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Showing 11 - 20 of 90 results for "CRM"

Midwinter acquires InvestmentLink

ELIZABETH MCARTHUR  |  TUESDAY, 14 MAY 2019
... their members are required to share credentials to banking portals." He added that Midwinter reviewed its advice modelling and CRM solution AdviceOS and found acquiring InvestmentLink was a good fit. "We intend to create one comprehensive research API ...

ASIC suspends advice group AFSL

ELIZABETH MCARTHUR  |  THURSDAY, 2 MAY 2019
... company which specialises in process consulting, digital transformation and outsourcing. He is also the founder of Nuclear CRM, an online platform for financial advisers to manage their business. His LinkedIn states that he was director at J&A Wealth ...

Equipsuper boosts digital and member experience teams

KARREN VERGARA  |  FRIDAY, 1 MAR 2019
... communications campaigns on Marketo, a platform in which Equip integrated its Salesforce customer relationship management (CRM) platform in January. Chief executive Nicholas Vamvakas said the $15.5 billion fund is looking at opportunities in its corporate ...

Praemium to upgrade platform

KANIKA SOOD  |  WEDNESDAY, 16 JAN 2019
... $183 million for the quarter. It added about 50 clients to its platform business in the UK, and 12 clients to its WealthCraft CRM business. Funds under administration in its managed funds and model portfolio (Smart Investment Management) dipped 21% as ...

Sydney fintech sells for $339m

DARREN SNYDER  |  THURSDAY, 13 DEC 2018
... application program interfaces (APIs). The model can be integrated into services such as customer relationship management (CRM), fraud detection, risk, identity verification and analytics platforms - meaning banks can accelerate their speed to market ...

Industry fund finds new advice tech partner

JAMIE WILLIAMSON  |  THURSDAY, 6 DEC 2018
A $4.9 billion industry superannuation fund partnered with a financial planning technology firm as part of a rebrand of its advice offering to members. BUSSQ is working with Midwinter Financial Services, rolling out its AdviceOS platform to enhance ...

Adviser-matching app launches

KARREN VERGARA  |  FRIDAY, 23 NOV 2018
... said. The guide includes a case study focusing on the issues to consider when selecting a customer relationship management (CRM) system. The step-by-step process can be replicated when introducing any new software to a business or advice process, Marshan ...

Super-size me: Latest employment trends

DARREN SNYDER  |  MONDAY, 29 OCT 2018
... demand in financial services, yet there's limited supply. "Proven expertise in data analytics, digital content generation, CRM software and media planning/strategy, for example, continued to be in strong demand," the review said. "The market is also ...

IRESS first half revenues up 8pct, wealth and lending lead

KANIKA SOOD  |  THURSDAY, 23 AUG 2018
... revenue totalled $67 million for the first half - up 9% on the previous corresponding period. This was driven by user take up of CRM, portfolio and financial modelling tools. IRESS also completed its regtech acquisition of Lucsan and integrated it into ...

PractiFI opens US office

KARREN VERGARA  |  WEDNESDAY, 22 AUG 2018
... integrate its flagship digital advice platform, AdviceOS. It enabled seamless integration with PractiFI's advice-specific CRM, preventing duplicate data entries and reducing the risk of errors, Midwinter said. In September 2015, PractiFI used $1.3 ...