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Showing 91 - 100 of 102 results for "CRM"

Caught in the Web 2.0

... through their [blogging] communities," he said. "He [the customer] is stepping out of the Customer Relationship Management (CRM) systems and is saying he is no longer a reference number," Carr added. It's not just the customers, social network sites ...

Macquarie signs InfoComp for debt and alternatives

... and alternative investments. Under the deal, Composer will support four critical functions: sales and contact management (CRM), loans management, unit registry administration and reporting. "Composer now provides Macquarie Bank IBG Financial Products ...

Bumper year for wealth managers

... more staff. "The last few years have been about focussing on the customer and investing in delivering capability and high-end CRM strategies and processes which are paying off," she said. Michelle Baltazar

Bridges renews IWL deal

... provider IWL for another three years. Under the deal, Bridges has also contracted IWL to provide other services including CRM, report and portfolio managment, practice management, modelling tools and other infrastructure services. "Being the market leading ...

Coin adds 150 extras and goes STP

ALEX DUNNIN | TUESDAY, 19 DEC 2006

... put in place are achieving their objectives," said Graham. Reporting options now include a client relationship management (CRM) module, DICE which will provide advisers with increased flexibility and 21 new letter templates that are now available "out-of ...

XPLAN leads the sector with PlanTech acquisition

HAMISH MADDEN | MONDAY, 25 SEP 2006

... merger is highly synergistic and rounds out the XPLAN offering by combining existing capabilities in portfolio management, CRM, practice management and investment modelling with PlanTech's risk capabilities. General manager of XPLAN, Andrew Walsh, said ...

AFS partners to Evolve its XPLAN tools

HAMISH MADDEN | THURSDAY, 6 JUL 2006

... specific technology which integrates modelling tools, projections and calculations, portfolio reporting and sophisticated CRM functions. Evolve Logic hopes that the customised XPLAN system will be up and running at the end of this month.

Lonsdale plan ahead with PlanTech

... qualitative and quantitative analysis of personal risk insurance products, can incorporate packaged products, planning tools, CRM and provides transparent research methodology. Modica added that the main advantage to his adviser's work was in giving ...

Coin ranked number one - again

... comparison module, more integration with more platforms, auto-form generation, transaction processing, more data feeds, and CRM enhancements. Graham added that the group has had large growth in the institutional and boutique sectors in the last 12 months. ...

FSP to use PlanTech software platform

PlanTech has announced it will provide the planning, CRM and practice management software platform for national dealer group Financial Services Partners (FSP). Tony Smith, PlanTech Consulting Group's CEO says the most important challenge facing advisers ...

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Australian Unity to shed 195 roles

MATTHEW WAI

Australian Unity is reducing its workforce by 195 positions due to underperformance stemming from delays in government support for its Home Health platform and the integration of several businesses.

Count shutters limited-advice business, slips in size ranking

MATTHEW WAI

Count Financial has reportedly wound up its restricted SMSF/limited-advice service, losing some 26 advisers on the Financial Adviser Register, latest data shows.

First Super recruits head of investments from Prime Super

MATTHEW WAI

First Super has appointed a new head of investments, replacing Chris Artis, who was in the position for the past three months on an interim basis.

BMO eyes Euroz Hartleys' capital markets business

KARREN VERGARA

Euroz Hartleys confirmed it is in discussions with Canada's BMO Financial Group for a potential sale of its capital markets business for $145 million.

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