Search Results for: CRM solutions

B2Broker Releases Cutting-Edge Copy Trading Platform, Disrupting the Industry
B2B Finance Fintech News Trading

B2Broker Releases Cutting-Edge Copy Trading Platform, Disrupting the Industry

Business Wire
by Business Wire0
The Insight Partners report predicts that the copy trading market will grow from $2.2 billion to $4 billion by the end of this decade. This trend highlights a significant opportunity for brokers to adopt advanced copy trading platforms that fulfil trader expectations. Client feedback is central to B2Broker’s offerings. Consequently, the......
Artificial Intelligence Blockchain Digital Payments Digital Wallet Featured Finance Fintech Security

Impact of GDPR and CCPA on RegTech

Prajakta Ayade
by Prajakta Ayade0
Data privacy regulations have significantly impacted the way businesses operate globally. Two prominent regulations, the General Data Protection Regulation (GDPR) implemented in the European Union (EU) in 2018 and the California Consumer Privacy Act (CCPA) enacted in California, USA in 2018, have fundamentally changed how organizations handle personal data. These......
New AI Copilot Plugin Is a Breakthrough for Financial Institutions, Transforming Existing, Siloed Systems in Seconds
Artificial Intelligence Finance Fintech News

New AI Copilot Plugin Is a Breakthrough for Financial Institutions, Transforming Existing, Siloed Systems in Seconds

PR Newswire
by PR Newswire0
A groundbreaking generative AI copilot plugin, launched by Lucinity at Money2020 Europe, delivers immediate ROI. The copilot plugin is system-agnostic, acting as one central copilot that can be used on top of all web-based enterprise applications, pulling data from any system including Customer Relationship Management (CRM) systems, case management systems, third-party vendors, and Excel documents.......
Fintech360 and TradingView Enter into Partnership for Innovation and Efficiency
Finance Fintech News Trading

Fintech360 and TradingView Enter into Partnership for Innovation and Efficiency

GlobeNewswire
by GlobeNewswire0
Fintech360 has proudly announced that they enter into partnership with TradingView. The forex brokerage industry is rapidly evolving, and Fintech360 stands at the forefront, driving innovation and efficiency. A pivotal factor in this success is their partnership with TradingView, a renowned charting provider offering an extensive suite of market trading......
Nue’s “Everything Billing” Delivers Agile Billing for every B2B Revenue Model
B2B Finance Fintech News

Nue’s “Everything Billing” delivers agile billing for every B2B revenue model

Business Wire
by Business Wire0
With CPQ and Billing under one platform, Nue empowers go-to-market teams with pricing and billing agility The end-to-end Revenue Lifecycle Platform Nue today announced its “Everything Billing” product to unify and accelerate finance operations across every B2B revenue model – including direct sales and product-led growth, subscription and usage-based pricing,......
Nue’s “Everything Billing” Delivers Agile Billing for every B2B Revenue Model
B2B Finance News

Nue’s “Everything Billing” Delivers Agile Billing for every B2B Revenue Model

Fintech News Desk
by Fintech News Desk0
With CPQ and Billing under one platform, Nue empowers go-to-market teams with pricing and billing agility The end-to-end Revenue Lifecycle Platform Nue announced its “Everything Billing” product to unify and accelerate finance operations across every B2B revenue model – including direct sales and product-led growth, subscription and usage-based pricing, and......
Business Featured Finance Fintech

How Financial Services Marketing Has Evolved?

Fintech Staff Writer
by Fintech Staff Writer0
Financial services marketing refers to the strategic activities employed by financial institutions to promote their products and services to customers and prospects. It encompasses a wide range of marketing tactics tailored specifically for the financial sector, such as banks, insurance companies, investment firms, and credit unions.  The objective of financial......
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......
Alogent and Antuar Partner to bring Branch Banking into the Digital World
Banking News

Alogent and Antuar Partner to bring Branch Banking into the Digital World

PR Newswire
by PR Newswire0
Alogent, an innovator in end-to-end deposits automation, enterprise content and information management, and digital banking solutions for financial institutions, announced a partnership with Antuar to provide integrated end-to-end check processing capabilities for teller capture. Together, Alogent’s Unify, and Antuar’s inBranch Transact, bring modern capabilities to banks and credit unions looking......
Artificial Intelligence Risk, Inc. Launches RIA GPT, the First Generative-AI Platform Specifically for Registered Investment Advisors (RIAs)
Artificial Intelligence Fintech News

Artificial Intelligence Risk, Inc. Launches RIA GPT, the First Generative-AI Platform Specifically for Registered Investment Advisors (RIAs)

Business Wire
by Business Wire0
RIA GPT Provides Advisors with AI Efficiencies while Addressing Governance, Risk, Compliance and Cybersecurity Artificial Intelligence Risk, Inc. (AI Risk, Inc.), the leader in AI Governance, Risk, Compliance, and Cybersecurity (AI GRCC) software, announced today the launch of RIA GPT, a new software platform providing safe, secure, generative-AI for registered......
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