Search Results for: customer relationship management solutions

Yooz arrives to Switzerland
Fintech News

Yooz Arrives to Switzerland

Fintech News Desk
by Fintech News Desk0
Europe’s most automated demat invoices solution – connected to all ERPs on the market – finally accessible to all Swiss companies The leading publisher of digital and automated SaaS purchasing and invoicing solutions Yooz is operating actively in Switzerland. The company provides Swiss companies of all sizes and industries with......
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......
Top Financial Services, Tech Leaders Join Synapse Amidst Rapid Expansion
Banking Fintech Fintech Startups News

Top Financial Services, Tech Leaders Join Synapse Amidst Rapid Expansion

Fintech News Desk
by Fintech News Desk0
Banking services fintech startup welcomes VP of Compliance, VP of Customer Success, VP of Marketing, and VP of Engineering Synapse, a fintech company that increases access to best-in-class financial services products, announced today that four new senior leaders have joined its executive team to support the company’s growth. Collectively, these......
Altruist Joins Forces with Apex Clearing to Offer Advisors Frictionless Investing Experience
Business Fintech News

Altruist Joins Forces with Apex Clearing to Offer Advisors Frictionless Investing Experience

Fintech News Desk
by Fintech News Desk0
Easily accessible and cost-efficient investment technology solutions to make investing fair for everyone Altruist, the first fully integrated digital brokerage platform, today announced a new partnership with Apex Clearing, the custody and clearing engine powering the future of wealth management, to provide independent financial advisors and their clients with a......
BCI, a Leading Latin American Bank, Selects Temenos to Launch New Corporate Bank in Peru
Banking Fintech News

BCI, a Leading Latin American Bank, Selects Temenos to Launch New Corporate Bank in Peru

Fintech News Desk
by Fintech News Desk0
Chile’s BCI selects Temenos core banking, payments and digital front-office technology to launch a new corporate bank in Peru in record time Temenos Transact and Temenos Infinity will enable BCI’s new bank to benefit from efficient and optimized operations, enhanced digital customer experiences and grow its corporate customer base fast......
CXInfinity Launches AI-Driven Digital Omnichannel Platform For Banking And Finance
Artificial Intelligence Banking Fintech News

CXInfinity Launches AI-Driven Digital Omnichannel Platform For Banking And Finance

Fintech News Desk
by Fintech News Desk0
Today, 70% of banking takes place online. Customers prefer to engage with a brand via more than 3 or 5 channels. The shift of customer behavior towards digital engagement is evolving rapidly. The old school fundamentals of cold calling turn out to be one of the reasons for customers churning.......
Leading Payment Processor VizyPay Reaches $1B Mark in Payments Processed in Three Years; Expects to Pass $2B in 2021
Fintech News

Leading Payment Processor VizyPay Reaches $1B Mark in Payments Processed in Three Years; Expects to Pass $2B in 2021

Fintech News Desk
by Fintech News Desk0
 VizyPay, an award-winning leader in the payment processing industry, announces it has passed the $1B milestone in payments processed since its founding in 2017 and is projected to reach a collective $2B in processing in 2021. Read More: SBLI Increases Coverage to $750K for All Risk Classes With Contactless Digital......
Levitate Partners with Redtail Technology to Bring Keep-in-Touch Marketing Solution to the Finance Industry
Business Fintech News

Levitate Partners with Redtail Technology to Bring Keep-in-Touch Marketing Solution to the Finance Industry

Fintech News Desk
by Fintech News Desk0
Users of Redtail CRM can now seamlessly integrate with Levitate’s personalized marketing tools. Levitate, the keep-in-touch marketing platform started by former ShareFile founder Jesse Lipson, announced an integration partnership with Redtail Technology, the leading provider of client relationship management (CRM) solutions for financial advisors. Read More: SBLI Increases Coverage to $750K......
Leading Integrated Payments Company Paya Lists on Nasdaq
Banking Business Fintech News

Leading Integrated Payments Company Paya Lists on Nasdaq

Fintech News Desk
by Fintech News Desk0
Following business combination with FinTech Acquisition Corp. III, Paya plans further acceleration of growth trajectory as a public company Paya, a leading integrated payments and commerce solution provider, and FinTech Acquisition Corp. III, a special purpose acquisition company, announced that they have completed their previously-announced business combination. The business combination......
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