Search Results | Showing 1 - 10 of 102 results for "CRM" |
| | | ... foundation. He said as Eightcap continues to scale, the business was outgrowing its legacy customer relationship management (CRM) system, which creates compliance risks in many ways. "We have many tools that the team had to use across sales and support ... |
| | | | A new type of vertical integration will emerge in the financial advice sector in 2026, while an oligopoly of two providers will dominate the platforms market, Finura predicts. Finura's Australian Wealth Tech Predictions report for the year ahead ... |
| | | | ... to invest in its development, operations, sales and marketing. Intelliflo provides financial planning, client onboarding, CRM, compliance workflows, and reporting solutions. Based in the UK, intelliflo was founded in 2004 and is used by more than 30,000 ... |
| | | | ... software infrastructure across both our trustee and custody businesses, covering technology support across asset management, CRM and compliance," he added. "We look forward to our entire team and clients benefitting from our investment in our custody ... |
| | | | ... start-up helps advisers deliver efficiency and personalisation in their work. It connects advisers' tech stacks such as the CRM and account management system, portfolio construction analysis, and other tools. The problem that Sage solves is helping advisers ... |
| | | | ... backbone" of an independent advice firm by offering a "fully integrated ecosystem" including sales, opportunity management, CRM, and ongoing relationship management. "We've seen hundreds of billions of dollars of new relationships now being managed on ... |
| | | | ... Creativemass, for an undisclosed amount. WealthConnect is a digital practice management, customer relationship management (CRM) and compliance system, built on Salesforce. The investment platform offers both back-office administration and front-end digital ... |
| | | | ... administrator to support the best way forward for the Creativemass business and remain on track with our plans to deliver a new CRM platform to the network," an AMP spokesperson said. Creativemass was founded in 2017 by Michael Rouse. In mid-2020, US ... |
| | | | ... clients, and Asendium delivers in both those areas," Wootton said. Building its tech stack, FYG recently launched WealthEye CRM, a customer relationship management solution built on the Dynamics 365 platform, helping financial advisers streamline the ... |
| | | | FYG Planners has launched a new software that helps its financial advisers better manage client relationships. WealthEye CRM, the new customer relationship management solution built on the Dynamics 365 platform, helps financial advisers streamline the ... |
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