Tag : CRM

Artificial Intelligence News

FP Alpha and Redtail Technology Announce New Integration

Fintech News Desk
by Fintech News Desk0
FP Alpha, an AI-driven comprehensive wealth management solution that helps advisors identify and provide actionable recommendations to clients, is now integrated with Redtail Technology FP Alpha, an AI-driven wealth management solution for financial advisors, announced today a new client data integration with Redtail Technology (Redtail), a leading provider of client relationship management......
BillingPlatform Accelerates Lead-to-Revenue Process through Seamless Integration with Leading Enterprise Systems
Fintech Investment Services News

BillingPlatform Accelerates Lead-to-Revenue Process through Seamless Integration with Leading Enterprise Systems

Fintech News Desk
by Fintech News Desk0
Bi-directional integrations to leading CRM, CPQ, ERP and other financial systems help customers realize digital transformation initiatives(BillingPlatform) BillingPlatform, the leading global cloud-based monetization and billing solution provider, announced the availability of out-of-the-box connectors to key enterprise systems, including Salesforce.com, Microsoft Dynamics and Oracle NetSuite. These bi-directional integrations streamline the lead-to-revenue process for customers......
Appway's Client Lifecycle Management Technology Solution Deployed by Assante Wealth Management
Fintech News

Appway’s Client Lifecycle Management Technology Solution Deployed by Assante Wealth Management

Fintech News Desk
by Fintech News Desk0
Digital Orchestration Streamlines Account Processes Appway, a leading global provider of business process automation software focused on client onboarding and client lifecycle management for financial institutions, announced that Assante Wealth Management has deployed its Client Lifecycle Management (CLM) solution to digitally orchestrate its client and account maintenance. A straight-through process seamlessly links Appway’s......
MPOWER Financing Adds Jatin Rajput, Global Financial Services Executive and Fintech Investor, to Its Board
Business Fintech News

NewRez Accelerates the Digital Transformation of its Lending Experience in Collaboration with Salesforce

Fintech News Desk
by Fintech News Desk0
NewRez LLC, a national mortgage lender and servicing organization, and Salesforce, the global leader in CRM, announced a strategic relationship focused on delivering a consistent, connected experience for borrowers and homeowners across NewRez’s mortgage lending and servicing business. In addition, Salesforce has selected NewRez as a new industry design advisor......
Tax Master Network Launches New Automated SaaS Tax Operating System
Fintech News

Tax Master Network Launches New Automated SaaS Tax Operating System

Fintech News Desk
by Fintech News Desk0
 Tax Master Network Inc. (TMN), a Financial Gravity Companies portfolio company, announced the launch of TMN’s Automated Tax Operating System tool. Tax professionals and financial advisors understand that proactive planning is the key to paying less tax. For 15 years, TMN has offered a unique planning tool that diagnoses the......
Sage Intacct Names Alta Vista Technology a Premier Partner
Business Fintech News

Sage Intacct Names Alta Vista Technology a Premier Partner

Fintech News Desk
by Fintech News Desk0
Sage Intacct, a leader in cloud financial management and accounting software, has named Alta Vista Technology a Premier Partner. Alta Vista joins just a handful of VARs to achieve this status. Sage Intacct Premier Partners are the best of the best, those who provide only the top cloud accounting software and services. Read More: bitFlyer:......
Highland Bank Implements Nutanix Technology to Adapt to the COVID-19 Pandemic
Fintech News

Brinks Israel Embarks on Digital Transformation With Nutanix

Fintech News Desk
by Fintech News Desk0
Nutanix, a leader in enterprise cloud computing, announced that Brinks Israel, a subsidiary of Brinks the global leader in total cash management, route-based secure logistics and payment solutions, has implemented Nutanix as the private cloud infrastructure platform for its digital transformation and new digital-based services. Read More: SIMON Markets LLC......
Skience 13.0 Delivers Mid-Year Platform Enhancements Designed to Drive Efficiency in a New Wealth Management Environment
Business Fintech News

Skience 13.0 Delivers Mid-Year Platform Enhancements Designed to Drive Efficiency in a New Wealth Management Environment

Fintech News Desk
by Fintech News Desk0
Skience, a leading wealth management services and solution provider, announced the delivery of a new release of the firm’s award-winning wealth management platform that provides advanced technology capabilities that allow wealth management firms, financial advisors, and investors to collaborate more efficiently in a secure digital environment. Read More: Kensho Collaborates......
Salesforce Powers PenFed Credit Union's Digital Financial Services and Member Experience Transformation
Fintech News

Salesforce Powers PenFed Credit Union’s Digital Financial Services and Member Experience Transformation

Fintech News Desk
by Fintech News Desk0
PenFed is leveraging Salesforce to provide even more digital conveniences to members during a time of increased demand for remote services Salesforce, the global leader in CRM, announced an expanded relationship with Pentagon Federal Credit Union (PenFed), the nation’s second largest federal credit union, to transform its member platform and......
CRMNEXT Joins Forces With Leading Credit Union Organizations
Business Fintech News

CRMNEXT Joins Forces With Leading Credit Union Organizations

Fintech News Desk
by Fintech News Desk0
Banking CRM Platform Inks Partnerships with NACUSO and CUInsight CRMNEXT, a global CRM solution provider for financial services, is pleased to announce two new partnerships with leading influencers in the credit union space. The company has joined forces with CUInsight, a popular credit union news and resource site, and also......
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