Tag : Client Management

Osyte Raises $4 Million to Drive AI-Powered Investment Automation and Optimization for Multi-Asset Portfolios
Fintech Investment Services News

Osyte Raises $4 Million to Drive AI-Powered Investment Automation and Optimization for Multi-Asset Portfolios

PR Newswire
by PR Newswire0
Funding led by Moneta Ventures, and includes participation from Fintech investors SixThirty Ventures, Altari Ventures, Tacoma Venture Fund, and Sigmas Group Family Office. Osyte (pronounced O-Sight), developers of an AI-powered multi-asset portfolio management technology, announced the closing of its $4 million seed round. This additional capital will enable Osyte to expand......
Moxo integrates with Wealthbox to streamline client management for financial advisors
Finance Fintech News

Moxo integrates with Wealthbox to streamline client management for financial advisors

PR Newswire
by PR Newswire0
Moxo, the leading service orchestration platform for customer, vendor, and partner processes, is excited to announce a new integration with Wealthbox, a modern CRM designed for financial advisors. This powerful partnership aims to transform client management by enabling seamless data sharing between Moxo and Wealthbox, significantly enhancing operational efficiency for......
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......
Concord Servicing Announces Investment from Inverness Graham
Capital Markets Investment Services News

Concord Servicing Announces Investment From Inverness Graham

Fintech News Desk
by Fintech News Desk0
Concord Servicing Corporation, a leading loan servicing company serving originators, lenders, capital market participants, and asset investors, announces Inverness Graham, a private investment firm that invests in high growth, innovative manufacturing, technology, and services companies, has invested in Concord alongside the founding owners to support the scaling and continued expansion......
VizyPay Wins Silver Stevie Award for Sales & Customer Service in 2021 Stevie Awards
Business Fintech News

VizyPay Wins Silver Stevie Award for Sales & Customer Service in 2021 Stevie Awards

Fintech News Desk
by Fintech News Desk0
VizyPay, a leader in credit card processing for small to mid-sized businesses, today announces it has been honored with a Silver Stevie® Award for its proprietary Customer Relationship Management (CRM) tool for the Innovation in Sales category in the 15th annual Stevie Awards for Sales & Customer Service. The company......
Zafin Welcomes Michael Lee as Executive Vice President of Community and Regional Banking to Spearhead Company’s Continued Growth in the Sector
Banking Business Fintech News

Zafin Welcomes Michael Lee as Executive Vice President of Community and Regional Banking to Spearhead Company’s Continued Growth in the Sector

Fintech News Desk
by Fintech News Desk0
Lee will leverage his deep understanding of the banking industry to provide community financial institutions with innovative technology solutions to give them a competitive edge Zafin, the world’s leading SaaS product and pricing platform for the next generation of banking, today announces the addition of Michael Lee as Executive Vice......
SS&C
Business Fintech News

SS&C Bolsters Sales and Client Management in EMEA with Senior Appointments

Fintech News Desk
by Fintech News Desk0
Mike Webb and Spencer Baum to focus on Global Investor & Distribution Solutions in the U.K. and Europe SS&C Technologies Holdings, Inc. (Nasdaq: SSNC) today announced that Mike Webb and Spencer Baum have joined its Global Investor & Distribution Solutions division. Read More: Alloy Secures $40 Million in Series B Funding Led by Canapi Ventures Mike......
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