Search Result for "CRM"

Northern Virginia’s Burke & Herbert Bank Partners with 360 View as Integral Part of their CRM Strategy

Northern Virginia’s Burke & Herbert Bank Partners with 360 View as Integral Part of their CRM Strategy

Virginia’s oldest bank partners with 360 View to provide the primary tool for their next evolution in customer relationship management. 360 View provides a comprehensive view of the customer, offering…

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Century Business Solutions Launches New Payment Integration for Salesforce CRM

Century Business Solutions Launches New Payment Integration for Salesforce CRM

Century Business Solutions announces the release of the EBizCharge payment application for Salesforce CRM, which allows users to run customer credit card payments directly in their software.  Century Business Solutions…

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Asset-Map and Wealthbox CRM Team Up to Increase Advisor Productivity and Reduce Data Entry

Asset-Map and Wealthbox CRM Team Up to Increase Advisor Productivity and Reduce Data Entry

Asset-Map, the premier visualized financial planning engagement experience for financial professionals, today announced a new software integration with Wealthbox, one of the leading CRM solutions for financial advisors. This new integration…

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IRIS CRM and Conformance Technologies Partner to Create the Payment Industry’s Most Powerful CRM Integration

IRIS CRM and Conformance Technologies Partner to Create the Payment Industry’s Most Powerful CRM Integration

IRIS CRM gives wholesale ISOs the ability to perform risk assessment and monitoring with Conformance Technologies’ PreComm ToolKit, creating the industry’s first complete end-to-end merchant management tool.  IRIS CRM is…

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CRMNEXT Joins Forces With Leading Credit Union Organizations

CRMNEXT Joins Forces With Leading Credit Union Organizations

Banking CRM Platform Inks Partnerships with NACUSO and CUInsight CRMNEXT, a global CRM solution provider for financial services, is pleased to announce two new partnerships with leading influencers in the…

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HawkSoft Announces Integration With Better Agency Insurance CRM to Automate Marketing and Sales Campaigns

HawkSoft Announces Integration With Better Agency Insurance CRM to Automate Marketing and Sales Campaigns

Agencies using HawkSoft can leverage automation for emails, Google reviews, renewals, claims, cross-selling, and task management. HawkSoft’s 25-year history is highlighted by unrelenting focus on building software from the independent…

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AdvisorTouch Announces the Integration of Their Workflow System Into Wealthbox CRM

AdvisorTouch Announces the Integration of Their Workflow System Into Wealthbox CRM

Formerly Fox Financial Planning Network AdvisorTouch, formerly known as Fox Financial Planning Network, officially announced today the completion of the integration of AdvisorTouch’s custom workflow templates and system into Wealthbox…

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Advyzon Revamps Platform with New BI, CRM, Data Integration Capabilities

Advyzon Revamps Platform with New BI, CRM, Data Integration Capabilities

Investment Advisors Can Now Spend More Time on What Matters: Helping Clients Advyzon announces a significant update to its all-in-one, cloud-based financial advisor platform. The new version includes tools that make…

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Filogix, a Finastra business, acquires Doorr

Filogix, a Finastra business, acquires Doorr

Strategic investment will deliver next generation solutions to the Canadian mortgage market, including consumers, brokers and lenders Finastra, via its Canadian mortgage business Filogix, has acquired Doorr, a provider of…

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Leading Payment Processor VizyPay Reaches $1B Mark in Payments Processed in Three Years; Expects to Pass $2B in 2021

Leading Payment Processor VizyPay Reaches $1B Mark in Payments Processed in Three Years; Expects to Pass $2B in 2021

 VizyPay, an award-winning leader in the payment processing industry, announces it has passed the $1B milestone in payments processed since its founding in 2017 and is projected to reach a…

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