Tag: CRM

Enhancing portfolio management with integrated CRM solutions

Over the past few years, WealthArc, which helps automate workflows for wealth managers,  has spoken to many prospects about Portfolio Management Systems (PMS). Far too many have responded with interest in PMS, but stated they don't need a solution for client relationship management. 

Comvest Credit Partners backs Billhighway’s expansion with strategic financing

Comvest Credit Partners, a leader in providing flexible direct financing solutions to mid-market entities, has recently declared its role as the Administrative Agent and Sole Lender in a senior secured credit facility for Billhighway.

Myko AI secures $2.7m from Khosla Ventures to revolutionise sales data...

Myko AI, a pioneering conversational artificial intelligence (AI) startup, has successfully raised $2.7m in seed funding. The investment round was led by Khosla Ventures, with...

Nearly all wealth managers plan to adopt new technologies in 2024...

WealthManagement.com’s survey included 371 respondents from advisors, c-suite executives and others across RIAs, Insurance firms, Regional investment firms, Wirehouse firms and Bank brokerages from...

Veruna bags $10m Series B to revolutionise InsurTech innovation

Veruna, the pioneering agency management system developed natively on Salesforce's eminent CRM platform, has unveiled a triumphant Series B fundraising round.

Introducing Tier 1 CRM 2023.3: Revolutionising client relations in capital markets

In the rapidly advancing world of Capital Markets' technology and CRMs, keeping abreast of developments isn't just a strategy – it's a lifestyle. SS&C Tier 1, has unveiled the latest enhancements to its CRM platform.

Metatime raises $25m investment to propel blockchain ecosystem expansion

Metatime, a prominent blockchain technology company, has successfully secured a total investment of $25 million.

WealthArc: Streamlining FIDLEG Compliance for FinTech Firms

WealthArc, a major player in the WealthTech industry, has recently highlighted key components of the Financial Services Act (FinSA) or FIDLEG compliance and how its platform aids companies to meet the Swiss Financial Market Supervisory Authority's (FINMA) expectations.

CRM and revenue operations platform Nexl raises $4m

Nexl, a no-data-entry CRM and revenue operations platform, has reportedly raised $4m in a recent funding round.

CRM software provider OvationCXM lands $20m

OvationCXM, a customer experience management (CRM) software provider previously known as Boomtown, has raised $20m in a combined Series C and debt funding round.

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