The latest issue of Financial Standard now available as an e-newspaper

READ NOW

Search Results

Showing 71 - 80 of 102 results for "CRM"

AdviserLogic teams with Class Super

MATT WOODINGTON | THURSDAY, 3 FEB 2011

... agreements in the near future. AdviserLogic's data focuses on fact find, cash flow modeling, SoA preparation, portfolio reporting, CRM & marketing and compliance.

APRA cautions against cloud computing

ELISE BURGESS | WEDNESDAY, 17 NOV 2010

... 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 ...

May the FORCe be with you

ELISE BURGESS | THURSDAY, 16 SEP 2010

... 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 ...

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 ...

PAGE:

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.

Videos

Brought to you by

Follow the leaders

The market has changed. The opportunity hasn't.

Global economic outlook and the case for local currency emerging market debt: Resilience, risk, and opportunity

Maintaining a fundamental focus in a world obsessed with the short term

SMILE through retirement - tackling the top 5 (Sequencing, Market, Inflation, Longevity, Emotion) retirements risks

A guaranteed future

Strength amid noise

MORE VIDEOS

Products

'Guide To' Series

Pocket investment guides featuring adviser case studies and a glossary.

MORE INFO

Publisher's Forum

Investing trends and strategies from the industry’s thought leaders.

MORE INFO

Product Showcases

Putting the spotlight on investment products that matter.

MORE INFO

Expert Feed

Christian Mueller-Glissmann

Head of Asset Allocation Research

Goldman Sachs

When geopolitics becomes a portfolio risk

Geopolitics is back - again - and Australian investors can no longer treat it as distant background noise.

READ MORE

Tania Milnes

General Manager Membership

Financial Advice Association Australia

Does association membership still matter?

With all the changes the advice sector has experienced in recent years, such as regulatory reform and increased education and professional standards ...

READ MORE