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GeoWealth | September 29, 2022
GeoWealth, a modern turnkey asset management platform (TAMP) built for registered investment advisors (RIAs), today announced several upgrades focused on providing RIAs with more personalization and choice in their investment management programs – including investment guidance, due diligence, service and support. To best serve their clients, contemporary advisors demand greater control, flexibility and customization when managing client portfolios. GeoWealth has responded by expanding its ...
PAYMENTS
Esker | October 06, 2021
Esker, a global cloud platform and leader in AI-driven process automation solutions for finance and customer service functions, today announced the launch of Esker Pay, an extensive set of integrated payment capabilities and strategic Fintech partnerships to help businesses unlock cashflow. Fully integrated with Esker’s Procure-to-Pay and Order-to-Cash solution suites, Esker Pay helps businesses better manage cashflow by eliminating manual, complex, and inefficient processes...
Klarpay AG | November 15, 2022
Klarpay AG marks a significant expansion of its international payment capabilities with the launch of dedicated USD and GBP Accounts. This addition enables digital companies, including online merchants, ad networks, marketplaces, and influencers, to collect and disburse USD and GBP payments globally via their corporate Klarpay account. With Klarpay's Swiss IBAN accounts, businesses can transact through SEPA and SWIFT in more than 90 countries and 70+ currencies via its Dashboa...
Yext, Inc. | October 19, 2021
Yext, Inc. the AI Search Company, today announced the launch of its Financial Services Cloud, a set of AI search solutions optimized for banks and other financial institutions. Incorporating classic Yext capabilities like advanced AI-powered site search, accurate third-party listings, and search-optimized landing pages, the Financial Services Cloud also introduces a completely new solution: Guided Search. The solution leads consumers through a series of questions on a financial in...
FINANCIAL MANAGEMENT
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CORE BANKING, FINANCIAL MANAGEMENT
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