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Showing 31 - 40 of 102 results for "CRM"

IRESS first half revenues up 8pct, wealth and lending lead

KANIKA SOOD | THURSDAY, 23 AUG 2018

... 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 ...

PractiFI opens US office

KARREN VERGARA | WEDNESDAY, 22 AUG 2018

... 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 ...

Poor tech derails financial services marketing: Study

MICHELLE BALTAZAR | MONDAY, 30 JUL 2018

... "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 ...

Wealth manager reviews software provider

JAMIE WILLIAMSON | THURSDAY, 24 MAY 2018

... 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 ...

Technology for advisers by advisers

JAMIE WILLIAMSON | FRIDAY, 6 APR 2018

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 ...

Affordable advice outsourcing at the ready

JAMIE WILLIAMSON | WEDNESDAY, 4 APR 2018

... saying added data security is a particular benefit. At the foundation of FinPal's software is a custom Microsoft Dynamics CRM. "Naturally for us data security is our highest priority. It's a comfort for us to know that the FinPal system benefits from ...

AdviserLogic signs with global risk profiling giant

KANIKA SOOD | FRIDAY, 9 MAR 2018

Financial advisers using AdviserLogic's CRM system will now be able to assess a client's risk tolerance score following a partnership with global service provider FinaMetrica. The risk tolerance solutions provider has integrated its 25 and short 12 ...

Modern business demands driving adviser education uptake

JAMIE WILLIAMSON | TUESDAY, 6 FEB 2018

... operational costs." Subjects such as technical and management skills, entrepreneurship, financial management, HR, marketing, CRM and interpersonal engagement sit at the foundation of many of the courses seeing an upswing. For those focused on enhancing ...

Midwinter partners with business management platform

ALEX BURKE | THURSDAY, 19 OCT 2017

... super and insurance industries. Midwinter said the two platforms will "seamlessly integrate" with PractiFI's advice-specific CRM, preventing duplicate data entries and reducing the risk of errors. "We continue to be the financial planning software provider ...

AMP joins forces with US advice firm

JAMIE WILLIAMSON | TUESDAY, 12 SEP 2017

... operating and customer relationship systems." AMP's advice business is in the midst of implementing Salesforce as its new CRM system.

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Australian Unity to shed 195 roles

MATTHEW WAI

Australian Unity is reducing its workforce by 195 positions due to underperformance stemming from delays in government support for its Home Health platform and the integration of several businesses.

Count shutters limited-advice business, slips in size ranking

MATTHEW WAI

Count Financial has reportedly wound up its restricted SMSF/limited-advice service, losing some 26 advisers on the Financial Adviser Register, latest data shows.

First Super recruits head of investments from Prime Super

MATTHEW WAI

First Super has appointed a new head of investments, replacing Chris Artis, who was in the position for the past three months on an interim basis.

BMO eyes Euroz Hartleys' capital markets business

KARREN VERGARA

Euroz Hartleys confirmed it is in discussions with Canada's BMO Financial Group for a potential sale of its capital markets business for $145 million.

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