Tag : CRM

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......
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,......
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