Search Results for: workflow partners

As Demand and Adoption Grows, Schwab Advisor Portfolio Connect® Surpasses 1,000 Platform Users
Fintech News

As Demand and Adoption Grows, Schwab Advisor Portfolio Connect Surpasses 1,000 Platform Users

Fintech News Desk
by Fintech News Desk0
Milestone moves the proprietary solution into ranks of industry’s top portfolio management tools in less than two years Schwab Advisor Services™ announced Schwab Advisor Portfolio Connect, Schwab’s simplified, scalable portfolio management tool, has surpassed 1,000 independent advisor firm users, solidifying its position as a top portfolio management solution for independent......
Wealth Dynamix Wins XCelent Overall Award in Celent Wealth Management Client Onboarding Report
Fintech News

Wealth Dynamix Wins XCelent Overall Award in Celent Wealth Management Client Onboarding Report

Fintech News Desk
by Fintech News Desk0
Wealth Dynamix, a global leader in Client Lifecycle Management (CLM) solutions, announced its selection by global analyst firm Celent as winner of the XCelent Overall award, for outstanding performance across all categories in their Wealth Management Client Onboarding Platforms ABCD Vendor View report. The report is an in-depth study, focusing......
Tangoe Ramps Up Automation Capabilities to Help Customers Save
Artificial Intelligence Fintech News Robotic Process Automation

Tangoe Ramps Up Automation Capabilities to Help Customers Save

Fintech News Desk
by Fintech News Desk0
Customers saved up to $25 million in 2019 through automation; More than 90% of Tangoe processes now automated As enterprises continue to face uncertain economic times, Tangoe announced it has invested in and bolstered its automation capabilities to help deliver more cost savings for customers. Tangoe, one complete solution for......
Upstart's AI Lending Platform Expands to Auto Loans
Artificial Intelligence Fintech News

Upstart Announces First AI-Powered Credit Decision API

Fintech News Desk
by Fintech News Desk0
New offering helps bank partners derisk consumer lending in rapidly changing economy Upstart, a leading artificial intelligence (AI) lending platform, announced its Credit Decision API (application programming interface). By tapping into Upstart’s AI models, banks and other lenders can deliver instant credit decisions for auto loans, personal loans and student......
Jopari ProPay Utilizes Patented Technology for Delivery of Consolidated Payments
Banking Business Capital Markets Fintech News

Jopari ProPay Utilizes Patented Technology for Delivery of Consolidated Payments

Fintech News Desk
by Fintech News Desk0
Jopari Solutions, the nation’s largest digital healthcare payment solution provider for the Property & Casualty industry, now has the most comprehensive and advanced payment delivery platform available in that market today with the utilization of a recently patented solution. Jopari, through its proprietary and partnered solutions provides any payer or......
Ontario Systems Acquires Pairity to Embed the Power of Machine Learning in Its Industry-Leading Collections Technology
Business Fintech News

Ontario Systems Accelerates Consumer Payment Engagement Strategy With SwervePay® Acquisition

Fintech News Desk
by Fintech News Desk0
Transaction provides streamlined payment workflow and enhanced customer engagement capabilities Ontario Systems, a leading provider of enterprise software that automates complex workflows and accelerates revenue recovery for clients in the healthcare, government, and accounts receivable management (ARM) markets, announced the acquisition of SwervePay, an innovative payment facilitator in the ARM and......
Xamin Whitepaper Reveals How Moving to The Cloud Helps Financial Institutions Secure Their Remote Workforce
Business Fintech News

Xamin and PSC Group Design PPP Loan Process Platform to Accelerate SBA Loan Processing and Forgiveness

Fintech News Desk
by Fintech News Desk0
Xamin, a leading provider of managed IT services for highly regulated and reputation-sensitive companies, announced  its partnership with PSC Group, a professional services and information technology consulting firm, to create a new Paycheck Protection Program (PPP) loan process platform, aimed to help financial institutions streamline and accelerate the processing of......
Wolters Kluwer Legal & Regulatory U.S. Announces Executive Appointments
Fintech News

Wolters Kluwer Adds TeamGuide Pro to Its Cloud-based TeamMate®+ Global Audit Solution

Fintech News Desk
by Fintech News Desk0
Wolters Kluwer  announced the addition of TeamGuide Pro to its award-winning, cloud-based TeamMate+ global audit solution. This new capability enables organizations to automate onboarding, streamline change management, and maximize user adoption. The new TeamGuide Pro solution embeds guides into the TeamMate+ platform that can be used to train new audit staff or......
Wolters Kluwer’s ELM Solutions Announces AI-Powered LegalVIEW® Predictive Insights Among New Features Offered in Release of TyMetrix 360° 2020.1
Artificial Intelligence Fintech News

Wolters Kluwer’s ELM Solutions Announces AI-Powered LegalVIEW® Predictive Insights Among New Features Offered in Release of TyMetrix 360° 2020.1

Fintech News Desk
by Fintech News Desk0
Industry Leading SaaS-based e-Billing and Matter Management Platform Delivers Intuitive New Tools that Empower Customers to Make Smarter Decisions on Legal Matters Wolters Kluwer ELM Solutions, the market-leading provider of enterprise legal spend and matter management, contract lifecycle management, and legal analytics solutions  announced the release of TyMetrix 360° 2020.1......
Bridge Financial Technology Expands Leadership Team, Names Industry Veteran Christopher Haley as Board Chairman
Fintech InsurTech News

Valmark Financial Group Launches Life Insurance Fulfillment Tool™ (LIFT™)

Fintech News Desk
by Fintech News Desk0
Valmark continues its rich history of innovation in the life insurance industry by expanding its toolkit for independent insurance and financial professionals. Its newest offering, the Life Insurance Fulfillment Tool™ (LIFT™), is focused on making the process of buying life insurance simpler for both clients and advisors. Read More: Healthfully and Paya......
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