and Risks in Third Party Relationships Certa, the leading software platform for enterprises to manage risk, compliance, and ESG for their third parties like vendors, partners, and clients, today announced that its trailblazing generative AI......
CLARA Analytics Launches Groundbreaking AI-Based Fraud Detection for Workers’ Compensation Claims Management
Artificial Intelligence Finance Fintech News

CLARA Analytics Launches Groundbreaking AI-Based Fraud Detection for Workers’ Compensation Claims Management

Business Wire
by Business Wire0
Insurers Will See Significantly Reduced Operational Expenses and Improved Outcomes CLARA Analytics (“CLARA”), a leading provider of artificial intelligence (AI) technology for insurance claims optimization, today announced the launch of a groundbreaking new fraud detection product that leverages the company’s AI platform and large workers’ compensation datasets to increase visibility......
Broadridge Acquires AdvisorTarget, Expands Capabilities to Help Asset Management and Wealth Firms Transform Digital Distribution and Marketing
Finance Fintech News

Broadridge Acquires AdvisorTarget, Expands Capabilities to Help Asset Management and Wealth Firms Transform Digital Distribution and Marketing

PR Newswire
by PR Newswire0
Combining forward-looking advisor intent data with asset holding data enables precision-targeted, cost-effective digital marketing and sales strategies Global Fintech leader Broadridge Financial Solutions, Inc. announced today that it has acquired AdvisorTarget, a market leader in providing asset management and wealth management firms with data products to help power digital marketing, sales and......
VoPay Launches TXB Solution to Help Banks and Credit Unions Implement API-First Transaction Banking and Cash Management
Banking News

VoPay Launches TXB Solution to Help Banks and Credit Unions Implement API-First Transaction Banking and Cash Management

Business Wire
by Business Wire0
VoPay, a leading provider of embedded payment technology, announced the launch of its Digital Transaction and Cash Management Banking Platform, TXB. VoPay’s TXB platform is a turnkey solution designed to help banks and credit unions launch API-first transaction banking and cash management services. “I am immensely proud of the innovative......
Atomic Unveils PayLink Manage: The Actionable Subscription Management Tool for Financial Institutions
Digital Payments News

Atomic Unveils PayLink Manage: The Actionable Subscription Management Tool for Financial Institutions

Business Wire
by Business Wire0
Atomic’s PayLink Manage outshines other solutions by enabling users to both monitor their recurring payments and make real-time changes within the banking app. Atomic, the leader in payroll connectivity, has launched PayLink Manage, a subscription management technology designed to help account holders seamlessly view, update and optimize all their recurring payments......
YCharts-and-Savant-Wealth-Management-Enhance-Partnership-To-Elevate-Client-Engagement-With-Streamlined-Proposal-Generation
Finance Fintech News

YCharts and Savant Wealth Management Enhance Partnership To Elevate Client Engagement With Streamlined Proposal Generation

Business Wire
by Business Wire0
This strategic collaboration aims to empower advisors with enhanced capabilities, accelerating business growth by optimizing proposal generation and strengthening client communication. YCharts, a premier cloud-based investment research platform and proposal builder, is excited to announce an expanded partnership with Savant Wealth Management, a leading fee-only RIA recognized among Barron’s Top 100......
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