2020 made one thing extremely clear to tax professionals: the ability to manage their practices online is now an operational and competitive necessity. Thanks to a new partnership between TaxAct® and…
Read More2020 made one thing extremely clear to tax professionals: the ability to manage their practices online is now an operational and competitive necessity. Thanks to a new partnership between TaxAct® and…
Read MoreFunding will build upon the company’s track record of delivering recurring billing and revenue solutions, turning $36B into $150B revenue under management in just …
Read MoreLexisNexis , a leading client relationship management (CRM) solution purpose-built for legal and professional services, today announced it has been named Overall Client Relationship Management Company of the Year by…
Read MoreIn a significant development to accelerate the ongoing digital transformation in the insurance industry, digital consulting firm ADROSONIC has entered a partnership with INSTANDA, a UK-based SaaS Insurance software platform….
Read MoreeKeeper has launched a new customer relationship management (CRM) system for lenders. Called Intermediary Manager, it can also be used by other product providers, such as savings providers, pensions and…
Read MoreLodasoft, a Digital Workflow Platform designed by mortgage veterans to revolutionize loan origination and task automation, today announced the addition of Scott Gabel as its new Vice President of Sales….
Read More360 View, a trusted provider of customer relationship management software designed specifically for banks and credits unions, announced that First Financial Bank will be implementing its CRM growth platform in…
Read MoreIntegration offers better visibility and understanding of customer health Copper is pleased to announce that it has partnered with Square on a first-of-its-kind integration to manage invoicing and payments directly…
Read MoreInsellerate, the leading mortgage Customer Experience Platform featuring Lead Management, CRM & Engagement that helps lenders close more loans by increasing efficiency gains across sales, marketing, operations management, announces the…
Read MoreFormer Park Square Capital Technology Lead Tapped to Address Rapid Growth in Region DealCloud, the premier provider of deal, relationship, and firm management software to capital market firms, announces the…
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