Search Results | Showing 21 - 30 of 102 results for "CRM" |
| | | ... 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 ... |
| | | | ... $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 ... |
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