Search Results for: CRM

Conquest and PlannrCRM Partner to Optimise Planning Workflows For Financial Advisers
Finance Fintech News

Conquest and PlannrCRM Partner to Optimise Planning Workflows For Financial Advisers

Business Wire
by Business Wire0
Conquest Planning (“Conquest”), a technology platform modernising financial planning with customised and convenient advice, announced its partnership with PlannrCRM, a next-generation back-office technology platform tailored for financial advisers. This strategic collaboration aims to streamline and enhance processes, delivering meaningful financial advice faster and more accurately to more clients “The integration will offer a......
FXBO Launches Revolutionary Prop Trading CRM to Transform Proprietary Trading Industry
Fintech News Trading

FXBO Launches Revolutionary Prop Trading CRM to Transform Proprietary Trading Industry

EIN Presswire
by EIN Presswire0
FX Back Office (FXBO), a leading provider of innovative trading solutions, proudly announces the launch of its game changing Prop Trading CRM. This cutting-edge software is designed to streamline and enhance the management of proprietary trading firms, offering a comprehensive suite of features to optimize trading activities and drive business growth. FXBO......
AppCrown and Future Advice Unveil the Future of Wealth & Asset Management with Zero Touch CRM Update Technology, a Digital Advisor Messaging Service that Automatically Connects Wealth & Asset Management with Relationships & Investment Advisors
Finance Fintech News

AppCrown and Future Advice Unveil the Future of Wealth & Asset Management with Zero Touch CRM Update Technology, a Digital Advisor Messaging Service that Automatically Connects Wealth & Asset Management with Relationships & Investment Advisors

Business Wire
by Business Wire0
Wealth & Asset Management Firms Can Go Beyond the Website and Reach More Relationships AppCrown, a privately held technology company based in New York, is pleased to announce the leading Digital Advisor Messaging Service for asset management firms, solving the critical hurdle of reaching more relationships and investment advisors through......
SRAX Signs Agreement to Merge with DNA Holdings
Banking Fintech News

Sandbox Banking and Creatio Announce Strategic Partnership to Enhance CRM Capabilities for Financial Institutions

PR Newswire
by PR Newswire0
Today, Sandbox Banking, the innovator behind Glyue™, a low-code iPaaS (integration platform as a service) for banking, has joined forces with Creatio. This partnership marks a significant milestone in Sandbox Banking’s journey as it aligns with Creatio, a global vendor of a no-code platform to automate workflows and CRM with a maximum......
Salesforce Launches Starter Suite, Simplifying CRM for Small Businesses
Business News

Salesforce Launches Starter Suite, Simplifying CRM for Small Businesses

Fintech News Desk
by Fintech News Desk0
Starter brings sales, service, and marketing capabilities together in a simple, out-of-the-box experience to help SMBs find, win, and keep customers Salesforce announced general availability of Starter, a simple all-in-one CRM app bringing sales, service, and marketing capabilities together to help small and growing businesses manage customer relationships, centralize key data, and grow......
BloomSmith Revolutionises Real Estate Funding Operations with Really Simple Systems CRM
Cloud Fintech News

BloomSmith Revolutionises Real Estate Funding Operations with Really Simple Systems CRM

PR Newswire
by PR Newswire0
Leading VAT bridging loan provider streamlines processes, enhances customer support, and achieves business objectives with advanced CRM solution Leading cloud CRM software vendor, Really Simple Systems announces the successful implementation of its CRM with BloomSmith, a VAT bridging loan provider. Since the implementation, BloomSmith has experienced a remarkable transformation in its operations, streamlining......
GTCFX, UAE's Leading STP Broker Onboards Optimove as CRM Marketing Solution to Strengthen Customer Relationships
News Trading

GTCFX, UAE’s Leading STP Broker Onboards Optimove as CRM Marketing Solution to Strengthen Customer Relationships

PR Newswire
by PR Newswire0
The UAE’s #1 online-trading brand partners with the retention marketing leader to scale marketing personalization and Customer-Led Marketing  GTCFX, the multi-regulated online brokerage house, announced a new partnership with Optimove, the first Customer-Led Marketing platform. The collaboration is indicative of Optimove’s rapid expansion into the trading and financial services industries.......
Buildrs to launch Web3 CRM and Data Platform at Istanbul Fintech Week
Fintech News

Buildrs to launch Web3 CRM and Data Platform at Istanbul Fintech Week

Business Wire
by Business Wire0
Buildrs – a Swiss-based company driving the adoption of Web3 – is set to unveil the Buildrs Platform – a CRM and data platform at Istanbul Fintech Week. The launch of this pioneering technology platform will take place on 13 April 2023, and is accompanied by endorsement from Riyadh-based investment company Quara......
Creatio Partners with EmpowerFi to Equip More Banks and Credit Unions with No-Code-Powered CRM
Finance Fintech News

Creatio Partners with EmpowerFi to Equip More Banks and Credit Unions with No-Code-Powered CRM

Fintech News Desk
by Fintech News Desk0
This new partnership aims to boost the adoption of no-code automation tools among financial organizations Creatio, a global vendor of one platform to automate workflows and CRM with no-code and a maximum degree of freedom, announced its partnership with EmpowerFi. EmpowerFi is a leading provider of strategic marketing, automation, AI/ML......
Champions Funding Partners with Hubspot for CRM
Fintech Funding Mortgage News

Champions Funding Partners with Hubspot for CRM

PR Newswire
by PR Newswire0
Champions Funding selects Customer Relationships Manager HubSpot to deliver best-in-class service to mortgage brokers Champions Funding has launched HubSpot as its Customer Relationship Management software, weeks before the one-year anniversary of the company’s initial launch. As a start-up, Champions has invested in the best technology during its foundational phase to catapult its mission of......
1