Tag : financial management

Functional Finance Raises $8 Million to Further Expand Operational Efficiency for the Insurance Industry
InsurTech Investment Services News

Functional Finance Raises $8 Million to Further Expand Operational Efficiency for the Insurance Industry

PR Newswire
by PR Newswire0
Funding, led by NEA with the support of other premier investors including Hank Greenberg’s C.V. Starr Insurance, will accelerate product development and marketing initiatives that focus on streamlining back-office functions for companies in the insurance industry Functional Finance, a software platform that integrates and automates data and reporting functions for insurance companies,......
Steward Partners Welcomes Oswego Crest Financial Group
Finance News

Steward Partners Welcomes Oswego Crest Financial Group

PR Newswire
by PR Newswire0
$230 Million team formerly with Commonwealth Financial specializes in retirement planning Steward Partners Global Advisory, LLC, an employee-owned, full-service independent partnership, welcomes Oswego Crest Financial Group affiliated with Steward Partners, based in Lake Oswego, OR, and formerly affiliated with Commonwealth Financial. The four-person team is made up of Partners and Wealth Managers......
From Debt to Prosperity: How AI with Advisor Intelligence Creates a Roadmap to Financial Independence
Artificial Intelligence debt collection Guest Posts

From Debt to Prosperity: How AI with Advisor Intelligence Creates a Roadmap to Financial Independence

Mitchell Morrison
by Mitchell Morrison0
According to the Federal Reserve, American household debt is at a record high. Americans held $16.9 trillion in household debt at the end of 2022, up $2.75 trillion since only 2019 — $986 billion of which is credit card debt. Clearly, the country is experiencing an issue with financial literacy......
60 Percent of Consumers Turn to Fintech Apps Before Accountants as Digital Adoption Soars
Finance Fintech News

60 Percent of Consumers Turn to Fintech Apps Before Accountants as Digital Adoption Soars

Business Wire
by Business Wire0
Capterra research reveals that banking and payment apps are the most popular, but consumers still seek pros for more complex tasks Fintech apps have simplified financial management and their capabilities are expected to be amplified with AI. According to Capterra’s 2023 Fintech Survey of over 870 consumer fintech users, 60% of respondents......
Integral Emerges as Fastest Growing Web3 Accounting and Treasury Platform, Surpasses $100 Billion in Under 1 Year
Blockchain News

Integral Emerges as Fastest Growing Web3 Accounting and Treasury Platform, Surpasses $100 Billion in Under 1 Year

PR Newswire
by PR Newswire0
Over 150 enterprises using digital assets rely on Integral’s accounting and treasury management suite, reconciling over $100 billion dollars of value in under 1 year Integral Treasury announced that its web3 accounting and treasury management platform has accounted for over $100 billion worth of web3 transactions in the last year. Integral is trusted......
Set Solutions Automates Tax Compliance Across Multiple States with Avalara and Sage Intacct
Compliance management Finance News

Set Solutions Automates Tax Compliance Across Multiple States with Avalara and Sage Intacct

PR Newswire
by PR Newswire0
With Avalara and Sage, Set Solutions is meeting the company’s tax compliance and accounting obligations across 27 U.S. states, while saving hundreds of thousands of dollars per year When the U.S. Supreme Court ruled in favor of the state in South Dakota v. Wayfair, Inc., in 2018, it expanded the complexity......
PVNG Integrates with Plaid for Secure Financial Institution Connectivity for Hotels
Fintech News

PVNG Integrates with Plaid for Secure Financial Institution Connectivity for Hotels

PR Newswire
by PR Newswire0
Aptech, provider of customizable financial-management software for single hotels or multi-property/multi-brand enterprises, announces an integration with Plaid, a data network powering the digital financial ecosystem. By connecting Aptech’s PVNG enterprise accounting solution to the Plaid platform, properties will achieve seamless and secure access to thousands of financial accounts for financial reconciliation.......
Banks and Lenders See Opportunity to Rebuild Customer Trust Amid Crisis Through Digital Transformation
Banking News

Banks and Lenders See Opportunity to Rebuild Customer Trust Amid Crisis Through Digital Transformation

GlobeNewswire
by GlobeNewswire0
A new report from Smart Communications and Salesforce of 430 global executives highlights the importance of digital investment and hyper-personalized customer experience in rebuilding trust and succeeding in the future Smart Communications, a leading technology company focused on helping businesses engage in more meaningful customer conversations, in partnership with Salesforce,......
Paysend Appoints Industry Leader as CFO for the Americas
Digital Payments News

Paysend Appoints Industry Leader as CFO for the Americas

Fintech News Desk
by Fintech News Desk0
Appointment bolsters leadership team to advance Paysend’s commitment to the Americas Paysend, the global card-to-card transfer pioneer and global payments platform, has appointed ex Ernst & Young auditor and American Express executive, Yuri Biondo as Chief Financial Officer for the Group’s US business. Latest Fintech News: Software AG and Konsentus Sign......
1