Finovate

JANUARY 18, 2024

based financial planning software company for advisors, Dynamic Planner, launched its new risk profile mapping service this week. Dynamic Planner , a financial planning software company for advisors, unveiled its new risk profile mapping service for single strategy funds this week.

Risk

Fintech Labs Insights

SEPTEMBER 17, 2015

Then, Sliced Investing debuted Sliced Institutional : “Sliced Institutional gives registered investment advisors access to a suite of alternative investments while also automating all the manual processes associated with private investments: subscription document signing, reporting, custodial integrations, CRM integrations and more.

Advisors

Fintech Labs Insights

APRIL 19, 2016

Advisor Software (ASI) is a cloud provider of wealth management apps and APIs, and is a strategic partner of Salesforce. Why it’s great: ASI’s apps for Salesforce Financial Services Cloud put CRM at the center of advisor practice management, enabling financial advisors to be more efficient, scalable, and customer-centric.

Advisors

CB Insights

FEBRUARY 11, 2020

Chief Innovation Officer, Salesforce (NYSE: CRM). CEO & Founder, Magnetis (Brazilian retail robo-advisor with minority stake by Julius Baer). Our speakers will dive into the trends and technologies revolutionizing the wealth tech industry, ranging from fractional stock trading, robo-advising, social trading platforms, and more.

CRM

Fintech Labs Insights

MARCH 21, 2016

” InvestGlass works like a robo-advisor for financial professionals by providing technology to help them find suitable investments for clients. In an interview with the company’s CEO, Alexandre Gaillard, we discussed the value that InvestGlass brings advisors. Finovate: What problem does InvestGlass solve?

Advisors

Nanonets

APRIL 26, 2024

  CRM Managing customer relationships is the key to driving business growth; with the right combo of CRM tools and Xero, one of the hardest aspects of business becomes intuitive and well-supported. Talk to the experts.

Payroll

The Fintech Times

AUGUST 8, 2024

Ellis previously served as CFO at Flywire , a global payment solutions provider, as well as CFO and advisor to BillGO , a bill pay platform and network. This new feature lets mortgage brokers take payments for administration and processing fees directly within the finova Broker CRM or passed directly to the customer via an email link.

FinTech

CB Insights

AUGUST 14, 2018

We have living, breathing, 4,500 style advisors in our stores.”. Way back before most enterprise software solutions were cloud-based, Salesforce was offering a new and different kind of CRM product. Robo-advisors. We have ‘I’. In June 2018 Amazon beat out Walmart, which was also interested, to purchase PillPack for nearly $1B.

Bitcoin

Stax

MAY 30, 2024

They also have a good library of integrations so you can integrate with your CRM, eCommerce software, or even inventory management software. A consultation with a financial advisor or accountant is advisable to determine your business’s specific needs.

Small Business

PYMNTS

NOVEMBER 7, 2016

Robb will remain on the board of directors as a senior advisor. The program in the future is meant to function as an active marketing channel between Whole Foods and the 5 million or so subscribers in its CRM database. Will it work? As always, it’s impossible to judge from the outset.

Origination

CB Insights

SEPTEMBER 27, 2017

Way back before most enterprise software solutions were cloud-based, Salesforce was offering a new and different kind of CRM product. Robo-advisors. There is no indication that any of our vendors intend to sell premium athletic product, $100-plus sneakers that we offer, directly via that sort of distribution channel. ” 4. .”

Bitcoin

PYMNTS

AUGUST 10, 2018

The company says it services more than 1 million business accounts and works with more than 5,000 certified accountant advisors for its corporate customers. The company supports small businesses’ digitization efforts, linking them to software solutions like invoicing and customer relationship management (CRM).Teamleader

B2B

FloQast

MAY 13, 2024

For example, cloud computing systems can integrate with customer relationship management (CRM) systems to sync customer data and streamline invoicing. These integrations allow data to flow seamlessly between different applications.

