Wealthbox CRM Announces Participation in Schwab OpenView Gateway®
January 24, 20203 min
Data integration will allow Wealthbox users seamless access to the Schwab Advisor Center® platform.
SmartTouch® Interactive Amps Up Its Award-Winning NexGen CRM & Marketing Automation Platform
January 24, 20208 min
Home builder and real estate marketing experts announce Mobile CRM app general availability, comprehensive KPI reporting, greater interoperability, and more to the home builder, condo and residential developer industry’s most robust, integrated sales and marketing platform.
PeoplesBank Selects NYMBUS SmartMarketing™ & SmartOnboarding™ Platform
January 17, 20204 min
Uniquely Integrated Digital Solutions to Drive Revenue Growth & Customer Relationships
Springbrook Software Completes Acquisition of BIAS Software
January 16, 20204 min
Acquisition Deepens Springbrook's Market Leadership in the Pacific Northwest
Practifi Completes $16.3M Series B Funding Round With Updata Partners to Accelerate Growth
January 13, 20203 min
Practifi, a business management platform for financial advisors, today announced its $16.3 million Series B funding led by Updata Partners, with participation from existing Series A investors Equity Venture Partners (EVP). With this investment, Practifi plans to scale the team, expand presence around the globe, and invest in the software platform to further elevate the client experience. “I’m tremendously proud of how much we’ve accomplished in the U.S. since establishing our Chicago office in 2018, but this is only...
Snappy Kraken Reveals New Advisor Marketing Trends
January 9, 20204 min
Snappy Kraken, a MarTech company focused on helping financial professionals automate their marketing and business processes, has released a comprehensive analysis of investment advisor marketing trends based on more than 9.3 million data points gleaned from real marketing campaigns initiated over the past year. On Thursday, Jan. 16, at 4 p.m. EST / 1 p.m. PST, Snappy Kraken CEO Robert Sofia will host a webinar revealing key insights from the report. “We will share the scientific findings and objective analysis mined...
Two Crestwood Associates Add-On Products for Acumatica are Officially Certified
January 9, 20204 min
Acumatica has recognized two Crestwood add-on products (Collections Management and AP Inbox Assist) for quality and usability with their system.
Continuity Programs Announces SMS Text Messaging Functionality Inside Mortgage CRM
January 8, 20203 min
New integration allows loan officers to send SMS text messages to contacts through MyCRMDashboard
Qander Consumer Finance Transforms Retail Lending Process With Newgen
December 18, 20195 min
Newgen Software, a global provider of low code automation platform managing content, processes, and communication, today announced that Qander Consumer Finance automated its loan origination lifecycle and improved loan volumes using Newgen’s retail loan origination solution. Using Newgen’s solution, Qander created its custom Qander Origination System (QOS). The solution helped Qander achieve end-to-end process automation, effective risk management, straight-through processing, real-time report generation, and enhanced visibility into the lending process. “Together with Newgen, Qander has...