Search Results for: workflow engagement

QuickFee and Knuula Partner to Automate the Engagement-to-Cash Workflow for Accounting Firms
Finance Fintech News

QuickFee and Knuula Partner to Automate the Engagement-to-Cash Workflow for Accounting Firms

PR Newswire
by PR Newswire0
QuickFee a market-leading payments, financing, and billing automation provider for professional service firms, including the IPA Top 500 – today announced a new strategic integration with Knuula, the end-to-end engagement letter solution provider that allows firms to customize and automate their engagement letter process at scale. This partnership enables accounting......
Quility Launches Switchboard Funnel, Offering Agents a Streamlined Approach to Sales and Engagement
InsurTech News

Quility Launches Switchboard Funnel, Offering Agents a Streamlined Approach to Sales and Engagement

PR Newswire
by PR Newswire0
Award-winning insurtech, Quility, has announced the launch of its proprietary platform, Switchboard Funnel. Funnel brings life insurance agents an all-in-one sales enablement solution, delivering a simplified, intuitive and effective experience. From lead nurturing to product recommendations and quoting, Switchboard Funnel’s single interface encompasses every component of an agent’s workflow. In early......
Quility Acquires Ninja, Making the SaaS Platform a Key Component of Engagement Strategy
InsurTech News

Quility Acquires Ninja, Making the SaaS Platform a Key Component of Engagement Strategy

PR Newswire
by PR Newswire0
Quility, an award-winning insurtech company, has announced the acquisition of the assets belonging to Ninja Technologies LLC (“Ninja”), a software as a service (SaaS) technology platform that helps insurance agents build their business by offering a one-stop shop for leads, sales automations, CRM, team selling and analytics. This acquisition and the......
ShareFile Unveils New Innovations to Transform Accounting Workflows
Finance Fintech News

ShareFile Unveils New Innovations to Transform Accounting Workflows

Business Wire
by Business Wire0
New ShareFile capabilities help firms manage and automate workflows, creating greater efficiency and improved client experience. ShareFile, a business unit of Cloud Software Group, Inc., and provider of the ShareFile® secure, collaborative client experience technology, announced today new accounting functionalities designed to create efficiency, reduce complexity, and improve client satisfaction. Created specifically......
Canvas Credit Union Selects Total Expert to Power Member Experience and Engagement
Finance News

Canvas Credit Union Selects Total Expert to Power Member Experience and Engagement

Business Wire
by Business Wire0
Colorado-based credit union will utilize Total Expert Customer Intelligence to anticipate member needs and deepen relationships Canvas Credit Union, a growing community-oriented financial cooperative, has partnered with Total Expert to enhance member experience, improve communication across their 33 locations, and streamline loan officer workflows. Canvas Credit Union joins a growing list of......
Lake City Bank Selects Black Knight Empower LOS and Originations Solutions Suite to Automate Workflow and Improve Loan Officer, Borrower Experience
Banking News

Lake City Bank Selects Black Knight Empower LOS and Originations Solutions Suite to Automate Workflow and Improve Loan Officer, Borrower Experience

Fintech News Desk
by Fintech News Desk0
Lake City Bank has selected the cloud-based Empower loan origination system (LOS) from Black Knight to better support its growth and automate its loan processing workflow Black Knight’s wide-ranging solutions suite will allow Lake City Bank to streamline its business and focus on enhancing the borrower experience Empower is an......
Indecomm Launches GeniusWorks, an Automation-enabled Origination Workflow that Drives Significant Cost Savings in the Middle Office
Mortgage News

Indecomm Launches GeniusWorks, an Automation-enabled Origination Workflow that Drives Significant Cost Savings in the Middle Office

Fintech News Desk
by Fintech News Desk0
Indecomm Global Services, a leading provider of mortgage automation and services, announced the release of GeniusWorks, an automation-driven intelligent workflow solution that combines Indecomm’s proprietary automation solutions with expert mortgage talent to streamline the three most cumbersome and costly middle-office origination functions: set-up, processing, and underwriting. Built for lenders looking......
Celent Research Features Moxtra as Innovative Digital-first Platform in 2021 Digital Customer Engagement Platforms Report
Finance Fintech News

Celent Research Features Moxtra as Innovative Digital-first Platform in 2021 Digital Customer Engagement Platforms Report

Fintech News Desk
by Fintech News Desk0
Moxtra Recognized for Powering Client Engagement Apps for Financial Services Organizations Moxtra, a platform powering OneStop Apps for streamlining and managing client-centric business, announced today it has been positioned as a leader in client engagement platforms by Celent in the recently released 2021 Digital Customer Engagement Platforms report. The report emphasizes the......
Dealertrack F&I Platform Enhancements Enable a Digital Workflow for All
Business Fintech News

Dealertrack F&I Platform Enhancements Enable a Digital Workflow for All

Fintech News Desk
by Fintech News Desk0
Dealertrack F&I announces new digital workflow and contracting solutions for dealerships and lenders to adapt to consumers’ accelerated shift toward digital purchasing. These enhancements, debuting at the Cox Automotive Experience, National Automobile Dealers Association (NADA) 2021 and AFSA 2021 Vehicle Finance Conference, provide crucial e-solutions that expand opportunities for dealers......
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