customer relationship management - FinTecBuzz

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by BusinessWire

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LoanPro, the API-first, modern lending and credit platform, announces that Jeri Larsen has joined their executive team as Chief Customer Officer. Jeri brings extensive experience in customer relationship management, sales, and consulting — with a proven track record of driving success in the tech industry. Most recently, she served as Chief Operating Officer at YouScience. Prior to that, Jeri served as the SVP of Sales Operations and Development at MX, where she optimized sales operations...

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ATFX, a leading global online trading broker, is pleased to announce that Nick Twidale has joined the company as Chief Market Analyst for the Australia region. With over two decades of experience in banking and broking, Nick brings a wealth of expertise and leadership to his new role. Nick is a highly recognisable figure in the financial services industry. As the previous APAC CEO for FP Markets, GM for IC Markets and Chief Operating Officer at Rakuten Securities Australia...

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by BusinessWire

Guided Insurance Solutions, LLC, to collaborate with Total Expert

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Rapidly growing insurance brokerage firm taps platform to modernize marketing and strengthen sales relationships with new and existing customers

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