Tag : CRM

BillingPlatform Announces BillingCloud on Salesforce AppExchange, the World's Leading Enterprise Cloud Marketplace
Business Fintech News

BillingPlatform Announces BillingCloud on Salesforce AppExchange, the World’s Leading Enterprise Cloud Marketplace

Fintech News Desk
by Fintech News Desk0
BillingPlatform customers can now benefit from accelerated lead-to-revenue processes with the bi-directional integration between their billing and monetization solution and Salesforce BillingPlatform, a leading global cloud-based monetization and billing solution provider, today announced it has launched BillingCloud on Salesforce AppExchange. BillingCloud empowers customers by connecting billing and invoicing information directly with Salesforce......
Asset-Map and Wealthbox CRM Team Up to Increase Advisor Productivity and Reduce Data Entry
Business Fintech News

Asset-Map and Wealthbox CRM Team Up to Increase Advisor Productivity and Reduce Data Entry

Fintech News Desk
by Fintech News Desk0
Asset-Map, the premier visualized financial planning engagement experience for financial professionals, today announced a new software integration with Wealthbox, one of the leading CRM solutions for financial advisors. This new integration creates a unified technology experience for advisors who use both systems to manage client relationships and engage in compelling planning......
Qgiv Named Fundraising Technology Leader with the Best Results for the Second Consecutive Year by G2 Fall Report
Fintech News

Qgiv Named Fundraising Technology Leader with the Best Results for the Second Consecutive Year by G2 Fall Report

Fintech News Desk
by Fintech News Desk0
Qgiv is ranked as fundraising software with the best overall results among G2’s Fall 2020 fundraising technology leaders. Qgiv, a leading provider of nonprofit fundraising technology, has again received multiple awards in G2’s fundraising software category, including the Best Results overall award for the second consecutive year, Best Results Small......
Gotransverse Partners with Snowflake Data Marketplace to Offer Premier Data Access with Near Real-time Reporting
Business Fintech News

Gotransverse Partners with Snowflake Data Marketplace to Offer Premier Data Access with Near Real-time Reporting

Fintech News Desk
by Fintech News Desk0
Gotransverse Offers Add-on That Enables Direct Queries to Billing Data Stored in the Snowflake Data Cloud Gotransverse, the leading provider of enterprise order-to-cash solutions, announced an expanded partnership with Snowflake, the cloud data platform, that will make Gotransverse’s Premier Data Access add-on available through the Snowflake Data Marketplace. Premier Data......
CPACharge and TaxDome Release New Integration with Mobile, Remote Access Capabilities
Fintech News

CPACharge and TaxDome Release New Integration with Mobile, Remote Access Capabilities

Fintech News Desk
by Fintech News Desk0
The ability to operate a practice remotely is an important driver of CPA firm success in 2020 Managing an accounting practice or CPA firm online has changed from an option to a necessity in the current pandemic. That’s why the vertical-specific technology companies CPACharge and TaxDome partnered recently to help accounting professionals......
Class Limited Selects BillingPlatform to Automate and Modernize Billing Processes for Leading Wealth Accounting Software
Fintech News

Class Limited Selects BillingPlatform to Automate and Modernize Billing Processes for Leading Wealth Accounting Software

Fintech News Desk
by Fintech News Desk0
Highly configurable, cloud-based platform supports Class’s diverse subscription and consumption business models and integrates with its Salesforce and NetSuite systems BillingPlatform, the leading global cloud-based monetization and billing solution provider, today announced it has signed a multi-year agreement with Class Limited, a leader in cloud-based wealth accounting solutions for accountants, administrators......
Stripe named Leader by Forrester, strikes global commerce partnership with Salesforce
Business Fintech News

Stripe named Leader by Forrester, strikes global commerce partnership with Salesforce

Fintech News Desk
by Fintech News Desk0
Stripe announced that it was named a Leader in the Forrester Wave™ report on Global Merchant Payments Providers, Q3 2020, achieving the highest scores by any ranked company in both strategy and current offering. Concurrently, CRM giant Salesforce announced that Stripe will power Commerce Cloud Payments. With this partnership, Salesforce joins hundreds of......
Avalara Enhances Portal for Developers with Improved Capabilities and User Experience
Fintech News

Avalara Announces 16 Newly Certified Integrations into Business Applications

Fintech News Desk
by Fintech News Desk0
Avalara, a leading provider of cloud-based tax compliance automation for businesses of all sizes, announced the release of 16 newly certified integrations with accounting, ERP, ecommerce, point-of-sale, mobile commerce, and CRM software applications. Avalara has been a partner-centric company since its founding in 2004, with a concerted focus on integrating......
SS&C's Black Diamond Wealth Platform Launches Command Center for Investment Advisors
Fintech Investment Services News Risk Management

SS&C’s Black Diamond Wealth Platform Launches Command Center for Investment Advisors

Fintech News Desk
by Fintech News Desk0
The Client View application centralizes all client-focused workflows in one place SS&C Technologies Holdings announced the launch of Client View, a new application within SS&C Black Diamond Wealth Platform. The application brings together all of the platform’s client-focused tools in an informational, interconnected, and actionable “command center” to help advisors manage......
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