Tag : CRM platform

Advisor CRM and SmartData Partner to Advance Operational Efficiency for Financial Advisors
Fintech News

Advisor CRM and SmartData Partner to Advance Operational Efficiency for Financial Advisors

Cision PRWeb
by Cision PRWeb0
 Advisor CRM, an all-in-one CRM platform designed exclusively for financial advisors, announced a strategic partnership with SmartData, a secure data aggregation and prospect engagement platform. As a result of the integration, advisors who use the Advisor CRM platform have the ability to enhance the efficiency, accuracy, and value of how they......
Navatar Adds Automated LinkedIn Data Enrichment to Its Salesforce CRM Powered Intelligence Engine for Private Equity
Banking Investment Services News

Navatar Adds Automated LinkedIn Data Enrichment to Its Salesforce CRM Powered Intelligence Engine for Private Equity

GlobeNewswire
by GlobeNewswire0
Navatar, the CRM platform for alternative assets and investment banking, announced a new LinkedIn integration that automates data enrichment within its Salesforce-based platform. This new capability allows deal teams to discover previously unknown contacts, track executive moves, and surface relevant news—all seamlessly within the CRM. This LinkedIn integration reinforces Navatar’s......
Hedge Funds Harnessing Sell-Side Intelligence To Augment Their Own Internal Research Using Navatar, Built For Salesforce
Fintech Investment Services Investments News

Hedge Funds Harnessing Sell-Side Intelligence To Augment Their Own Internal Research Using Navatar, Built For Salesforce

GlobeNewswire
by GlobeNewswire0
Traders talk to salespeople at banks and brokerages every day. They gather a lot of valuable information from these interactions, most of which is never saved. Savvy hedge fund managers are now beginning to capture all of this information to create intelligence that augments their own internal research in informing......
Digital 55 Launches Payment Processing Beta Test for Inugo CRM Platform
Digital Payments News

Digital 55 Launches Payment Processing Beta Test for Inugo CRM Platform

Fintech News Desk
by Fintech News Desk0
Inugo Customer Relationship Management platform, powered by Digital 55, has announced an update to their popular CRM system, integrating Payment Processing and invoicing capabilities into the platform. Inugo, the simple and easy CRM, now provides a fully integrated, all-in-one customer data tracking, invoicing, and payment processing solution at a fraction......
CRMNEXT and Wescom Resources Group Join Forces to Provide Seamless Financial Services CRM Solution
Cloud Finance News

CRMNEXT and Wescom Resources Group Join Forces to Provide Seamless Financial Services CRM Solution

Fintech News Desk
by Fintech News Desk0
CRMNEXT to offer market leading CRM platform hosted on WRG private cloud for seamless, high-availability financial services solution CRMNEXT, a global CRM solution provider for financial services, and Wescom Resources Group (WRG), an advanced technology solutions provider for credit unions, have announced a strategic partnership to benefit Credit Unions. Credit......
Compass Agrees To Acquire Modus
Business Fintech News

Compass Agrees To Acquire Modus

Fintech News Desk
by Fintech News Desk0
Modus Brings Streamlined and Secure Home-Closing Software to Compass’s End-to-End Platform for Real Estate – Modus’s title and escrow software saves agents time by simplifying the home-closing process – The acquisition will extend Compass’s platform beyond the core real estate transaction Compass, the real estate technology company, today announced that......
Business Fintech News

Zerto Selects BillingPlatform to Power Growth Initiatives and Streamline Customer Experience through Modernized Billing Processes

Fintech News Desk
by Fintech News Desk0
Highly configurable, cloud-based platform supports Zerto’s complex pricing and promotional models and fully integrates with Salesforce BillingPlatform, the leading global cloud-based monetization and billing solution provider, today announced that Zerto has gone live with BillingPlatform. BillingPlatform gives Zerto a fully integrated, end-to-end billing solution, effectively managing the company’s complex pricing......
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