Tag : CRM

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......
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:......
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