Tag : CRM

Accordion Expands Salesforce Capabilities with Acquisition of A5, a Summit Partner, Strengthening Global Multi-Cloud and AI Expertise
Artificial Intelligence Investments News

Accordion Expands Salesforce Capabilities with Acquisition of A5, a Summit Partner, Strengthening Global Multi-Cloud and AI Expertise

Business Wire
by Business Wire0
Deal adds global talent pool across North America, EMEA, and India while deepening AI and data capabilities aligned with Salesforce’s roadmap Accordion, an AI and data-powered financial consulting firm focused on private equity, announced the acquisition of A5, a global Salesforce consulting firm with deep expertise across the Salesforce platform.......
WxTrade Launches Unified SaaS Platform for Multi-Trading Platform Brokerage Operations
Finance News Trading

WxTrade Launches Unified SaaS Platform for Multi-Trading Platform Brokerage Operations

PR Newswire
by PR Newswire0
WxTrade announces a SaaS trading infrastructure platform tailored for the growing FX and CFD brokerage market. As regulatory frameworks across Asia-Pacific and emerging markets mature, more firms are entering the brokerage space, creating increased demand for customizable, efficient technology solutions. Designed to accelerate brokerage launches and modernization, WxTrade offers a......
CEC Bank Advances Nationwide Digital Transformation with Unified Agentic CRM
Artificial Intelligence Banking News

CEC Bank Advances Nationwide Digital Transformation with Unified Agentic CRM

EIN Presswire
by EIN Presswire0
Romania’s leading bank launches a single customer engagement platform for 4,000 users, consolidating multiple systems into one unified interface Creatio, a global vendor of an agentic CRM and workflow platform with no-code and AI at its core, today announced that CEC Bank has ignited its large-scale CRM transformation program, rolling......
Cetera Selects Zocks to Offer AI Assistant to 12,000 Financial Professionals
Artificial Intelligence Finance News

Cetera Selects Zocks to Offer AI Assistant to 12,000 Financial Professionals

Business Wire
by Business Wire0
Zocks brings proven workflow automation to Cetera’s network to help drive faster client service and new opportunities for business growth Zocks, the privacy-first AI assistant for financial services, announced a strategic relationship with Cetera Financial Group (Cetera), the premier financial advisor Wealth Hub, making Zocks available to Cetera’s network of......
Bay Federal Credit Union Adopts Creatio to Power Growth and Personalization
Credit Bureaus News

Bay Federal Credit Union Adopts Creatio to Power Growth and Personalization

EIN Presswire
by EIN Presswire0
A top California credit union modernizes and unifies marketing, sales, and service through Creatio’s Agentic Platform Creatio, agentic CRM and workflow platform with no-code and AI at its core, announced that Bay Federal Credit Union has launched an organization-wide digital transformation with Creatio. The initiative is designed to unify operations,......
Insurance Industry's Walled Garden Is Breached: SUPERAGENT AI Launches New Universal Integrations For AMS, CRM & Dialers
Artificial Intelligence InsurTech News

Insurance Industry’s Walled Garden Is Breached: SUPERAGENT AI Launches New Universal Integrations For AMS, CRM & Dialers

EIN Presswire
by EIN Presswire0
SUPERAGENT AI Launches Universal Integration Ecosystem to Connect AI Agents with Major Insurance Platforms New update enables autonomous data synchronization across top CRM, AMS, and telephony systems, streamlining agency workflows. SUPERAGENT AI, Inc. announced the launch of its Universal Integration Ecosystem, an expansion designed to address connectivity challenges between mission-critical......
Decision Intelligence Is Becoming Fintech’s Most Valuable Asset
Analytics Artificial Intelligence B2B Finance Fintech Guest Posts Investments

Decision Intelligence Is Becoming Fintech’s Most Valuable Asset

Ashley Wilson
by Ashley Wilson0
The fintech sector is flooded with data, however the core challenge is converting all of this available information into actions that deliver measurable results. Years of investment in analytics and dashboards have yet to solve this. Many organizations still struggle to explain why performance shifts, what drives those changes, or......
Squaretalk and FinTech360 Collaborate For Enhanced Broker Communication, Security, and Global Operational Efficiency
Artificial Intelligence Finance News

Squaretalk and FinTech360 Collaborate For Enhanced Broker Communication, Security, and Global Operational Efficiency

EIN Presswire
by EIN Presswire0
Squaretalk, a global provider of AI-driven communication software with sales automation capabilities, is happy to announce a new collaboration with FinTech360, a leading end-to-end CRM and back-office provider for the forex industry. This partnership combines Squaretalk’s intelligent communication suite and FinTech360’s comprehensive broker ecosystem to transform the way financial organizations manage......
Accordion Expands CFO Technology Delivery Capabilities across Europe with Senior Talent Additions in ERP, CPM, and Technology Strategy
Artificial Intelligence Finance News

Accordion Expands CFO Technology Delivery Capabilities across Europe with Senior Talent Additions in ERP, CPM, and Technology Strategy

Business Wire
by Business Wire0
Accordion, an AI and data-powered financial consulting firm focused on private equity, announced a major expansion of its European CFO Technology Practice. The firm has added three senior hires – Adil Rehman, James Wainwright, and Nicholas Mascia – to help PE sponsors and portfolio company CFOs modernize and scale their......
TQStarling Acquires Fusion 3 Consulting to Accelerate IRM/GRC Capabilities and Strengthen ServiceNow Leadership Position
Compliance management News

TQStarling Acquires Fusion 3 Consulting to Accelerate IRM/GRC Capabilities and Strengthen ServiceNow Leadership Position

EIN Presswire
by EIN Presswire0
Strategic acquisition strengthens integrated risk management and governance solutions, expanding value for enterprise clients TQStarling, a leading ServiceNow solutions provider, announced the acquisition of Fusion 3 Consulting, a specialized firm focused on Integrated Risk Management (IRM) and Governance, Risk, and Compliance (GRC) solutions. This strategic acquisition strengthens TQStarling’s position as......
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