Tag : onboarding

IRIS CRM and Conformance Technologies Partner to Create the Payment Industry’s Most Powerful CRM Integration
Fintech News Risk Management

IRIS CRM and Conformance Technologies Partner to Create the Payment Industry’s Most Powerful CRM Integration

Fintech News Desk
by Fintech News Desk0
IRIS CRM gives wholesale ISOs the ability to perform risk assessment and monitoring with Conformance Technologies’ PreComm ToolKit, creating the industry’s first complete end-to-end merchant management tool.  IRIS CRM is proud to announce the integration of Conformance Technologies’ PreComm ToolKit risk assessment and monitoring tool. This new partnership gives wholesale......
Cryptocurrency Fintech News Trading

Cindicator Launches Stoic, Crypto Hedge Fund Tech for the People

Fintech News Desk
by Fintech News Desk0
Cindicator launche Read More: SRAX Announces Closing of LD Micro Acquisition s Stoic, an automated crypto trading tool with a hedge fund edge. Stoic lets anybody trade crypto using AI-based strategies built for Cindicator Capital. Launched in 2019, Cindicator Capital is the first crypto hedge fund powered by ‘Hybrid Intelligence’, a......
Fintech News

New generation of Canadian Accountants call for industry to embrace the sector’s rapid technological advancements

Fintech News Desk
by Fintech News Desk0
NEW Sage research finds nearly half of Canadian accountants and bookkeepers are aware of how new technologies can help make their practices more efficient Sage (FTSE:SGE), the market leader for cloud business management solutions, today released the fourth annual Practice of Now report. The worldwide survey of 3,298 accountants and bookkeepers found that......
AU10TIX Earns ISO/IEC 27701 Certification, Signaling Company’s Ongoing Commitment to Protecting Data and Furthering a More Secure World
Fintech News

AU10TIX Earns ISO/IEC 27701 Certification, Signaling Company’s Ongoing Commitment to Protecting Data and Furthering a More Secure World

Fintech News Desk
by Fintech News Desk0
As a global leader in digital customer onboarding and remote verification, AU10TIX is responsible for verifying Personally Identifiable Information (PII) from around the world for a variety of online transactions—from credit card applications to money transfers, travel bookings and trades. The current pandemic has created a spike in demand for......
Business Fintech News

Automating Client Onboarding: Appway Delivers 225% ROI According to Independent Research Firm

Fintech News Desk
by Fintech News Desk0
Appway, leader in technology for workflow automation in financial services, has released the results of the study “The Total Economic Impact™ of Appway Client Onboarding for Wealth Management” conducted by Forrester Consulting. Read More: Simple Announces Launch of Tax Refund Feature to Automate Savings for Customers Appway commissioned Forrester to examine real deployments......
Billtrust Order-to-Cash Platform Integrates Automated Tax-Exemption Certificate Management Solution, Eliminating Manual Processing
Business Fintech News

Billtrust Wins Bronze Stevie Award for Advances in Their Innovative Automated Credit Application

Fintech News Desk
by Fintech News Desk0
Order-to-Cash Leader Recognized in The 18th Annual American Business Awards® FinTech Category Billtrust, the leader in B2B order-to-cash solutions, was named the winner of a Bronze Stevie Award in The 18th Annual American Business Awards FinTech category for its automated, configurable online Credit Application, a powerful recognition of the product’s......
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......
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......
Trellis Software Announces a Partnership With Clearlist
Capital Markets Fintech Investment Services News

Trellis Software Announces a Partnership With Clearlist

Fintech News Desk
by Fintech News Desk0
Trellis Software Inc., a Boston-based company that helps issuers and fiduciaries navigate the time-consuming and cumbersome private investment process with its innovative digital platform, announced today that it has partnered with ClearList. ClearList is a digital trading platform created to transform price discovery of private company securities and provide liquidity for......
Fidelity's eMoney Advisor Rolls Out First Mobile App
Business Fintech News

eMoney Advisor Launches Personalized Onboarding Experience for New Users

Fintech News Desk
by Fintech News Desk0
eMoney Advisor (eMoney), a leading provider of technology solutions and services that help people talk about money, announced the Getting Started Program, an expansion of its robust onboarding, training and coaching services. Available now to all new eMoney clients, the Getting Started Program provides personalized onboarding with strategically aligned training......
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