Tag : CRM

Fenergo-Launches-KYC-_-Onboarding-for-Salesforce-on-Salesforce-AppExchange_-the-World's-Leading-Enterprise-Cloud-Marketplace
Banking Fintech News

Fenergo Launches KYC & Onboarding for Salesforce on Salesforce AppExchange, the World’s Leading Enterprise Cloud Marketplace

Fintech News Desk
by Fintech News Desk0
Fenergo today announced it has launched Fenergo KYC & Onboarding for Salesforce on Salesforce AppExchange, providing customers with new ways to deliver automated straight through client journeys while satisfying Anti-Money Laundering (AML) and Know Your Customer (KYC) regulatory requirements. The app connects Fenergo’s client lifecycle management (CLM) and regulatory intelligence with......
LeaseQuery Collaborates with Microsoft to Lay a Foundation for Seamless Lease Accounting Transitions
Business Fintech News

LeaseQuery Collaborates with Microsoft to Lay a Foundation for Seamless Lease Accounting Transitions

Fintech News Desk
by Fintech News Desk0
LeaseQuery’s lease accounting software integrates with Microsoft Dynamics 365, adding another layer to customers’ digital transformation initiatives LeaseQuery, a leading provider of purpose-built lease accounting software, announced it is integrating its solution with Microsoft Dynamics 365 Finance and Business Central, an industry leader in enterprise resource planning (ERP) and customer......
MaxMyInterest Integrates with Redtail Technology
Banking Business Fintech News Robotic Process Automation

MaxMyInterest Integrates with Redtail Technology

Fintech News Desk
by Fintech News Desk0
Industry-leading CRM adds one-click onboarding to help advisors’ clients earn more on cash with premier high-yield cash solution MaxMyInterest (“Max”), a provider of innovative cash management solutions for financial advisors and their clients, today announced an integration with Redtail Technology (“Redtail”), a leader in client relationship management (CRM) solutions for the financial......
TaxAct and TaxDome Partner to Help Tax Pros Modernize Their Practices
Business Fintech News

TaxAct and TaxDome Partner to Help Tax Pros Modernize Their Practices

Fintech News Desk
by Fintech News Desk0
 2020 made one thing extremely clear to tax professionals: the ability to manage their practices online is now an operational and competitive necessity. Thanks to a new partnership between TaxAct® and TaxDome®, tax professionals are now able to modernize their practices with everything they need to run their practices digitally today......
RecVue Raises $13M Series A to Automate Order-to-Cash Process for Enterprises and Bridge the Gap between CRM and ERP systems
B2C Banking Business Fintech News

RecVue Raises $13M Series A to Automate Order-to-Cash Process for Enterprises and Bridge the Gap between CRM and ERP systems

Fintech News Desk
by Fintech News Desk0
    Funding will build upon the company’s track record of delivering recurring billing     and revenue solutions, turning $36B into $150B revenue under management in just     18 months RecVue, provider of Order Lifecycle Management (OLM) solutions designed to modernize the complex order-to-cash (O2C) processes for enterprises,......
LexisNexis-InterAction-Awarded-'Overall-Client-Relationship-Management-Company-of-the-Year'-by-LegalTech-Breakthrough
Artificial Intelligence Business Fintech News

LexisNexis InterAction Awarded ‘Overall Client Relationship Management Company of the Year’ By LegalTech Breakthrough

Fintech News Desk
by Fintech News Desk0
LexisNexis , a leading client relationship management (CRM) solution purpose-built for legal and professional services, today announced it has been named Overall Client Relationship Management Company of the Year by LegalTech Breakthrough. Read More: Curioinvest Launches Capital Dex, the Decentralized Exchange Primarily For Security Tokens LegalTech Breakthrough is a leading market......
ADROSONIC-INSTANDA Launch New Partnership to Rev Up Insurance Sector's Digital Transformation
Fintech InsurTech News

ADROSONIC-INSTANDA Launch New Partnership to Rev Up Insurance Sector’s Digital Transformation

Fintech News Desk
by Fintech News Desk0
In a significant development to accelerate the ongoing digital transformation in the insurance industry, digital consulting firm ADROSONIC has entered a partnership with INSTANDA, a UK-based SaaS Insurance software platform. Industry experts say that ADROSONIC’s insurance domain expertise and INSTANDA’s no code platform will empower insurers with the agility to......
eKeeper Launches New CRM System for Lenders With the Cambridge Building Society
Business Fintech News

eKeeper Launches New CRM System for Lenders With the Cambridge Building Society

Fintech News Desk
by Fintech News Desk0
eKeeper has launched a new customer relationship management (CRM) system for lenders. Called Intermediary Manager, it can also be used by other product providers, such as savings providers, pensions and wealth providers and insurers. It is launching today with the Cambridge Building Society as the first subscriber to the system.......
Lodasoft-Names-Scott-Gabel-Vice-President-of-Sales
Business Fintech News

Lodasoft Names Scott Gabel Vice President of Sales

Fintech News Desk
by Fintech News Desk0
Lodasoft, a Digital Workflow Platform designed by mortgage veterans to revolutionize loan origination and task automation, today announced the addition of Scott Gabel as its new Vice President of Sales. In his role, he will spearhead the company’s business development efforts and expand Lodasoft’s visibility within the marketplace. Read More: Mazooma......
First Financial Bank Partners with 360 View to Elevate Customer Relationships
Business Fintech News

First Financial Bank Partners with 360 View to Elevate Customer Relationships

Fintech News Desk
by Fintech News Desk0
360 View, a trusted provider of customer relationship management software designed specifically for banks and credits unions, announced that First Financial Bank will be implementing its CRM growth platform in efforts to bring customer interactions to a new level. Read More: NOW Insurance Closes $2.5 Million Seed Round, Enhances AI-Enabled......
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