Tag : CRM

Getting Paid and Managing Customers Now Easier for Small Businesses with Integrated CRM Solution
Business Fintech News

Getting Paid and Managing Customers Now Easier for Small Businesses with Integrated CRM Solution

Fintech News Desk
by Fintech News Desk0
HubSpot for QuickBooks connects critical business functions for a 360 degree view of financial health Today, Intuit launched HubSpot for QuickBooks, an integrated CRM and financial management solution to help growing businesses speed up sales cycles and to allow sales and finance teams to work together more efficiently. Businesses get......
Reflecting on 2020 and Preparing for 2021: SaaS and Banking
Banking Fintech Guest Posts

Reflecting on 2020 and Preparing for 2021: SaaS and Banking

Nathan Baumeister
by Nathan Baumeister0
The pandemic undoubtedly accelerated the longstanding trend of digital adoption in all industries, especially banking. Socially distant workplaces and rapidly evolving customer expectations have driven banks and credit unions to adopt and maintain cutting-edge technology at unparalleled speed. As financial institutions continue to expand their high-tech capabilities into 2021, the......
Redtail Technology Survey: Advisors Still Rely on Traditional Communication Methods
Business Fintech News

Redtail Technology Survey Uncovers 86% of Advisors Were Technologically Prepared To Work From Home

Fintech News Desk
by Fintech News Desk0
Redtail Technology (“Redtail”), a leading provider of client relationship management (CRM) solutions for financial services firms, published the results from their 2020 “Working Remotely” survey, which set out to uncover how advisors adapted during COVID-19. Read More: Opportunity Fund Partners with Lendio and Funding Circle, Increasing Small Businesses’ Access to Credit Redtail......
Warba Bank & Eurisko Mobility Power through the COVID-19 Lockdown to Continue the Bank's Digital Transformation
Artificial Intelligence Business Fintech News

Imaweb Announces The Launch Of Digital Invoicing For The Automotive Distribution Market In Partnership With Esker

Fintech News Desk
by Fintech News Desk0
Imaweb, a leading provider of dealership management systems (DMS) and customer relationship management solutions (CRM) for the automotive industry in Europe, today announced the launch of digital invoicing in partnership with Esker, a worldwide leader in AI-driven process automation solutions and pioneer in cloud computing. Read More:  PPS Goes Green......
Northern Virginia’s Burke & Herbert Bank Partners with 360 View as Integral Part of their CRM Strategy
Banking Business Fintech News

Northern Virginia’s Burke & Herbert Bank Partners with 360 View as Integral Part of their CRM Strategy

Fintech News Desk
by Fintech News Desk0
Virginia’s oldest bank partners with 360 View to provide the primary tool for their next evolution in customer relationship management. 360 View provides a comprehensive view of the customer, offering Burke & Herbert Bank the ability to track every customer interaction and translate the data into relevant customer care at......
Filogix, a Finastra business, acquires Doorr
Business Fintech News

Filogix, a Finastra business, acquires Doorr

Fintech News Desk
by Fintech News Desk0
Strategic investment will deliver next generation solutions to the Canadian mortgage market, including consumers, brokers and lenders Finastra, via its Canadian mortgage business Filogix, has acquired Doorr, a provider of cloud-based point-of-sale mortgage application software used by brokers to improve the mortgage experience. The deal is part of Finastra’s strategic......
Leading Payment Processor VizyPay Reaches $1B Mark in Payments Processed in Three Years; Expects to Pass $2B in 2021
Fintech News

Leading Payment Processor VizyPay Reaches $1B Mark in Payments Processed in Three Years; Expects to Pass $2B in 2021

Fintech News Desk
by Fintech News Desk0
 VizyPay, an award-winning leader in the payment processing industry, announces it has passed the $1B milestone in payments processed since its founding in 2017 and is projected to reach a collective $2B in processing in 2021. Read More: SBLI Increases Coverage to $750K for All Risk Classes With Contactless Digital......
Mediaocean Scales Omnichannel Advertising Platform Using Gotransverse Billing
Fintech News

Mediaocean Scales Omnichannel Advertising Platform Using Gotransverse Billing

Fintech News Desk
by Fintech News Desk0
Gotransverse Cloud Billing Solution Scales to Handle Billions in Media Spend Faster than Ever Across Complex, Multichannel Media Contracts Gotransverse (www.gotransverse.com), the leading provider of enterprise order-to-cash solutions, has been engaged by Mediaocean (www.mediaocean.com), the modern system of record for omnichannel advertising, to improve the speed and accuracy of media......
Levitate Partners with Redtail Technology to Bring Keep-in-Touch Marketing Solution to the Finance Industry
Business Fintech News

Levitate Partners with Redtail Technology to Bring Keep-in-Touch Marketing Solution to the Finance Industry

Fintech News Desk
by Fintech News Desk0
Users of Redtail CRM can now seamlessly integrate with Levitate’s personalized marketing tools. Levitate, the keep-in-touch marketing platform started by former ShareFile founder Jesse Lipson, announced an integration partnership with Redtail Technology, the leading provider of client relationship management (CRM) solutions for financial advisors. Read More: SBLI Increases Coverage to $750K......
Exploring “Investor Relations” Software and Their Benefits with Mentions On Top Globally Known Providers
Featured Fintech Investment Services

Exploring Investor Relations Software and Their Benefits

Fintech News Desk
by Fintech News Desk0
Combining finance, communication and marketing, investor relations (IR) centralizes the communication between a public company, its stakeholders and the key investors. Constant upkeep of investor relations is also important because investors play a crucial role in the success of the organization. As they are crucial to the success of the......
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