Search Results | Showing 31 - 40 of 97 results for %22CRM%22 |
| | ... 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 ... |
| | | 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 ... |
| | | ... 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 ... |
| | | ... 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 ... |
| | | ... operating and customer relationship systems." AMP's advice business is in the midst of implementing Salesforce as its new CRM system. |
| | | ... 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 ... |
| | | ... 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 ... |
| | | ... 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 ... |
| | | ... 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 ... |
| | | ... 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 ... |
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