ERP CRM PSA - FinTecBuzz

SmartStream Strengthens Its Presence in Asia

May 12, 20204 min

SmartStream Technologies, the financial Transaction Lifecycle Management (TLM®) solutions provider, strengthens its presence in Southeast Asia and Hong Kong with the appointment of Victoria Harverson. In her leadership role she joins the sales team in the regional head office based in Singapore, and reports to Radha Pillay, Head of Sales Apac. With the advancement of SmartStream’s artificial intelligence and machine learning technologies, and the availability of fast onboarding of new solutions as managed services or in the...

by BusinessWire

ERP CRM PSA

Symend Closes $52 Million USD

May 9, 20206 min

Science-driven Digital Engagement Platform Company Raises Growth Financing From Enterprise Software Investors

by PRNewswire

ERP CRM PSA

FinancialForce Names Michael Ni Chief Marketing Officer

May 6, 20204 min

Industry veteran joins as FinancialForce continues momentum helping businesses adopt customer-centricity across their organizations

by BusinessWire

ERP CRM PSA

Foreside Selects BackBay Communications as PR Agency of Record

April 17, 20202 min

Provider of Technology-Enabled Regulatory and Compliance Consulting and Fund Distribution Services to the Global Financial Services Industry Chooses Financial Services PR Firm BackBay

by PRNewswire

ERP CRM PSA

Clearview Product Enhancements Demonstrate Unanet’s Investment

April 1, 20204 min

Unanet, the leading SaaS project-based Enterprise Resource Planning (ERP) provider, today announced a comprehensive update to Clearview, the flexible project-based ERP software purpose-built for the architecture and engineering (A&E) industries. The new features include an easy-to-use web application, enhanced invoice delivery and tracking, and for the first time, a payment processing feature. Since its acquisition of Clearview Software six months ago, Unanet has invested in significant enhancements of the product’s functionality, a promise Unanet made...

by PRNewswire

ERP CRM PSA

Coconut Software Sees Rapid Adoption as Financial Sector Struggles

March 28, 20205 min

Coconut Software, a leading enterprise level customer engagement technology provider, announced the priority release of their new remote meeting capabilities last week in response to the ongoing COVID-19 health crisis. Fintech News Within just days of its release, 19 of North America’s leading banks and credit unions have enabled the option to book remote meetings via video or phone, with the Coconut team working tirelessly to help them navigate this newly imposed digital world. As many branches are...

by PRNewswire

ERP CRM PSA

FMG Suite Ranked #1 Marketing Platform for Financial Advisors for Second Year

March 26, 20204 min

FMG Suite, LLC, a private San Diego-based company delivering the leading cloud-based marketing automation platform for financial service professionals, today announced that it once again ranked first place for market share in the Digital Marketing Tools & Services category in the T3/Inside Information Advisor Software Survey. Now in its fourth year, the survey conducted by Joel Bruckenstein and Bob Veres seeks to help advisory firms evaluate advisor technology offerings across 20 different industry categories. Each...

by PRNewswire

ERP CRM PSA

ePerkz Launches its Patent Pending Severance Automation Manager (SAM)

March 5, 20203 min

Helps Employers Streamline RIF Events and Minimize Litigation Risk

by PRNewswire

ERP CRM PSA

Flybits Expands Globally in Preparation for a Year of Rapid Growth

February 28, 202016 min

Adding to its newly appointed executive team, the company will focus on product innovation and growth

by PRNewswire

ERP CRM PSA

insightsoftware Announces the Acquisition of Longview Solutions

February 24, 20206 min

Deal furthers company's strategy to digitally transform the Office of the CFO; expands market-leading capabilities in financial reporting, consolidation, budgeting and planning, and adds tax reporting

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