Tag : CRM

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......
Copper Integrates With Square To Manage Cash Flow From Within CRM
Digital Mobile Banking News Technology

Copper Integrates With Square To Manage Cash Flow From Within CRM

Fintech News Desk
by Fintech News Desk0
Integration offers better visibility and understanding of customer health Copper is pleased to announce that it has partnered with Square on a first-of-its-kind integration to manage invoicing and payments directly inside of Copper CRM. Copper and Square customers will benefit from a native integration that makes it possible to manage......
Insellerate-Launches-DATA-IE™-Solution
Business Fintech News

Insellerate Launches DATA IE Solution

Fintech News Desk
by Fintech News Desk0
Insellerate, the leading mortgage Customer Experience Platform featuring Lead Management, CRM & Engagement that helps lenders close more loans by increasing efficiency gains across sales, marketing, operations management, announces the release of its DATA IE solution. Read More:  insightsoftware Announces Intent to Acquire IDL Group This innovative solution allows lenders......
DealCloud Dealmaker Pulse Survey Shows Deal Activity Is Ready to Plateau
Capital Markets Fintech News

DealCloud Appoints James Brierley as Solutions Engineer for EMEA

Fintech News Desk
by Fintech News Desk0
Former Park Square Capital Technology Lead Tapped to Address Rapid Growth in Region DealCloud, the premier provider of deal, relationship, and firm management software to capital market firms, announces the appointment of James Brierley as Solutions Engineer, based in London. With more than 7 years of experience across asset classes with a......
Getting Paid and Managing Customers Now Easier for Small Businesses with Integrated CRM Solution
Business Fintech News

Getting Paid and Managing Customers Now Easier for Small Businesses with Integrated CRM Solution

Fintech News Desk
by Fintech News Desk0
HubSpot for QuickBooks connects critical business functions for a 360 degree view of financial health Today, Intuit launched HubSpot for QuickBooks, an integrated CRM and financial management solution to help growing businesses speed up sales cycles and to allow sales and finance teams to work together more efficiently. Businesses get......
Reflecting on 2020 and Preparing for 2021: SaaS and Banking
Banking Fintech Guest Posts

Reflecting on 2020 and Preparing for 2021: SaaS and Banking

Nathan Baumeister
by Nathan Baumeister0
The pandemic undoubtedly accelerated the longstanding trend of digital adoption in all industries, especially banking. Socially distant workplaces and rapidly evolving customer expectations have driven banks and credit unions to adopt and maintain cutting-edge technology at unparalleled speed. As financial institutions continue to expand their high-tech capabilities into 2021, the......
Redtail Technology Survey: Advisors Still Rely on Traditional Communication Methods
Business Fintech News

Redtail Technology Survey Uncovers 86% of Advisors Were Technologically Prepared To Work From Home

Fintech News Desk
by Fintech News Desk0
Redtail Technology (“Redtail”), a leading provider of client relationship management (CRM) solutions for financial services firms, published the results from their 2020 “Working Remotely” survey, which set out to uncover how advisors adapted during COVID-19. Read More: Opportunity Fund Partners with Lendio and Funding Circle, Increasing Small Businesses’ Access to Credit Redtail......
Warba Bank & Eurisko Mobility Power through the COVID-19 Lockdown to Continue the Bank's Digital Transformation
Artificial Intelligence Business Fintech News

Imaweb Announces The Launch Of Digital Invoicing For The Automotive Distribution Market In Partnership With Esker

Fintech News Desk
by Fintech News Desk0
Imaweb, a leading provider of dealership management systems (DMS) and customer relationship management solutions (CRM) for the automotive industry in Europe, today announced the launch of digital invoicing in partnership with Esker, a worldwide leader in AI-driven process automation solutions and pioneer in cloud computing. Read More:  PPS Goes Green......
Northern Virginia’s Burke & Herbert Bank Partners with 360 View as Integral Part of their CRM Strategy
Banking Business Fintech News

Northern Virginia’s Burke & Herbert Bank Partners with 360 View as Integral Part of their CRM Strategy

Fintech News Desk
by Fintech News Desk0
Virginia’s oldest bank partners with 360 View to provide the primary tool for their next evolution in customer relationship management. 360 View provides a comprehensive view of the customer, offering Burke & Herbert Bank the ability to track every customer interaction and translate the data into relevant customer care at......
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