Tag : CRM

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......
Affinity Names Adam Goldman as Chief Financial Officer
Finance Fintech News

Affinity Names Adam Goldman as Chief Financial Officer

Business Wire
by Business Wire0
Affinity, the leading CRM for private capital,  announced the appointment of Adam Goldman as Chief Financial Officer. A seasoned financial executive with extensive experience in scaling high-growth companies, Adam will lead Affinity’s financial strategy as the company continues its rapid expansion. “My immediate focus will be on aligning our financial strategy......
CUA launches full version of ASAPP OXP® as part of their core banking conversion
Finance Fintech News

CUA launches full version of ASAPP OXP® as part of their core banking conversion

EIN Presswire
by EIN Presswire0
On Monday August 19, Halifax-based CUA launched into production ASAPP Financial Technology’s full omnichannel experience platform in parallel with their core banking and digital banking conversions. Since 2020, CUA leveraged ASAPP’s Origination capabilities as part of the ASAPP OXP® Atlantic credit union community. With the implementation of the Fiserv DNA core banking system,......
Total-Expert’s-Customer-Intelligence-Adds-Automatic-Contact-Record-Enrichment-of-Intent-Signals-to-Help-Loan-Officers-Engage-Customers
Finance Fintech Lending News

Total Expert’s Customer Intelligence Adds Automatic Contact Record Enrichment of Intent Signals to Help Loan Officers Engage Customers

Business Wire
by Business Wire0
Enriched customer profiles with critical life event data enable loan officers to scale personalized interactions and marketing automation Total Expert, the FinServ leader in customer engagement software, has added automatic life milestone updates to contact records to enrich the interactions customer-facing teams have with their clients. The updated customer profile......
Quility Acquires Ninja, Making the SaaS Platform a Key Component of Engagement Strategy
InsurTech News

Quility Acquires Ninja, Making the SaaS Platform a Key Component of Engagement Strategy

PR Newswire
by PR Newswire0
Quility, an award-winning insurtech company, has announced the acquisition of the assets belonging to Ninja Technologies LLC (“Ninja”), a software as a service (SaaS) technology platform that helps insurance agents build their business by offering a one-stop shop for leads, sales automations, CRM, team selling and analytics. This acquisition and the......
Myko AI Raises $2.7 Million from Khosla Ventures to Bring Conversational AI to Sales and Revenue Teams
Artificial Intelligence Fintech News

Myko AI Raises $2.7 Million from Khosla Ventures to Bring Conversational AI to Sales and Revenue Teams

Business Wire
by Business Wire0
With this new funding, Myko will be able to offer its product to even more users, enabling any sales or revenue team to better explore and unlock the power of their data. Myko is currently accepting new users from their waitlist. Myko, the conversational AI for sales and revenue team......
B2B News Technology

Klarna Has Revealed Massive Expansion In Essential European Markets

Fintech Staff Writer
by Fintech Staff Writer0
Klarna invests in new clients and builds trust and loyalty to keep them using Klarna while smaller BNPL suppliers depart the market due to economic constraints. A recent Klarna survey found that 74% of European customers use Klarna at least once a month, with trust being the top reason and......
Invent Launches “Super App” Development Platform for Wealth Management
Finance News

Invent Launches “Super App” Development Platform for Wealth Management

PR Newswire
by PR Newswire0
Invent, the leading platform solving for the integration and data management challenges in wealth management, announced that the firm has launched a “Super App” development platform. Similar to Super Apps such as the global phenomenon WeChat and the recently announced “Everything App” from Elon Musk’s new X endeavor, Invent’s Super......
Artificial Intelligence Business Digital Featured Recommended Technology

Top 15 Business AI Tools For You

Pooja Choudhary
by Pooja Choudhary0
Technologies based on artificial intelligence (AI) have created a plethora of brand-new prospects for businesses of all sizes worldwide. There are several technologies that may enhance your company operations, whether you are a freelancer running a one-person operation or in control of several personnel. In this blog, I will be......
Tray.io Launches Low-code Solution to Remove Manual Finance Work and Automate Order-to-cash Operations
Finance News

Tray.io Launches Low-code Solution to Remove Manual Finance Work and Automate Order-to-cash Operations

Business Wire
by Business Wire0
Equips Finance Teams to Maintain Steady Cash Flows by Expediting Payment Collection and Eliminating Sluggish, Error-prone and Inefficient Processes Tray.io, the leader in low-code automation and integration, launched a new order-to-cash solution for finance and operations teams to automate and accelerate the payment collection process while eliminating departmental silos and reducing data entry......
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