Tag : CRM

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......
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......
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