Tag : CRM

Rootstock Software Partners with KVP Business Solutions to Deliver Rootstock Cloud ERP to International Markets
Business Fintech News

Rootstock Software Partners with KVP Business Solutions to Deliver Rootstock Cloud ERP to International Markets

Fintech News Desk
by Fintech News Desk0
Rootstock Software, a leading provider of cloud Enterprise Resource Planning (ERP) solutions built on the Salesforce Platform and designed for manufacturing, distribution and supply chain organizations, today announced a channel partnership with KVP Business Solutions, a technology solutions company. Read More: GlobalFintechSeries Interview with Erwan Gelebart, CEO at Veon’s JazzCash “KVP works with......
Tipalti Adds New Partnerships With Burkland, Klear, and SCS Cloud
Fintech News

Tipalti Adds New Partnerships With Burkland, Klear, and SCS Cloud

Fintech News Desk
by Fintech News Desk0
Tipalti, the leading global payables automation platform, today announced three new strategic partnerships to further streamline finance operations for growing companies. The partners include Burkland, a CFO, accounting and tax services company; Klear, an influencer marketing platform; and SCS Cloud, a cloud consulting and implementation provider. Read More: Fannie Mae Promotes Jeffery Hayward to......
What Is a Quote Management Software and Top Quote Management Software Providers With In-Demand Features?
Featured Fintech

What Is a Quote Management Software and a Few Top Quote Management Software Providers

Fintech News Desk
by Fintech News Desk0
“Great salespeople are relationship builders who provide value and help their customers win” – Jefferey Gitomer Good sales numbers are critical for the growth of an organization and a healthy pipeline or the state of it can define and determine future sales. Talking about marketing and sales, things mostly are......
Advisor360° Introduces New Insurance Application for Wealth Management Enterprises
Fintech InsurTech News

Advisor360° Introduces New Insurance Application for Wealth Management Enterprises

Fintech News Desk
by Fintech News Desk0
The Advisor360° platform now provides broker-dealers with enhanced insurance capabilities, helping their advisors to grow their businesses. Advisor360°, provider of a unified, integrated suite of customizable tools for advisors, clients, and enterprises, today announced it has expanded the insurance capabilities of the Advisor360° platform, allowing wealth management firms to further evolve......
Finance Professionals and Industry Leaders to Converge at Revx 2020
Fintech Mobile Banking News

Insellerate Launches First of Its Kind Mobile Solution

Fintech News Desk
by Fintech News Desk0
Transforming Borrower Engagement From the Palm of the Loan Officers Hand Insellerate, the leading mortgage Lead Management, CRM & Engagement Platform that helps lenders close more loans by increasing efficiency gains across sales, marketing, operations, and management, announces the first-of-its-kind Mobile app. Introducing the Next Wave of Mortgage Technology. The......
Hearsay Systems Outreach for BillingCenter Now Available in the Guidewire Marketplace
Business Fintech News

Hearsay Systems Outreach for BillingCenter Now Available in the Guidewire Marketplace

Fintech News Desk
by Fintech News Desk0
Billing engagement solution offers a streamlined, proactive experience that helps agents take client interactions to a new level Hearsay Systems, a trusted leader in compliant digital communications that deliver an authentic, human-client experience for the financial services industry and Guidewire PartnerConnect Solution partner, and Guidewire Software, the platform Property and Casualty......
Unanet A/E Releases New Features to Help Architecture & Engineering Firms Drive Sales Efficiency, Accounting
Fintech Investment Services News

Unanet A/E Releases New Features to Help Architecture & Engineering Firms Drive Sales Efficiency, Accounting

Fintech News Desk
by Fintech News Desk0
Unanet A/E powered by Clearview, the flexible project-based ERP software purpose-built for the architecture and engineering (A/E) industries, released several new features that help A/E firms improve HR, Accounting, and Sales processes. Today’s release further demonstrates Unanet’s commitment to investing and enhancing Unanet A/E so customers can drive efficiency in......
Business Fintech Mobile Banking News

Cardknox’s PaymentSITE Online Form Brings Merchants and Developers Even More Value

Fintech News Desk
by Fintech News Desk0
The customizable form can be set up as a standalone webpage or easily integrated with ERP, CRM, and e-commerce software to process credit card and ACH payments Now more than ever, businesses are looking for ways to process transactions while avoiding in-person interaction. Yet even before the COVID-19 pandemic, a......
BrightStar Care Chooses BillingPlatform to Automate Complex Billing Needs
Business Fintech News

BillingPlatform and Navint Partner to Automate and Accelerate Lead-to-Revenue Transformation for Global Enterprises

Fintech News Desk
by Fintech News Desk0
BillingPlatform, the leading global cloud-based monetization and billing solution provider, and Navint, an advisory and technology firm that helps organizations drive growth and operational efficiency, announced a partnership specifically designed to address the diverse business models and complex billing requirements as enterprises move to digitally transform their businesses. This growing market......
Hearsay Systems Announces New Integrations, Partnership, and Investment to Meet Growing Demand for Last-Mile, Human Client Experience for Financial Services
Business Fintech Investment Services News

Hearsay Systems Announces New Integrations, Partnership, and Investment to Meet Growing Demand for Last-Mile, Human Client Experience for Financial Services

Fintech News Desk
by Fintech News Desk0
Hearsay Systems, a trusted leader in compliant digital communications for the financial services industry, announced a deeper partnership with Salesforce to provide compliance at scale for heavily regulated financial services firms to deliver a human client experience across digital channels. With Salesforce, Hearsay will continue to reinvent the advisor-client experience......
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