Tag : CRM

Baker Hill Leadership Receives Recognition Throughout 2020
Banking Business Fintech News Risk Management

Baker Hill Poised for Market Growth with the Most Recent Updates to Baker Hill NextGen

Fintech News Desk
by Fintech News Desk0
Baker Hill, the leading financial technology provider in delivering solutions for commercial, small business and consumer loan origination, risk and relationship management, CECL, and analytics, announces the summer release of Baker Hill NextGen. This update release contains many new features and enhancements such as new capabilities to streamline Small Business......
Bright Pattern Contact Center Deployed by the Leading Real Estate Marketplace in the US
Artificial Intelligence Fintech News

Bright Pattern Contact Center Deployed by the Leading Real Estate Marketplace in the US

Fintech News Desk
by Fintech News Desk0
Bright Pattern, a leading provider of AI-powered cloud contact center software for innovative companies, announced that it was deployed by the leading real estate marketplace in the US to support customers over voice and chat. The company is dedicated to empowering consumers with data and inspiration around the place they call home.......
Republic Capital Group Investing in Creativemass, a FinTech Software Company
Banking Capital Markets Fintech Investment Services News

Republic Capital Group Investing in Creativemass, a FinTech Software Company

Fintech News Desk
by Fintech News Desk0
Republic Capital Group, a firm specializing in providing investment banking services to the RIA, asset and wealth management communities, is announcing it is investing in Creativemass, a co-located U.S. and Australian financial services software company providing wealth management solutions through its flagship product, WealthConnect. Read More: GlobalFintechSeries Interview with Brandon......
Propertybase Launches Next Generation Real Estate Platform When Simplification & Improved Collaboration Are Most Needed
Fintech News

Propertybase Launches Next Generation Real Estate Platform When Simplification & Improved Collaboration Are Most Needed

Fintech News Desk
by Fintech News Desk0
With the next generation release of the Propertybase GO real estate platform, brokerages and teams can now pivot their strategy to include simplified software aimed at further enabling agent action and productivity. Aptly named to reflect its turnkey approach, Propertybase GO puts improved user experiences at the forefront comprising a......
Featured Fintech Fintech Startups

Ten Ways Virtual Assistants Can be Good for Financial Advisors

Fintech News Desk
by Fintech News Desk0
Top Tips to Implement Virtual Assistants on your Fintech / Finance Site Financial advisors have to pay specific attention to the needs of each client and prospect, they need to spend more time understanding their unique requirement to be able to offer the right solution in time. Because often times,......
Avalara Enhances Portal for Developers with Improved Capabilities and User Experience
Business Fintech News Robotic Process Automation

Avalara Announces 20 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 20 newly certified integrations with accounting, ERP, ecommerce, point-of-sale, mobile commerce, and CRM software applications. Read More: M Financial Group Licenses FAST Software to Enable New Digital Ecosystem for Member Firms Avalara......
InsurTech Leader Delivers Industry's First Commercial Submissions Platform to Agency and Carrier Design Partners
Business Fintech InsurTech News

InsurTech Leaders Partner to Equip Independent Agents With Tailored Business Solutions

Fintech News Desk
by Fintech News Desk0
Agencies and insureds benefit from Vertafore’s CRM integration and industry partnerships Vertafore announced the expansion of its open agency management system architecture with the addition of five new members to the Vertafore Orange Partner Program and the release of AMS360 Connect™. The new integrations of leading business solutions with Vertafore......
HawkSoft Announces Integration With Better Agency Insurance CRM to Automate Marketing and Sales Campaigns
Fintech News

HawkSoft Announces Integration With Better Agency Insurance CRM to Automate Marketing and Sales Campaigns

Fintech News Desk
by Fintech News Desk0
Agencies using HawkSoft can leverage automation for emails, Google reviews, renewals, claims, cross-selling, and task management. HawkSoft’s 25-year history is highlighted by unrelenting focus on building software from the independent agent’s point of view. HawkSoft is proud to announce integration with a likeminded partner in Better Agency, which delivers easy-to-use......
Zipari Launches Employer and Member Acquisition Center to Accelerate the Health Insurance Sales Pipeline
B2C Fintech InsurTech News

Zipari Launches Employer and Member Acquisition Center to Accelerate the Health Insurance Sales Pipeline

Fintech News Desk
by Fintech News Desk0
Zipari, the company behind the first and only consumer experience platform built specifically for health insurance, is excited to announce the launch of its Employer and Member Acquisition Center (EMAC). This new product enhances healthcare-payers’ sales strategy with a pre-configured customer relationship management (CRM) tool to accelerate the sales pipeline......
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