Tag : Salesforce

Even Financial Launches 'Financial Products for Salesforce' on Salesforce AppExchange, the World's Leading Enterprise Cloud Marketplace
Digital Fintech News

Even Financial Launches ‘Financial Products for Salesforce’ on Salesforce AppExchange, the World’s Leading Enterprise Cloud Marketplace

Fintech News Desk
by Fintech News Desk0
Now Financial Advisors & Any Business Can Easily Provide Real-Time, Personalized Financial Products to Their Clients — Including Loans, Savings & More — powered by Salesforce Even Financial, a platform for financial services search, acquisition, and monetization, announced the launch of ‘Financial Products for Salesforce’ – Powered by Even, a......
Trava Secures $3.5 Million in Seed Funding
InsurTech News Risk Management

Trava Secures $3.5 Million in Seed Funding

Fintech News Desk
by Fintech News Desk0
TDF Ventures, High Alpha Capital and M25 invest in Trava’s integrated cyber risk management and insurance platform Trava, an integrated cyber risk management and insurance platform is announcing the close of a $3.5 million Seed round. The round was led by TDF Ventures and included participation from High Alpha Capital......
Ironclad Announces Expansion of Partner Ecosystem with New Investment and Growth of Company Leadership
Digital Investments News

Ironclad Announces Expansion of Partner Ecosystem with New Investment and Growth of Company Leadership

Fintech News Desk
by Fintech News Desk0
With the new Salesforce Ventures investment, Ironclad will expand its partner ecosystem with new VP of Global Alliances and product integrations Ironclad, a leader in the contract lifecycle management space, according to Forrester, announced the expansion of its partner ecosystem with Salesforce Ventures’ investment in the company’s $100 million Series D round.......
Salesforce Reimagines Sales Cloud to Drive Growth in a Sell-From-Anywhere World
Business Cloud News Technology

Salesforce Reimagines Sales Cloud to Drive Growth in a Sell-From-Anywhere World

Fintech News Desk
by Fintech News Desk0
51% of salespeople expect to travel less for work after the pandemic than they did before, according to new Salesforce survey Salesforce Meetings and Einstein Conversation Insights are generally available to make digital selling more personal and productive Snowflake, Honeywell, Jet It and Cytiva are using Sales Cloud 360 to......
AppCrown Announces Turnkey Multi-Custodial Integration Capability for Salesforce Financial Services Cloud
Finance Fintech News

AppCrown Announces Turnkey Multi-Custodial Integration Capability for Salesforce Financial Services Cloud

Fintech News Desk
by Fintech News Desk0
Turnkey Integrations between CRM with All Major Custodians AppCrown, the pioneer and a leading turnkey integration provider for wealth management systems and Salesforce CRM, has launched multi-custodial integrations for Salesforce Financial Services Cloud (“FSC”). Now, wealth management firms will be able to integrate custodial data (financial accounts, holdings, positions etc.,)......
AdvicePay Expands Further Into Enterprises With Salesforce Integration
Business Fintech News

AdvicePay Expands Further Into Enterprises With Salesforce Integration

Fintech News Desk
by Fintech News Desk0
AdvicePay’s fee-for-service business technology now integrated into the leading CRM platform for advisor enterprises and XLR8’s customized wealth management overlay for financial advisors AdvicePay, the leading payments platform for fee-for-service financial planning designed exclusively for financial advisors, announced today a new technology integration with Salesforce, one of the most popular......
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
by Fintech News Desk0
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......
Jack Henry Expands Relationship with Salesforce to Accelerate Connected Experiences for Financial Institutions
Banking Business Fintech News

Jack Henry Expands Relationship with Salesforce to Accelerate Connected Experiences for Financial Institutions

Fintech News Desk
by Fintech News Desk0
Salesforce provides Jack Henry with the digital transformation tools to manage full customer lifecycles to help financial institutions improve financial service offerings Jack Henry & Associates, Inc.®, a leading provider of technology solutions and payment processing services primarily for the financial services industry, and Salesforce, the global leader in CRM, today......
EquityTech Leader Syndio Announces $17.1M Series B, Led by Bessemer Venture Partners
Business Fintech Fintech Funding News

EquityTech Leader Syndio Announces $17.1M Series B, Led by Bessemer Venture Partners

Fintech News Desk
by Fintech News Desk0
Funding will accelerate the expansion of Syndio’s product innovation and EquityTech platform Syndio, the leading EquityTech analytics platform, announced it has raised $17.1 million in Series B funding. Bessemer Venture Partners led the round, with additional investment from Next Play Capital and Concrete Rose Capital. Read More: Antier Solutions launches White......
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......
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