Tag : workflows

Merchant Focus Appoints Travis Jordan as President to Lead Embedded Payments Strategy
Finance Fintech News

Merchant Focus Appoints Travis Jordan as President to Lead Embedded Payments Strategy

Business Wire
by Business Wire0
Merchant Focus, a leading provider of secure, customized payment processing solutions, is pleased to announce the appointment of Travis Jordan as its new President. This strategic move strengthens the company’s leadership team as it accelerates growth in embedded payments, with a focus on serving the evolving needs of Independent Software......
Karbon Launches End-to-End Tax Workflows, AI Innovations, and Practice Intelligence to Accelerate Firm Growth
Artificial Intelligence Fintech News

Karbon Launches End-to-End Tax Workflows, AI Innovations, and Practice Intelligence to Accelerate Firm Growth

GlobeNewswire
by GlobeNewswire0
New automation, real-time insights, deep integrations, and pricing tools streamline tax season, while Karbon’s Practice Intelligence drives a new era in AI-powered firm operations Karbon, the global leader in accounting practice management software, announced new features to automate end-to-end tax workflows, and Practice Intelligence, its bold vision for AI-powered firm......
Xero and Karbon Partner to Boost Productivity for Accounting Firms
Business Fintech News

Xero and Karbon Partner to Boost Productivity for Accounting Firms

Cision PRWeb
by Cision PRWeb0
New integration gives firms a powerful solution to manage tasks, financial data, and fuel sustainable growth Xero, the global small business platform, announced an integration with Karbon, a leading accounting practice management platform, to deliver a solution designed to help accounting professionals save time, simplify workflows and boost productivity. In......
Payhawk Unveils 'AI Office of the CFO' - Bringing Enterprise-ready AI to Finance Operations
Artificial Intelligence Finance Fintech News

Payhawk Unveils ‘AI Office of the CFO’ – Bringing Enterprise-ready AI to Finance Operations

PR Newswire
by PR Newswire0
Payhawk, the leading spend management platform, announced the launch of ‘AI Office of the CFO,’ a suite of specialised AI agents that solve finance’s biggest AI challenge: drastically increasing finance teams’ productivity while maintaining complete control over their operations. With its platform already managing companies’ transactions, policies, workflows, and master......
GReminders Launches “Ask Anything” Assistant, Unlocks New Era for Financial Advisor Productivity
Artificial Intelligence Fintech Machine Learning News

GReminders Launches “Ask Anything” Assistant, Unlocks New Era for Financial Advisor Productivity

Business Wire
by Business Wire0
New feature arms advisors with a simplified AI assistant powered by plain English and integrated with their existing workflows GReminders, a leading end-to-end meeting and automation management platform for financial advisors, announces the launch of its “Ask Anything” assistant. This next-generation natural language interface allows advisors to seamlessly interact with......
Anduin Launches AI-Powered Data Extraction Service to Transform Private Market Workflows
Artificial Intelligence Investment Services News

Anduin Launches AI-Powered Data Extraction Service to Transform Private Market Workflows

PR Newswire
by PR Newswire0
Private market fund managers face a well-known challenge: offline investor data. Handwritten forms, scanned documents or typed PDFs clog workflows, delay onboarding, and increase the risk of costly errors. Today, Anduin announces the launch of its Data Extraction Service, designed to remove these inefficiencies and accelerate the industry’s digital transformation. Built on......
GAN Integrity Launches Integrity Identify™ - AI-Enabled Risk Discovery and Monitoring
Artificial Intelligence Finance Fintech News

GAN Integrity Launches Integrity Identify™ – AI-Enabled Risk Discovery and Monitoring

PR Newswire
by PR Newswire0
Solution delivers a 10x increase in the precision of risk screening and 2x faster onboarding of third parties GAN Integrity, a leading provider of integrated compliance, ethics, and risk management solutions, today announced the release of its new third-party risk discovery and monitoring solution Integrity Identify. Using advanced large language......
Indico Data Closes $19M Funding Round and Secures Strategic Investment from P&C Software Platform Leader Guidewire
Investment Services News

Indico Data Closes $19M Funding Round and Secures Strategic Investment from P&C Software Platform Leader Guidewire

PR Newswire
by PR Newswire0
Guidewire partnership also includes the future launch of the Ready for Guidewire validated Indico accelerator, which will enable insurers to automatically ingest unstructured submission data into PolicyCenter, drastically improving decision-making in the underwriting process Indico Data, the industry’s leading solution for the automating of critical intake workflows across the policy......
Hearsay Systems Expands Video Support Across New Social Platforms
Banking Business Fintech News

Hearsay Systems Expands Video Support Across New Social Platforms

Fintech News Desk
by Fintech News Desk0
Empowers advisors and agents to create and distribute at scale unique and authentic content that is customized to their practice and community Hearsay Systems, the trusted leader in compliant digital communications that deliver an authentic, human-client experience for the financial services industry, today announced it has expanded Facebook and LinkedIn......
1