Tag : client relationship management

TPS Software Launches New Integration with CPACharge to Streamline Payment Processing
Digital Payments News

TPS Software Launches New Integration with CPACharge to Streamline Payment Processing

PR Newswire
by PR Newswire0286
TPS Software, a leading provider of practice management software for accounting professionals, is proud to announce its new integration with CPACharge, an industry-leading online payment processing platform. This integration will enable TPS Software users to seamlessly process payments through the CPACharge platform, streamlining their payment workflows and enhancing their overall practice......
Advisor Group Welcomes Four Financial Advisors with $410 Million in AUA to the Firm
Finance News

Advisor Group Welcomes Four Financial Advisors with $410 Million in AUA to the Firm

PR Newswire
by PR Newswire0230
Former Securian Financial Services Advisors Join Capitol Financial Solutions, A Group Affiliated with Royal Alliance Advisor Group, one of the nation’s largest networks of independent wealth management firms, announced that John Amendola, Eric S. Owen, Michael Pugh and Steve Tanner have joined Capitol Financial Solutions, one of the largest groups affiliated with Royal Alliance. The four former Securian......
ABA Bank Selects Alessa for AML Compliance
Banking Digital News Risk Management

ABA Bank Selects Alessa for AML Compliance

Fintech News Desk
by Fintech News Desk0570
Cambodia’s leading private financial institution chooses compliance solution from Tier1 Financial Solutions to strengthen its anti-money laundering and fraud prevention missions Tier1 Financial Solutions, a leading provider of client relationship management, compliance and fraud prevention solutions, has announced that the ABA Bank has selected Alessa to fulfill its transaction monitoring,......
Tier1 Acquires Compliance and Financial Crime Prevention Software Solution, Alessa
Business Fintech News

Tier1 Acquires Compliance and Financial Crime Prevention Software Solution, Alessa

Fintech News Desk
by Fintech News Desk0452
The acquisition expands Tier1’s portfolio of digital transformation solutions to optimize client engagement, increase operational efficiency and reduce regulatory compliance risk, and is in conjunction with President Jiro Okochi’s promotion to CEO of Tier1. Tier1 Financial Solutions, a leading provider of client relationship management (“CRM”) solutions, has acquired Alessa, a compliance and......
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 Desk0487
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......
Juniper Square Revolutionizes Fund Administration With Technology-First Solution Designed for Commercial Real Estate
Fintech Investment Services News

Juniper Square Revolutionizes Fund Administration With Technology-First Solution Designed for Commercial Real Estate

Fintech News Desk
by Fintech News Desk0446
First-of-its-kind offering combines industry-leading software and expert services to deliver transparent and responsive end-to-end fund administration for investment managers Juniper Square today announced the launch of the first-ever technology-driven fund administration service designed for the commercial real estate (CRE) industry. The offering combines leading software and an expert team to seamlessly integrate......
Twenty Over Ten Partners With Redtail Technology to Enhance Customer Relations and Digital Marketing Processes for Financial Advisors
Fintech News

Twenty Over Ten Partners With Redtail Technology to Enhance Customer Relations and Digital Marketing Processes for Financial Advisors

Fintech News Desk
by Fintech News Desk0391
CRM Integration Provides Two Way Sync Giving Advisors the Ability to Easily Send Personalized Marketing Communications Twenty Over Ten, an industry-leading SaaS company, announced a partnership with Redtail Technology, the leader in web-based client relationship management (CRM) solutions for financial service firms. Through this new integration, Twenty Over Ten’s Lead......
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