New estate planning offering focuses on driving productivity and efficiency for advisors and wealth strategists serving high-net-worth and ultra-high-net-worth clients
iLife Announces $17M Series A from Top Insurtech Investors
January 27, 20235 min
The Rapidly Growing Platform Built for Insurance Distributors Now Has Over 11,000 Agent Users in Just Over a Year
Wellesley Hills Financial Represents IRIS CRM in Sale to NMI
January 24, 20224 min
IRIS CRMĀ (āIRISā), the premier business management and CRM software provider for the payments industry, has been acquired by full commerce enablement platform,Ā Network Merchants, LLC.Ā (āNMIā), for an undisclosed sum.Ā Wellesley Hills Financial, the Boston-based financial technology investment bank, served as IRISā exclusive strategic and financial advisor for the transaction. Founded in 2010, IRIS continues to offer best-of-breed business management software for merchant services organizations. The companyās cloud-based platform provides ISOs and other payments processors with the value-added...
KasasaĀ®, an award-winning financial technology and marketing provider, received two Silver Telly Awards for itsĀ Community in FocusĀ branded content and one Bronze Telly Award for itsĀ Kasasa Careā¢ promotional video. Founded in 1979, the Telly Awards honors video and television made for all screens and is judged by the Telly Award Judging Council, a group of leading video and television experts from some of the most prestigious companies in entertainment, publishing, advertising and emerging technology. Winners are...
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
BeSmarteeĀ® Completes an Out-of-the-Box Integration with Insellerate Helping Lenders Close More Loans
March 18, 20203 min
BeSmarteeās integration with Insellerate will enable lenders to maximize their prospect's conversions and build customers for life.
SmartTouchĀ® 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 industryās most robust, integrated sales and marketing platform.
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
Ameriprise Financialās New CRM System Helps Advisors Deliver Best-in-Class Service
December 13, 20193 min
Ameriprise Financial, Inc. (NYSE: AMP) today released details on how its new Customer Relationship Management (CRM) system further enables the firmās approximately 10,000 financial advisors to deliver its award-winning customer service to clients and grow their practices. The new system, Ameriprise CRM, built on top of Salesforce Financial Services Cloud, makes it easier for advisors to provide a consistent, referable and advice-based experience to every client. āBehind every one of our advisors is a compelling...