Tag : CRM

Guild/HMS Insurance Group Partners with Applied to Digitally Transform
Digital News

Guild/HMS Insurance Group Partners with Applied to Digitally Transform

FTS News Desk
by FTS News Desk061
Leading Manitoba-based brokerage to leverage open technology for greater connectivity to industry partners Applied Systems announced that Guild/HMS Insurance Group has selected Applied as their digital transformation partner. Serving as the foundation to their Applied Digital Brokerage solution, Applied Epic for Salesforce’s open architecture enables the brokerage to seamlessly exchange......
Salesforce Reimagines Sales Cloud to Drive Growth in a Sell-From-Anywhere World
Business Cloud News Technology

Salesforce Reimagines Sales Cloud to Drive Growth in a Sell-From-Anywhere World

FTS News Desk
by FTS News Desk076
51% of salespeople expect to travel less for work after the pandemic than they did before, according to new Salesforce survey Salesforce Meetings and Einstein Conversation Insights are generally available to make digital selling more personal and productive Snowflake, Honeywell, Jet It and Cytiva are using Sales Cloud 360 to......
BillingPlatform Launches New Partner Program and Marketplace
Business News

BillingPlatform Launches New Partner Program and Marketplace

FTS News Desk
by FTS News Desk050
Partnership ecosystem coupled with world-class billing platform and other enabling technology solutions help customers grow their businesses and increase profitability BillingPlatform, the leading global cloud-based monetization and billing solution provider, announced a comprehensive new partner program designed for system integrators, independent software vendors, consulting firms and other partners with complementary......
Irwin Launches Most Comprehensive and Accurate Shareholder Intelligence Solutions
Fintech News

Irwin Launches Most Comprehensive and Accurate Shareholder Intelligence Solutions

FTS News Desk
by FTS News Desk041
New solutions provide C-suite, investor relations, and legal teams with a more timely and complete view of their investors Irwin, a capital markets financial technology company, announced the addition of two solutions designed to enhance its investor relations software capabilities. The NOBO (Non-Objecting Beneficial Owner) Solution enables issuers and advisors......
Fattmerchant Makes Strategic Investment in Fusebill
Digital Payments Investment Services Investments News

Fattmerchant Makes Strategic Investment in Fusebill

FTS News Desk
by FTS News Desk059
Collaboration creates powerhouse software capabilities in automated subscription billing and payments Orlando-based integrated payments technology provider, Fattmerchant, announces its strategic investment in Fusebill, an agile cloud-based subscription billing and payments platform. Founded in 2011 in Ottawa, Canada, Fusebill is an award-winning, enterprise-class subscription billing and management platform used by hundreds of leading companies......
Financial Investment Activities Industry | BizVibe Adds New Financial Investment Companies Which Can Be Discovered and Tracked
B2B Finance Fintech News

Financial Investment Activities Industry | BizVibe Adds New Financial Investment Companies Which Can Be Discovered and Tracked

FTS News Desk
by FTS News Desk046
BizVibe has expanded the number of companies which can now be discovered and tracked for their financial investment activities industry group. Companies listed under the NAICS category for financial investment activities are defined as being primarily engaged in miscellaneous intermediation (such as investment clubs, venture capital companies, etc.); portfolio management;......
AppCrown Announces Turnkey Multi-Custodial Integration Capability for Salesforce Financial Services Cloud
Finance Fintech News

AppCrown Announces Turnkey Multi-Custodial Integration Capability for Salesforce Financial Services Cloud

FTS News Desk
by FTS News Desk071
Turnkey Integrations between CRM with All Major Custodians AppCrown, the pioneer and a leading turnkey integration provider for wealth management systems and Salesforce CRM, has launched multi-custodial integrations for Salesforce Financial Services Cloud (“FSC”). Now, wealth management firms will be able to integrate custodial data (financial accounts, holdings, positions etc.,)......
FinTech Company ENACOMM Onboards Tech Industry Veteran John Sullivan to Deepen Its Presence Nationwide
Fintech News

FinTech Company ENACOMM Onboards Tech Industry Veteran John Sullivan to Deepen Its Presence Nationwide

FTS News Desk
by FTS News Desk080
Sullivan to focus on equipping banks and credit unions in the West with solutions for improving the customer experience (CX), fighting financial fraud, and increasing operational efficiency FinTech enablement company ENACOMM is continuing to invest in industry talent with its new hire of John Sullivan as Regional Vice President of......
VERB To Offer Its Livestream eCommerce App Free To All Small BusinessesI in The U.S. Affected By The Pandemic
Business Digital Fintech InsurTech News

VERB To Offer Its Livestream eCommerce App Free To All Small BusinessesI in The U.S. Affected By The Pandemic

FTS News Desk
by FTS News Desk049
verbTEAMS, a powerful livestream ecommerce sales and marketing tool, can help small businesses, retailers, and entrepreneurs increase customer engagement and sales productivity in periods of extended remote work, social distancing, and pandemic related store closures VERB Technology Company, Inc, a rapidly emerging market leader in business-focused interactive video sales and......
Schwab Advisor Services Brings Industry Providers Together for Third-Party Technology Forum
Business Fintech News

Schwab Advisor Services Brings Industry Providers Together for Third-Party Technology Forum

FTS News Desk
by FTS News Desk044
Schwab Advisor Services kicked off its first virtual Technology Forum this week for technology providers who work with Schwab and TD Ameritrade Institutional. Held over two days, more than 150 of the independent advisor industry’s top technology professionals gathered online to share ideas and hear updates from executives at Schwab......