Search Results for: risk management

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......
Boardwalktech and HCLTech Extend Partnership to Reduce Risk and Improve Control for Financial Institutions
Finance Fintech News Risk Management

Boardwalktech and HCLTech Extend Partnership to Reduce Risk and Improve Control for Financial Institutions

PR Newswire
by PR Newswire0
Boardwalk Velocity Product continues expansion into financial services sector to help mitigate risk due to end-user computing applications Boardwalktech Software Corp, a leading digital ledger platform and enterprise software solutions company, and HCLTech, a leading global technology company, are pleased to announce the expansion of their partnership. HCLTech is currently......
AuditBoard Releases Updates to Modern Connected Risk Platform to Further Streamline Collaboration for Governance, Risk, and Compliance Teams
Compliance management Fintech News

AuditBoard Releases Updates to Modern Connected Risk Platform to Further Streamline Collaboration for Governance, Risk, and Compliance Teams

Business Wire
by Business Wire0
Analytics Enhancements and Aggregate Scoring among the updates to help customers drive increased value for their organizations. AuditBoard, the leading cloud-based platform transforming audit, risk, compliance, and ESG management, announced extensions to its modern connected risk platform to help teams improve efficiency, foster collaboration, and increase the rigor and intentionality......
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......
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......
GAN Integrity Launches Integrity Identify™ - AI-Enabled Risk Discovery and Monitoring
Artificial Intelligence Finance Fintech News

GAN Integrity Launches Integrity Identify™ – AI-Enabled Risk Discovery and Monitoring

PR Newswire
by PR Newswire0
Solution delivers a 10x increase in the precision of risk screening and 2x faster onboarding of third parties GAN Integrity, a leading provider of integrated compliance, ethics, and risk management solutions, today announced the release of its new third-party risk discovery and monitoring solution Integrity Identify. Using advanced large language......
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......
CertifID Announces Expansion of Insurance to Address Escalating Risk of Wire Fraud
Fintech InsurTech News

CertifID Announces Expansion of Insurance to Address Escalating Risk of Wire Fraud

Business Wire
by Business Wire0
The company has doubled its maximum coverage tier to $2 million per verified transaction to meet rising business demand and housing values CertifID, a leader in wire fraud protection, announced up to $2 million in direct, first-party insurance coverage on every wire transfer that is verified by the company. Thursday’s......
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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