Tag : CRM

FinancialForce Named a Leader in IDC MarketScape for Worldwide SaaS and Cloud-Enabled Midmarket Finance and Accounting Applications
Capital Markets Fintech News

FinancialForce Named a Leader in IDC MarketScape for Worldwide SaaS and Cloud-Enabled Midmarket Finance and Accounting Applications

Fintech News Desk
by Fintech News Desk0
Report recognizes FinancialForce’s strengths in Salesforce integration and financial analytics FinancialForce, provider of the only modern ERP suite and the #1 Professional Services Automation (PSA), announced it has been named a Leader in the IDC MarketScape: Worldwide SaaS and Cloud-Enabled Midmarket Finance and Accounting Applications 2020 Vendor Assessment. Read More: Kreditech Rebrands......
University of Miami Herbert Business School and 2U, Inc. Launch FinTech Boot Camp
Fintech Investment Services News

Franklin Templeton Acquires Digital Wealth Leader AdvisorEngine

Fintech News Desk
by Fintech News Desk0
Acquisition Adds New Technology to Power Financial Advisor Solutions for Franklin Templeton Franklin Resources, a global investment management organization operating as Franklin Templeton, announced that it has acquired AdvisorEngine Inc., a digital wealth platform and provider of technology and consulting services to more than 1,200 financial advisory firms in the United......
ProNexus Joins NetSuite Solution Provider Program
Business Fintech News

ProNexus Joins NetSuite Solution Provider Program

Fintech News Desk
by Fintech News Desk0
Leading management consulting and professional services firm launches NetSuite practice to meet the growing demand for cloud ERP ProNexus LLC, a non-attest finance and accounting firm, announced that it has joined the Oracle NetSuite Solution Provider Program. With NetSuite, ProNexus will help its customers take advantage of a powerful cloud......
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......
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