Search Results for: CRM solutions

Tipalti Adds New Partnerships With Burkland, Klear, and SCS Cloud
Fintech News

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

Fintech News Desk
by Fintech News Desk0
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 platform; and SCS Cloud, a cloud consulting and implementation provider. Read More: Fannie Mae Promotes Jeffery Hayward to......
Fintech Investment Services News

Envestnet | Tamarac Named ‘Best-In-Class’ Vendor by Aite Group

Fintech News Desk
by Fintech News Desk0
Tamarac is the Only Vendor to Achieve a ‘Best-In-Class’ Rating for its Portfolio Management & Reporting Platform in Latest Aite Matrix Report Envestnet, Inc. announces that Envestnet | Tamarac (Tamarac) has been named a “Best-In-Class” portfolio management and reporting system vendor in Aite Group’s most recent industry impact report, published in August 2020.......
What Is a Quote Management Software and Top Quote Management Software Providers With In-Demand Features?
Featured Fintech

What Is a Quote Management Software and a Few Top Quote Management Software Providers

Fintech News Desk
by Fintech News Desk0
“Great salespeople are relationship builders who provide value and help their customers win” – Jefferey Gitomer Good sales numbers are critical for the growth of an organization and a healthy pipeline or the state of it can define and determine future sales. Talking about marketing and sales, things mostly are......
UK benefits from one of the largest investments in the ATM industry for a decade
Fintech News

Main Street, Inc. Acquires Marketing Technology Software Provider Onovative

Fintech News Desk
by Fintech News Desk0
Main Street, Inc., the leading provider of data-driven print services to community financial institutions across the nation, announced today the acquisition of Onovative, an automated marketing technology software provider based in Louisville, Kentucky. The purchase of Onovative further enhances Main Street’s marketing services solutions. Onovative’s automated marketing platform enables banks and......
Business News

TD Ameritrade Institutional: RIAs Are Prepared to Weather Coronavirus Challenges

Fintech News Desk
by Fintech News Desk0
New FA Insight Study Reveals Productivity Gains but Tempered Growth Expectations for 2020 Amid the immense challenges and disruption spawned by the coronavirus pandemic, independent registered investment advisors (RIAs) are again proving their resiliency, course-correcting as needed to position themselves for long-term growth, according to new FA Insight benchmarking research from TD Ameritrade......
Unanet A/E Releases New Features to Help Architecture & Engineering Firms Drive Sales Efficiency, Accounting
Fintech Investment Services News

Unanet A/E Releases New Features to Help Architecture & Engineering Firms Drive Sales Efficiency, Accounting

Fintech News Desk
by Fintech News Desk0
Unanet A/E powered by Clearview, the flexible project-based ERP software purpose-built for the architecture and engineering (A/E) industries, released several new features that help A/E firms improve HR, Accounting, and Sales processes. Today’s release further demonstrates Unanet’s commitment to investing and enhancing Unanet A/E so customers can drive efficiency in......
Artificial Intelligence News

FP Alpha and Redtail Technology Announce New Integration

Fintech News Desk
by Fintech News Desk0
FP Alpha, an AI-driven comprehensive wealth management solution that helps advisors identify and provide actionable recommendations to clients, is now integrated with Redtail Technology FP Alpha, an AI-driven wealth management solution for financial advisors, announced today a new client data integration with Redtail Technology (Redtail), a leading provider of client relationship management......
MPOWER Financing Adds Jatin Rajput, Global Financial Services Executive and Fintech Investor, to Its Board
Business Fintech News

NewRez Accelerates the Digital Transformation of its Lending Experience in Collaboration with Salesforce

Fintech News Desk
by Fintech News Desk0
NewRez LLC, a national mortgage lender and servicing organization, and Salesforce, the global leader in CRM, announced a strategic relationship focused on delivering a consistent, connected experience for borrowers and homeowners across NewRez’s mortgage lending and servicing business. In addition, Salesforce has selected NewRez as a new industry design advisor......
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......
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