Search Results | Showing 51 - 60 of 97 results for "CRM" |
| | ... 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 ... |
| | | ... 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 ... |
| | | ... 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. |
| | | ... 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 ... |
| | | ... 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 ... |
| | | ... new appointments. Tanya Seale will become the head of advice and will be responsible for technical services, paraplanning, CRM, research liaison and compliance. Mike Pope will take on the role of head of business development and have responsibility for ... |
| | | ... think tanks." Initially, the platform has 25 different categories, including sales, advice modeling tools, estate planning, CRM, social media, client referral systems or business succession. The initiative will be officially launched and available to ... |
| | | ... previous systems, including those in the financial management division, financial planning, customer relationship management (CRM), analytics and reporting. The fully integrated cloud-based software "allows us to easily extend our business management ... |
| | | ... portfolios, a new mobile interface and integration of the SMA platform with Praemium's WealthCraft financial planning and CRM system. The Company has also released its quarterly cash report today. Operating cash flow was an $804,000 inflow for the quarter ... |
| | | Praemium has upgraded its WealthCraft CRM and financial planning software to the cloud-based Microsoft Dynamics CRM platform. The new user-friendly interface allows users to perform their usual business and financial planning tasks in one place. The ... |
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