Tag : CRM

Tray.io Launches Low-code Solution to Remove Manual Finance Work and Automate Order-to-cash Operations
Finance News

Tray.io Launches Low-code Solution to Remove Manual Finance Work and Automate Order-to-cash Operations

Business Wire
by Business Wire0
Equips Finance Teams to Maintain Steady Cash Flows by Expediting Payment Collection and Eliminating Sluggish, Error-prone and Inefficient Processes Tray.io, the leader in low-code automation and integration, launched a new order-to-cash solution for finance and operations teams to automate and accelerate the payment collection process while eliminating departmental silos and reducing data entry......
Salesforce to Invest $4 Billion in Its UK Business Over 5 Years
Investment Services News

Salesforce to Invest $4 Billion in Its UK Business Over 5 Years

Business Wire
by Business Wire0
Salesforce pledges to invest in AI innovation, customer success and growth in the UK Company welcomes 14,000 registered attendees to World Tour London: AI Day to hear from customers including Aston Martin Lagonda, Heathrow Airport, Marks & Spencer and Santander UK Salesforce UK employees pledge to volunteer 100,000 hours in their......
Total Expert Enters Insurance Market as Platform Drives ROI Across the Financial Enterprise
Fintech InsurTech News

Total Expert Enters Insurance Market as Platform Drives ROI Across the Financial Enterprise

Business Wire
by Business Wire0
Insurance companies can now use turnkey marketing automation and customer intelligence to deliver the perfect customer journey across every financial milestone Total Expert, the CRM and customer engagement platform purpose-built for modern financial institutions, is helping insurance agencies and brokerages modernize their marketing processes and provide agents with actionable insights......
Creatio Partners with EmpowerFi to Equip More Banks and Credit Unions with No-Code-Powered CRM
Finance Fintech News

Creatio Partners with EmpowerFi to Equip More Banks and Credit Unions with No-Code-Powered CRM

Fintech News Desk
by Fintech News Desk0
This new partnership aims to boost the adoption of no-code automation tools among financial organizations Creatio, a global vendor of one platform to automate workflows and CRM with no-code and a maximum degree of freedom, announced its partnership with EmpowerFi. EmpowerFi is a leading provider of strategic marketing, automation, AI/ML......
Importance Of Customer Experience Management In Fintech Industry
Featured Fintech Fintech Primers

Importance Of Customer Experience Management In Fintech Industry

Pooja Choudhary
by Pooja Choudhary0
Customer Experience In Fintech: What Does It Entail? Customer evaluates a fintech proposal based on the benefits they perceive. The consumer experience is impacted by many perks. In this article, we intend to examine the few variables that influence the fintech consumer experience in the context of speed, assurance, ease......
How AI Is Driving Ecommerce App Development
Artificial Intelligence Commerce E-commerce Featured Finance Fintech Primers Fintech Radar

How AI Is Driving Ecommerce App Development

Fintech Staff Writer
by Fintech Staff Writer0
In this article, we shall be covering out our best about AI and how it is driving Ecommerce App development. It shall give a good insight into the best applications of AI in Ecommerce. Snapshot Of AI Artificial Intelligence is a concept that dominates the world of technology. Although it......
B2B Cloud News

MadeMarket Selects CapLinked As Virtual Data Room Solution

Fintech News Desk
by Fintech News Desk0
CapLinked, Inc. a developer of cloud-based information control software, and MadeMarket, Inc. a provider of deal-management CRM, announced a new partnership that brings together two technology innovators. Under the partnership, MadeMarket will offer virtual data room (VDR) functionality powered by CapLinked, which will be directly integrated into MadeMarket’s deal management CRM software.......
Business Cloud News

MessageMedia Announces Integration Into Bigcommerce Platform To Streamline Two-way Customer Engagement For Retailers

Fintech News Desk
by Fintech News Desk0
MessageMedia, a leading global messaging solution for small and medium-sized businesses, announced an Early Access Program (EAP) to its direct integration with BigCommerce (NASDAQ: BIG), a leading Open SaaS ecommerce platform for established and fast-growing B2C and B2B brands. The new MessageMedia SMS Marketing integration provides tens of thousands BigCommerce......
Total Expert Releases Features to Help Banks and Lenders Build Pipeline in a Compressed Market
Lending Mortgage News

Total Expert Releases Features to Help Banks and Lenders Build Pipeline in a Compressed Market

Fintech News Desk
by Fintech News Desk0
The summer product release includes capabilities and integrations to drive pipeline through new referral partners and improved lead management Total Expert, the CRM and customer engagement platform purpose-built for modern financial institutions, is rolling out new capabilities to help banks, lenders, and credit unions fill their pipelines with high-quality leads......
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Revature and Salesforce Expand Partnership to Build a Talent Pipeline Trained and Certified in Salesforce B2B Commerce Cloud

Fintech News Desk
by Fintech News Desk0
Revature becomes the first Salesforce B2B Commerce Cloud Authorized Training Partner Revature, the largest employer of entry-level technology talent in the United States, and Salesforce, the global leader in Customer Relationship Management (CRM), today announced a program to train and certify emerging tech talent in Commerce Cloud, a cloud-first solution that......
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