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Showing 11 - 20 of 38 results for "Salesforce"

Venture capital rout rattles advice technology sector

KARREN VERGARA  |  MONDAY, 1 MAY 2023
... proprietary practice management solution. WealthConnect aimed to be a "uniquely modern technical solution" by leveraging Salesforce and offering advanced financial planning, wealth management, and broking capabilities. "As part of our licensee proposition ...

Value companies to outperform in 2023: VanEck

ANDREW MCKEAN  |  THURSDAY, 9 FEB 2023
... as companies strip unprofitable business segments." This year, tech conglomerates Alphabet, Microsoft, Amazon, and Salesforce have already announced plans to layoff a combined 47,000 employees. Although the US tech sector has rallied, it's unprofitable ...

Advisers laud Xplan software

KARREN VERGARA  |  WEDNESDAY, 28 APR 2021
... changes to advice delivery models, but over the horizon, there is emerging competition from integrated applications like Salesforce-based Wealth Connect and Intelliflo Intelligent Office from the UK, a trend that is set to grow," Investment Trends analyst ...

GROW Super rebrands

KARREN VERGARA  |  THURSDAY, 11 MAR 2021
... intelligence software to growing companies, underpinned by distributed ledger technology. GROW, for example, integrates with Salesforce reports and other data sources to analyse customer behaviours. The new-look GROW, with a refreshed website, shows ...

Hyperion makes foray into active ETFs

KARREN VERGARA  |  THURSDAY, 21 JAN 2021
... spike in Tesla's share price, together with Square, Paypal and Amazon. Some of its other holdings include Costco, Salesforce and Visa. The listed fund will have the same fee structure as the unlisted fund which is 0.70% per annum management fee and ...

Sayers hires tech experts, launches new unit

KARREN VERGARA  |  FRIDAY, 18 DEC 2020
... Ridhish Arora and Paul Jackson will also help build the tech and platforms business. They join Nikhil de Silva, a former Salesforce executive; former PwC partners Caitrin Dunn and Leon Cooper; former Deloitte senior partner John Pickering; and former ...

Iress adds to executive team

ANNABELLE DICKSON  |  WEDNESDAY, 9 SEP 2020
... platform for enterprises. Prior to that he was vice president, product management - consumer engagement platform at Salesforce and vice president, head of product of Krux Digital, a marketing data management platform that was acquired by Salesforce in ...

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 ...