Search Results for: CRM solutions

Ordway Raises $10 Million to Eliminate Manual Workarounds in Sales-to-Finance Operations
Fintech Funding Fintech Radar Fintech Startups News

Ordway Raises $10 Million to Eliminate Manual Workarounds in Sales-to-Finance Operations

Fintech News Desk
by Fintech News Desk0
Ordway, a billing and revenue automation platform for scaling companies, today announced a $10 million Series A investment led by CRV with participation from Clocktower Ventures and existing investors Lerer Hippeau and Revolution’s Rise of the Rest Seed Fund. Led by Sameer Gulati, a SaaS veteran at the epicenter of......
CIT Upgrades Award-Winning B2B Point-Of-Sale Lending Platform
Banking Fintech News

CIT Upgrades Award-Winning B2B Point-Of-Sale Lending Platform

Fintech News Desk
by Fintech News Desk0
Equipment and technology vendors can be live in minutes offering real-time point-of-sale lending, with little to no integration typically required New features enable business borrowers to digitally select payment options and e-sign contracts after receiving credit approval API capabilities enable integration into e-commerce, CRMs, ERPs and other platforms CIT Group......
Tavant Announces FinLeads on Salesforce AppExchange, the World's Leading Enterprise Cloud Marketplace
Fintech Funding News

Tavant Announces FinLeads on Salesforce AppExchange, the World’s Leading Enterprise Cloud Marketplace

Fintech News Desk
by Fintech News Desk0
Tavant Customers Can Now Benefit From the Lending Industry-Focused Customer Engagement and Point of Sale Solution Tavant announced it has launched FinLeads on Salesforce AppExchange, empowering customers to create one universal workspace for loan officers to intuitively collaborate and engage borrowers through an integrative mortgage application journey. Leveraging FinLeads, lenders......
Kvanto Announces NEW Edge Partnership World Wide EU
Banking Fintech News

Kvanto Announces NEW Edge Partnership World Wide EU

Fintech News Desk
by Fintech News Desk0
For Pure Health inc. (FPH) has signed a partnership agreement with Kvanto Payment Services A/S (hereafter Kvanto). FPH provides sales all over the globe. All numbers and assumptions are based on previous first-hand experience with similar setups and products. And has made it before and they have entered with Kvanto......
Timeline Retirement Planning Software and Redtail Technology Announce Integration
Banking Fintech News

Timeline Retirement Planning Software and Redtail Technology Announce Integration

Fintech News Desk
by Fintech News Desk0
Integration Gives Advisors Ability to Easily Import Client Data for Efficient Creation of Sustainable Retirement Plans Timelineapp Tech Limited (Timeline), a fintech company that provides advisors with next-generation retirement income software, and Redtail Technology (Redtail), a leading provider of client relationship management (CRM) solutions for financial services firms, announced an integration that......
PeoplesBank Selects NYMBUS SmartMarketing & SmartOnboarding Platform
Banking Fintech News

PeoplesBank Selects NYMBUS SmartMarketing & SmartOnboarding Platform

Fintech News Desk
by Fintech News Desk0
Uniquely Integrated Digital Solutions to Drive Revenue Growth & Customer Relationships NYMBUS, a provider of the world’s most advanced financial services platform, announced PeoplesBank has selected NYMBUS SmartMarketing and SmartOnboarding to unify key aspects of their marketing, onboarding and CRM. The integrated business strategy will create dynamic connections for attracting new......
Baker Hill Leadership Receives Recognition Throughout 2020
Banking Fintech News

Baker Hill Announces New CRO Amidst Unprecedented Growth

Fintech News Desk
by Fintech News Desk8
FinTech Leader Wraps 2019 With Robust Year End Market Activity, Expanded Partnerships, Multiple Award Recognitions, and Incoming Executive to Continue Growth Trajectory. Baker Hill, the leading financial technology provider in delivering solutions for common loan origination, risk and relationship management, CECL, and smart data analytics, announces the selection of Todd......
Redtail Technology Survey: Advisors Still Rely on Traditional Communication Methods
Banking Fintech News

Redtail Technology Survey: Advisors Still Rely on Traditional Communication Methods

Fintech News Desk
by Fintech News Desk0
“Advisorcomms 2019” Survey Finds Nearly 90% of Advisory Firm Employees Believe Their Clients Would Like to Communicate With Them via Text Message Redtail Technology , a leading provider of client relationship management (CRM) solutions for financial services firms, published the results from its “AdvisorComms 2019” survey, which found that in-person......
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