Wellesley Hills Financial Represents IRIS CRM in Sale to NMI

IRIS CRMĀ (ā€œIRISā€), 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 (ā€œNMIā€), 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 companyā€™s cloud-based platform provides ISOs and other payments processors with the value-added...

Kasasa Wins Three Telly Awards for Community in Focus and Kasasa Care Videos

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...

Ameriprise Financialā€™s New CRM System Helps Advisors Deliver Best-in-Class Service

Ameriprise Financial, Inc. (NYSE: AMP) today released details on how its new Customer Relationship Management (CRM) system further enables the firmā€™s 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. ā€œBehind every one of our advisors is a compelling...

TD Ameritrade Institutional and Wealthbox CRM Collaborate to Automate Account Openings for RIAs

A pain point for financial advisors is the laborious task of manually entering client data associated with new account openings. TD Ameritrade Institutional and Wealthbox have collaborated to ease the pain with a new integration between the Wealthbox CRM product and the TD Ameritrade Institutional Ā Veo One platform. The new automated account opening feature in Wealthbox now allows RIAs on the TD Ameritrade InstitutionalĀ platform to pre-fill client information from Wealthbox intoĀ Veo and Veo OneĀ account-opening forms...

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