Tag : President and CFO

Gotransverse Launches Self-Service Portal to Expand Enterprise Monetization Operations and Customer Account Management
Digital Payments Finance News

Gotransverse Launches Self-Service Portal to Expand Enterprise Monetization Operations and Customer Account Management

Business Wire
by Business Wire0
Gotransverse announced the launch of its new Self-Service Portal, extending the company’s enterprise monetization platform with secure, role-based access to orders, payments, invoices, services, usage visibility, and account management workflows. Read More on Fintech : Global Fintech Interview with Rob Young, Managing Director – UK at InDebted Built directly into the Gotransverse......
Gradient Financial Group Selects Wealthbox CRM and AI Notetaker for 2,000+ Users
Artificial Intelligence Finance News

Gradient Financial Group Selects Wealthbox CRM and AI Notetaker for 2,000+ Users

PR Newswire
by PR Newswire0
Wealthbox, the highest-rated CRM platform for financial advisors, announced that Gradient Financial Group, a financial services enterprise headquartered in Minnesota, has selected Wealthbox Enterprise CRM and the Wealthbox AI Notetaker for rollout across its network of financial professionals and employees throughout its family of 13 companies. The implementation will begin......
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