Search Results for: CRM systems

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......
NXTsoft Develops Standard API for the US Banking and Credit Union Market
Banking Fintech News

NXTsoft Develops API Connectivity-as-a-Service Between HubSpot CRM System and Financial Institution Core Accounting Systems

Fintech News Desk
by Fintech News Desk0
By integrating HubSpot with First Metro’s FIS core accounting system, the bank can directly transmit information between these systems, eliminating duplicate manual entry and thereby saving time and money, while providing the most accurate information for sales, marketing and customer service efforts NXTsoft, a company focused on delivering seamless Connectivity-as......
RecVue Raises $13M Series A to Automate Order-to-Cash Process for Enterprises and Bridge the Gap between CRM and ERP systems
B2C Banking Business Fintech News

RecVue Raises $13M Series A to Automate Order-to-Cash Process for Enterprises and Bridge the Gap between CRM and ERP systems

Fintech News Desk
by Fintech News Desk0
    Funding will build upon the company’s track record of delivering recurring billing     and revenue solutions, turning $36B into $150B revenue under management in just     18 months RecVue, provider of Order Lifecycle Management (OLM) solutions designed to modernize the complex order-to-cash (O2C) processes for enterprises,......
Artificial Intelligence Digital Payments Featured Finance Fintech Risk Management Security

How Smart POS Systems are Shaping the Future of Business Operations

Rishika Patel
by Rishika Patel0
As businesses channel the complexities of modern retail and hospitality, smart POS systems are emerging as game-changers in how operations are managed. No longer just tools for processing payments, these advanced platforms have become essential to the entire business ecosystem. Since its inception, smart POS systems have undergone significant evolution,......
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......
New AI Copilot Plugin Is a Breakthrough for Financial Institutions, Transforming Existing, Siloed Systems in Seconds
Artificial Intelligence Fintech News

New AI Copilot Plugin Is a Breakthrough for Financial Institutions, Transforming Existing, Siloed Systems in Seconds

PR Newswire
by PR Newswire0
Lucinity has launched a groundbreaking generative AI copilot plugin at Money2020 Europe, offering immediate ROI for financial institutions. This system-agnostic plugin acts as a central copilot compatible with all web-based enterprise applications, pulling data from Customer Relationship Management (CRM) systems, case management systems, third-party vendors, and Excel documents. The new plugin enhances Lucinity’s AI......
New AI Copilot Plugin Is a Breakthrough for Financial Institutions, Transforming Existing, Siloed Systems in Seconds
Artificial Intelligence Finance Fintech News

New AI Copilot Plugin Is a Breakthrough for Financial Institutions, Transforming Existing, Siloed Systems in Seconds

PR Newswire
by PR Newswire0
A groundbreaking generative AI copilot plugin, launched by Lucinity at Money2020 Europe, delivers immediate ROI. The copilot plugin is system-agnostic, acting as one central copilot that can be used on top of all web-based enterprise applications, pulling data from any system including Customer Relationship Management (CRM) systems, case management systems, third-party vendors, and Excel documents.......
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......
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......
1