Search Results for: sales management

Alcove Launches Shopify Integration to Unify Carbon Credit Inventory Management and Sales
Commerce News

Alcove Launches Shopify Integration to Unify Carbon Credit Inventory Management and Sales

PR Newswire
by PR Newswire0
The Alcove application for Shopify unlocks fully-integrated inventory and sales capabilities to transparently scale carbon credits. Alcove, the leading carbon credit inventory management solution used by the top carbon credit project developers, announced the release of the Alcove application for the Shopify commerce platform. This fully integrated, carbon-specific application for the......
RBC Wealth Management's U.S. Business Increases Efficiency, Delivers on Client Expectations with Salesforce
Finance News

RBC Wealth Management’s U.S. Business Increases Efficiency, Delivers on Client Expectations with Salesforce

Fintech News Desk
by Fintech News Desk0
Using Salesforce, RBC Wealth Management is driving success and reducing maintenance costs Salesforce, the global leader in CRM, announced that RBC Wealth Management, a division of RBC Capital Markets, LLC, is using Salesforce to drive success with significant cost savings and efficiency across multiple areas of its business, while continuing......
Capstreet-backed Credit Bureau Connection Bolsters Management Team with New CFO and Senior VP of Sales
Finance News

Capstreet-backed Credit Bureau Connection Bolsters Management Team with New CFO and Senior VP of Sales

Fintech News Desk
by Fintech News Desk0
CFO Vikram Arora and SVP of Sales Brett Petersen Aim to Drive CBC’s Expansion Credit Bureau Connection a provider of credit report and compliance solutions to automotive dealers, lenders, and other end markets, announced several additions to its management team. Joining CBC are seasoned executives Vikram Arora as Chief Financial Officer and Brett Petersen as......
CapIntel Raises $11.0Million USD Series A To Expand Wealth Management Sales Platform, Launching in US Market
Fintech Funding News

CapIntel Raises $11.0Million USD Series A To Expand Wealth Management Sales Platform, Launching in US Market

Fintech News Desk
by Fintech News Desk0
CapIntel Announces Partnership with Leading US-Based Asset Management Firm, The Pacific Financial Group CapIntel, a leading financial technology company that improves day-to-day workflow and fund analysis for financial advisors, announced $11.0M USD in Series A financing led by New York-based FinTech Collective, with an additional participation from Fengate Asset Management on behalf of its investor, the......
Fortimize Teams Up With Kyloe Digital to Bring Salesforce Platform to Asset Management Industry
Fintech News

Fortimize Teams Up With Kyloe Digital to Bring Salesforce Platform to Asset Management Industry

Fintech News Desk
by Fintech News Desk0
Fortimize, a Salesforce Consulting Partner for Financial Services companies, has teamed up with Kyloe Digital, the most comprehensive, turnkey customer engagement solution for the Asset Management industry, powered by Salesforce, to become a preferred services partner. As a preferred services partner, Fortimize will lead implementations for new Kyloe Digital customers and work......
EbixCash Financial Technologies Features in the Leaderboard for Private Banking & Wealth Management in the IBS Sales League Table 2021
Banking E-commerce News

EbixCash Financial Technologies Features in the Leaderboard for Private Banking & Wealth Management in the IBS Sales League Table 2021

Fintech News Desk
by Fintech News Desk0
EbixCash Private Limited, a subsidiary of Ebix, Inc., a leading international supplier of On-Demand software and E-commerce services to the insurance, financial, healthcare and e-learning industries announced that MoneyWare®, its flagship product for wealth and asset management, has been awarded the Leaderboard position in the IBS Sales League table for......
SS&C
Business Fintech News

SS&C Bolsters Sales and Client Management in EMEA with Senior Appointments

Fintech News Desk
by Fintech News Desk0
Mike Webb and Spencer Baum to focus on Global Investor & Distribution Solutions in the U.K. and Europe SS&C Technologies Holdings, Inc. (Nasdaq: SSNC) today announced that Mike Webb and Spencer Baum have joined its Global Investor & Distribution Solutions division. Read More: Alloy Secures $40 Million in Series B Funding Led by Canapi Ventures Mike......
Options Appoints Former Finastra Head of Sales To Management Team
Capital Markets Fintech Investment Services News

Options Appoints Former Finastra Head of Sales To Management Team

Fintech News Desk
by Fintech News Desk0
Options, the leading managed service and IT infrastructure provider to the global capital markets industry, announced the appointment of former Finastra Head of UK Hedge Funds and Overall Buy-side for the Nordics, Nick Palmer, to its management team. Nick joins Options as a Sales Director where he will be responsible......
AgencyZoom and HawkSoft Introduce Integration Between Sales Automation Platform and Agency Management System
Business Fintech InsurTech News

AgencyZoom and HawkSoft Introduce Integration Between Sales Automation Platform and Agency Management System

Fintech News Desk
by Fintech News Desk0
Client and policy data from HawkSoft flows into AgencyZoom to trigger automation workflows to nurture leads and engage existing policyholders. Interconnected systems are force multipliers for independent insurance agencies. AgencyZoom, the Insurance Sales Analytics and Automation platform, is leveraging HawkSoft’s Partner API to bring the two complementary systems together. Read......
FPS’ IPX Platform Makes Key Additions to Executive Management and Sales Teams
Banking News

FPS’ IPX Platform Makes Key Additions to Executive Management and Sales Teams

Fintech News Desk
by Fintech News Desk0
The Investment Provider Xchange (“IPX”), an innovative solutions provider for retirement plan professionals, plan sponsors and participants in the 403(b) and 457(b) space, announced the addition of key executive staff and sales team members. Kevin Loffredi joins as Chief Product Officer and Michael Schaeffer joins as Director of Sales. In addition,......
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