Search Results for: Salesforce

Squaretalk and FXBO Join Forces to Transform Broker-Client Interactions
Fintech News

Squaretalk and FXBO Join Forces to Transform Broker-Client Interactions

EIN Presswire
by EIN Presswire0
Squaretalk, a leading global CCaaS software provider, is happy to announce a tactical partnership with FX Back Office, a scalable and fully customizable forex CRM (Customer Relationship Management) system. The collaboration is set to enhance brokers’ service quality, improve operational efficiency, and help them build stronger, more personalized relationships with their......
Altana Closes $200M Series C to Enable the Public and Private Sectors to Take Command of Global Value Chains
Fintech Investments News

Altana Closes $200M Series C to Enable the Public and Private Sectors to Take Command of Global Value Chains

Business Wire
by Business Wire0
With a valuation of $1B, the funding round was led by Thomas Tull’s US Innovative Technology Fund Altana, the world’s first Value Chain Management System, today announced a $200 million Series C investment led by Thomas Tull’s US Innovative Technology Fund (USIT). The funding round included participation from March Capital,......
Smarsh and Verizon Streamline Mobile Compliance Adoption with Simplified Payment Option
Finance Fintech News

Smarsh and Verizon Streamline Mobile Compliance Adoption with Simplified Payment Option

PR Newswire
by PR Newswire0
Joint go-to-market capability enables Verizon workforce to sell Smarsh mobile capture solutions Smarsh, the global leader in digital communications compliance and intelligence, today announced it has joined Verizon’s Bill-on-Behalf-of program. Verizon customers that are required to capture, preserve and monitor mobile communications now have a simplified path to procurement and deployment of Smarsh’s mobile......
B2B Featured Fintech

How is BNPL – ”Buy Now, Pay Later” Becoming a Norm in B2B Companies

Prajakta Ayade
by Prajakta Ayade0
The financial technology (fintech) sector has seen tremendous innovation in recent years, with Buy Now, Pay Later (BNPL) solutions being one of the most transformative payment developments. Originally popularized in the B2C  market, BNPL services have now made significant inroads into the B2B  space. These solutions allow companies to purchase......
Morgan Stanley Wealth Management Announces Latest Game-Changing Addition to Suite of GenAI Tools
Artificial Intelligence Fintech News

Morgan Stanley Wealth Management Announces Latest Game-Changing Addition to Suite of GenAI Tools

Business Wire
by Business Wire0
AI @ Morgan Stanley Debrief acts as notetaker, summarizer and first draft communication composer for client meetings, greatly enhancing efficiency and enabling scale for Advisors and their practices Morgan Stanley Wealth Management (MSWM) today announced the next innovation milestone in its AI @ Morgan Stanley suite of GenAI tools for......
Genesis and interop.io Partner to Advance Innovation and Interoperability in Financial Industry Software
Fintech News

Genesis and interop.io Partner to Advance Innovation and Interoperability in Financial Industry Software

PR Newswire
by PR Newswire0
Genesis Global and interop.io announced a technology alliance to promote software innovation and customized, multi-application workflows in the financial markets industry. Genesis and interop.io share a mission to help financial firms replace legacy technology environments with modern, interconnected applications that improve efficiency and reduce risk. The alliance makes it seamless for mutual......
Mad Mobile Secures $50 Million in Funding from Morgan Stanley Expansion Capital and Bridge Bank
Digital Payments News

Mad Mobile Secures $50 Million in Funding from Morgan Stanley Expansion Capital and Bridge Bank

PR Newswire
by PR Newswire0
Mad Mobile, a pioneering force in restaurant and retail SaaS and payment solutions, is pleased to announce the closure of a $50 million financing agreement. This funding, managed by Morgan Stanley Expansion Capital and Bridge Bank, will be strategically utilized to amplify the expansion of its SaaS and payment technologies, refinance......
Nue’s “Everything Billing” Delivers Agile Billing for every B2B Revenue Model
B2B Finance Fintech News

Nue’s “Everything Billing” delivers agile billing for every B2B revenue model

Business Wire
by Business Wire0
With CPQ and Billing under one platform, Nue empowers go-to-market teams with pricing and billing agility The end-to-end Revenue Lifecycle Platform Nue today announced its “Everything Billing” product to unify and accelerate finance operations across every B2B revenue model – including direct sales and product-led growth, subscription and usage-based pricing,......
Nue’s “Everything Billing” Delivers Agile Billing for every B2B Revenue Model
B2B Finance News

Nue’s “Everything Billing” Delivers Agile Billing for every B2B Revenue Model

Fintech News Desk
by Fintech News Desk0
With CPQ and Billing under one platform, Nue empowers go-to-market teams with pricing and billing agility The end-to-end Revenue Lifecycle Platform Nue announced its “Everything Billing” product to unify and accelerate finance operations across every B2B revenue model – including direct sales and product-led growth, subscription and usage-based pricing, and......
AppCrown and Future Advice Unveil the Future of Wealth & Asset Management with Zero Touch CRM Update Technology, a Digital Advisor Messaging Service that Automatically Connects Wealth & Asset Management with Relationships & Investment Advisors
Finance Fintech News

AppCrown and Future Advice Unveil the Future of Wealth & Asset Management with Zero Touch CRM Update Technology, a Digital Advisor Messaging Service that Automatically Connects Wealth & Asset Management with Relationships & Investment Advisors

Business Wire
by Business Wire0
Wealth & Asset Management Firms Can Go Beyond the Website and Reach More Relationships AppCrown, a privately held technology company based in New York, is pleased to announce the leading Digital Advisor Messaging Service for asset management firms, solving the critical hurdle of reaching more relationships and investment advisors through......
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