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Showing 41 - 50 of 102 results for "CRM"

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. ...

Omniwealth acquires mortgage broker

DARREN SNYDER | FRIDAY, 2 SEP 2016

... 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 ...

Trust ahead of returns for member retention

MARK SMITH | THURSDAY, 21 JUL 2016

... 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 ...

Sentry and IRESS partner for new tech solution

KERRIE SYDEE | WEDNESDAY, 15 JUN 2016

... 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 ...

Adviser Intelligence secures multi-million funding deal

ALEX BURKE | THURSDAY, 2 JUN 2016

... 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 ...

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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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