Search Results for: CRM solutions

Gotransverse Partners with Snowflake Data Marketplace to Offer Premier Data Access with Near Real-time Reporting
Business Fintech News

Gotransverse Partners with Snowflake Data Marketplace to Offer Premier Data Access with Near Real-time Reporting

Fintech News Desk
by Fintech News Desk0
Gotransverse Offers Add-on That Enables Direct Queries to Billing Data Stored in the Snowflake Data Cloud Gotransverse, the leading provider of enterprise order-to-cash solutions, announced an expanded partnership with Snowflake, the cloud data platform, that will make Gotransverse’s Premier Data Access add-on available through the Snowflake Data Marketplace. Premier Data......
Beyond Insurance and TrustLayer Announce New Strategic Partnership to Provide BIGN Members with Access to Risk Management Platform
Fintech News Risk Management

Beyond Insurance and TrustLayer Announce New Strategic Partnership to Provide BIGN Members with Access to Risk Management Platform

Fintech News Desk
by Fintech News Desk0
Beyond Insurance and TrustLayer announce a strategic partnership to provide the Beyond Insurance Global Network (BIGN) with access to TrustLayer’s collaborative, risk management platform. The platform helps businesses simplify the process of verifying and managing third-party compliance. Read More: Volume of Real-time Payments Surges During Pandemic, FIS Reports in New Study By leveraging......
Class Limited Selects BillingPlatform to Automate and Modernize Billing Processes for Leading Wealth Accounting Software
Fintech News

Class Limited Selects BillingPlatform to Automate and Modernize Billing Processes for Leading Wealth Accounting Software

Fintech News Desk
by Fintech News Desk0
Highly configurable, cloud-based platform supports Class’s diverse subscription and consumption business models and integrates with its Salesforce and NetSuite systems BillingPlatform, the leading global cloud-based monetization and billing solution provider, today announced it has signed a multi-year agreement with Class Limited, a leader in cloud-based wealth accounting solutions for accountants, administrators......
Introducing Stitch Payments: Custom-Built FinTech Platforms for Simplified Payment Acceptance
Fintech News

Introducing Stitch Payments: Custom-Built FinTech Platforms for Simplified Payment Acceptance

Fintech News Desk
by Fintech News Desk0
Former CardConnect executives team up to help businesses save time and money navigating the digital transactions landscape Stitch Payments, a payments integration firm helping businesses accept transactions across all channels of commerce, today announced its formal launch. Specializing in creating tailored payment technology platforms, Stitch’s solutions allow businesses to seamlessly......
Avalara Enhances Portal for Developers with Improved Capabilities and User Experience
Fintech News

Avalara Announces 16 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 16 newly certified integrations with accounting, ERP, ecommerce, point-of-sale, mobile commerce, and CRM software applications. Avalara has been a partner-centric company since its founding in 2004, with a concerted focus on integrating......
Oppenheimer & Co. Inc. Builds Out Digital Experience Platform For Financial Advisors And Clients Through New Strategic Alliance With InvestCloud
Fintech News

Oppenheimer & Co. Inc. Builds Out Digital Experience Platform For Financial Advisors And Clients Through New Strategic Alliance With InvestCloud

Fintech News Desk
by Fintech News Desk0
Oppenheimer’s New Advisor-Client Portal Powered by InvestCloud to Deliver Comprehensive and Seamless Digital Client Onboarding and Relationship Management Experience Oppenheimer & Co. Inc. (“Oppenheimer”), a leading investment bank, wealth manager, and a subsidiary of Oppenheimer Holdings (NYSE: OPY), today announced the launch of a strategic alliance with global FinTech firm, InvestCloud.......
Cambridge and INVENT.us Reimagining and Redesigning Digital Business Environment for Independent Financial Professionals
Business Fintech News

Cambridge and INVENT.us Reimagining and Redesigning Digital Business Environment for Independent Financial Professionals

Fintech News Desk
by Fintech News Desk0
Cambridge, among the leading financial solutions firms, and INVENT.us, an innovative cloud technology and consulting firm, announced today that Cambridge has selected INVENT.us and its consulting arm, INVENT Elite, to reimagine and redesign Cambridge’s financial professional experience through its comprehensive CLIC digital business environment. Read More: Voyager Digital Continues Servicing......
Plastiq and Tipalti Partner to Increase Working Capital and Automate Bill Pay for Commercial Businesses
Banking Fintech News

Tipalti Adds New Partnerships with Burkland, Klear, and SCS Cloud

Fintech News Desk
by Fintech News Desk0
Global payables automation provider expands strategic partner portfolio to help expand the modernization of organizations’ financial operations Tipalti, the leading global payables automation platform, today announced three new strategic partnerships to further streamline finance operations for growing companies. The partners include Burkland, a CFO, accounting and tax services company; Klear, an influencer marketing......
Banking Fintech Fintech Startups Interviews

Global Fintech Interview with Clara Shih, CEO and Founder at Hearsay Systems

Paroma Sen
by Paroma Sen0
Today’s customers want the speed and convenience of digital services combined with the empathy and trust of their finance or bank relationship manager. Now especially during the pandemic, financial services customers are demanding more authentic engagement with their financial advisors, bankers, and mortgage consultants. How can fintechs and FIs keep......
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