Tag : CRM

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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