Tag : sales enablement

Quility Launches Switchboard Funnel, Offering Agents a Streamlined Approach to Sales and Engagement
InsurTech News

Quility Launches Switchboard Funnel, Offering Agents a Streamlined Approach to Sales and Engagement

PR Newswire
by PR Newswire0
Award-winning insurtech, Quility, has announced the launch of its proprietary platform, Switchboard Funnel. Funnel brings life insurance agents an all-in-one sales enablement solution, delivering a simplified, intuitive and effective experience. From lead nurturing to product recommendations and quoting, Switchboard Funnel’s single interface encompasses every component of an agent’s workflow. In early......
Provenir Appoints Cheryl Woodburn New Country Manager for Canada
News Risk Management

Provenir Appoints Cheryl Woodburn New Country Manager for Canada

Fintech News Desk
by Fintech News Desk0
Woodburn brings more than 25 years’ experience in growing markets and creating new value for customers Provenir, a global leader in AI-powered risk decisioning software, announced Cheryl Woodburn has been appointed Country Manager for Canada to support the record-breaking growth the company is experiencing in North America. Woodburn will manage......
Daily Fintech Series Roundup: Top Fintech News, Analytics and Insights 1st March 2023
Fintech News

Daily Fintech Series Roundup: Top Fintech News, Analytics and Insights

Fintech News Desk
by Fintech News Desk0
FTS Daily Roundup starts today! We are covering the top updates from around the world. The updates will feature state-of-the-art capabilities in Fintech insights, Trending fintech news, Crypto, Fintech SaaS, Fintech Cloud, Analytics and AI ML. We will cover the role of FTS Daily Roundup and its application in various industries and......
Highspot Closes $248 Million Series F Round to Accelerate Growth and Product Innovation
Fintech Funding News

Highspot Closes $248 Million Series F Round to Accelerate Growth and Product Innovation

Fintech News Desk
by Fintech News Desk0
Investment will fuel international expansion, product development and hiring across the business Highspot, the sales enablement platform that increases the performance of sales teams, has raised $248 million in Series F funding. Highspot’s post-money valuation is now $3.5 billion, which has quadrupled in the past two years. The company’s total funding is now $648......
Allego and Korsgaden International Partner to Deliver Personalized Consulting and Training Services
Finance News

Allego and Korsgaden International Partner to Deliver Personalized Consulting and Training Services

Fintech News Desk
by Fintech News Desk0
Strategic partnership enables rapid sales results and digital transformation for the insurance and financial services industry Allego, the leading sales enablement platform provider, announced a partnership with Korsgaden International, a leading insurance and financial services consultancy, to offer Korsgaden’s consulting and training services within the Allego sales enablement platform. Together,......
Beyond Announces New Chief Sales Officer, Tim Toombs
Digital Payments News

Beyond Announces New Chief Sales Officer, Tim Toombs

Fintech News Desk
by Fintech News Desk0
Fast-growing payment technology company announces promotion of Tim Toombs to Chief Sales Officer Beyond announced the promotion of Senior Vice President of Sales, Tim Toombs, to Chief Sales Officer. In his new role as CSO, Toombs will oversee the management of the Beyond salesforce, with a special focus on training and......
YCharts Launches New Partnership with United Planners Financial Services
Finance Fintech News

YCharts Launches New Partnership with United Planners Financial Services

Fintech News Desk
by Fintech News Desk0
A new relationship with YCharts will provide United Planners Financial Services & their affiliated advisors with strategic access to a suite of powerful investment analysis tools that simplify client engagements, optimize workflows, and enable smarter investment decisions YCharts, an investment research, analytics, and client communications platform, announced a new partnership......
Broadridge Launches Wealth Lending Network Marketplace
Banking Fintech Fintech Funding Investment Services News Risk Management

Broadridge Launches Wealth Lending Network Marketplace

Fintech News Desk
by Fintech News Desk0
Broadridge Financial Solutions, Inc. , a global Fintech leader, has launched a Wealth Lending Network marketplace to connect wealth managers to banks and other financial services institutions. The marketplace will enable wealth managers of all sizes to offer Securities-Based Lending (SBL) services to their clients using Broadridge’s end-to-end SBL technology......
Total Expert Reports a 9.6% Lift in Lead-to-Applications for Financial Services Customers Using New "Focused View" Feature
Banking Fintech Investment Services News

Total Expert Reports a 9.6% Lift in Lead-to-Applications for Financial Services Customers Using New “Focused View” Feature

Fintech News Desk
by Fintech News Desk0
Initial Market Testing Shows That the Latest Update Has Increased Lead-To-Application Conversions by More Than Double the Initial Benchmark Total Expert, the leading marketing and customer engagement technology platform for banks, lenders, and financial services, announced a dramatic improvement in lead-to-application conversion rates for early adopters of a new feature......
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