Search Results | Showing 21 - 30 of 97 results for "CRM" |
| | ... $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 ... |
| | | ... 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 ... |
| | | 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 ... |
| | | ... 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 ... |
| | | ... 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 ... |
| | | ... 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 ... |
| | | ... 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 ... |
| | | ... "significant" barrier to meeting marketing goals. In recent years, marketing automation has expanded to include social integration, CRM integration, digital footprint analysis, search marketing, lead scoring, funnel management and segmentation. But according ... |
| | | ... to advisers and paraplanners. The software will provides benefits including process and production efficiencies, enhanced CRM and reporting capabilities, strategy and product modelling capabilities, and cloud-based and API integrations. Midwinter head ... |
| | | An advice association is calling on independent and non-aligned financial advisers to get involved in designing and building better software for the delivery of goals-based advice. The Association of Goals Based Advice is inviting advisers to participate ... |
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