Search Results for: CRM solutions

Riskalyze Launches "Build My Tech Stack" Tool: Industry’s First Step-by-Step Guide for Advisors to Design Their FinTech Integrations
Finance Fintech Investments News

Riskalyze Launches “Build My Tech Stack” Tool: Industry’s First Step-by-Step Guide for Advisors to Design Their FinTech Integrations

Fintech News Desk
by Fintech News Desk0
“Integrations” has been loosely bandied about as a buzz-word for far too long, offering a lot of “what” but scarcely any “how” Using Riskalyze’s new proprietary tool, advisors can quickly assemble their ideal tech solutions, saving countless hours of frustration Riskalyze, the company that serves tens of thousands of financial......
STP Investment Services Chosen as Preferred Outsourcing Provider of Cloud-Based Investment Operations for Cramer Rosenthal McGlynn
Business Fintech Investment Services News

STP Investment Services Chosen as Preferred Outsourcing Provider of Cloud-Based Investment Operations for Cramer Rosenthal McGlynn

Fintech News Desk
by Fintech News Desk0
STP Investment Services, an industry-leading fintech and global investment operations firm that provides complete front, middle, and back office solutions, announced that it formed a strategic outsourcing partnership with Cramer Rosenthal McGlynn, LLC (CRM), a leading value equity manager with a focus on the U.S. small and mid-cap space. In this......
VERB To Offer Its Livestream eCommerce App Free To All Small BusinessesI in The U.S. Affected By The Pandemic
Business Digital Fintech InsurTech News

VERB To Offer Its Livestream eCommerce App Free To All Small BusinessesI in The U.S. Affected By The Pandemic

Fintech News Desk
by Fintech News Desk0
verbTEAMS, a powerful livestream ecommerce sales and marketing tool, can help small businesses, retailers, and entrepreneurs increase customer engagement and sales productivity in periods of extended remote work, social distancing, and pandemic related store closures VERB Technology Company, Inc, a rapidly emerging market leader in business-focused interactive video sales and......
Schwab Advisor Services Brings Industry Providers Together for Third-Party Technology Forum
Business Fintech News

Schwab Advisor Services Brings Industry Providers Together for Third-Party Technology Forum

Fintech News Desk
by Fintech News Desk0
Schwab Advisor Services kicked off its first virtual Technology Forum this week for technology providers who work with Schwab and TD Ameritrade Institutional. Held over two days, more than 150 of the independent advisor industry’s top technology professionals gathered online to share ideas and hear updates from executives at Schwab......
Spreadhseet Startup Rows Raises $16 Million, Moves Into Public Beta
Fintech Fintech Funding Fintech Startups News

Spreadhseet Startup Rows Raises $16 Million, Moves Into Public Beta

Fintech News Desk
by Fintech News Desk0
Rows.com (previously dashdash), the next generation spreadsheet for developing business tools, announces it has raised a $16 million Series B led by Lakestar. Also participating in the round are previous investors Accel and Cherry Ventures, as well as new angel investor Christian Reber, CEO of Pitch, who joins the Advisory......
BIGtoken Offers Cryptocurrency Payments To Users, Employees, And Vendors In Partnership With Gilded
Blockchain Capital Markets Cryptocurrency Digital Fintech News

BIGtoken Offers Cryptocurrency Payments To Users, Employees, And Vendors In Partnership With Gilded

Fintech News Desk
by Fintech News Desk0
BIGtoken® Inc., the first privacy focused, opted-in data marketplace where people own and monetize their data, announces its partnership with Gilded, a leading provider of business payment and accounting solutions, to offer bitcoin as a reward choice for BIGtoken’s 9M+ verified users, as a salary choice for its employees, and......
PayPoint Adds Installment Payments to Bill Pay Tech
Banking Fintech Investment Services Mobile Banking News

PayPoint Adds Installment Payments to Bill Pay Tech

Fintech News Desk
by Fintech News Desk0
To help businesses meet customer needs and provide greater support for the financially vulnerable, PayPoint is stepping up the benefits for its digital solution, PayByLink. Through PayByLink, companies collecting bill payments – whether on credit or prepaid – can already send tailored, personalised payment reminders by email or SMS, allowing......
Avalara Announces 10 Newly Certified Integrations into Business Applications and 22 New Marketplace Customers
B2B B2C Fintech Mobile Banking News Risk Management

Avalara Announces 10 Newly Certified Integrations into Business Applications and 22 New Marketplace Customers

Fintech News Desk
by Fintech News Desk0
Avalara, Inc. , a leading provider of cloud-based tax compliance automation for businesses of all sizes, today announced the release of 10 newly certified integrations with accounting, ERP, ecommerce, point-of-sale, mobile commerce, and CRM software applications, in addition to adding 22 new marketplace customers utilizing Avalara tax technology solutions. Read......
OLB Group Announces Plan to Offer Cryptocurrency Payment Options via Blockchain Technology on its OMNICOMMERCE Platform and SecurePay TM Gateway
Cloud Cryptocurrency Currency Exchange Digital Fintech Mobile Banking News

OLB Group Announces Plan to Offer Cryptocurrency Payment Options via Blockchain Technology on its OMNICOMMERCE Platform and SecurePay TM Gateway

Fintech News Desk
by Fintech News Desk0
OLB’s SecurePay TM Payment Gateway to Enable Merchants to Seamlessly Offer Cryptocurrency Payments The OLB Group, a provider of cloud-based omnicommerce and payment acceptance solutions for small and mid-size merchants, announced it has upgraded its SecurePay payment gateway system to support Cryptocurrencies including Bitcoin, Ethereum, USDC and DAI across all......
Deutsche Börse Seals 81% Majority Takeover Of ISS
Business Fintech Investment Services News

AppFrontier Announces The Launch Of Chargent 6.0, A Major Update To Its Top Rated Payments App on Salesforce AppExchange

Fintech News Desk
by Fintech News Desk0
AppFrontier has launched Chargent 6.0, a new version of its top rated Salesforce payments app on the AppExchange. A major upgrade to the platform first released in 2008, this latest release puts self-service payments in Salesforce Communities, automated collections for failed payments, and recurring billing in easy reach for any......
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