Search Results | Showing 11 - 20 of 97 results for "CRM" |
| | ... designed to help clients achieve their financial goals." Roar Software previously traded as YTML Consulting, and features CRM, file notes and document generation with a subscription-based fee model. |
| | | ... management platform BT Panorama and Macquarie Wrap to manage his client's portfolios, Xero for accounting, Xplan for client CRM, and video-conferencing tool Zoom for meetings and running "seminars" for his clients. "I am sure there is an increasing ... |
| | | ... the Asia business. The Asia business' EBITDA loss decreased by 11% during the period, with revenue increasing in WealthCraft CRM and planning software licences. "The international platform won three awards during 2019, and its gross inflows were up 81% ... |
| | | ... compliance including the implementation of a risk and compliance platform that enables the dealer group to extract data from its CRM and advice system to build reports that show exactly what's happening across the network. "Our platform allows the ... |
| | | ... has deployed several functionalities for the start-up in just nine months. This includes implementing an adviser portal; a CRM and sales administration platform; reinsurance reporting; as well as help it integrate with the underwriting engine. NEOS managing ... |
| | | ... there remain many things for us to do," he said. The next major project is fully integrating the platform, and WealthCraft CRM and financial planning systems. The firm's international business is anticipated to become profitable next year. "We had ... |
| | | ... launched many new initiatives such as an Indexed Balanced Option, member apps, digital card, API platforms, data analytics, CRM system upgrades and automated campaigns. "The fund needs to continue to ensure we build capability in governance, product ... |
| | | ... 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 ... |
| | | ... 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 ... |
| | | ... 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 ... |
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