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Showing 41 - 50 of 268 results for "Relationship management"

The Aussie wealthtech firms that are 'most innovative'

ANDREW MCKEAN  |  TUESDAY, 16 APR 2024
... firm by offering a "fully integrated ecosystem" including sales, opportunity management, CRM, and ongoing relationship management. "We've seen hundreds of billions of dollars of new relationships now being managed on Practifi," Johnstone said. Lumiant ...

Perpetual Corporate Trust adds staff

ELIZABETH FRY  |  MONDAY, 22 JAN 2024
Perpetual's corporate trust business has hired a new head of institutional sales and relationship management for its innovation arm. Emily Boden will work primarily with Perpetual Digital - and the recently acquired Laminar Capital - to develop ...

SimCorp names new country manager for Australia

ANDREW MCKEAN  |  TUESDAY, 16 JAN 2024
... His past roles also include head of custody and fund services at Citi as well as executive director of relationship management and sales at JP Morgan. "Australia plays a crucial role in SimCorp's growth strategy, and we are committed to expanding ...

GBST acquires WealthConnect platform

ANDREW MCKEAN  |  WEDNESDAY, 3 MAY 2023
... provider Creativemass, for an undisclosed amount. WealthConnect is a digital practice management, customer relationship management (CRM) and compliance system, built on Salesforce. The investment platform offers both back-office administration and front-end ...

FYG Planners partners with Asendium

KARREN VERGARA  |  FRIDAY, 24 MAR 2023
... both those areas," Wootton said. Building its tech stack, FYG recently launched WealthEye CRM, a customer relationship management solution built on the Dynamics 365 platform, helping financial advisers streamline the advice, marketing, and client service ...

Advice group launches CRM software

KARREN VERGARA  |  WEDNESDAY, 1 MAR 2023
... that helps its financial advisers better manage client relationships. WealthEye CRM, the new customer relationship management solution built on the Dynamics 365 platform, helps financial advisers streamline the advice, marketing, and client service functions. ...

Yarra Capital awards admin, custody mandate

CHLOE WALKER  |  THURSDAY, 23 FEB 2023
... unlisted companies raising late-stage equity prior to listing on public markets," Apex Group head of client relationship management Australia Tom O'Neill said. "We are excited to partner with Yarra Capital who will benefit from our single-source solution ...

MaxCap boosts capital raising team

JAMIE WILLIAMSON  |  WEDNESDAY, 7 DEC 2022
... team. They each bring fantastic experience and will bolster MaxCap's existing capital origination and relationship management team," Hattersley said. "I look forward to working with them to expand on our track record of delivering superior returns for ...

Revolution AM adds to board

CHLOE WALKER  |  WEDNESDAY, 19 OCT 2022
... independence. Meanwhile, Entwistle has held several senior management roles, such as managing director, relationship management and strategy at Ares Management Corporation. Prior to his nearly 10 years with Ares, Entwistle held senior management roles ...

Prime Value names chief operating officer

CHLOE WALKER  |  MONDAY, 10 OCT 2022
... global experience with JP Morgan and State Street, head of investment accounting for ANZ Bank, and head of relationship management at Alpha Investment Management. Commenting on the appointment, Prime Value founder and chief executive Yak Yong Quek said ...