Search Results for: Salesforce

Togetherwork Announces the Acquisition of Fonteva, a Leading Association and Events Software
Business Fintech News

Togetherwork Announces the Acquisition of Fonteva, a Leading Association and Events Software

Fintech News Desk
Fonteva, the Leading Association and Event Management Software Provider Built on Salesforce Poised to Expand and Enhance Product and Payments Capabilities as part of Togetherwork Togetherwork, the leader in integrated software and payments for managing communities, groups and organizations, today announced the acquisition of Fonteva, the leading association and events......
Seasoned Technology Executive Steve Fisher Joins Bill.com Board of Directors
Artificial Intelligence B2B Business Fintech News

Seasoned Technology Executive Steve Fisher Joins Bill.com Board of Directors

Fintech News Desk
Company Appoints Former Top Technology Leader from eBay and Salesforce Bill.com, a leading provider of cloud-based software that simplifies, digitizes and automates complex back-office financial operations for small and midsize businesses (SMBs), announced today that technology and payments industry leader Steve Fisher joined the company’s board of directors. Read More:......
Skience Launches New Data Management Enhancements To Enable Digital Transformation For Wealth Management Firms
Business Digital Fintech News

Skience Expands Sales and Marketing Team to Meet Surging Demand for Customized Financial Services-Focused Digital Solutions and Tools

Fintech News Desk
Fast-Growing Fintech Leader Adds Professionals with Extensive Financial Services, Wealth Management, Digital Marketing and Business Development Experience Skience, a leading financial services digital enablement solution and consulting provider, today announced the expansion of its national sales and marketing team to accelerate the company’s business development efforts. The new hires follow......
Chargebee-and-ION-Partners-to-deliver-a-full-lead-to-ledger-customer-offering-that-accelerates-growth
Business Fintech News

Chargebee and ION Partners To Deliver a Full Lead-to-Ledger Customer Offering That Accelerates Growth

Fintech News Desk
Chargebee, the leading subscription billing and revenue management platform, today announced its partnership with ION (Ion Industries Ltd), which delivers business and financial transformation through the application of the world’s leading software solutions. Chargebee enables businesses to improve the customer journey and customer retention rate by aligning subscription billing and......
The-Top-Five-Skills-for-Financial-Services-Sales
Business Fintech Investment Services News

The Top Five Skills for Financial Services Sales

Fintech News Desk
Questionmark, the online assessment provider, has identified five skills that financial services salespeople must develop to maximize their performance. Read More: Curioinvest Launches Capital Dex, the Decentralized Exchange Primarily For Security Tokens Financial services firms depend on making sales. But half of financial services salespeople expect to miss their annual target1.......
Business Fintech News

Envestnet Rolls Out Data-Driven ‘Recommendations Engine’ for Enterprises

Fintech News Desk
Envestnet, Inc. (NYSE: ENV) has announced the launch of the new version of its Recommendations Engine for enterprise organizations. Read More:  DeFi Platform OIN Finance Integrates With Frontier and Introduces FRONT to OINDAO The Recommendations Engine smartly sifts through the wealth and industry data across Envestnet’s unified platform, which includes......
Skience platform comes to BankPlus financial advisors
Banking Fintech News

Skience Platform Comes to BankPlus Financial Advisors

Fintech News Desk
Skience, a leading financial services solution and consulting provider, today announced that it has finalized an agreement to provide its industry-leading platform to the wealth management division of BankPlus, a regional bank with 79 locations and more than $4.7 billion in total assets serving customers across Louisiana, Mississippi and Alabama.......
Skience and BankPlus Ink Agreement to Provide Industry-Leading Skience Platform to BankPlus Financial Advisors
Business Fintech News

Skience and BankPlus Ink Agreement to Provide Industry-Leading Skience Platform to BankPlus Financial Advisors

Fintech News Desk
BankPlus to Leverage Skience’s Digital Client Onboarding and Data Consolidation Solutions to Enhance Efficiency and Provide Clients with a Simplified Digital Experience Skience, a leading financial services solution and consulting provider, announced that it has finalized an agreement to provide its industry-leading platform to the wealth management division of BankPlus,......
Banking Business Fintech Guest Posts

Tactical Solutions vs. Strategic Focus – Why a Long-Term Outlook is Essential for Digital Transformation

Sridhar Guturi
Digitization, RPA, Analytics, AI – these are some of the contemporary buzz words across industries and Banking is no exception. However, digitization of banking services such as onboarding through online and mobile banking, inclusion of RPA, AI techniques in areas like customer service have not sprung up recently, nor these......
Melio Raises $110M, Reaches $1.3B Valuation as Small Businesses Digitize to Stay in Business
Business Economy Fintech News

Melio Raises $110M, Reaches $1.3B Valuation as Small Businesses Digitize to Stay in Business

Fintech News Desk
Melio, which helps small businesses digitally manage their supplier payments, has raised a further $110 million to expand its offering across the US as the small business shift to digital solutions accelerates, rocketing to a $1.3B valuation in the process. Read More: Fidelity’s eMoney Rolls Out Financial Planning and Wellness......
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