Search Results for: pipeline management

Fortimize Teams Up With Kyloe Digital to Bring Salesforce Platform to Asset Management Industry
Fintech News

Fortimize Teams Up With Kyloe Digital to Bring Salesforce Platform to Asset Management Industry

Fintech News Desk
Fortimize, a Salesforce Consulting Partner for Financial Services companies, has teamed up with Kyloe Digital, the most comprehensive, turnkey customer engagement solution for the Asset Management industry, powered by Salesforce, to become a preferred services partner. As a preferred services partner, Fortimize will lead implementations for new Kyloe Digital customers and work......
Blockchain Innovator Fluree Secures Investment from Engage in Seed Funding Extension Round
Fintech News

Lead Semantics Selects Fluree for TextDistil, a Secure NLP Pipeline for Enterprise Data Teams

Fintech News Desk
Fluree, provider of an immutable semantic graph  data platform, announced a technical partnership with Lead Semantics to provide a fully integrated solution, TextDistil, for enterprise data management teams looking to build semantic-capable, secure data fabrics. A key area of focus for the integrated solution includes highly regulated industries, with a......
Hazelcast Releases Cloud-based Architecture For Financial Services Risk Management Applications
Cloud Fintech InsurTech Investment Services News Risk Management

Hazelcast Releases Cloud-based Architecture For Financial Services Risk Management Applications

Fintech News Desk
Hazelcast Cloud Enterprise is now available on all major clouds, including Google Cloud Platform Hazelcast, the fast cloud application platform, is releasing a reference implementation that simplifies a financial service organization’s ability to execute and scale financial risk calculations in the cloud while gaining real-time performance and fully-utilizing the resource-heavy......
Allvue Launches New Portfolio Management Solution for Limited Partners
Fintech Investment Services News

Allvue Launches New Portfolio Management Solution for Limited Partners

Fintech News Desk
Technology tool provides fully integrated, multi-asset class solution to enhance investment decision capabilities of LPs and builds upon extensive GP experience Allvue Systems (“Allvue”), a leading alternative investment technology solutions provider, today announced the launch of its Limited Partner (“LP”) Portfolio Management solution (“the LP solution”), a fully integrated, multi-manager,......
Ameritas Selects iPipeline’s SSG Digital Platform to Enhance Life Insurance Processing for Financial Professionals
Fintech InsurTech News

Ameritas Selects iPipeline’s SSG Digital Platform to Enhance Life Insurance Processing for Financial Professionals

Fintech News Desk
e-Application, Self-Service Capabilities, and Network to Optimize Financial Professional and Carrier Performance iPipeline® – a leading provider of low code cloud-based software solutions for the life insurance and financial services industry, today announced Ameritas has chosen the SSG Digital® Platform to streamline the application processing experience. Ameritas is a mutual-based......
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
“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......
Business Fintech News

Remote Working is a Permanent Reality for Law Firms, Finds ALA Change Management Poll and Expert Webinar Panel

Fintech News Desk
Flexibility, Workflow Management, and Performance Tracking Will Be Essential for Legal Practices Managing in the New Normal In response to the pandemic, law firms have been faced with many challenges including the pivot to a new more technology-driven work-from-home (WFH) model seemingly overnight. But are these changes temporary or permanent,......
iPipeline Appoints Kevin Baer Chief People Officer to Focus on Employee Experience
Fintech InsurTech News

iPipeline Appoints Kevin Baer Chief People Officer to Focus on Employee Experience

Fintech News Desk
iPipeline, a leading provider of cloud-based software solutions for the life insurance and financial services industry, announced the appointment of Kevin Baer as Chief People Officer, who will play a critical role in guiding the employee experience at iPipeline to strengthen its transformative growth. Baer has more than 35 years......
Raymond James Expands Relationship with Tegra118 to Build Additional UMA Functionality
Fintech News

Tegra118 Releases New Enhancements to Fee Billing and Revenue Management Solution

Fintech News Desk
Tegra118, a top provider of wealth and asset management technology solutions – and a portfolio company of Motive Partners, a specialist private equity firm – announced it will release version 8.5 of its comprehensive, cloud-based billing and revenue management solution Advantage Fee™ that includes new enhancements to further simplify fee......
Apptricity Releases New Version 8.0 Asset Management Solution
Fintech News

Apptricity Releases New Version 8.0 Asset Management Solution

Fintech News Desk
This release brings the most updated user experience and mapping to the market. Apptricity is pleased to announce the launch of the newest version of their popular Asset Management solution. This new version, 8.0, provides users with updates in the product’s overall design, new features, and architectural improvements that allow......
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