Delfi Partners with 3 U.S. Banks with $11B in New Assets Under Technology
January 29, 20253 min
- Finovate Best-in-Show winner wraps 2024 with three U.S. banks to implement AI-powered risk management -
Quicken Launched First All-in-One App for Business & Personal Finances
January 20, 20259 min
Reimagining the category, the all-in-one app empowers self-employed individuals and small business owners to seamlessly manage their financial lives—saving time, boosting efficiency, and unlocking better outcomes.
Trakker Apps Announced Patented Accounting and Banking Integration
January 20, 20254 min
Trakker Apps is redefining financial management for businesses and banks with its patented BaaS fintech platform, which delivers real-time integration of banking and accounting in a single, cloud-based system. By eliminating inefficiencies and automating processes, Trakker Apps provides actionable insights that save time and empower smarter decision-making. The platform’s real-world impact is already evident in CEO Edward Kellman’s environmental services business, which invoices more than 600 recurring monthly customers requiring 1,200 service calls every four weeks,...
Ramp Announces Integration with Workday Financial Management
January 10, 20255 min
Streamlines and automates accounting processes to help shared customers close the books more quickly and accurately
Slope Taps Marqeta to Power BNPL Card for Commercial Customers
December 13, 20245 min
The Marqeta-powered Slope Card will allow businesses of any size to get lower cost and modern access to business capital at checkout
iYield Launches Crypto’s 1st Financial Planning Tool
December 10, 20243 min
iYield provides users with a free and secure platform for tracking cryptocurrency cryptocurrency, DeFi, and traditional finances. iYield was founded by Gentleman James, a crypto native and experienced DeFi investor. Driven by his need for a better way to manage and track his crypto, including DeFi yields, and frustrated by juggling spreadsheets and multiple dashboards, James built iYield for investors like himself. Unlike portfolio trackers that only display asset values, iYield reveals a full financial...
Vault Expands Payment Capabilities by Launching Interac e-Transfers
November 27, 20244 min
Vault, the leading digital financial platform for Canadian businesses, today announced the launch of Interac e-Transfer payments, a heavily-requested feature that will significantly expand the platform’s payment capabilities. This feature will allow Vault customers to send payments via Interac through the Vault platform. While Vault has allowed users to fund their accounts via Interac for the last year, this new product launch allows Canadian businesses to have further flexibility on how they wish to send...
CAPTRUST Expands New England Presence with Boston Financial Management
November 15, 20244 min
CAPTRUST Financial Advisors (CAPTRUST) today announced the addition of Boston Financial Management (BFM). The firm adds nearly $5 billion of client assets, an additional location in Boston, and two new locations in Cape Cod, Massachusetts, and Portland, Maine. Boston Financial Management provides wealth management and investment advisory services for individuals, families, endowments, and nonprofits. They bring deep expertise in wealth and financial planning, trust services, and estate planning. Led by President and CEO Louis Crosier, BFM adds 45 new colleagues to CAPTRUST across three locations....
Revolutionizing Financial Operations: AR/AP Automation & E-Invoicing
September 5, 202413 min
Transform your financial workflow with AR/AP automation & e-invoicing. Discover efficiency and accuracy like never before!
