Search Results | Showing 41 - 50 of 97 results for "CRM" |
| | ... 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. ... |
| | | ... and as an opportunity to better service their financial planning and accounting clients. "Our broking team developed its own CRM system that touches clients multiple times in a year and we felt ready to outgrow the inner West and connect with more SMEs ... |
| | | ... funds and their members, which is why we are continuing to prioritise development of our financial planning services and a CRM platform to enable closer, more personal and regular connection with members," he said. "The most important measure of success ... |
| | | ... client service and engagement. Named SENTRAK, the technology will deliver a range of facilities including production of SOA, CRM, revenue management and flow and streamline administrative activities. Commenting on the partnership, Sentry chief executive ... |
| | | ... funding deal with Avocado Consulting will allow the "fast track expansion" of Adviser Intelligence's integrated advice and CRM services, according to the company's statement. Commenting on the partnership, Adviser Intelligence chief executive Jacqui ... |
| | | ... It also manages eight sector-specific multi-manager funds through subsidiary Alpha Fund Managers, and licenses proprietary CRM and practice management software to support financial advisers. |
| | | ... research platform." The platform allows side by side comparison of managers, and has monitoring and audit capabilities. The CRM allows research teams to track due dates, notes, and progress, fostering higher levels of team productivity and oversight. ... |
| | | ... adviser desktop, tablet and mobile platform, the trading suite integrates with portfolio and back office systems providing CRM "productivity tools" for advisers and stockbrokers to better service their clients. The company's mobile trading solution is ... |
| | | ... between: Mercer Edge - a data-driven analytics, marketing and strategy platform for super funds; the deployment of global CRM enterprise solution salesforce.com; a new member registry integrated with customer experience tools; new digital capability ... |
| | | ... This seed funding gives us the foundation to start to realise that ambition." The PractiFI platform is aimed at integrating CRM, registry, policy administration, and telephony systems for financial advice practices. After announcing that several AMP ... |
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