Search Results for: CRM solutions

DealCloud Dealmaker Pulse Survey Shows Deal Activity Is Ready to Plateau
Capital Markets Fintech News

DealCloud Appoints James Brierley as Solutions Engineer for EMEA

Fintech News Desk
by Fintech News Desk0
Former Park Square Capital Technology Lead Tapped to Address Rapid Growth in Region DealCloud, the premier provider of deal, relationship, and firm management software to capital market firms, announces the appointment of James Brierley as Solutions Engineer, based in London. With more than 7 years of experience across asset classes with a......
Getting Paid and Managing Customers Now Easier for Small Businesses with Integrated CRM Solution
Business Fintech News

Getting Paid and Managing Customers Now Easier for Small Businesses with Integrated CRM Solution

Fintech News Desk
by Fintech News Desk0
HubSpot for QuickBooks connects critical business functions for a 360 degree view of financial health Today, Intuit launched HubSpot for QuickBooks, an integrated CRM and financial management solution to help growing businesses speed up sales cycles and to allow sales and finance teams to work together more efficiently. Businesses get......
PureFacts Financial Solutions acquires Quartal Financial Solutions to become a global WealthTech leader
Artificial Intelligence Fintech InsurTech News

PureFacts Financial Solutions acquires Quartal Financial Solutions to become a global WealthTech leader

Fintech News Desk
by Fintech News Desk0
PureFacts Financial Solutions, a leading WealthTech provider of fees, reporting and AI-powered predictive analytics solutions, has acquired Quartal Financial Solutions, Europe’s leading provider of fee billing and commission solutions for the financial and insurance industries. Read More: GlobalFintechSeries Interview with Marc Barrachin, Head of New Product Development, S&P Global Market Intelligence......
Northern Virginia’s Burke & Herbert Bank Partners with 360 View as Integral Part of their CRM Strategy
Banking Business Fintech News

Northern Virginia’s Burke & Herbert Bank Partners with 360 View as Integral Part of their CRM Strategy

Fintech News Desk
by Fintech News Desk0
Virginia’s oldest bank partners with 360 View to provide the primary tool for their next evolution in customer relationship management. 360 View provides a comprehensive view of the customer, offering Burke & Herbert Bank the ability to track every customer interaction and translate the data into relevant customer care at......
Asset-Map and Wealthbox CRM Team Up to Increase Advisor Productivity and Reduce Data Entry
Business Fintech News

Asset-Map and Wealthbox CRM Team Up to Increase Advisor Productivity and Reduce Data Entry

Fintech News Desk
by Fintech News Desk0
Asset-Map, the premier visualized financial planning engagement experience for financial professionals, today announced a new software integration with Wealthbox, one of the leading CRM solutions for financial advisors. This new integration creates a unified technology experience for advisors who use both systems to manage client relationships and engage in compelling planning......
Central State Bank goes live on Finastra's Fusion Phoenix core
Banking Fintech News

First Independence Bank Selects Suite of Finastra Solutions to Grow its Retail Business

Fintech News Desk
by Fintech News Desk0
Detroit-area bank will appeal to a younger customer base through the implementation of Finastra’s Fusion Phoenix core, Fusion Digital Banking and other solutions Finastra announced that First Independence Bank has selected its Fusion Phoenix core, Fusion Digital Banking, Fusion DepositPro and Fusion TotalTransact, as well as a number of other solutions, in order......
Purpose Advisor Solutions Closes Merger With Wealthsimple For Advisors
Business Fintech News

Purpose Advisor Solutions Closes Merger With Wealthsimple For Advisors

Fintech News Desk
by Fintech News Desk0
Combined entity provides advisors access to leading technology and partnerships Agreement unites two experienced teams and technology to further strengthen leadership in advisor and portfolio manager services in Canada Today, Purpose Advisor Solutions (“PAS”) and Wealthsimple for Advisors (“W4A”) announced they have completed their merger into a single business. The......
Rootstock Software Partners with KVP Business Solutions to Deliver Rootstock Cloud ERP to International Markets
Business Fintech News

Rootstock Software Partners with KVP Business Solutions to Deliver Rootstock Cloud ERP to International Markets

Fintech News Desk
by Fintech News Desk0
Rootstock Software, a leading provider of cloud Enterprise Resource Planning (ERP) solutions built on the Salesforce Platform and designed for manufacturing, distribution and supply chain organizations, today announced a channel partnership with KVP Business Solutions, a technology solutions company. Read More: GlobalFintechSeries Interview with Erwan Gelebart, CEO at Veon’s JazzCash “KVP works with......
Aegean Airlines Partners with ACI Worldwide to Maximize Revenue and Combat eCommerce Payments Fraud
Banking Business Fintech News

ACI Worldwide and Arvato Financial Solutions Partner to Combat eCommerce Fraud

Fintech News Desk
by Fintech News Desk0
ACI Worldwide, a leading global provider of real-time electronic payment and banking solutions, announced a strategic partnership with Arvato Financial Solutions to combat the rising levels of eCommerce fraud during the Covid-19 crisis. Read More: Thimble Launches Certificate Manager to Improve Oversight of Vendor Insurance Policies @ACI_Worldwide and Arvato Financial Solutions partner to......
Banking Fintech Mobile Banking News

The New Deadline for EMV Liability Shift Is an Opportunity to Upgrade to Better Payment Connectivity Solutions, According to TNS

Fintech News Desk
by Fintech News Desk0
With all card schemes on board with the new April 2021 deadline for EMV compliance, fuel and convenience retailers can get more out of their automated fuel dispenser (AFD) equipment upgrade projects by adding on the most modern payments technology, according to Transaction Network Services (TNS). Read More: Entrust Datacard Solves Evolving Identity......
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