Tag : CRM

Preqin Anywhere: Access Preqin Data Wherever You Are
Fintech News

Preqin Anywhere: Access Preqin Data Wherever You Are

Fintech News Desk
by Fintech News Desk0
Preqin  launches its new program: Preqin Anywhere. Preqin Anywhere is a commitment from Preqin that its clients should be able to access the alternative assets industry’s most powerful data and insights in whatever way best suits them. To that end, Preqin has provided remote-access tools and collaborated with other providers......
8 Ways in Which Optimized Point of Delivery Payment Apps Will Change the Face of Logistics
Fintech Guest Posts

8 Ways in Which Optimized Point of Delivery Payment Apps Will Change the Face of Logistics

Darren Chan
by Darren Chan0
Money, money, money, must be funny in the rich man’s world—that’s how the song by ABBA goes. If you own a transportation company, you’re already familiar with the proof of delivery (POD). It’s a document that proves the customer received the goods you sent. And it can be either a......
Q4 Inc. Secures $25 Million From CIBC Innovation Banking to Support Ongoing Growth
Banking Fintech News

Q4 Inc. Secures $25 Million From CIBC Innovation Banking to Support Ongoing Growth

Fintech News Desk
by Fintech News Desk0
CIBC Innovation Banking is pleased to announce a $25 million credit facility for Q4 Inc. (Q4), a Toronto based leading global provider of cloud-based investor relations and capital markets solutions. Q4 will use this latest growth financing to support continued scaling of its team, deepening of its best-in-class technology platform,......
Yardi Introduces New Payment Deferral Technology
Fintech News

Yardi Introduces New Payment Deferral Technology

Fintech News Desk
by Fintech News Desk0
Helps residential property managers assist residents impacted by COVID-19  Yardi released a software update that allows residential property management companies to manage and track rent deferral payment plans and recoveries. The release was fast-tracked so that property managers can accommodate residents who have been impacted by COVID-19. Read More: Former U.S.......
BlueSnap Named "Best Payment Gateway - Global" by CFI.co
Capital Markets Fintech News

BlueSnap Named “Best Payment Gateway – Global” by CFI.co

Fintech News Desk
by Fintech News Desk0
BlueSnap’s All-in-One Payment Platform wins over the judges with frictionless cross-border transactions, Intelligent Payment Routing, and a near-perfect client retention rate BlueSnap, the All-in-One Payment Platform, has been named “Best Payment Gateway – Global” by CFI.co, a print journal and online resource reporting on business, economics, and finance. BlueSnap, both......
AdvisorTouch Announces the Integration of Their Workflow System Into Wealthbox CRM
Business Fintech News

AdvisorTouch Announces the Integration of Their Workflow System Into Wealthbox CRM

Fintech News Desk
by Fintech News Desk0
Formerly Fox Financial Planning Network AdvisorTouch, formerly known as Fox Financial Planning Network, officially announced today the completion of the integration of AdvisorTouch’s custom workflow templates and system into Wealthbox CRM.  The integration will enable wealth management firms to work more efficiently and profitably, devote more time to client relationships......
Westbrook Builds Highly Customer Centric Service Platform for Bank ABC's New Digital, Mobile-Only Bank 'ila' on Salesforce Service Cloud
Banking Fintech News

Westbrook Builds Highly Customer Centric Service Platform for Bank ABC’s New Digital, Mobile-Only Bank ‘ila’ on Salesforce Service Cloud

Fintech News Desk
by Fintech News Desk0
Westbrook develops highly customer centric CRM and service platform on Salesforce Service Cloud for Bank ABC’s digital, mobile-only bank – ‘ila’ to roll out from Bahrain across multi territories in MENA. Westbrook was engaged by Bank ABC to build out a highly customer centric platform on Salesforce Service Cloud to both act......
ABCoA Deal Pack Partners With QuotePro to Provide Another Option to Receive Customers' Payments in Real-Time
Fintech News

ABCoA Deal Pack Partners With QuotePro to Provide Another Option to Receive Customers’ Payments in Real-Time

Fintech News Desk
by Fintech News Desk0
ADVANCED BUSINESS COMPUTERS OF AMERICA, INC. (ABCoA) is pleased to announce the integration between QuotePro kiosk and Deal Pack. ABCoA Deal Pack, the leader in Dealer Management Systems (DMS) for the independent car dealers, BHPH / LHPH car dealers, and finance companies, announced it is fully integrated with QuotePro Kiosk, the......
Advyzon Revamps Platform with New BI, CRM, Data Integration Capabilities
Fintech News

Advyzon Revamps Platform with New BI, CRM, Data Integration Capabilities

Fintech News Desk
by Fintech News Desk0
Investment Advisors Can Now Spend More Time on What Matters: Helping Clients Advyzon announces a significant update to its all-in-one, cloud-based financial advisor platform. The new version includes tools that make it easier for investment advisors to manage and grow their businesses while improving service to their clients. Advyzon is demonstrating......
Redtail Technology Survey: Advisors Still Rely on Traditional Communication Methods
Banking Fintech News

Redtail Technology Survey: Advisors Still Rely on Traditional Communication Methods

Fintech News Desk
by Fintech News Desk0
“Advisorcomms 2019” Survey Finds Nearly 90% of Advisory Firm Employees Believe Their Clients Would Like to Communicate With Them via Text Message Redtail Technology , a leading provider of client relationship management (CRM) solutions for financial services firms, published the results from its “AdvisorComms 2019” survey, which found that in-person......
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