Search Results | Showing 81 - 90 of 102 results for "CRM" |
| | | ... 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." |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... financial advisers and 60 support staff to enter client and revenue details through its existing customer relationship management (CRM) system, SPANA, which will feed into the integrated Olicc solution. Nick Bedding, chief executive of the planning firm ... |
| | | | ... According to Erbel, the key ingredients are good technology such as an automated system of File note wizard, SOA templates, and CRM within Xplan, along with appropriately trained staff. Another key contributor to the ease of transaction is the payment ... |
| | | | ... to this advice model had pricing and technology implications. He said the would require a customer relationship management (CRM) type operation which some, but not all, planning technology providers can perform. In addition, "price takers", those planners ... |
| | | | ... for the online sharing of business information and access to advice documents, monitoring of business activity; a customised CRM program, and an innovative marketing offering, providing access to dual branded templates and construction of personalised ... |
| | | | ... monitor client relationships by adding SYNCRM's FPS software. SYNCRM's FPS centres on the Customer Relationship Management (CRM) service, which allows planners to customise and efficiently manage interactions between clients, dealer groups and accountants. ... |
| | | | ... products will be the first to benefit from efficiencies," he said. TransActive Systems provides a web-based service that covers CRM, lead management and reporting, debt analytics, and mortgage qualification for over 40 lenders. IRESS has already started ... |
| | | | ... business event monitoring through the abundance of data residing in their financial systems, transaction processing systems and CRM systems, but they need a clearly defined set of business rules against which the data can be compared and adjudicated ... |
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