myOneFlow’s Post

🥁 ROLL UP ROLL UP 🥁 Transact income data now available in the #intelliflostore Huge thanks to Transact and Sprint Enterprise Technology for making this happen. Seamless automated delivery of income data increasing efficiencies for our mutual customers (with some nice automation in the install flow 🤓 ) Visit the #intelliflostore to find out more 👍 #datapower #apis #partnerships #intelliflo #intelliflostore

At Equiom, we’re leading the charge in digital transformation to deliver greater value to clients and stay ahead in a changing industry. By upgrading to the Quantios Core Premium platform, we’re streamlining processes and enhancing data management through automation and increased efficiency. On this upgrade, Thomas Martin, our Chief Information and Technology Officer, commented: “Being an early adopter of modern technology in our sector allows us to offer a higher quality of service to our clients while staying agile in the face of changing market dynamics.” This investment reflects our commitment to innovation, security, and empowering our people to drive continuous improvement. As Grant Jones, Chief Revenue Officer at Quantios, puts it: “Technology is no longer a back-office function - it’s a strategic enabler.” Read more: https://okt.to/Pvj2OE #DigitalTransformation #Innovation #Technology #FiduciaryServices

We are dedicated financial advisors in a small licensee group. 𝑩𝒖𝒕... Crafting compliant SOAs and speeding them through the approval pipeline is a top priority. We want them to be 𝐩𝐫𝐞𝐜𝐢𝐬𝐞, 𝐭𝐡𝐨𝐫𝐨𝐮𝐠𝐡, 𝐚𝐧𝐝 𝐞𝐟𝐟𝐢𝐜𝐢𝐞𝐧𝐭, but that doesn't mean they should spend days in a compliance manager's queue. We're here to help. Welcome to the future of SOA processing with iComply2's SARA, an IIP's proud leading-edge technology. Our team ensures that your SOAs are not only up to standard but also swiftly progress to the next approval level in the pipeline. We aim to shorten your waiting time dramatically. Our upgraded iC2 Projects App is at the heart of this innovation. This powerful tool lets you directly send an SOA to our exclusive AI system, SARA, for an efficient and speedy review. Our AI revolutionises the traditional process by automatically identifying and carrying out the compliance checks of your SOA in real-time. After receiving your document, SARA promptly creates an index in our vector database and initiates the compliance check prompts on the SOA. A notification reaches the Compliance Manager, confirming the completion of all workflows and the readiness of a new SOA for inspection. The compliance manager can then seamlessly review the responses, cross-check them with the SOA and supporting documents, and efficiently build a comprehensive compliance report using the SARA Report Builder. 𝐀𝐭 𝐭𝐡𝐞 𝐈𝐈𝐏, 𝐰𝐞 𝐤𝐞𝐞𝐩 𝐲𝐨𝐮 𝐨𝐧𝐞 𝐬𝐭𝐞𝐩 𝐚𝐡𝐞𝐚𝐝. Being a member of the IIP Licensee Group enables us to provide you with this streamlined SOA approval process, reducing your wait time, enhancing your productivity, and ensuring seamless compliance in an innovative manner. Reach out to learn more: https://lnkd.in/gXH5bq5j #fastercompliance #compliance #iC2app #SOA #financialplanning #australia

New case study out now! Read about how Cambridge Support decided to scale their operations with Kinabase. https://lnkd.in/giiFKPu4 As Cambridge Support shopped around for a new management software to grow with their business, they reported that “Kinabase was the closest fit. Kinabase offered us an exceptionally flexible solution that could be configured to perfectly fit our needs without the high cost of a custom solution.”  Low cost 💸 Flexible 🤸♀️ Scalable 📈 That’s what you’ll find at Kinabase! We are so pleased to have Cambridge Support onboard and are excited for what the future holds for them.  Are you looking for a new business management software? Give us a call at 01223 626262 and we can talk through how Kinabase can transform your business processes so you can focus on the areas of your business that really matter.  

I've been intensively developing innovative solutions for the public sector, focusing on a groundbreaking no-code, all-of-government system called GovCore. This system is designed to serve as the foundation for end-to-end government operations. Through this process, I've gained extensive insights into the complexities of government functioning. One key realization is that government isn't a monolithic entity, but rather a diverse collection of agencies, departments, and other bodies. These entities work towards broadly aligned goals, but often with a mix of competing and complementary interests. This complex structure creates a unique challenge: the need to balance data integration with data isolation. As a CIO in this environment, one faces the difficult task of leveraging technology to enhance public services while navigating crucial legal considerations. This complexity explains why government technology infrastructures often resemble a scattered archipelago rather than a neatly organized system. While there's a strong desire for uniformity, it's not always feasible or desirable in a government context. For instance, maintaining separation between the Attorney General's office and other departments is both necessary and beneficial. GovCore's approach is unique in addressing these challenges. We recognize and accommodate the necessary differences between government entities while providing tools for effective management and oversight. Our software aims to unify diverse systems without compromising the essential separations. The ultimate vision of GovCore is to revolutionize government operations. We strive to enhance transparency for the public while empowering government officials to operate with unprecedented efficiency and effectiveness. Through this, we aim to redefine what's possible in modern governance. GovCore Inc.

🌟 Acterys: 2024 First Half Review 🌟 As we reach the midpoint of 2024, it's incredible to reflect on our journey at Acterys. This year has showcased our team's dedication, innovation, and relentless pursuit of excellence in data management solutions. Here's a look at our major milestones and achievements so far: Laying the Groundwork Rolled out significant updates to the Acterys platform, enhancing FP&A capabilities with improved data integration, advanced analytics, and user interfaces. Launched a new partner training program to help our partners and clients learn various ways to leverage Acterys, maximizing their ROI potential. Innovation and Expansion Expanded our global footprint by adding over 50 new clients and 7 new partners. Welcomed 15 new Acterys employees, with plans to double that number by the end of 2024. Strengthened our customer support team, ensuring top-notch assistance and timely responses. Enhanced our security protocols to ensure the highest level of data protection for our clients. Recognitions and New Horizons Named in the Gartner Magic Quadrant for Financial Planning and Analysis Solutions, a testament to our commitment to delivering top-tier solutions. Announcing today our upcoming game-changing application set to be revealed on July 10th, 2024, promising to transform data management and financial planning. This includes Acterys Smart XL, Acterys Functions, My Acterys, and the groundbreaking Acterys Process Manager. Teaser video below. The first half of 2024 has been a period of tremendous growth and achievement for Acterys. We're incredibly proud of our progress and excited about what the future holds. As we move into the second half of the year, we remain committed to innovation, customer success, and driving the future of enterprise planning. Stay tuned for more updates, and thank you for being part of our journey! 🚀 #Acterys #DataManagement #Innovation #CustomerSuccess #FP&A #AI #Growth #2024Review

It’s a common adage that in today’s digital world, there’s an application, or software, for everything. But what exactly is software? At its most basic level, software is a bridge between the world and a digital understanding of the world. And that digital understanding is maintained by operational data. Essentially, operational data is software’s heartbeat—it quietly drives the digital systems, decisions and processes that govern much of our lives.

Check out our newest case study with IDI's longtime customer, Access One! In the face of growing demands, Access One looked to IDI to assist with a pivotal transition — migrating from a conventional desktop client to an innovative cloud-based web solution. Read the full case study below 👇

Say goodbye to outdated methods and hello to innovation! Our patented approach transforms how businesses process complex, unstructured documents with human-like precision. 🌟 Explore the game-changing details in Part 1 of Josmin Jose blog! 🌟 https://lnkd.in/eEk6gfYK #DataInnovation #TechBreakthrough #FutureOfWork