Tag : CRM

Eaziya Expands CRM Tool Offering, Launches Tiered Pricing Plans for Broker Flexibility
Fintech News Technology

Eaziya Expands CRM Tool Offering, Launches Tiered Pricing Plans for Broker Flexibility

GlobeNewswire
by GlobeNewswire0
Eaziya, a leading service provider for brokerages, has announced the launch of its new CRM pricing plans, offering tailored options that align with the size and goals of every brokerage firm. With this update, brokers can now select a plan based on what they truly require, without paying for features......
Zocks Announces Strategic Partnership with Practifi to Enhance Wealth Management Workflows
Analytics Artificial Intelligence Fintech News

Zocks Announces Strategic Partnership with Practifi to Enhance Wealth Management Workflows

Business Wire
by Business Wire0
New Integration Enables Seamless Data Flow Between Platforms, Helping Advisors Deepen Client Relationships Through AI-Powered Insights Zocks, an innovative, privacy-first AI platform that turns client conversations into actionable data and insights, announced a strategic partnership with Practifi, the leading CRM built for wealth management. This integration enables seamless two-way data......
QuoteRush & InsuredMine Unite to Enhance Workflow for Independent Insurance Agencies
Finance Fintech InsurTech News

QuoteRush & InsuredMine Unite to Enhance Workflow for Independent Insurance Agencies

EIN Presswire
by EIN Presswire0
With this integration, Auto and Home Renewal Quotes from QuoteRush will automatically sync with InsuredMine, giving agencies real-time access to renewal quotes and eliminating the need for Hands-on data management. This integration is built to simplify the renewal process, ensuring that agencies have the most up-to-date quote information at their......
Practifi Unveils AI-Driven CRM- Strategy to Power the Future of Wealth Management
Artificial Intelligence Fintech News

Practifi Unveils AI-Driven CRM- Strategy to Power the Future of Wealth Management

Business Wire
by Business Wire0
Upcoming AI-Powered Enhancements to Enable Wealth Management Firms to Build Stronger Client Relationships and Drive Exceptional Growth Practifi, the leading CRM purpose-built for wealth management firms, announced its commitment to integrating artificial intelligence (AI) across its platform, empowering financial advisors to enhance client relationships, streamline operations and drive new levels......
Artificial Intelligence Digital Payments Featured Finance Fintech Risk Management Security

How Smart POS Systems are Shaping the Future of Business Operations

Rishika Patel
by Rishika Patel0
As businesses channel the complexities of modern retail and hospitality, smart POS systems are emerging as game-changers in how operations are managed. No longer just tools for processing payments, these advanced platforms have become essential to the entire business ecosystem. Since its inception, smart POS systems have undergone significant evolution,......
FinTech360 Launches Cross-Device Trading Solutions to Meet Growing Mobile Demand in FinTech Industry
Fintech News Trading

FinTech360 Launches Cross-Device Trading Solutions to Meet Growing Mobile Demand in FinTech Industry

GlobeNewswire
by GlobeNewswire0
Revolutionary Trading Platforms for Brokers Now Available Across Mobile and Web FinTech360, a leading B2B provider of fintech solutions for regulated forex brokers, announced the launch of its new cross-device trading solutions, designed to meet the increasing demand for mobile-friendly platforms in the fintech industry. This innovative system enables brokers......
Affinity Names Adam Goldman as Chief Financial Officer
Finance Fintech News

Affinity Names Adam Goldman as Chief Financial Officer

Business Wire
by Business Wire0
Affinity, the leading CRM for private capital,  announced the appointment of Adam Goldman as Chief Financial Officer. A seasoned financial executive with extensive experience in scaling high-growth companies, Adam will lead Affinity’s financial strategy as the company continues its rapid expansion. “My immediate focus will be on aligning our financial strategy......
CUA launches full version of ASAPP OXP® as part of their core banking conversion
Finance Fintech News

CUA launches full version of ASAPP OXP® as part of their core banking conversion

EIN Presswire
by EIN Presswire0
On Monday August 19, Halifax-based CUA launched into production ASAPP Financial Technology’s full omnichannel experience platform in parallel with their core banking and digital banking conversions. Since 2020, CUA leveraged ASAPP’s Origination capabilities as part of the ASAPP OXP® Atlantic credit union community. With the implementation of the Fiserv DNA core banking system,......
Total-Expert’s-Customer-Intelligence-Adds-Automatic-Contact-Record-Enrichment-of-Intent-Signals-to-Help-Loan-Officers-Engage-Customers
Finance Fintech Lending News

Total Expert’s Customer Intelligence Adds Automatic Contact Record Enrichment of Intent Signals to Help Loan Officers Engage Customers

Business Wire
by Business Wire0
Enriched customer profiles with critical life event data enable loan officers to scale personalized interactions and marketing automation Total Expert, the FinServ leader in customer engagement software, has added automatic life milestone updates to contact records to enrich the interactions customer-facing teams have with their clients. The updated customer profile......
Quility Acquires Ninja, Making the SaaS Platform a Key Component of Engagement Strategy
InsurTech News

Quility Acquires Ninja, Making the SaaS Platform a Key Component of Engagement Strategy

PR Newswire
by PR Newswire0
Quility, an award-winning insurtech company, has announced the acquisition of the assets belonging to Ninja Technologies LLC (“Ninja”), a software as a service (SaaS) technology platform that helps insurance agents build their business by offering a one-stop shop for leads, sales automations, CRM, team selling and analytics. This acquisition and the......
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