Tag : ShareFile

ShareFile Unveils New Innovations to Transform Accounting Workflows
Finance Fintech News

ShareFile Unveils New Innovations to Transform Accounting Workflows

Business Wire
by Business Wire0
New ShareFile capabilities help firms manage and automate workflows, creating greater efficiency and improved client experience. ShareFile, a business unit of Cloud Software Group, Inc., and provider of the ShareFile® secure, collaborative client experience technology, announced today new accounting functionalities designed to create efficiency, reduce complexity, and improve client satisfaction. Created specifically......
Levitate Partners with Redtail Technology to Bring Keep-in-Touch Marketing Solution to the Finance Industry
Business Fintech News

Levitate Partners with Redtail Technology to Bring Keep-in-Touch Marketing Solution to the Finance Industry

Fintech News Desk
by Fintech News Desk0
Users of Redtail CRM can now seamlessly integrate with Levitate’s personalized marketing tools. Levitate, the keep-in-touch marketing platform started by former ShareFile founder Jesse Lipson, announced an integration partnership with Redtail Technology, the leading provider of client relationship management (CRM) solutions for financial advisors. Read More: SBLI Increases Coverage to $750K......
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