Search Results for: workflow engagement

Public.com Expands Leadership Team Following Series C Fundraise
Business Fintech Fintech Funding News

Public.com Expands Leadership Team Following Series C Fundraise

Fintech News Desk
by Fintech News Desk0
FinTech Veterans Sruthi Lanka (CFO) and Stephen Sikes (COO) Join the Investing Social Network Amid Period of Rapid Growth Public.com, the investing social network, has announced two new additions to its executive leadership team: Sruthi Lanka as Chief Financial Officer and Stephen Sikes as Chief Operating Officer. Lanka and Sikes......
Tier1 Acquires Compliance and Financial Crime Prevention Software Solution, Alessa
Business Fintech News

Tier1 Acquires Compliance and Financial Crime Prevention Software Solution, Alessa

Fintech News Desk
by Fintech News Desk0
The acquisition expands Tier1’s portfolio of digital transformation solutions to optimize client engagement, increase operational efficiency and reduce regulatory compliance risk, and is in conjunction with President Jiro Okochi’s promotion to CEO of Tier1. Tier1 Financial Solutions, a leading provider of client relationship management (“CRM”) solutions, has acquired Alessa, a compliance and......
HawkSoft-and-InsuredMine-Introduce-API-Powered-Integration-Between-Systems
Business Fintech InsurTech News

HawkSoft and InsuredMine Introduce API-Powered Integration Between Systems

Fintech News Desk
by Fintech News Desk0
HawkSoft, the Oregon-based insurtech company, launched an integration with InsuredMine, a Texas-based insurtech that provides sales, CRM, marketing automation, analytics, and a client mobile app in an all-in-one platform. HawkSoft embraces a collaborative API approach to help independent agencies leverage a diverse range of technology partners. HawkSoft’s inclusivity can go......
IRIS Software Group Accelerates Cloud-based Practice Management With Acquisition of Senta
Fintech News

IRIS Software Group Accelerates Cloud-based Practice Management With Acquisition of Senta

Fintech News Desk
by Fintech News Desk0
IRIS Software Group (IRIS), one of the UK’s largest software companies, is today announcing it has acquired Senta, the cloud-based practice management software for accountants and bookkeepers. Read More: GCash Attracts Fresh Investment From Bow Wave Founded in 2014, Senta is dedicated to making accountancy practices more profitable and scalable......
OptionTrax® and Capital Transfer Agency Announce Partnership
Business Fintech News

OptionTrax® and Capital Transfer Agency Announce Partnership

Fintech News Desk
by Fintech News Desk0
Plan Management Corp. (PMC), the company behind the leading equity compensation plan administration platform, OptionTrax, and Capital Transfer Agency (CTA), a leading Canadian transfer agent, announced today a strategic partnership to offer the OptionTrax platform to Capital Transfer Agency clients. Read More: Datasite Completes Agreement to be Acquired by CapVest......
HealthEdge Software Completes Acquisition of Altruista Health
B2C Fintech InsurTech News

HealthEdge Software Completes Acquisition of Altruista Health

Fintech News Desk
by Fintech News Desk0
Combination creates leading next-generation payor technology company spanning claims adjudication, payment integrity and care management HealthEdge Software, provider of the industry’s leading integrated financial, administrative, and clinical platform for health insurers, HealthRules Payor, announced it has completed the acquisition of Altruista Health, Inc. (“Altruista”). Since 2007, Altruista’s cloud-based enterprise care......
Verint Joins Forces with Theta Lake to Reshape Collaboration Risk Mitigation Technology for Financial Firms in the Era of Hybrid Working
Banking Business Fintech News

Verint Announces Automation Solution to Improve Retail Banking Customer Experience

Fintech News Desk
by Fintech News Desk0
Seamless Integration in the Cloud Combines Branch Workforce Management and TimeTrade’s Powerful Online Scheduling to Improve Productivity and Operational Efficiency Verint® Systems Inc. (Nasdaq: VRNT), The Customer Engagement Company™, today announced an integration of its Cloud branch workforce management solution, CloudCords™, with TimeTrade Scheduler to streamline online appointment scheduling in retail banking. TimeTrade Systems,......
Media Alert: Wolters Kluwer Lien Solutions Cites AI and Analytics as Key to Commercial Lending Success
Fintech News Risk Management

Wolters Kluwer Enables Audit Professionals to Minimize Risk and Save Time Through New Features in Its Teammate® Analytics Data Analysis Solution

Fintech News Desk
by Fintech News Desk0
New capabilities enable audit professionals to provide added value to their organizations and clients Today, Wolters Kluwer Tax & Accounting announced the addition of new capabilities to its innovative TeamMate® Analytics solution used by external auditors at tax and accounting firms, as well as by internal audit departments in businesses and public sector organizations......
MackeyRMS Expands Leadership Team with Appointment of VP, Customer Success
Fintech Investment Services News

MackeyRMS Expands Leadership Team with Appointment of VP, Customer Success

Fintech News Desk
by Fintech News Desk0
Sheryl Hawk to Lead Expansion of Group Dedicated to Maximizing Individual, Team, and Enterprise Value for the Firm’s Rapidly Growing Global Asset Manager Client Base MackeyRMS, a provider of SaaS-based research management software built to give fundamental investment teams an easier way to create and share investment research in real......
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