Search Results for: CRM

HawkSoft Announces Integration With Better Agency Insurance CRM to Automate Marketing and Sales Campaigns
Fintech News

HawkSoft Announces Integration With Better Agency Insurance CRM to Automate Marketing and Sales Campaigns

Fintech News Desk
by Fintech News Desk0
Agencies using HawkSoft can leverage automation for emails, Google reviews, renewals, claims, cross-selling, and task management. HawkSoft’s 25-year history is highlighted by unrelenting focus on building software from the independent agent’s point of view. HawkSoft is proud to announce integration with a likeminded partner in Better Agency, which delivers easy-to-use......
AdvisorTouch Announces the Integration of Their Workflow System Into Wealthbox CRM
Business Fintech News

AdvisorTouch Announces the Integration of Their Workflow System Into Wealthbox CRM

Fintech News Desk
by Fintech News Desk0
Formerly Fox Financial Planning Network AdvisorTouch, formerly known as Fox Financial Planning Network, officially announced today the completion of the integration of AdvisorTouch’s custom workflow templates and system into Wealthbox CRM.  The integration will enable wealth management firms to work more efficiently and profitably, devote more time to client relationships......
Advyzon Revamps Platform with New BI, CRM, Data Integration Capabilities
Fintech News

Advyzon Revamps Platform with New BI, CRM, Data Integration Capabilities

Fintech News Desk
by Fintech News Desk0
Investment Advisors Can Now Spend More Time on What Matters: Helping Clients Advyzon announces a significant update to its all-in-one, cloud-based financial advisor platform. The new version includes tools that make it easier for investment advisors to manage and grow their businesses while improving service to their clients. Advyzon is demonstrating......
Technology

Miller Heiman CEO Byron Matthews: Stay Tuned for the CRM 4.0 Revolution

Neha Altekar
by Neha Altekar0
Far far away, behind the word mountains, far from the countries Vokalia and Consonantia, there live the blind texts. Separated they live in Bookmarksgrove right at the coast of the Semantics, a large language ocean. A small river named Duden flows by their place and supplies it with the necessary regelialia. It......
Deloitte Digital Unveils Agentforce Accelerators in Collaboration With Salesforce and Anthropic for Trustworthy LLM Use Cases in Highly-Regulated Industries
Artificial Intelligence Fintech News

Deloitte Digital Unveils Agentforce Accelerators in Collaboration With Salesforce and Anthropic for Trustworthy LLM Use Cases in Highly-Regulated Industries

PR Newswire
by PR Newswire0
The new solution integrates Generative AI capabilities powered by Amazon Bedrock with extensive compliance features to help ensure safety, trust and innovation  Deloitte Digital today launched Agentforce accelerators, developed in collaboration with Salesforce and Anthropic, to help enterprises in highly regulated industries, including wealth management, retail banking, life sciences and......
Creatio and ITC Infotech Join Forces to Transform the UK & European Banking and Financial Services Sector with No-Code
Banking Finance Fintech

Creatio and ITC Infotech Join Forces to Transform the UK & European Banking and Financial Services Sector with No-Code

EIN Presswire
by EIN Presswire0
ITC Infotech will utilize Creatio’s no-code platform to provide customized digital solutions that swiftly respond to market demands Creatio, a global vendor of a no-code platform to automate workflows and CRM with a maximum degree of freedom, today announced its partnership with ITC Infotech, a global leader in technology services......
Anduin Launches AI-Powered Data Extraction Service to Transform Private Market Workflows
Artificial Intelligence Investment Services News

Anduin Launches AI-Powered Data Extraction Service to Transform Private Market Workflows

PR Newswire
by PR Newswire0
Private market fund managers face a well-known challenge: offline investor data. Handwritten forms, scanned documents or typed PDFs clog workflows, delay onboarding, and increase the risk of costly errors. Today, Anduin announces the launch of its Data Extraction Service, designed to remove these inefficiencies and accelerate the industry’s digital transformation. Built on......
Artificial Intelligence Digital Payments Featured Finance Fintech Risk Management Security

How Smart POS Systems are Shaping the Future of Business Operations

Rishika Patel
by Rishika Patel0
As businesses channel the complexities of modern retail and hospitality, smart POS systems are emerging as game-changers in how operations are managed. No longer just tools for processing payments, these advanced platforms have become essential to the entire business ecosystem. Since its inception, smart POS systems have undergone significant evolution,......
FactSet to Acquire Irwin
Fintech Investment Services News

FactSet to Acquire Irwin

EIN Presswire
by EIN Presswire0
FactSet, a global financial digital platform and enterprise solutions provider, announced it has agreed to acquire Irwin, an investor relations and capital markets solution for innovative public companies and their advisors. The acquisition builds on a recent successful partnership that integrates Irwin’s award-winning investor relations (IR) CRM with the FactSet Workstation to......
Zingly Announces a Proven, Safe-AI Solution for Banks and Financial Institutions to Drive Revenue Growth with Cost Reduction
Artificial Intelligence Banking InsurTech News

Zingly Announces a Proven, Safe-AI Solution for Banks and Financial Institutions to Drive Revenue Growth with Cost Reduction

PR Newswire
by PR Newswire0
AI-driven platform helps financial institutions deliver personalized experiences to maximize customer acquisition, onboarding and wallet share in regulated environments Zingly.ai, the GenAI and digital-first CX Center provider, unveiled a suite of AI solutions to fuel revenue growth for banking, financial services and insurance (BFSI) institutions. These companies face increasingly complex customer inquiries,......
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