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Showing 31 - 40 of 96 results for "CRM"

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.

Infocus buys influential advice business

JAMIE WILLIAMSON  |  TUESDAY, 5 SEP 2017
... were key drivers behind the decision. "We are impressed by Infocus' governance, systems and software including award-winning CRM and advice process management software Platformplus. This will help us with substantial efficiencies in delivering our holistic ...

Experienced executives chasing fintechs, start-ups

DARREN SNYDER  |  THURSDAY, 31 AUG 2017
... digital communications. "A limited supply of candidates with proven expertise in data analytics, digital content generation, CRM software and media planning/strategy, for example, continued to be in strong demand," he said. Baker added the financial ...

MLC shakes up retail leadership team

ALEX BURKE  |  MONDAY, 30 JAN 2017
... leadership team on January 18. The team consists of Tim Roso as head of digital; Glen Ryman as general manager data, analytics and CRM; Michael Olivier as general manager of sales; Nick Lethbridge as head of product; Stephen Rosengren as head of channel ...

MLC reveals new executive team

ALEX BURKE  |  WEDNESDAY, 18 JAN 2017
... partnership with Nippon Life. The new team comprises Tim Roso as head of digital; Glen Ryman as general manager data, analytics and CRM; Michael Olivier as general manager of sales; Nick Lethbridge as head of product; Stephen Rosengren as head of channel ...

NGS partners with tech platform

KERRIE SYDEE  |  TUESDAY, 25 OCT 2016
... provides superannuation and financial advice to more than 100,000 clients has partnered with PractiFI. PractiFI integrates CRM, registry, policy administration and telephony to increase revenue and workplace efficiency. "We're very pleased to be partnering ...

Advisers need to control the finance food chain

JAMIE WILLIAMSON  |  THURSDAY, 8 SEP 2016
... event, Burridge said he would encourage all new entrants to the industry to go sans licensee, to establish a business with CRM at its core which is integrated with their chosen financial planning software provider and finally, to focus on client engagement. ...