Search Results for: workflow engagement

SigFig-Expands-Engage-Platform-with-New-AI-Capabilities
Artificial Intelligence Finance Fintech News

SigFig Expands Engage Platform with New AI Capabilities

Business Wire
by Business Wire0
Collaborative solution creates interactive digital advice experiences, increases efficiencies and empowers financial advisors to create better client outcomes SigFig, a leading digital wealth management solutions and technology provider for financial institutions and their advisors, today announced new capabilities, including AI-powered functions, to its financial advisor collaboration platform, Engage. Powering collaborative......
Artificial Intelligence Banking Featured Finance Fintech Robotic Process Automation Security

The Impact of Automation and Data Intelligence on Customer Experience in Financial Services

Prajakta Ayade
by Prajakta Ayade0
Automation and data intelligence are driving significant transformations across finance, particularly in customer experience. These technologies are reshaping how financial institutions interact with customers, offering personalized, efficient, and seamless services. Enhancing Efficiency and Accuracy One of the primary benefits of automation in financial services is the enhancement of efficiency and......
QuickFee Launches Thomson Reuters Practice CS Integration with QuickFee Connect
Digital Payments Finance News

QuickFee Launches Thomson Reuters Practice CS Integration with QuickFee Connect

PR Newswire
by PR Newswire0
New integration helps professional service firms automate their engagement-to-cash workflow and get paid faster. QuickFee, a market-leading payments, financing, and accounts receivable automation provider for professional service firms, including 40% of the IPA Top 300, – announced the launch of QuickFee Connect for Thomson Reuters Practice CS customers. QuickFee Connect......
Megabyte and InvoiceCloud Integrate to Transform the Digital Payment Experience for California Taxpayers
Digital Payments News

Megabyte and InvoiceCloud Integrate to Transform the Digital Payment Experience for California Taxpayers

Business Wire
by Business Wire0
Megabyte, a leading property tax system in California, and InvoiceCloud, a leading solution for digital bill payment services, announced a new integrated solution to enhance the tax collection process and provide more modern, easy-to-use digital payment experiences for Calaveras County residents. “We look forward to working with InvoiceCloud and providing counties......
AuditBoard Launches New Capabilities to Streamline Conformance With New IIA Global Standards
Artificial Intelligence Cloud Finance Fintech News

AuditBoard Launches New Capabilities to Streamline Conformance With New IIA Global Standards

Business Wire
by Business Wire0
Internal auditors can leverage powerful AI, automation, and collaboration capabilities to meet the updated Global Internal Audit Standards and drive audit transformation AuditBoard, the leading cloud-based platform transforming audit, risk, compliance, and ESG management, today announced the launch of out-of-the-box (OOTB) self-assessment tools that enable internal auditors to easily assess......
Constant Unlocks New Non-Interest Fee Income for Banks and Credit Unions
Finance Fintech Lending News

Constant Unlocks New Non-Interest Fee Income for Banks and Credit Unions

PR Newswire
by PR Newswire0
Constant Unlocks New Non-Interest Fee Income for Banks and Credit Unions Constant, a leading provider of loan operations technology, today announced the launch of its solution designed to boost non-interest fee income through the offer of loan protection products. Income Builder, enables financial institutions (FIs) to offer extended warranty, GAP,......
SMArtX Advisory Solutions Introduces Transition Analysis Tool to Help Advisors Enhance Tax Efficiency
Finance Fintech News

SMArtX Advisory Solutions Introduces Transition Analysis Tool to Help Advisors Enhance Tax Efficiency

Business Wire
by Business Wire0
The new tool represents SMArtX’s commitment to pioneering a new era in managed account administration with advanced automation and customization. SMArtX Advisory Solutions, a leading innovator in managed accounts technology, today announces the launch of its SMArtX Transition Analysis Tool. This innovative solution empowers financial advisors to seamlessly migrate client accounts......
AdvancedMD Rolls Out New Automation and Payment Capabilities to Help Private Practices Increase Productivity and Drive More Revenue
Analytics Digital Payments

AdvancedMD Rolls Out New Automation and Payment Capabilities to Help Private Practices Increase Productivity and Drive More Revenue

Business Wire
by Business Wire0
As part of its 2024 summer product release, AdvancedMD is launching the AdvancedMD Pay credit card processing system and terminal that unifies the entire patient billing process AdvancedMD, a Global Payments company and provider of cloud-based healthcare software for independent medical practices, announced the rollout of more than 30 new......
Failure to Keep Pace with Technology Seen as Biggest Risk to Accounting Professionals, According to 2024 Intuit QuickBooks Survey
Finance Fintech News

Failure to Keep Pace with Technology Seen as Biggest Risk to Accounting Professionals, According to 2024 Intuit QuickBooks Survey

Business Wire
by Business Wire0
Amid economic uncertainty, tech skills seen as crucial for growth in the industry A new Intuit QuickBooks survey shows that while the accounting industry has felt the shockwaves of changing economic conditions, accounting professionals believe that failure to keep pace with technological advancements is the greatest risk to the industry......
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