Search Results for: CRM solutions

AEGIS Selects expert.ai to Enhance Their Data Strategy with AI-based Natural Language Understanding
Business Fintech News

XDimensional Technologies Becomes Member of Verisk Strategic Alliances

Fintech News Desk
by Fintech News Desk0
XDimensional to Offer ISO Rating Content within Its Policy Admin+ Platform XDimensional Technologies announced that it has become a member of the Verisk Strategic Alliances network. Alliance companies, like XDimensional, use information and products from ISO, a Verisk business, to build on and enhance their own product offerings. Read More:......
Salesforce Powers PenFed Credit Union's Digital Financial Services and Member Experience Transformation
Fintech News

Salesforce Powers PenFed Credit Union’s Digital Financial Services and Member Experience Transformation

Fintech News Desk
by Fintech News Desk0
PenFed is leveraging Salesforce to provide even more digital conveniences to members during a time of increased demand for remote services Salesforce, the global leader in CRM, announced an expanded relationship with Pentagon Federal Credit Union (PenFed), the nation’s second largest federal credit union, to transform its member platform and......
Baker Hill Leadership Receives Recognition Throughout 2020
Banking Business Fintech News Risk Management

Baker Hill Poised for Market Growth with the Most Recent Updates to Baker Hill NextGen

Fintech News Desk
by Fintech News Desk0
Baker Hill, the leading financial technology provider in delivering solutions for commercial, small business and consumer loan origination, risk and relationship management, CECL, and analytics, announces the summer release of Baker Hill NextGen. This update release contains many new features and enhancements such as new capabilities to streamline Small Business......
Bright Pattern Contact Center Deployed by the Leading Real Estate Marketplace in the US
Artificial Intelligence Fintech News

Bright Pattern Contact Center Deployed by the Leading Real Estate Marketplace in the US

Fintech News Desk
by Fintech News Desk0
Bright Pattern, a leading provider of AI-powered cloud contact center software for innovative companies, announced that it was deployed by the leading real estate marketplace in the US to support customers over voice and chat. The company is dedicated to empowering consumers with data and inspiration around the place they call home.......
Republic Capital Group Investing in Creativemass, a FinTech Software Company
Banking Capital Markets Fintech Investment Services News

Republic Capital Group Investing in Creativemass, a FinTech Software Company

Fintech News Desk
by Fintech News Desk0
Republic Capital Group, a firm specializing in providing investment banking services to the RIA, asset and wealth management communities, is announcing it is investing in Creativemass, a co-located U.S. and Australian financial services software company providing wealth management solutions through its flagship product, WealthConnect. Read More: GlobalFintechSeries Interview with Brandon......
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Ten Ways Virtual Assistants Can be Good for Financial Advisors

Fintech News Desk
by Fintech News Desk0
Top Tips to Implement Virtual Assistants on your Fintech / Finance Site Financial advisors have to pay specific attention to the needs of each client and prospect, they need to spend more time understanding their unique requirement to be able to offer the right solution in time. Because often times,......
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......
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......
FinancialForce Named a Leader in IDC MarketScape for Worldwide SaaS and Cloud-Enabled Midmarket Finance and Accounting Applications
Capital Markets Fintech News

FinancialForce Named a Leader in IDC MarketScape for Worldwide SaaS and Cloud-Enabled Midmarket Finance and Accounting Applications

Fintech News Desk
by Fintech News Desk0
Report recognizes FinancialForce’s strengths in Salesforce integration and financial analytics FinancialForce, provider of the only modern ERP suite and the #1 Professional Services Automation (PSA), announced it has been named a Leader in the IDC MarketScape: Worldwide SaaS and Cloud-Enabled Midmarket Finance and Accounting Applications 2020 Vendor Assessment. Read More: Kreditech Rebrands......
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