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Showing 61 - 70 of 102 results for "CRM"

ClearView names CEO and exec team

JAMES FERNYHOUGH  |  MONDAY, 3 NOV 2014
... 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 ...

Planners unite to create innovation platform

LAURA MILLAN  |  TUESDAY, 12 AUG 2014
... 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 ...

YBR adopts cloud-based planner software

STAFF WRITER  |  THURSDAY, 24 JUL 2014
... 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 ...

Praemium reports strong rise in SMA funds

MARK SMITH  |  MONDAY, 21 JUL 2014
... 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 upgrades CRM planning software

LAURA MILLAN  |  WEDNESDAY, 2 APR 2014
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 ...

Zurich makes platform debut, mulls providers

LAURA MILLAN  |  WEDNESDAY, 17 JUL 2013
... through a number of technology mediums. "Initially a major priority was around delivering live datafeeds through the major CRM platforms," Kewin explained. He added that "the next step is to provide Zurich Wealth Protection products via a platform." ...

Praemium launches FoFA-ready CRM tool

MARK SMITH  |  MONDAY, 17 JUN 2013
Praemium has launched a new cloud-based customer relationship management (CRM) solution for financial advisers. WealthCraft, integrates fully with Microsoft Outlook, enabling advisers and wealth managers to track and manage interactions with clients ...

Bissaker sets sights on Big Four market share

MARK SMITH  |  THURSDAY, 11 APR 2013
... executive team. We'll be reaching out to Virgin's global partners, to bring in assets and expertise in the digital space and the CRM marketing space," he said. With the new proposition Bissaker already has his sights set on taking market share from the ...

Russell completes Prime Super transition

MELANIE TIMBRELL  |  FRIDAY, 9 MAR 2012
... superannuation funds, according to a statement at the time of the announcement. The model includes new features including an improved CRM system, tailored online service for employers and a new reporting tool for data conversion. "We are continuing to ...

Midwinter takes on Coin, Xplan

ELISE BURGESS  |  MONDAY, 16 MAY 2011
Independent advice technology developer, Midwinter, is set to launch its own CRM for advisers to compete against industry giants Coin and Xplan. After releasing earlier this year, the off-the-shelf CRM will target advisers that want ease of use for ...