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Showing 11 - 20 of 31 results for "Salesforce"

Roar Software bolsters team, partners with Milliman

ALLY SELBY  |  TUESDAY, 25 AUG 2020
... distribution for all three companies. In the past, he has also worked with Macquarie Group as an associate director, Salesforce as a strategic account executive, and iChit as a national sales director. Roar Software chief executive Kevin Liao said the ...

Former BMO head joins big four executive line-up

ALLY SELBY  |  MONDAY, 29 JUN 2020
... commercial payments, senior vice president of North American digital and physical channels and vice president of personal salesforce effectiveness. Before joining BMO in 2008, Irvine worked in Toronto with McKinsey & Company as an associate principle ...

BlackRock merges ETF, unlisted fund sales teams in EMEA

KANIKA SOOD  |  MONDAY, 21 OCT 2019
... of its iShares and unlisted managed funds products for its business in Europe, Middle East and Africa. The unified salesforce will be responsible for distribution of BlackRock's products to asset management and wealth clients across the region. It will ...

Class expands executive line-up

HARRISON WORLEY  |  THURSDAY, 4 JUL 2019
... sales professional James Delmar has been appointed chief sales officer. Delmar's 16-year career has spanned stints at Salesforce, Oracle and IBM. "He [Delmar] has worked in engineering, management and sales and held positions giving him a unique perspective ...

Equipsuper boosts digital and member experience teams

KARREN VERGARA  |  FRIDAY, 1 MAR 2019
... where he helped deploy marketing and 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 ...

Inside Bennelong and its UK engine room

DARREN SNYDER  |  TUESDAY, 20 NOV 2018
... had passed phase one, which included establishing the brand and its operational infrastructure as well as a targeted salesforce. It now employs 20 staff in its office adjacent to Piccadilly Circus. Phase two, Thomas said, will be for BennBridge to leverage ...

AMP flags new practice management platform

ALEX BURKE  |  TUESDAY, 20 MAR 2018
... was investing in a practice management tool as part of its Goals 360 advice platform. The tool will be built on the Salesforce platform and integrates customer relationship management, operational reporting, registry, policy administration and telephony. ...

Super funds embrace crowdsourced cybersecurity

JAMIE WILLIAMSON  |  FRIDAY, 2 MAR 2018
... was spearheaded by US multi-strategy asset management firm Triangle Peak Partners and also included commitments from Salesforce Ventures and Paladin Capital Group. Bugcrowd chief executive Ashish Gupta said the company plans to use the new funding to ...

AMP joins forces with US advice firm

JAMIE WILLIAMSON  |  TUESDAY, 12 SEP 2017
... shared philosophy in helping customers through goals-based advice, together with United Capital's innovative use of the Salesforce platform, creates significant potential for learnings and synergies as AMP implements its new operating and customer relationship ...

MyPlanner inks deal with tech provider

JAMIE WILLIAMSON  |  FRIDAY, 11 AUG 2017
... businesses." Elliott added that further announcements as to the growth of PractiFI are expected in the coming months. The Salesforce tool forms the foundation of PractiFI's solution.