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Showing 61 - 70 of 89 results for "CRM"

Securitor tags AFG for mortgages

COMPANY RELEASE  |  MONDAY, 21 JUN 2010
... explore new revenue avenues that ensure the growth and sustainability of their businesses." AFG will provide product comparison, CRM, business management and online application software, competitive remuneration terms, a comprehensive panel of lenders ...

Infocus plans further expansion

RUTH LIEW  |  THURSDAY, 1 APR 2010
... to this question," he said. Infocus also recently embedded a Midwinder optimisation software within the firm's proprietary CRM.

Aus Unity improves customer software

PRESS RELEASE  |  WEDNESDAY, 24 FEB 2010
... competition. "The insurance business is constantly evolving and is an incredibly competitive environment and process centric CRM solutions like Ciboodle help Australian Unity to maintain an edge in this dynamic business environment," he said. Australian ...

Planner software innovations to pressure platforms

COMPANY RELEASE  |  WEDNESDAY, 28 OCT 2009
... key components of a planner's business. This includes fact find, cash flow modeling, SoA preparation, portfolio reporting, CRM & marketing and compliance. "The AdviserLogic financial planning software solution has been developed utilising the latest ...

Cloud computing comes to iPhone

COMPANY RELEASE  |  TUESDAY, 20 OCT 2009
... integrated business management suite, including real-time Dashboards that deliver key ERP, customer relationship management (CRM), and e-commerce operational data. Companies use NetSuite to manage their key business processes, leveraging its software ...

Supercorp set to launch superMate

RUTH LIEW  |  WEDNESDAY, 7 OCT 2009
... interface, is superior in fund batch processing and offers the benefits of SuperVisor II together with the capabilities of a CRM program, a specific sales/client contact application." "The fact that the software builds on the existing IP of SuperVisor ...

OneVue buys 50pc of WealthCraft

RUTH LIEW  |  THURSDAY, 17 SEP 2009
... chief executive of OneVue. Kallas said with OneVue's unit registry solution and unified managed account sitting between the CRM system and SWIFT enabled messages, the two firms were able to come up with cost effective, open architecture and straight ...

Integrity hires former UBS exec

COMPANY RELEASE  |  MONDAY, 14 SEP 2009
... Investment Management. "As our client numbers grow we are continuing to invest in our business and plan on making at least two more CRM appointments in the near term, with at least one of those persons to be based in Melbourne."

Evans and Partners signs on to IRESS

COMPANY RELEASE  |  FRIDAY, 11 SEP 2009
... market data; order management; portfolio modelling, mandate management, corporate actions, portfolio and tax reporting; and CRM with KYC. In addition, clients can access online reporting and market data. Evans and Partners are also leveraging the connectivity ...

IT dept holds key to cost cutting

COMPANY RELEASE  |  THURSDAY, 23 JUL 2009
... metric tons of carbon dioxide a year. "Previously we had a number of different applications running on multiple platforms for CRM, marketing, invoicing, project management and consultant time tracking," said Sean Stephens, New South Wales state manager ...