Tag : Task Management

Jenesis Software Updates Jenesis Comparative Raters to Reflect Liberty Mutual Brand Transition
InsurTech News

Jenesis Software Updates Jenesis Comparative Raters to Reflect Liberty Mutual Brand Transition

EIN Presswire
by EIN Presswire0
Jenesis Software has updated JenesisNow J-Rate and JenesisClassic Quote Control Rating, their integrated comparative rating solutions within their insurance agency management systems, to reflect Liberty Mutual’s transition from the Safeco brand in the independent agency channel. Agencies that previously quoted Safeco through the Jenesis rater will now see Liberty Mutual displayed throughout......
North Shore Bank Transforms Branch Operations with Nextenture Productivity Cloud, Driving Efficiency and Compliance
Banking Cloud News

North Shore Bank Transforms Branch Operations with Nextenture Productivity Cloud, Driving Efficiency and Compliance

Cision PRWeb
by Cision PRWeb0
North Shore Bank, a Wisconsin-based financial institution with over 40 branches, has successfully deployed Nextenture’s Productivity Cloud to digitize task management, checklists, audits, and AI-driven reporting. Within the first year, the bank achieved measurable time savings, improved compliance readiness, and empowered frontline coaching, all while supporting leaner staffing models without......
Canopy Unveils Native AI-Powered Smart Intake Capability to Eliminate Client Friction
Analytics Artificial Intelligence Fintech News

Canopy Unveils Native AI-Powered Smart Intake Capability to Eliminate Client Friction

Business Wire
by Business Wire0
Smart Intake is the first AI-powered solution built into an all-in-one practice management platform Canopy, the leading all-in-one practice management platform built for modern accounting firms, announced Smart Intake, a fully native solution that transforms client intake and tax workflow with AI-powered questionnaires, featuring intelligent prefill, dynamic document checklists, and......
Branch Banking Survey Shows Managers Waste Almost 25% of Their Time on Scheduling
Banking News

Branch Banking Survey Shows Managers Waste Almost 25% of Their Time on Scheduling

Business Wire
by Business Wire0
Zebra Technologies’ fourth annual International Branch Banking Employee Survey reveals opportunities to digitize and automate operations to improve customer and employee loyalty Zebra Technologies Corporation, an innovator at the front line of business with solutions and partners that deliver a performance edge, announced the results of its fourth annual International Branch......
BlackLine Making All Premium Training, Select Software, and Expert Coaching Sessions Free to Provide Customers With Confidence in Uncertain Times
Fintech News

BlackLine Making All Premium Training, Select Software, and Expert Coaching Sessions Free to Provide Customers With Confidence in Uncertain Times

Fintech News Desk
by Fintech News Desk0
Company provides free access to entire training library, including CPE courses; also adds free live virtual training on closing in a distributed environment With the onset of the coronavirus pandemic, many accounting teams find themselves operating in a distributed fashion, with many, if not all, team members suddenly working from......
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