Search Results for: CRM

Artificial Intelligence Finance Fintech Interviews Lending Robotic Process Automation

Global FinTech Interview with Yaacov Martin, CEO at The Jifiti Group

Paroma Sen
Yaacov Martin, CEO at The Jifiti Group chats about the latest fintech trends while discussing more on how loan management cycles are evolving with new age tech: _______ Hi Yaacov, tell us about Jifiti and how the platform has evolved over the years? Jifiti was founded by me, Shaul Weisband......
Uptiq Unveils First-of-Its-Kind Enterprise AI Platform Custom Built for Regulated Financial Services Industry
Finance Fintech News

Uptiq Unveils First-of-Its-Kind Enterprise AI Platform Custom Built for Regulated Financial Services Industry

Business Wire
Uptiq, a leader in AI-driven financial solutions, is proud to announce the launch of its new, vertically integrated Uptiq AI Workbench, designed to transform how banks, credit unions, and wealth management will deliver AI-First experiences to their clients. “We recognize that the ever expanding universe of foundational Generative AI models, more......
Affinity Elevates Private Capital Productivity with AI and Automation
Artificial Intelligence Finance Fintech News Robotic Process Automation

Affinity Elevates Private Capital Productivity with AI and Automation

Business Wire
New features enable the automation of CRM tasks and the insights that drive investment decisions Affinity, the leading CRM for private capital, today announced the addition of conversational AI to the CRM platform used by more than half of top private capital firms around the world. Building on a suite......
Zelros unveils its 4-in-1 Copilot - A no-code, customizable solution for bank advisors & insurance agents
Banking Fintech

Zelros unveils its 4-in-1 Copilot – A no-code, customizable solution for bank advisors & insurance agents

EIN Presswire
Zelros introduces Blue Moon, the latest version of its Copilot, combining four powerful functionalities into a single platform. Designed to transform the way customer-facing teams, marketers, and data & IT professionals collaborate, this innovative solution sets a new standard for the financial services industry. Learn more about the new features. Zelros......
Altvia Introduces a Streamlined Solution to Simplify Fundraising Complexities for Alternative Asset Professionals
Finance Fintech News

Altvia Introduces a Streamlined Solution to Simplify Fundraising Complexities for Alternative Asset Professionals

PR Newswire
If you’re tired of complex, click-heavy workflows that hinder your fundraising efforts, it’s time to explore a new way to accelerate capital-raising success. Today, Altvia, an industry-leading technology provider for fundraising and Investor Relations teams for private capital markets, unveiled AIMPro for Fundraising, a tailor-made solution, powered by the infrastructure of......
FLX Networks Introduces Solution to Streamline the Due Diligence Process for Asset and Wealth Managers
Digital Asset Management Finance Fintech News

FLX Networks Introduces Solution to Streamline the Due Diligence Process for Asset and Wealth Managers

PR Newswire
FLX Diligence Center saves time with streamlined data collection and comparison capabilities. FLX Networks announced that it has teamed up with Dasseti to launch FLX Diligence Center, a cloud-based tech solution that streamlines and revolutionizes the due diligence data management process for both asset and wealth managers. FLX Diligence Center, Powered......
Covr Unveils Its Third Generation Insurance Software: The Most Advanced Platform for Simplifying Insurance for Financial Professionals
Finance Fintech News

Covr Unveils Its Third Generation Insurance Software: The Most Advanced Platform for Simplifying Insurance for Financial Professionals

PR Newswire
Covr Financial Technologies, a leading digital insurance provider, announced this week the launch of Advisor 3.0, the latest version of its industry-leading insurance platform. This cutting-edge software empowers financial professionals, insurance advisors, and institutions to streamline their insurance business across various product lines, including life insurance, disability insurance, long-term care,......
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Global Fintech Series Interview with Tanya Thomas, EVP for EMEA, Q4

Paroma Sen
Tanya Thomas, EVP for EMEA at Q4 chats about the latest innovations in fintech that are impacting modern financial services in this catch-up with Global Fintech Series: _________ Hi Tanya, tell us about yourself and your new role at Q4. Thanks! I’ve recently taken on the role of EVP for......
Banking Digital Asset Management Digital Payments Featured Finance Fintech Security

How is New-age Fintech Transforming SMB Banking and Cash Flow Management?

Prajakta Ayade
FinTech is fundamentally transforming the way small and medium-sized businesses (SMBs) manage their banking and cash flow. Traditional banking systems often fall short in catering to the unique financial needs of SMBs, such as managing limited resources, fluctuating incomes, and navigating complex regional and regulatory requirements. FinTech companies, with their......
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