Accounts

FICO

FEBRUARY 25, 2022

Since May 2019, major UK banks have participated in a voluntary code - the Contingent Reimbursement Model (CRM), designed to provide funds back to the victims of authorised push payment fraud or APP fraud. Communicate with Customers About APP Scams.

Scams

CB Insights

JANUARY 4, 2018

And that has started with the category broadly known as robo-advisors. He writes: “Software does a better job than traditional financial advisors because it provides to an unlimited number of customers important services that had previously been available only to the very wealthy.

Automation

Fintech Labs Insights

JULY 19, 2016

MaxMyInterest unveiled a new integration to make it easier for financial advisors to bring smart cash management to their clients. Leveraging forms automation and management technology from Laser App Software, advisors will be able use their own CRM systems to “pre-onboard” clients to the Max platform.

Advisors

Nanonets

JANUARY 17, 2024

The inbuilt process advisor identifies bottlenecks, paving the way for higher efficiency. It supports a wide range of integrations, from CRM tools to marketing software. Its core strength lies in its ability to maintain synchronicity between CRM and marketing contacts, a crucial aspect for scaling businesses.

Payment APIs and Integration

Fintech Labs Insights

JANUARY 18, 2017

Five Degrees provides CRM and BPM technology for new UK robo advisor, Munnypot. On Finovate.com. Revolut Unveils Billsplitting Feature. Check out this week’s FinDEVr APIntelligence. Around the web. Coinbase wins New York State Department of Financial Services (NYDFS) virtual currency and money transmitter license.

CRM

PYMNTS

JULY 3, 2018

This goal would require data sharing agreements that could expand beyond the small business account and into other platforms, such as CRM and accounting systems, to more accurately assess business valuations. “We want to optimize the value of how to help business owners, advisors, accountants and bankers that serve them,” he said.

Underwriting

Fintech Labs Insights

JULY 14, 2016

Founded in 2008, Betterment was one of the first online wealth management services to launch, entering into the industry well before the first fintech nerd uttered the word robo-advisor. Shapero brings experience as CFO for CRM company Sailthru and also worked at information services company Digital Globe and fintech company Spot Trading.

Advisors

Fintech Labs Insights

AUGUST 1, 2016

Tags: Advisors, wealth managers, investing, trading, retirement.

Underwriting

Fintech Labs Insights

AUGUST 11, 2016

Tags: Institutions, advisors, investing, financial planning.

Underwriting

Fintech Labs Insights

JULY 14, 2016

Tags: Insitutions, advisors, big data, machine learning, analytics, BI, Finovate alums.

Underwriting

Stax

JANUARY 23, 2024

There are far too many to mention here, but some of the most beneficial integrations include: CRM systems Time tracking tools Reporting tools Ecommerce platforms Email marketing tools Point-of-sale systems Inventory management Debtor tracking. Integrations Xero can integrate with over 1,000 third-party platforms.

Accounts

Fintech Finance

JANUARY 16, 2025

Based in Milan, the Company was founded by Giannetto in 2000 and has developed the largest CRM and loyalty programme in Italy, with over 6 million consumers. Epipoli and Bregal Milestone have been advised by UBS as exclusive financial advisor, and PedersoliGattai and Alma LED as legal counsels.

Acquirers

Finovate

APRIL 29, 2025

Hyperdesk Hyperdesk is an AI sales agent and CRM that finds and qualifies local business leads for banks so that their teams can close more deals, faster. Features An AI sales agent that finds leads for users A search engine that helps banks pull in more leads An AI-first CRM purpose-built for banks Who’s it for?

Credit Union

Finovate

FEBRUARY 4, 2025

Simple will embed Sikoia’s document processing technology into its CRM platform to save time, boost accuracy, and enhance compliance. “This collaboration represents a shared ambition to streamline processes, support growth, and provide brokers with tools that make a tangible difference in their day-to-day operations.”

Automation

Neopay

APRIL 28, 2025

One firm used video calls for customers to speak to a specialist advisor about their bereavement and another had set up a dedicated phone line for PoA queries. Most firms had dedicated bereavement teams.

Procedures