Search Results for: Customer Relationship Management

Act! Partners with Performance Insights to Deliver Enhanced Client Management Solutions
Analytics News

Act! Partners with Performance Insights to Deliver Enhanced Client Management Solutions

Fintech News Desk
by Fintech News Desk0
Act!, a leading customer relationship management (CRM) and marketing automation solution for small businesses, announced the availability of Act! Solutions for Financial Services in partnership with Performance Insights – a sales performance consultancy for the banking industry. Act! will now offer industry-specific analytics and automated document collection to optimize sales operations for small......
BHG Financial Chooses 360factor's Integrated Risk and Compliance Management Solution, Predict360
News Risk Management

BHG Financial Chooses 360factor’s Integrated Risk and Compliance Management Solution, Predict360

Fintech News Desk
by Fintech News Desk0
360factors, Inc. announced that BHG Financial, a leader in financing to professionals nationwide, selected 360factors’ risk and compliance intelligence platform. The organization will deploy 360factors’ Predict360 Enterprise Risk Management (ERM) and Compliance Management applications. Predict360 enables risk and compliance teams to assess risks and controls, manage compliance monitoring and testing......
CapIntel Raises $11.0Million USD Series A To Expand Wealth Management Sales Platform, Launching in US Market
Fintech Funding News

CapIntel Raises $11.0Million USD Series A To Expand Wealth Management Sales Platform, Launching in US Market

Fintech News Desk
by Fintech News Desk0
CapIntel Announces Partnership with Leading US-Based Asset Management Firm, The Pacific Financial Group CapIntel, a leading financial technology company that improves day-to-day workflow and fund analysis for financial advisors, announced $11.0M USD in Series A financing led by New York-based FinTech Collective, with an additional participation from Fengate Asset Management on behalf of its investor, the......
Salesforce Announces New Customer 360 Innovations Across Commerce and Marketing Clouds For Building Trusted Relationships at Scale
Commerce News

Salesforce Announces New Customer 360 Innovations Across Commerce and Marketing Clouds For Building Trusted Relationships at Scale

Fintech News Desk
by Fintech News Desk0
Connected data and automation capabilities make companies more productive and efficient, without sacrificing customer experience Customer Data Platform integrates with Google for seamless first party data interoperability and in the future, easy to use segment-level insights New AppExchange partners for Customer Data Platform (CDP) and Commerce Cloud extend the power......
PunchOut2Go Further Expands B2B Trade Footprint with New Name and Management Hires
B2B News

PunchOut2Go Further Expands B2B Trade Footprint with New Name and Management Hires

Fintech News Desk
by Fintech News Desk0
TradeCentric brand better reflects the organization’s deep connection to leading B2B buyers and suppliers leveraging modern digital commerce technology, and the expanded team will build upon the company’s established leadership position PunchOut2Go, the leading provider of B2B trade automation that integrates eCommerce and eProcurement solutions, announced that it has changed......
Heritage Bank announces new commercial and relationship banking teams in Vancouver, Washington; Portland and Eugene, Oregon
Banking News

Heritage Bank Announces New Commercial and Relationship Banking Teams in Vancouver, Washington; Portland and Eugene, Oregon

Fintech News Desk
by Fintech News Desk0
Heritage Bank, a subsidiary of Heritage Financial Corporation, is pleased to announce the addition of new commercial and relationship banking teams in Vancouver, Washington; Portland and Eugene, Oregon. The teams include a regional manager, three team leaders, banking officers, credit analysts and additional support staff dedicated to helping commercial, small business and nonprofit customers......
Informatica Launches Intelligent Data Management Cloud for Financial Services
Cloud Finance News

Informatica Launches Intelligent Data Management Cloud for Financial Services

Fintech News Desk
by Fintech News Desk0
Industry-Leading Customers RBC Wealth Management, Bank of Montreal and Freddie Mac Leverage IDMC for Financial Services Informatica, an enterprise cloud data management leader, announced the Intelligent Data Management Cloud (IDMC) for Financial Services, an end-to-end integrated data management cloud that enables the entire data lifecycle, including data discovery, ingestion, integration of data......
BanBajío Elevates Digital Customer Experience with Volante Technologies
Cloud Digital Payments News

BanBajío Elevates Digital Customer Experience with Volante Technologies

Fintech News Desk
by Fintech News Desk0
Starts payments modernization journey with Payments as a Service (PaaS) provider as part of ambitious digital transformation plan Volante Technologies, the global leader in cloud payments and financial messaging, is collaborating with Banco del Bajío on its payments modernization initiatives. As an integral part of the bank’s broader digital transformation program, BanBajío......
Horizon Technology Finance Management Expands Operations and Investment Teams
Investment Services News

Horizon Technology Finance Management Expands Operations and Investment Teams

Fintech News Desk
by Fintech News Desk0
Horizon Technology Finance Management LLC, a registered investment adviser that underwrites and manages secured loans made to companies in the technology, life science, healthcare information and services, and sustainability industries, and the manager and adviser for Horizon Technology Finance Corporation, announced that it has added six professionals across its operations,......
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