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Showing 51 - 60 of 102 results for "CRM"

Infocus purchases another advice business

DARREN SNYDER | TUESDAY, 5 APR 2016

... 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.

Former Mercer consultant launches research platform

MARK SMITH | MONDAY, 11 JAN 2016

... 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. ...

New mobile broking platform launched in Australia

MARK SMITH | TUESDAY, 24 NOV 2015

... 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 ...

Mercer enters new engagement era

DARREN SNYDER | MONDAY, 23 NOV 2015

... 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 ...

PractiFI expands with $1.3m seed funding

ALEX BURKE | MONDAY, 14 SEP 2015

... 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 ...

Centrepoint's wealth business up 10pc

DARREN SNYDER | MONDAY, 24 AUG 2015

... initiatives continued including a new salaried advice team of 12, a new managed account service, a new M&A capability, and new CRM and IT infrastructure. Funds invested in Centrepoint solutions increased 14% to $2.8bn. The funding business recorded an ...

SSFS meets client demand for phone advice

ALEX BURKE | MONDAY, 17 AUG 2015

... structure our business in the future. As a result we've replaced four systems, including the advice system. We also replaced our CRM - we're now using Microsoft Dynamics - as well as our platform/registry system, and of course our phone system." As a ...

Mercer appoints senior AMP exec

MARK SMITH | TUESDAY, 21 JUL 2015

... part in continuing to roll out these improvements for our clients." Mercer has recently launched a new member registry, a new CRM and new digital capabilities all aimed at improving the customer experience.

AMP practices embrace PractiFI platform

ALEX BURKE | THURSDAY, 2 JUL 2015

... Services, are adopting cloud-based financial advice business administration platform PractiFI. PractiFI aims to integrate CRM, registry, policy administration, and telephony systems for financial advice practices and recently added Omnium insurance research ...

AdviserLogic launches licensee-to-adviser tech tool

STAFF WRITER | WEDNESDAY, 21 JAN 2015

... advisers to create content, update it and automatically make it available to their planners' AdviserLogic accounts. A licensee CRM also enables Australian financial services licensees (AFSL) to deliver services more efficiently. "Enabling planners to ...

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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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