Tag : workflow automation

BridgePort Appoints a New Chief Product Officer to Drive Next Phase of Product Innovation
Analytics Artificial Intelligence News Trading

BridgePort Appoints a New Chief Product Officer to Drive Next Phase of Product Innovation

PR Newswire
by PR Newswire0
New CPO Steven Bartfield to shape BridgePort’s product roadmap and AI-driven trading infrastructure BridgePort, the institutional coordination layer streamlining the off-exchange settlement of crypto, announced the appointment of Steven Bartfield as Chief Product Officer (CPO). At BridgePort, Bartfield will lead the company’s product roadmap, with a focus on deepening enterprise integrations, accelerating agentic AI capabilities,......
Passthrough and BlackRock’s Aladdin Collaborate to Enhance Investor Experience on the eFront Platform
Fintech News Technology

Passthrough and BlackRock’s Aladdin Collaborate to Enhance Investor Experience on the eFront Platform

Business Wire
by Business Wire0
Passthrough, a leader in fund workflow automation, and Aladdin, BlackRock’s technology business, announced a partnership that integrates Passthrough’s digital subscription technology within the eFront platform to offer a unified investor experience. The collaboration enables common clients – from general partners to asset servicers – to digitize their investor onboarding process......
AdvisorEngine Integrations Add AI Power, Greater Financial Data Access and Expanded Workflow Automation to Wealth Management Platform
Artificial Intelligence Finance Fintech News Robotic Process Automation

AdvisorEngine Integrations Add AI Power, Greater Financial Data Access and Expanded Workflow Automation to Wealth Management Platform

Business Wire
by Business Wire0
AdvisorEngine now works with popular AI notetakers Jump, Zeplyn and Zocks ByAllAccounts integration broadens an advisor’s view of client data; Zapier enhances advisory firm workflow processes AdvisorEngine Inc. announced several platform integrations designed to boost advisor productivity and improve client service, tapping into wealth management’s fast-evolving segment of AI-powered tools.......
Trullion Launches Trulli, an Agentic AI Assistant Built for Accountants
Artificial Intelligence Finance News

Trullion Launches Trulli, an Agentic AI Assistant Built for Accountants

Business Wire
by Business Wire0
Designed to handle the complexity of financial workflows, Trulli leverages agentic AI and accounting expertise to deliver source-backed, auditable results – minimizing manual review and boosting accuracy Trullion, a leader in AI-powered accounting and audit technology, announced the launch of Trulli, an intelligent AI agent designed to assist finance professionals......
PayJunction Announces Integration with Zapier to Help Businesses Create Custom Payment Workflow Automations
Digital Payments Fintech News

PayJunction Announces Integration with Zapier to Help Businesses Create Custom Payment Workflow Automations

Business Wire
by Business Wire0
PayJunction now connects to over 7,000 applications through Zapier, empowering businesses to create custom automations that save valuable time and money. PayJunction, a leading tech-focused payments company, announced an integration with Zapier, the workflow automation platform for businesses of all sizes, that enables the creation of custom, scalable automations that......
Corridor Platforms Partners with Digital Matrix Systems to Transform Data-Driven Decisioning for Banks and Credit Unions
Banking Compliance management News

Corridor Platforms Partners with Digital Matrix Systems to Transform Data-Driven Decisioning for Banks and Credit Unions

Business Wire
by Business Wire0
The collaboration accelerates effective decision-making through integrated data, strengthening financial institutions’ competitive edge Corridor Platforms, the advanced decision and analytics workflow automation platform, has partnered with Plano, TX-based Digital Matrix Systems, Inc. (DMS), a leading international provider of risk management solutions, to leverage DMS’s data and connectivity solutions. Financial institutions can......
RegASK Unveils Industry’s First Agentic AI Regulatory Workflow Orchestration Solution
Artificial Intelligence Finance Fintech News Robotic Process Automation

RegASK Unveils Industry’s First Agentic AI Regulatory Workflow Orchestration Solution

Business Wire
by Business Wire0
New Agentic AI-powered features enhance automation and efficiency by significantly streamlining compliance operations. RegASK, global AI-driven regulatory intelligence company, just unveiled the first Agentic AI-powered solution to automate regulatory alert creation and workflow orchestration. The product features are designed to help regulatory affairs and compliance teams streamline tedious processes, reduce......
MDI NetworX and WLT Software Partner to Revolutionize the Claims Receipt to Pay Process
Finance Fintech News

MDI NetworX and WLT Software Partner to Revolutionize the Claims Receipt to Pay Process

PR Newswire
by PR Newswire0
MDI NetworX, a leading provider of technology-enabled business process outsourcing (BPO) solutions for the healthcare industry, and WLT Software, a premier developer of comprehensive claims adjudication and administration software, today announced a strategic partnership to revolutionize the end-to-end claims process. By combining MDI NetworX’s expertise in digital mailroom management, data capture, claims......
Shastic-Announces-Partnership-with-MeridianLink-to-Provide-AI-Workflow-Automation-for-Banks-and-Credit-Unions
Artificial Intelligence Banking Fintech News

Shastic Announces Partnership with MeridianLink to Provide AI Workflow Automation for Banks and Credit Unions

Business Wire
by Business Wire0
Shastic, the leading provider of AI-Automated Knowledge Workers for financial institutions, has announced that its platform will be integrated with MeridianLink,, a leading provider of modern software platforms for financial institutions and consumer reporting agencies. Shastic’s innovative workflow automation solution is now available through the MeridianLink® Marketplace to help financial institutions automate processes traditionally......
Sekady and Liquid Logics Forge Partnership to Enhance Workflow Automation and Security for Private Lenders
Finance Fintech Lending News Robotic Process Automation

Sekady and Liquid Logics Forge Partnership to Enhance Workflow Automation and Security for Private Lenders

PR Newswire
by PR Newswire0
Innovative Collaboration Introduces Streamlined Inspection and Draw Management, and Enhanced Security Features Sekady, a leading provider of draw management, progress inspection, construction payment, and fraud mitigation solutions, is pleased to announce a new partnership with Liquid Logics, a premier loan origination software provider. This collaboration brings together Sekady’s draw management......
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