Search Results for: CRM systems

Fidelity Makes It Even Easier for Wealth Management Firms to Manage Their Integrations and Technology Ecosystems
Fintech News

Fidelity Makes It Even Easier for Wealth Management Firms to Manage Their Integrations and Technology Ecosystems

Fintech News Desk
by Fintech News Desk0
Fidelity Increased Real-Time Integrations by 200% Since 2018; New Integration Xchange Capabilities Streamline the Deployment and Management of 200+ Available Fintech Integrations AdvisorEngine, Advyzon, Agreement Express, Laser App, Orion and 55ip Among New and Enhanced Integrations Fidelity Institutional announced updates to Integration Xchange, its award-winningi, open architecture digital store that helps......
Atlantic-Pacific Processing Systems Announces New Acquiring Infrastructure Platform Enhancements
Business Fintech News

Atlantic-Pacific Processing Systems Announces New Acquiring Infrastructure Platform Enhancements

Fintech News Desk
by Fintech News Desk0
New White Label Capabilities with Greater Access to Data Helps Acquirers, ISOs, ISVs, Payment Facilitators and Merchants Enhance their Businesses and Brands While Optimizing Interchange Atlantic-Pacific Processing Systems NV, Corp. (APPS), a leading fintech and financial services solutions provider, is pleased to announce enhancements to APPSos, pronounced “APP Sauce,” its proprietary SaaS-based......
HawkSoft-and-InsuredMine-Introduce-API-Powered-Integration-Between-Systems
Business Fintech InsurTech News

HawkSoft and InsuredMine Introduce API-Powered Integration Between Systems

Fintech News Desk
by Fintech News Desk0
HawkSoft, the Oregon-based insurtech company, launched an integration with InsuredMine, a Texas-based insurtech that provides sales, CRM, marketing automation, analytics, and a client mobile app in an all-in-one platform. HawkSoft embraces a collaborative API approach to help independent agencies leverage a diverse range of technology partners. HawkSoft’s inclusivity can go......
NexJ Systems Partners with AdvisorStream to Solve Critical Problem in Wealth Management
Business Fintech News

NexJ Systems Partners with AdvisorStream to Solve Critical Problem in Wealth Management

Fintech News Desk
by Fintech News Desk0
NexJ Systems, announces it is partnering with AdvisorStream to enhance a product that enables wealth managers to better address the need to meaningfully engage with clients. Inform is the first intelligent digital assistant that allows advisors to hyper-personalize content and deliver superior, value-added, customer experiences throughout the client lifecycle. Read More: PayPal......
Ebury Chooses Fenergo to Accelerate Client Onboarding in Expansion Drive
Banking Fintech Investment Services News

Fenergo Automates Client Onboarding Systems For Mizuho Americas

Fintech News Desk
by Fintech News Desk0
Fenergo, the leading provider of digital transformation, customer journey and client lifecycle management (CLM) solutions for financial institutions, today announces that Mizuho Americas has deployed Fenergo’s software to automate Know Your Customer (KYC) and Anti-Money Laundering (AML) regulatory processes, digitalize workflows and accelerate client onboarding onto a single platform. The......
eKeeper Launches New CRM System for Lenders With the Cambridge Building Society
Business Fintech News

eKeeper Launches New CRM System for Lenders With the Cambridge Building Society

Fintech News Desk
by Fintech News Desk0
eKeeper has launched a new customer relationship management (CRM) system for lenders. Called Intermediary Manager, it can also be used by other product providers, such as savings providers, pensions and wealth providers and insurers. It is launching today with the Cambridge Building Society as the first subscriber to the system.......
Pulse360-Launches-Automatic-Task-Creation-in-Partnership-with-Leading-Financial-Advisor-CRMs.
Business Fintech News

Pulse360 Launches Automatic Task Creation In Partnership With Leading Financial Advisor CRMs

Fintech News Desk
by Fintech News Desk0
Pulse360 today announced a new automatic task creation feature that helps financial advisor avoid double work of communicating with their clients/prospects and manually creating tasks in their CRMs. Starting December 17, Pulse360 will empower financial advisors to attach tasks to their advice that automatically get created in Redtail CRM or......
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......
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......
Banking Fintech Fintech Startups Interviews

Global Fintech Interview with Clara Shih, CEO and Founder at Hearsay Systems

Paroma Sen
by Paroma Sen0
Today’s customers want the speed and convenience of digital services combined with the empathy and trust of their finance or bank relationship manager. Now especially during the pandemic, financial services customers are demanding more authentic engagement with their financial advisors, bankers, and mortgage consultants. How can fintechs and FIs keep......
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