Search Results for: CRM solutions

Ebury Chooses Fenergo to Accelerate Client Onboarding in Expansion Drive
Fintech News

Ebury Chooses Fenergo to Accelerate Client Onboarding in Expansion Drive

Fintech News Desk
by Fintech News Desk0
Salesforce integration and robust CLM capabilities will help enhance customer experience and innovation for Ebury’s foreign exchange and international payments services Fenergo, the leading provider of digital transformation, customer journey and Client Lifecycle Management (CLM) solutions for financial institutions, announced that Ebury, the best-in-class trade and foreign exchange facilitator for......
Media Alert: Wolters Kluwer Lien Solutions Cites AI and Analytics as Key to Commercial Lending Success
Fintech News Risk Management

Wolters Kluwer Enables Audit Professionals to Minimize Risk and Save Time Through New Features in Its Teammate® Analytics Data Analysis Solution

Fintech News Desk
by Fintech News Desk0
New capabilities enable audit professionals to provide added value to their organizations and clients Today, Wolters Kluwer Tax & Accounting announced the addition of new capabilities to its innovative TeamMate® Analytics solution used by external auditors at tax and accounting firms, as well as by internal audit departments in businesses and public sector organizations......
Insellerate-Launches-DATA-IE™-Solution
Business Fintech News

Insellerate Launches DATA IE Solution

Fintech News Desk
by Fintech News Desk0
Insellerate, the leading mortgage Customer Experience Platform featuring Lead Management, CRM & Engagement that helps lenders close more loans by increasing efficiency gains across sales, marketing, operations management, announces the release of its DATA IE solution. Read More:  insightsoftware Announces Intent to Acquire IDL Group This innovative solution allows lenders......
FI Consulting and QFlow Systems Partner to Bring Integration of Redesigned URLA Processing Into Program Investment Manager (PIM)
Fintech Investment Services News

FI Consulting and QFlow Systems Partner to Bring Integration of Redesigned URLA Processing Into Program Investment Manager (PIM)

Fintech News Desk
by Fintech News Desk0
FI Consulting, provider of Program Investment Manager (PIM), and QFlow Systems, provider of Q-Action, announced a partnership to integrate document intake and processing of the newly redesigned Uniform Residential Loan Application (URLA) into PIM to support federal direct and guaranteed loan programs. Read More: Smart Engines Has Launched Document Liveness......
Reflecting on 2020 and Preparing for 2021: SaaS and Banking
Banking Fintech Guest Posts

Reflecting on 2020 and Preparing for 2021: SaaS and Banking

Nathan Baumeister
by Nathan Baumeister0
The pandemic undoubtedly accelerated the longstanding trend of digital adoption in all industries, especially banking. Socially distant workplaces and rapidly evolving customer expectations have driven banks and credit unions to adopt and maintain cutting-edge technology at unparalleled speed. As financial institutions continue to expand their high-tech capabilities into 2021, the......
KBC Bank Chooses Finastra for Libor Transition
Banking Fintech Fintech Funding InsurTech News

Insuretech Platform Turtlemint Raises USD 30 Million

Fintech News Desk
by Fintech News Desk0
Funding to boost insurance & financial product penetration at the grassroots India based insuretech platform Turtlemint, has secured USD 30 million (INR 225 Cr), in a round led by GGV Capital. New investors American Family Ventures, MassMutual Ventures and SIG, along with existing investors Sequoia Capital India, Blume Ventures, Nexus......
Redtail Technology Survey: Advisors Still Rely on Traditional Communication Methods
Business Fintech News

Redtail Technology Survey Uncovers 86% of Advisors Were Technologically Prepared To Work From Home

Fintech News Desk
by Fintech News Desk0
Redtail Technology (“Redtail”), a leading provider of client relationship management (CRM) solutions for financial services firms, published the results from their 2020 “Working Remotely” survey, which set out to uncover how advisors adapted during COVID-19. Read More: Opportunity Fund Partners with Lendio and Funding Circle, Increasing Small Businesses’ Access to Credit Redtail......
Banking Business Fintech Guest Posts

Successful Digital Banking: Living in the Moment (of Truth)

Rajashekara Maiya
by Rajashekara Maiya0
Double Impact Two global phenomena distinguish the digital revolution from the technology revolutions that came before. The first is the consumerization of IT, unmistakably illustrated by the recent launch of Apple’s iPhone 12. The technical note states that the phone has the A14 bionic chip, which, at 11.58 billion transistors,......
Warba Bank & Eurisko Mobility Power through the COVID-19 Lockdown to Continue the Bank's Digital Transformation
Artificial Intelligence Business Fintech News

Imaweb Announces The Launch Of Digital Invoicing For The Automotive Distribution Market In Partnership With Esker

Fintech News Desk
by Fintech News Desk0
Imaweb, a leading provider of dealership management systems (DMS) and customer relationship management solutions (CRM) for the automotive industry in Europe, today announced the launch of digital invoicing in partnership with Esker, a worldwide leader in AI-driven process automation solutions and pioneer in cloud computing. Read More:  PPS Goes Green......
Global Tech Companies Enabling Digital Transformation
Artificial Intelligence Banking Business Featured Fintech

Global Tech Companies Enabling Smooth Digital Transformation

Paroma Sen
by Paroma Sen0
“It is not the strongest of the species that survives, nor the most intelligent ones, it is one the ones who are most adaptable to change” – Charles Darwin Using digital technologies to remake and recreate process in order to make them efficient and effective is called digital transformation. The......
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