Search Results for: CRM

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,......
eKeeper Launches New CRM System for Lenders With the Cambridge Building Society
Business Fintech News

eKeeper Launches New CRM System for Lenders With the Cambridge Building Society

Fintech News Desk
by Fintech News Desk0
eKeeper has launched a new customer relationship management (CRM) system for lenders. Called Intermediary Manager, it can also be used by other product providers, such as savings providers, pensions and wealth providers and insurers. It is launching today with the Cambridge Building Society as the first subscriber to the system.......
Pulse360-Launches-Automatic-Task-Creation-in-Partnership-with-Leading-Financial-Advisor-CRMs.
Business Fintech News

Pulse360 Launches Automatic Task Creation In Partnership With Leading Financial Advisor CRMs

Fintech News Desk
by Fintech News Desk0
Pulse360 today announced a new automatic task creation feature that helps financial advisor avoid double work of communicating with their clients/prospects and manually creating tasks in their CRMs. Starting December 17, Pulse360 will empower financial advisors to attach tasks to their advice that automatically get created in Redtail CRM or......
Copper Integrates With Square To Manage Cash Flow From Within CRM
Digital Mobile Banking News Technology

Copper Integrates With Square To Manage Cash Flow From Within CRM

Fintech News Desk
by Fintech News Desk0
Integration offers better visibility and understanding of customer health Copper is pleased to announce that it has partnered with Square on a first-of-its-kind integration to manage invoicing and payments directly inside of Copper CRM. Copper and Square customers will benefit from a native integration that makes it possible to manage......
Getting Paid and Managing Customers Now Easier for Small Businesses with Integrated CRM Solution
Business Fintech News

Getting Paid and Managing Customers Now Easier for Small Businesses with Integrated CRM Solution

Fintech News Desk
by Fintech News Desk0
HubSpot for QuickBooks connects critical business functions for a 360 degree view of financial health Today, Intuit launched HubSpot for QuickBooks, an integrated CRM and financial management solution to help growing businesses speed up sales cycles and to allow sales and finance teams to work together more efficiently. Businesses get......
Northern Virginia’s Burke & Herbert Bank Partners with 360 View as Integral Part of their CRM Strategy
Banking Business Fintech News

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

Fintech News Desk
by Fintech News Desk0
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 Burke & Herbert Bank the ability to track every customer interaction and translate the data into relevant customer care at......
Century Business Solutions Launches New Payment Integration for Salesforce CRM
Business Fintech News

Century Business Solutions Launches New Payment Integration for Salesforce CRM

Fintech News Desk
by Fintech News Desk0
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 announced the launch of a payment application for Salesforce CRM that allows users to run customer credit card payments directly......
Asset-Map and Wealthbox CRM Team Up to Increase Advisor Productivity and Reduce Data Entry
Business Fintech News

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

Fintech News Desk
by Fintech News Desk0
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 creates a unified technology experience for advisors who use both systems to manage client relationships and engage in compelling planning......
IRIS CRM and Conformance Technologies Partner to Create the Payment Industry’s Most Powerful CRM Integration
Fintech News Risk Management

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

Fintech News Desk
by Fintech News Desk0
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 proud to announce the integration of Conformance Technologies’ PreComm ToolKit risk assessment and monitoring tool. This new partnership gives wholesale......
CRMNEXT Joins Forces With Leading Credit Union Organizations
Business Fintech News

CRMNEXT Joins Forces With Leading Credit Union Organizations

Fintech News Desk
by Fintech News Desk0
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 credit union space. The company has joined forces with CUInsight, a popular credit union news and resource site, and also......
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