crm - FinTecBuzz

XData Group Named Top Fintech SaaS Innovator by TechRound

October 13, 20253 min

XData Group, a European software development company specialising in digital banking solutions, has been named one of the winners of TechRound’s SaaS66 2025 – an annual ranking that highlights the most promising SaaS innovators across the UK and Europe. XData Group was created to help financial institutions overcome the complexity of launching and scaling digital services. Many banks and fintechs still face challenges with outdated infrastructure, fragmented tools, and high development costs. XData Group set out to...

by BusinessWire

Platforms

GReminders Launches AI “Do Anything” Assistant for Advisors

July 24, 20256 min

Enhancements include pre-meeting briefs, instant post-meeting CRM updates and fully automated email drafts

by James Hunter

Guest Articles

Is Your Finance Software Holding you back?

July 9, 202517 min

Is your finance software holding you back? Finance leaders face slow insights, overcomplex systems, and stressed teams—signs it’s time to reassess your setup.

by Paytabs

Payments

PayTabs Group aligns with the Kingdom’s Vision for Global AI Leadership

May 26, 202512 min

A milestone which aligns with the Kingdom’s Vision for Global AI Leadership

by GlobeNewswire

Banking

Sandbox Banking Partners with Zoom to Integrate Critical Banking Systems

March 19, 20256 min

The new integration application empowers financial institutions to access core banking data, streamline account holder interactions, and enhance service delivery directly within Zoom’s Contact Center

by insightsoftware

Platforms

insightsoftware Acquires JustPerform for Unified Cloud-Based EPM

January 16, 20256 min

insightsoftware is the most comprehensive provider of solutions for the Office of the CFO. We turn information into insights, empowering business leaders to strategically drive their organization.

by BusinessWire

Investments

Advyzon Announces Auria, New Product for Family Offices & UHNW Clients

November 18, 20244 min

Integrated solution from Advyzon Institutional redefines family wealth management

by PRNewswire

Insurance

NowCerts Inc. Announced Rebranding to Momentum

November 12, 202410 min

NowCerts, Inc., a leader in insurance technology and agency management solutions, is excited to announce its rebranding to Momentum. This reflects its ongoing commitment to innovation, adaptability, and the transformation of insurance agency management. The new name represents the company’s evolution and vision to deliver a robust, flexible platform for agencies looking to accelerate their operations with cutting-edge tools, streamlined workflows, and integrations catering to every insurance agency’s unique needs. This rebrand marks a new...

by PRNewswire

Payments

Zift Featured as a Top 5 Payment Provider in Payspace Magazine

November 5, 20242 min

We are excited to announce that Zift has been highlighted in a recent article published by Payspace Magazine titled “Top 5 Payment Gateway Providers in 2025.” This detailed review compares the leading payment gateway providers, offering businesses valuable insights into selecting the best solution for their needs. In the article, Zift is recognized for its robust and scalable embedded payment solutions tailored specifically for Vertical SaaS platforms, CRM’s, and business management systems. The article highlights how Zift simplifies...

by BusinessWire

API/Connectivity

Mako Fintech Announces Integration with Fidelity Clearing Canada

October 9, 20245 min

Mako Fintech’s digital onboarding platform and Fidelity Clearing Canada’s tech-driven custody and clearing services allow wealth management offices to scale their client outreach and increase their revenue by opening new accounts faster while reducing operational costs.

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