Search Results for: CRM solutions

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......
SRAX Signs Agreement to Merge with DNA Holdings
Banking Fintech News

Sandbox Banking and Creatio Announce Strategic Partnership to Enhance CRM Capabilities for Financial Institutions

PR Newswire
by PR Newswire0
Today, Sandbox Banking, the innovator behind Glyue™, a low-code iPaaS (integration platform as a service) for banking, has joined forces with Creatio. This partnership marks a significant milestone in Sandbox Banking’s journey as it aligns with Creatio, a global vendor of a no-code platform to automate workflows and CRM with a maximum......
NovelVox Launches Five9 Certified Solutions for Banking, Credit Unions, Insurance, and Healthcare
Banking News

NovelVox Launches Five9 Certified Solutions for Banking, Credit Unions, Insurance, and Healthcare

PR Newswire
by PR Newswire0
Recognizing this persistent challenge, NovelVox, a pioneer in the contact center industry, has partnered with Five9 to introduce a seamlessly-integrated, business-optimized Unified Agent Desktop. Read More About Fintech Interview: Global Fintech Interview with Ralph Dangelmaier, CEO & Board Member at BlueSnap The Agent Desktop seamlessly consolidates customer information from a wide range......
Salesforce Launches Starter Suite, Simplifying CRM for Small Businesses
Business News

Salesforce Launches Starter Suite, Simplifying CRM for Small Businesses

Fintech News Desk
by Fintech News Desk0
Starter brings sales, service, and marketing capabilities together in a simple, out-of-the-box experience to help SMBs find, win, and keep customers Salesforce announced general availability of Starter, a simple all-in-one CRM app bringing sales, service, and marketing capabilities together to help small and growing businesses manage customer relationships, centralize key data, and grow......
10 Leading Cloud Based Client Service Solutions For 2023
Cloud Featured Fintech Primers

10 Leading Cloud Based Client Service Solutions For 2023

Pooja Choudhary
by Pooja Choudhary0
A cloud contact center is a correspondence center that uses call center technology hosted in the cloud. It handles a wide range of inbound and outbound client calls and interchanges, including voice, email, SMS, online entertainment, and the web. How Does A Cloud-Based Contact Centre Operate? A cloud contact center......
Champions Funding Partners with Hubspot for CRM
Fintech Funding Mortgage News

Champions Funding Partners with Hubspot for CRM

PR Newswire
by PR Newswire0
Champions Funding selects Customer Relationships Manager HubSpot to deliver best-in-class service to mortgage brokers Champions Funding has launched HubSpot as its Customer Relationship Management software, weeks before the one-year anniversary of the company’s initial launch. As a start-up, Champions has invested in the best technology during its foundational phase to catapult its mission of......
Fast Growing Dynasty Financial Partners Plans to Acquire TruClarity
Finance News

Dynasty Financial Partners Plans to Acquire TruClarity Management Solutions

Fintech News Desk
by Fintech News Desk0
By Joining Dynasty, TruClarity President & CEO Pamela Stross and Her Team Bring Expertise in Advisor Transitions, Culture, and Development Strategies to Dynasty’s Expanding Service Roster Dynasty Financial Partners announced that the firm has entered into an exclusive non-binding letter of intent to acquire TruClarity Management Solutions, based in St.......
Oracle Automates the Tasks Sellers Despise with Next Generation CRM
B2B News

Oracle Automates the Tasks Sellers Despise with Next Generation CRM

Fintech News Desk
by Fintech News Desk0
Oracle Fusion Sales provides sellers with AI-powered recommendations and guided steps to close deals faster Oracle announced the next generation of Oracle Fusion Sales, a sales automation application that identifies high-quality sales opportunities and guides sellers to close deals faster. Part of Oracle Fusion Cloud Customer Experience (CX) and powered by......
E-Invoicing VISEO Becomes a System Integrator Partner for Basware Solutions
Digital Payments News

E-Invoicing VISEO Becomes a System Integrator Partner for Basware Solutions

Fintech News Desk
by Fintech News Desk0
Basware, the global leader in networked procure-to-pay, AP automation and e-invoicing solutions, is partnering with VISEO, a digital services company specialized in supporting clients throughout their digital transformation. This agreement makes VISEO a system integrator partner for Basware solutions. Latest Fintech News: Introducing Brand Connector: The First Product Custom-Built to Help......
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