Search Results for: CRM systems

Tax Master Network Launches New Automated SaaS Tax Operating System
Fintech News

Tax Master Network Launches New Automated SaaS Tax Operating System

Fintech News Desk
by Fintech News Desk0
 Tax Master Network Inc. (TMN), a Financial Gravity Companies portfolio company, announced the launch of TMN’s Automated Tax Operating System tool. Tax professionals and financial advisors understand that proactive planning is the key to paying less tax. For 15 years, TMN has offered a unique planning tool that diagnoses the......
Highland Bank Implements Nutanix Technology to Adapt to the COVID-19 Pandemic
Fintech News

Brinks Israel Embarks on Digital Transformation With Nutanix

Fintech News Desk
by Fintech News Desk0
Nutanix, a leader in enterprise cloud computing, announced that Brinks Israel, a subsidiary of Brinks the global leader in total cash management, route-based secure logistics and payment solutions, has implemented Nutanix as the private cloud infrastructure platform for its digital transformation and new digital-based services. Read More: SIMON Markets LLC......
Skience 13.0 Delivers Mid-Year Platform Enhancements Designed to Drive Efficiency in a New Wealth Management Environment
Business Fintech News

Skience 13.0 Delivers Mid-Year Platform Enhancements Designed to Drive Efficiency in a New Wealth Management Environment

Fintech News Desk
by Fintech News Desk0
Skience, a leading wealth management services and solution provider, announced the delivery of a new release of the firm’s award-winning wealth management platform that provides advanced technology capabilities that allow wealth management firms, financial advisors, and investors to collaborate more efficiently in a secure digital environment. Read More: Kensho Collaborates......
Fenergo Reports Rapid Cloud Adoption in Financial Sector Digital Awakening
Banking Fintech News

Fenergo Launches Fen-Xcelerate, A SaaS Client Lifecycle Management Solution for Mid-Sized & Boutique Financial Institutions

Fintech News Desk
by Fintech News Desk0
Fenergo, the leading provider of digital transformation and client lifecycle management (CLM) technology, announces the launch of Fen-Xcelerate, a lower cost, cloud-based version of Fenergo’s CLM solution, tailored specifically to mid-tier and boutique commercial, business and retail banks seeking to accelerate digital transformation. Read More: GlobalFintechSeries Interview with Erick Pinos,......
InsurTech Leader Delivers Industry's First Commercial Submissions Platform to Agency and Carrier Design Partners
Artificial Intelligence Fintech InsurTech News

Vertafore Unveils New InsurTech Solutions Proven to Help Insurance Agencies Modernize and Boost Profitable Revenue

Fintech News Desk
by Fintech News Desk0
Summer of Accelerate Kickoff attendees get first look at features and products built on Vertafore’s exclusive new Titan Technology To help thousands of independent insurance agencies modernize and grow their business, Vertafore unveiled a slate of new tools, features and products to automate and simplify insurance. The new enhancements are......
Avalara Enhances Portal for Developers with Improved Capabilities and User Experience
Business Fintech News Robotic Process Automation

Avalara Announces 20 Newly Certified Integrations Into Business Applications

Fintech News Desk
by Fintech News Desk0
Avalara, a leading provider of cloud-based tax compliance automation for businesses of all sizes, announced the release of 20 newly certified integrations with accounting, ERP, ecommerce, point-of-sale, mobile commerce, and CRM software applications. Read More: M Financial Group Licenses FAST Software to Enable New Digital Ecosystem for Member Firms Avalara......
InsurTech Leader Delivers Industry's First Commercial Submissions Platform to Agency and Carrier Design Partners
Business Fintech InsurTech News

InsurTech Leaders Partner to Equip Independent Agents With Tailored Business Solutions

Fintech News Desk
by Fintech News Desk0
Agencies and insureds benefit from Vertafore’s CRM integration and industry partnerships Vertafore announced the expansion of its open agency management system architecture with the addition of five new members to the Vertafore Orange Partner Program and the release of AMS360 Connect™. The new integrations of leading business solutions with Vertafore......
Featured Fintech Risk Management

Top 10 Accounting Software Best Suited for B2B Companies

Fintech News Desk
by Fintech News Desk0
Improving data accuracy, maintaining compliance, improved staff productivity, higher revenues and exploring newer opportunities are some of the core benefits of adopting an accounting software. Finance and account management is a critical task for any business. We live in a technology prone era, we need to adapt to the latest......
Preqin Anywhere: Access Preqin Data Wherever You Are
Fintech News

Preqin Anywhere: Access Preqin Data Wherever You Are

Fintech News Desk
by Fintech News Desk0
Preqin  launches its new program: Preqin Anywhere. Preqin Anywhere is a commitment from Preqin that its clients should be able to access the alternative assets industry’s most powerful data and insights in whatever way best suits them. To that end, Preqin has provided remote-access tools and collaborated with other providers......
8 Ways in Which Optimized Point of Delivery Payment Apps Will Change the Face of Logistics
Fintech Guest Posts

8 Ways in Which Optimized Point of Delivery Payment Apps Will Change the Face of Logistics

Darren Chan
by Darren Chan0
Money, money, money, must be funny in the rich man’s world—that’s how the song by ABBA goes. If you own a transportation company, you’re already familiar with the proof of delivery (POD). It’s a document that proves the customer received the goods you sent. And it can be either a......
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