Tag : CRM

Financial Investment Activities Industry | BizVibe Adds New Financial Investment Companies Which Can Be Discovered and Tracked
B2B Finance Fintech News

Financial Investment Activities Industry | BizVibe Adds New Financial Investment Companies Which Can Be Discovered and Tracked

Fintech News Desk
by Fintech News Desk0
BizVibe has expanded the number of companies which can now be discovered and tracked for their financial investment activities industry group. Companies listed under the NAICS category for financial investment activities are defined as being primarily engaged in miscellaneous intermediation (such as investment clubs, venture capital companies, etc.); portfolio management;......
AppCrown Announces Turnkey Multi-Custodial Integration Capability for Salesforce Financial Services Cloud
Finance Fintech News

AppCrown Announces Turnkey Multi-Custodial Integration Capability for Salesforce Financial Services Cloud

Fintech News Desk
by Fintech News Desk0
Turnkey Integrations between CRM with All Major Custodians AppCrown, the pioneer and a leading turnkey integration provider for wealth management systems and Salesforce CRM, has launched multi-custodial integrations for Salesforce Financial Services Cloud (“FSC”). Now, wealth management firms will be able to integrate custodial data (financial accounts, holdings, positions etc.,)......
FinTech Company ENACOMM Onboards Tech Industry Veteran John Sullivan to Deepen Its Presence Nationwide
Fintech News

FinTech Company ENACOMM Onboards Tech Industry Veteran John Sullivan to Deepen Its Presence Nationwide

Fintech News Desk
by Fintech News Desk0
Sullivan to focus on equipping banks and credit unions in the West with solutions for improving the customer experience (CX), fighting financial fraud, and increasing operational efficiency FinTech enablement company ENACOMM is continuing to invest in industry talent with its new hire of John Sullivan as Regional Vice President of......
VERB To Offer Its Livestream eCommerce App Free To All Small BusinessesI in The U.S. Affected By The Pandemic
Business Digital Fintech InsurTech News

VERB To Offer Its Livestream eCommerce App Free To All Small BusinessesI in The U.S. Affected By The Pandemic

Fintech News Desk
by Fintech News Desk0
verbTEAMS, a powerful livestream ecommerce sales and marketing tool, can help small businesses, retailers, and entrepreneurs increase customer engagement and sales productivity in periods of extended remote work, social distancing, and pandemic related store closures VERB Technology Company, Inc, a rapidly emerging market leader in business-focused interactive video sales and......
Schwab Advisor Services Brings Industry Providers Together for Third-Party Technology Forum
Business Fintech News

Schwab Advisor Services Brings Industry Providers Together for Third-Party Technology Forum

Fintech News Desk
by Fintech News Desk0
Schwab Advisor Services kicked off its first virtual Technology Forum this week for technology providers who work with Schwab and TD Ameritrade Institutional. Held over two days, more than 150 of the independent advisor industry’s top technology professionals gathered online to share ideas and hear updates from executives at Schwab......
Spreadhseet Startup Rows Raises $16 Million, Moves Into Public Beta
Fintech Fintech Funding Fintech Startups News

Spreadhseet Startup Rows Raises $16 Million, Moves Into Public Beta

Fintech News Desk
by Fintech News Desk0
Rows.com (previously dashdash), the next generation spreadsheet for developing business tools, announces it has raised a $16 million Series B led by Lakestar. Also participating in the round are previous investors Accel and Cherry Ventures, as well as new angel investor Christian Reber, CEO of Pitch, who joins the Advisory......
PayPoint Adds Installment Payments to Bill Pay Tech
Banking Fintech Investment Services Mobile Banking News

PayPoint Adds Installment Payments to Bill Pay Tech

Fintech News Desk
by Fintech News Desk0
To help businesses meet customer needs and provide greater support for the financially vulnerable, PayPoint is stepping up the benefits for its digital solution, PayByLink. Through PayByLink, companies collecting bill payments – whether on credit or prepaid – can already send tailored, personalised payment reminders by email or SMS, allowing......
OLB Group Announces Plan to Offer Cryptocurrency Payment Options via Blockchain Technology on its OMNICOMMERCE Platform and SecurePay TM Gateway
Cloud Cryptocurrency Currency Exchange Digital Fintech Mobile Banking News

OLB Group Announces Plan to Offer Cryptocurrency Payment Options via Blockchain Technology on its OMNICOMMERCE Platform and SecurePay TM Gateway

Fintech News Desk
by Fintech News Desk0
OLB’s SecurePay TM Payment Gateway to Enable Merchants to Seamlessly Offer Cryptocurrency Payments The OLB Group, a provider of cloud-based omnicommerce and payment acceptance solutions for small and mid-size merchants, announced it has upgraded its SecurePay payment gateway system to support Cryptocurrencies including Bitcoin, Ethereum, USDC and DAI across all......
Tier1 Expands Relationship with Jefferies Bolstering the Firm's 'Client-First' Service Model
Banking Digital Fintech Investment Services News

Tier1 Expands Relationship with Jefferies Bolstering the Firm’s ‘Client-First’ Service Model

Fintech News Desk
by Fintech News Desk0
Tier1 Financial Solutions announced today that Jefferies Financial Group has signed an expanded five-year renewal contract with Tier1 Financial Solutions (“Tier1”), a leading client relationship management (“CRM”) technology provider for capital markets and banking. The multi-thousand seat agreement increases Jefferies’ licenses by 50 percent, demonstrating the firm’s client-first approach and......
VizyPay Wins Silver Stevie Award for Sales & Customer Service in 2021 Stevie Awards
Business Fintech News

VizyPay Wins Silver Stevie Award for Sales & Customer Service in 2021 Stevie Awards

Fintech News Desk
by Fintech News Desk0
VizyPay, a leader in credit card processing for small to mid-sized businesses, today announces it has been honored with a Silver Stevie® Award for its proprietary Customer Relationship Management (CRM) tool for the Innovation in Sales category in the 15th annual Stevie Awards for Sales & Customer Service. The company......
1