Tag : CRM solutions

GReminders Announces New Integrations with Leading CRM Solutions to Streamline Workflows for Advisors
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GReminders Announces New Integrations with Leading CRM Solutions to Streamline Workflows for Advisors

Business Wire
by Business Wire0
Latest integrations put AI-enabled meetings and compliance-friendly productivity tools at the fingertips of more advisors across the wealth management industry GReminders, a leading end-to-end meeting and automation management platform for financial advisors, announced a series of new integrations with top customer relationship management (CRM) providers serving the financial advisor industry.......
eToro Executive Assumes CTO Role with INX
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INX Management Joined By Former Playtech CMO And M1 Finance Compliance Officer

Fintech News Desk
by Fintech News Desk0
INX Limited, the blockchain-based platform for trading digital securities and cryptocurrencies in accordance with SEC, FINRA and EU regulations, announced the appointment of Itai Avneri as Chief Operating Officer (COO) and Jon Rios as Chief Compliance Officer (CCO). Read More: Reef Finance Becomes the Marquee Project in Pioneering Decentralized Finance with......
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