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…
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Funding will build upon the company’s track record of delivering recurring billing and revenue solutions, turning $36B into $150B revenue under management in just …
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LexisNexis , 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…
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In 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….
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eKeeper 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…
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Lodasoft, 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….
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360 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…
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Integration 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…
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Insellerate, 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…
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Former 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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