Tag : CRM

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