Search Results for: sales management

Broadridge Acquires AdvisorTarget, Expands Capabilities to Help Asset Management and Wealth Firms Transform Digital Distribution and Marketing
Finance Fintech News

Broadridge Acquires AdvisorTarget, Expands Capabilities to Help Asset Management and Wealth Firms Transform Digital Distribution and Marketing

PR Newswire
by PR Newswire0
Combining forward-looking advisor intent data with asset holding data enables precision-targeted, cost-effective digital marketing and sales strategies Global Fintech leader Broadridge Financial Solutions, Inc. announced today that it has acquired AdvisorTarget, a market leader in providing asset management and wealth management firms with data products to help power digital marketing, sales and......
Paystand Adds Top Billing Software Exec as Chief Sales Officer
Blockchain Digital Payments News

Paystand Adds Top Billing Software Exec as Chief Sales Officer

Business Wire
by Business Wire0
Allison Grieb will manage fast-growing fintech’s sales, channels, sales operations and business development; bringing years of expertise in unlocking transformational change Paystand, the global leader in blockchain-enabled B2B payments, announces the appointment of Allison Grieb as chief sales officer. Grieb brings her years of sales roles at high-growth tech companies......
AppCrown and Future Advice Unveil the Future of Wealth & Asset Management with Zero Touch CRM Update Technology, a Digital Advisor Messaging Service that Automatically Connects Wealth & Asset Management with Relationships & Investment Advisors
Finance Fintech News

AppCrown and Future Advice Unveil the Future of Wealth & Asset Management with Zero Touch CRM Update Technology, a Digital Advisor Messaging Service that Automatically Connects Wealth & Asset Management with Relationships & Investment Advisors

Business Wire
by Business Wire0
Wealth & Asset Management Firms Can Go Beyond the Website and Reach More Relationships AppCrown, a privately held technology company based in New York, is pleased to announce the leading Digital Advisor Messaging Service for asset management firms, solving the critical hurdle of reaching more relationships and investment advisors through......
Synder and Cin7 Unveil Integration to Bring Together Inventory Management and Multi-Channel Reconciliation
E-commerce Finance News

Synder and Cin7 Unveil Integration to Bring Together Inventory Management and Multi-Channel Reconciliation

PR Newswire
by PR Newswire0
Achieve peak efficiency with real-time inventory insights and automated multi-channel reconciliation Synder, a leader in financial automation for ecommerce and SaaS businesses, and Cin7, a pioneer in cloud-based inventory management solutions, announced a strategic integration between Synder and Cin7. This collaboration is set to transform how businesses manage inventory and reconcile......
Envestnet and Salesforce Partner to Enhance Experiences for Financial Planners
Finance Fintech News

Envestnet and Salesforce Partner to Enhance Experiences for Financial Planners

PR Newswire
by PR Newswire0
Partnership to Provide Seamless Financial Planning Experiences for Financial Services Customers in the United States Envestnet, a leading provider of integrated technology, intelligent data, and wealth solutions, and Salesforce, the global leader in CRM, today announced a partnership to deliver a connected and seamless financial planning experience for Envestnet customers using......
Panax Offers AI-powered Cash Flow Management Platform, Secures $15 Million to Scale and Meet Rapidly Growing Global Demand
Artificial Intelligence News

Panax Offers AI-powered Cash Flow Management Platform, Secures $15 Million to Scale and Meet Rapidly Growing Global Demand

Business Wire
by Business Wire0
In the face of economic uncertainty, next-gen treasury automation solution empowers finance teams to fortify business resilience Amid high-interest rates and cash uncertainty, finance teams are struggling to proactively manage complex cash flow, liquidity and financial risks. Panax offers an AI-driven cash flow management platform that empowers mid-market and large companies with......
OneVest Bolsters its North American Sales Team with the Addition of Wealthtech Veterans from InvestCloud and FNZ
Fintech News

OneVest Bolsters its North American Sales Team with the Addition of Wealthtech Veterans from InvestCloud and FNZ

Business Wire
by Business Wire0
OneVest, a cutting-edge wealth management technology company, is pleased to announce the addition of several key sales executives to its rapidly expanding team. These strategic hires underscore OneVest’s commitment to driving growth and expanding its market presence across North America. “Their collective expertise and dedication will play a pivotal role......
Vyapar app Launches Game-Changing Invoicing Software, Simplifying Financial Management for Businesses Worldwide
Finance Fintech News

Vyapar app Launches Game-Changing Invoicing Software, Simplifying Financial Management for Businesses Worldwide

GlobeNewswire
by GlobeNewswire0
Vyapar app’s Invoicing Software simplifies billing, enhances efficiency for businesses. Vyapar app, a leading provider of innovative software solutions for businesses, announces the launch of its groundbreaking Billing Software. This latest offering revolutionizes financial management practices for businesses globally, simplifying invoicing processes and enhancing operational efficiency. In today’s fast-paced business landscape,......
BindHQ and Ascend Partner to Transform Broker Management and Financial Operations, Streamlining MGA Payment Workflows, Boosting Efficiency and Profitability
Fintech News

BindHQ and Ascend Partner to Transform Broker Management and Financial Operations, Streamlining MGA Payment Workflows, Boosting Efficiency and Profitability

PR Newswire
by PR Newswire0
Ascend, the leading provider of financial operations automation software to the insurance industry, is proud to announce its strategic partnership with BindHQ, the premier agency operating system for MGAs, wholesalers and MGUs. This collaboration leverages Ascend’s suite of automation solutions to streamline payments and accounting processes alongside BindHQ’s all-encompassing management......
Bold Penguin Teams Up With Salesforce Financial Services Cloud To Automate Commercial Insurance Lifecycle
InsurTech News

Bold Penguin Teams Up With Salesforce Financial Services Cloud To Automate Commercial Insurance Lifecycle

PR Newswire
by PR Newswire0
Bold Penguin products are now available on Salesforce AppExchange, allowing customers to more easily transfer data between Salesforce Financial Services Cloud (FSC) and Bold Penguin in near real time Bold Penguin announced a collaboration with Salesforce, launching Bold Penguin Terminal and SubmissionLink on Salesforce AppExchange, a leading enterprise marketplace for partner apps and experts. The new product......
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