Tag : CRM

ReSource Pro Releases Original Four-Part Research Series to Help Insurance Agencies Navigate a Tech Landscape Transformed by AI
Artificial Intelligence InsurTech News

ReSource Pro Releases Original Four-Part Research Series to Help Insurance Agencies Navigate a Tech Landscape Transformed by AI

Business Wire
by Business Wire0
New Agency Tech Blueprint series gives agency leaders a structured framework for evaluating technology priorities, closing operational gaps, and navigating AI-driven transformation ReSource Pro, a leading strategic operations and technology services partner to the insurance industry, announced the release of the Agency Tech Blueprint, a four-part research series designed to......
Singular and Holistiplan Integration Solves the 'Fragmented Tech' Crisis for Financial Advisors
Finance News

Singular and Holistiplan Integration Solves the ‘Fragmented Tech’ Crisis for Financial Advisors

EIN Presswire
by EIN Presswire0
New integration reflects growing demand for unified technology that brings tax insights directly into the advisor CRM As financial advisors face mounting pressure to deliver holistic, tax-aware guidance, Singular by Patrina and Holistiplan have launched an integration to eliminate the “fragmented tech” bottleneck. According to Kitces Research, a majority of......
Scalable Insurance Services Introduces AI-Native Insurance Operating System Designed to Unify Agency Operations
InsurTech News

Scalable Insurance Services Introduces AI-Native Insurance Operating System Designed to Unify Agency Operations

EIN Presswire
by EIN Presswire0
Scalable Insurance Services Introduces AI-Native Insurance Operating System Designed to Unify Agency Operations Across all lines of Insurance Scalable Insurance Services today announced the launch of its AI-native insurance operating system, a unified platform designed to help insurance agencies manage operations across Health, Life, Annuity, Medicare, and Property & Casualty......
FundMore Launches Freemium Platform to Bring Bank-Grade Compliance to Canada’s Non-Bank Lenders as OSFI Raises Red Flag
Banking Finance News

FundMore Launches Freemium Platform to Bring Bank-Grade Compliance to Canada’s Non-Bank Lenders as OSFI Raises Red Flag

EIN Presswire
by EIN Presswire0
FundMore today announced the launch of a new product, a free underwriting, CRM, and compliance platform for private lenders, MICs, among others. Days following Canada’s banking regulator naming non-bank financial institutions the second-highest threat to the country’s financial system, FundMore, the AI-first loan origination platform behind some of Canada’s most......
Navatar Brings AI-Powered Corporate Finance Advisory CRM to Salesforce for Investment Banks and Consulting Firms
Finance News

Navatar Brings AI-Powered Corporate Finance Advisory CRM to Salesforce for Investment Banks and Consulting Firms

GlobeNewswire
by GlobeNewswire0
New Salesforce-based AI operating model connects corporate finance advisory with transaction advisory, diligence, and tax teams, giving firms one view of sponsor relationships, deal pipelines, and mandate execution Navatar announced an AI-powered corporate finance advisory operating model on Salesforce, designed for firms whose deal practices span corporate finance, transaction advisory,......
Associate Owners Group Acquires Your IA, Expanding AOG’s Footprint in the Registered Investment Advisory Space
Compliance management Investment Services News

Associate Owners Group Acquires Your IA, Expanding AOG’s Footprint in the Registered Investment Advisory Space

EIN Presswire
by EIN Presswire0
Associate Owners Group (AOG) is proud to announce it has acquired Your IA, a rapidly emerging Registered Investment Advisor headquartered in St. George, Utah. Associate Owners Group (AOG) is proud to announce it has acquired Your IA, a rapidly emerging Registered Investment Advisor headquartered in St. George, Utah. Led by......
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......
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