Search Results | Showing 61 - 70 of 97 results for %22CRM%22 |
| | ... 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 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 ... |
| | | ... 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 ... |
| | | ... 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 ... |
| | | 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 ... |
| | | ... agreements in the near future. AdviserLogic's data focuses on fact find, cash flow modeling, SoA preparation, portfolio reporting, CRM & marketing and compliance. |
| | | ... computing includes sms services, mail, instant messaging, calendar scheduling, collaboration (including workflow) applications and CRM solutions, with APRA warning of the potential for such methods to take too large a role. "While these applications ... |
| | | ... and simplicity standards. Alan Dunne, Fiducian head of IT, said the new program will help advisers across many aspects from CRM and financial planning tools, practice protection and features that assist with stricter regulatory regime. FORCe uses the ... |
| | | ... 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 ... |
| | | ... to this question," he said. Infocus also recently embedded a Midwinder optimisation software within the firm's proprietary CRM. |
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