Tag : CRM

Navatar Unveils AI-Powered CRM That Meets Dealmakers Where They Work From Outlook to Slack to CRM: Private Equity’s First Truly Embedded Intelligence Platform For Salesforce
Artificial Intelligence Cloud Finance Fintech News

Navatar Unveils AI-Powered CRM That Meets Dealmakers Where They Work From Outlook to Slack to CRM: Private Equity’s First Truly Embedded Intelligence Platform For Salesforce

GlobeNewswire
by GlobeNewswire0
Leveraging Salesforce and Microsoft AI, Navatar Automates Data Entry and Turns Activity into AI-Driven Intelligence Navatar, the leading cloud platform for private equity and investment banking, today announced the launch of its next-generation, fully AI-powered CRM. Designed to meet the fast-evolving needs of private capital markets, the new Navatar platform......
Mindcore Technologies Simplifies NetSuite Integration Across CRM, E-Commerce, and Accounting Platforms
E-commerce Fintech News

Mindcore Technologies Simplifies NetSuite Integration Across CRM, E-Commerce, and Accounting Platforms

EIN Presswire
by EIN Presswire0
New Guide Shows Businesses How to Unlock the Full Power of NetSuite Through Seamless Integration with Core Business Systems Mindcore Technologies, a leading IT and cloud solutions provider, has released a new educational guide detailing how organizations can fully integrate NetSuite with essential business systems, including CRM, e-commerce platforms, and accounting tools. This......
Bloks Launches Wealthbox Integration, Bringing 360° Relationship Intelligence to Advisors' Leading CRMs
Artificial Intelligence Compliance management News Security

Bloks Launches Wealthbox Integration, Bringing 360° Relationship Intelligence to Advisors’ Leading CRMs

Cision PRWeb
by Cision PRWeb0
Bloks launches Wealthbox integration at Wealth Management EDGE 2025, delivering AI-powered CRM sync, 360° Relationship Intelligence, and built-in compliance for advisors. Bloks unveiled a native integration with Wealthbox, enabling financial advisors to sync AI-generated meeting notes and enriched client data directly into the CRM they already trust—all while maintaining the highest......
Zocks and Commonwealth to Bring AI-Powered Client Intelligence to Affiliated Advisors
Artificial Intelligence Finance Fintech News

Zocks and Commonwealth to Bring AI-Powered Client Intelligence to Affiliated Advisors

Business Wire
by Business Wire0
Partnership includes launch of Zocks’ enterprise platform tailored to Commonwealth’s elevated advisor experience and compliance requirements Zocks, an innovative, privacy-first AI platform that turns client conversations into actionable data and insights, and Commonwealth Financial Network (“Commonwealth”), a national RIA dedicated to providing financial advisors with holistic, integrated business solutions, announces......
Eaziya Expands CRM Tool Offering, Launches Tiered Pricing Plans for Broker Flexibility
Fintech News Technology

Eaziya Expands CRM Tool Offering, Launches Tiered Pricing Plans for Broker Flexibility

GlobeNewswire
by GlobeNewswire0
Eaziya, a leading service provider for brokerages, has announced the launch of its new CRM pricing plans, offering tailored options that align with the size and goals of every brokerage firm. With this update, brokers can now select a plan based on what they truly require, without paying for features......
Zocks Announces Strategic Partnership with Practifi to Enhance Wealth Management Workflows
Analytics Artificial Intelligence Fintech News

Zocks Announces Strategic Partnership with Practifi to Enhance Wealth Management Workflows

Business Wire
by Business Wire0
New Integration Enables Seamless Data Flow Between Platforms, Helping Advisors Deepen Client Relationships Through AI-Powered Insights Zocks, an innovative, privacy-first AI platform that turns client conversations into actionable data and insights, announced a strategic partnership with Practifi, the leading CRM built for wealth management. This integration enables seamless two-way data......
QuoteRush & InsuredMine Unite to Enhance Workflow for Independent Insurance Agencies
Finance Fintech InsurTech News

QuoteRush & InsuredMine Unite to Enhance Workflow for Independent Insurance Agencies

EIN Presswire
by EIN Presswire0
With this integration, Auto and Home Renewal Quotes from QuoteRush will automatically sync with InsuredMine, giving agencies real-time access to renewal quotes and eliminating the need for Hands-on data management. This integration is built to simplify the renewal process, ensuring that agencies have the most up-to-date quote information at their......
Practifi Unveils AI-Driven CRM- Strategy to Power the Future of Wealth Management
Artificial Intelligence Fintech News

Practifi Unveils AI-Driven CRM- Strategy to Power the Future of Wealth Management

Business Wire
by Business Wire0
Upcoming AI-Powered Enhancements to Enable Wealth Management Firms to Build Stronger Client Relationships and Drive Exceptional Growth Practifi, the leading CRM purpose-built for wealth management firms, announced its commitment to integrating artificial intelligence (AI) across its platform, empowering financial advisors to enhance client relationships, streamline operations and drive new levels......
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How Smart POS Systems are Shaping the Future of Business Operations

Rishika Patel
by Rishika Patel0
As businesses channel the complexities of modern retail and hospitality, smart POS systems are emerging as game-changers in how operations are managed. No longer just tools for processing payments, these advanced platforms have become essential to the entire business ecosystem. Since its inception, smart POS systems have undergone significant evolution,......
FinTech360 Launches Cross-Device Trading Solutions to Meet Growing Mobile Demand in FinTech Industry
Fintech News Trading

FinTech360 Launches Cross-Device Trading Solutions to Meet Growing Mobile Demand in FinTech Industry

GlobeNewswire
by GlobeNewswire0
Revolutionary Trading Platforms for Brokers Now Available Across Mobile and Web FinTech360, a leading B2B provider of fintech solutions for regulated forex brokers, announced the launch of its new cross-device trading solutions, designed to meet the increasing demand for mobile-friendly platforms in the fintech industry. This innovative system enables brokers......
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