Search Results for: tax expert

Beyond Insurance and TrustLayer Announce New Strategic Partnership to Provide BIGN Members with Access to Risk Management Platform
Artificial Intelligence Fintech News

DocuSign Continues Agreement Cloud Expansion With Liveoak Technologies Acquisition

Fintech News Desk
by Fintech News Desk0
Deal to accelerate delivery of solutions for remote online notary and other “assisted agreements” Amid increasing demand for solutions that enable the remote completion of agreements that traditionally required in-person contact, DocuSign announced its acquisition of Austin-based startup, Liveoak Technologies, for $38 million in an all-stock transaction. Read More: Kensho Collaborates with NVIDIA to Advance......
Central Valley Community Bank Announces Retirement of Chief Credit Officer and Succession Appointment
Banking Fintech News Risk Management

Central Valley Community Bank Announces Retirement of Chief Credit Officer and Succession Appointment

Fintech News Desk
by Fintech News Desk0
Patrick A. Luis has been appointed new EVP, Chief Credit Officer, succeeding veteran banker, Patrick J. Carman James M. Ford, President and Chief Executive Officer of Central Valley Community Bancorp (Company) and Central Valley Community Bank (Bank), announced the appointment of Patrick A. Luis to Executive Vice President, Chief Credit......
USA Technologies Announces $55 Million Common Stock Investment from Multiple Investors
Fintech News

USA Technologies Adds Depth to Management Team with New General Counsel Position and Interim CFO

Fintech News Desk
by Fintech News Desk0
USA Technologies, a cashless payments and software services company that provides end-to-end technology solutions for the self-service retail market, announced that Davina Furnish has been named General Counsel and Eugene C. Cavanaugh has been hired as interim Chief Financial Officer. Read More: GlobalFintechSeries Interview with Brandon Dewitt, Co-founder and CTO......
XP Inc. Acquires Stake in Fintech Antecipa Entering the Receivables Financing Market
Business Fintech News

XP Inc. Acquires Stake in Fintech Antecipa Entering the Receivables Financing Market

Fintech News Desk
by Fintech News Desk0
XP, a leading, technology-driven financial services platform and a trusted provider of low-fee financial products and services in Brazil, announced the acquisition of a majority stake in Antecipa. Created as a digital platform for the financing of receivables, Antecipa’s central objective is to offer an efficient alternative for companies to optimize cash......
Focus On Financial Services: Praxent Pivots To Leverage 20 Years' Experience
Fintech InsurTech News

Focus On Financial Services: Praxent Pivots To Leverage 20 Years’ Experience

Fintech News Desk
by Fintech News Desk0
The Austin-based software modernization expert is purpose-built to help financial services brands win Praxent celebrates 20 years in custom software development with new leadership roles and new strategic specialization. Calling all financial services brands — from wealth management to lending, insurance, and real estate — Praxent is the software modernization......
HighRadius Continues European Expansion with Opening of Frankfurt, Germany Office
Fintech News

HighRadius Continues European Expansion with Opening of Frankfurt, Germany Office

Fintech News Desk
by Fintech News Desk0
HighRadius, a fintech enterprise Software-as-a-Service (SaaS) company specializing in automating the order-to-cash and treasury management processes, announced further expansion in the EMEA region after posting triple-digit YoY growth. Read More: Fintech Europe Selects Ten Startups for its Fifth Batch “Frankfurt’s position in central Germany makes other parts of the country......
BBVA USA Goes Virtual With Financial Education
Fintech News

BBVA USA Goes Virtual With Financial Education

Fintech News Desk
by Fintech News Desk0
BBVA USA continues its strong push to provide financial education opportunities in the communities it serves, despite the continuing challenge of pandemic related stay-at-home orders in many areas. While the bank’s financial education workshops have traditionally been held in person, its Responsible Business team has shifted quickly to leverage digital solutions to......
Cleareye.ai Taps Microsoft Azure For PPP Loan Processing Engine
Artificial Intelligence Banking Business Fintech News

Global Fintech Cleareye.ai and PWC in Strategic Tie-Up to Help Banks Improve Compliance, Customer Experience, Revenues With Artificial Intelligence Platform

Fintech News Desk
by Fintech News Desk0
Global fintech company Cleareye.ai that serves various large banks announced signing of a Joint Business Relationship (JBR) with PwC, to deliver unique products to help banks address pain points in their front office, middle office and back office functions. As a part of the JBR relationship, PwC will gain access......
CrowdStreet CEO Ranks Among Top 50 Financial CEOs of 2020
Fintech News

CrowdStreet CEO Ranks Among Top 50 Financial CEOs of 2020

Fintech News Desk
by Fintech News Desk0
CrowdStreet, a technology provider with an online marketplace for direct equity investment in commercial real estate (CRE), announced that Tore Steen has been recognized by The Financial Technology Report as a Top 50 Financial Technology CEO Of 2020. Read More: M Financial Group Licenses FAST Software to Enable New Digital Ecosystem......
BPM Partners Places Wolters Kluwer CCH Tagetik in Dominant Category With Excellent Rating in Annual Vendor Landscape Matrix
Business Fintech News

BPM Partners Places Wolters Kluwer CCH Tagetik in Dominant Category With Excellent Rating in Annual Vendor Landscape Matrix

Fintech News Desk
by Fintech News Desk0
CCH Tagetik, part of Wolters Kluwer Tax & Accounting and the global provider of market-leading software solutions and information services for finance professionals announced it has been recognized as a ‘dominant’ vendor with an overall ‘excellent’ rating in the 2020 BPM Partners North American Vendor Landscape Matrix for Performance Management. Read......
1