Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 11 - 20 of 96 results for %22CRM%22

Isolated advisers enter the digital age

ALLY SELBY  |  THURSDAY, 9 APR 2020
... 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 ...

Praemium expanding in UK, growing managed accounts

ELIZABETH MCARTHUR  |  MONDAY, 10 FEB 2020
... 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% ...

Licensee faces hefty remediation bill

ELIZABETH MCARTHUR  |  WEDNESDAY, 18 SEP 2019
... 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 ...

NEOS Life partners with insurance tech firm

KARREN VERGARA  |  WEDNESDAY, 14 AUG 2019
... 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 ...

Praemium FUA skyrockets

KARREN VERGARA  |  TUESDAY, 13 AUG 2019
... 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 ...

Industry fund appoints inaugural CIO

KANIKA SOOD  |  WEDNESDAY, 22 MAY 2019
... 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 ...

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 ...