Tagged: crm

July 23, 2021 @ 5:21 pm By Omar Faridi  |  

InvestCloud, a global Fintech company that designs and creates financial software for established banks, wealth managers and asset managers, has been chosen by BNP Paribas Wealth Management to offer Client Relationship Management (CRM) and Client Lifecycle Management (CLM) services for onboarding and “nurturing” high-net-worth (HNWI)… Read More

June 6, 2021 @ 9:39 am By Omar Faridi  |  

The team at digital bank Revolut notes that being able to work effectively in a digital environment is very important for small businesses. After a year that challenged many SMEs globally to adapt and become more flexible due to the COVID outbreak, everything from customer… Read More

October 2, 2020 @ 7:32 am By Omar Faridi  |  

Finastra, a financial services software provider, has revealed that its Fusion Phoenix core product will be used by the First Independence Bank, which was established in 1970. The institution has been serving the banking needs or requirements of the Detroit Metropolitan area. It’s one of… Read More

August 1, 2020 @ 6:38 pm By Omar Faridi  |  

Auto Trader  is planning to further automate its car sales process. The company has acquired AutoConvert, which is a finance, insurance and compliance software platform. The AutoConvert platform includes integrated customer relationship management (CRM) solutions. It’s used to help clients with streamlining their operations by… Read More

June 6, 2020 @ 6:19 pm By Omar Faridi  |  

Edinburgh-based Fintech Aveni is planning to improve how businesses interact with their clients by automating customer relations management (CRM), fact-checking, risk monitoring and assessment, and adviser prompts. The company has secured £520,000 in seed funding through a round led by the Tricapital angel syndicate. The… Read More

March 24, 2020 @ 8:18 am By Samantha Hurst  |  

Northmill, a banking group based in Sweden, recently announced it has invested in a new cloud-based platform from CRM company Zendesk, Inc., which is being used by companies such as Airbnb and Uber. According to Northmill, the purpose of the investment is to give the… Read More

March 10, 2020 @ 4:39 pm By Omar Faridi  |  

A study recently published by Juniper Research has revealed that total spending on artificial intelligence (AI)-enhanced platforms and solutions will surpass $15 billion by 2024. Juniper Research’s latest study, titled AI Strategies for Network Operators: Key Use Cases & Monetisation Models 2020-2024, noted that only… Read More

January 20, 2020 @ 10:32 pm By Omar Faridi  |  

NYMBUS recently revealed that PeoplesBank has chosen NYMBUS SmartMarketing and SmartOnboarding to unify important parts of the Massachusetts-headquartered institution’s onboarding, marketing, and customer-relationship management (CRM). NYMBUS’ SmartMarketing and SmartOnboarding will help with lead generation, personalized mobile-based and digital campaigns, onboarding new staff members, managing data-driven,… Read More

January 3, 2018 @ 9:11 am By Samantha Hurst  |  

On Tuesday, New York-based fintech company AdvisorEngine announced it has acquired CRM Software, Inc., also known as Junxure, a CRM (client relationship management) software provider. The combined company will pair digital solutions with consulting services to help financial advisors use technology as a competitive advantage. According to AdvisorEngine, the acquisition… Read More