OneStream Kicks off 2022 with Strong Q1 Momentum
- 2 years 7 months ago
- CRM
CPM software provider announces 67 percent year-over-year Annual Recurring Revenue growth
HubSpot Partners with Pipe to Help Startups Unlock up to $100m in Fee-Free Funding
- 2 years 7 months ago
- CRM
HubSpot, the customer relationship management (CRM) platform for scaling companies, today announced its partnership with alternative financing platform
Total Expert Recognized as Spring 2022 G2 Leader Across Four CategoriesTotal Expert Recognized as Spring 2022 G2 Leader Across Four Categories
- 2 years 7 months ago
- CRM
Fast-growing fintech company adds to its accolades in the latest G2 grid based on client reviews
What Are Some of the Must-Have Features of a Forex CRM?
- 2 years 7 months ago
- CRM
Forex CRM systems are designed to help businesses in their forex operations. A Forex CRM consists of multiple components that work together to track the overall processes and keep records of all transactions.
Total Expert Named to the Inc. 5000 Series: Midwest List for Third Consecutive Year
- 2 years 7 months ago
- CRM
The fast-growing Minneapolis-based fintech leader powers customer journeys for 25% of U.S. mortgages
‘Customer Intelligence’ from Total Expert Helps Financial Brands Connect with Customers at Key Moments of Opportunity
- 2 years 7 months ago
- CRM
Platform combines key customer insights with industry-leading intelligent automation to deliver the perfect customer journey in modern financial services
High Street Bank Ramps Up Anti-fraud Efforts as It Registers Under the Contingent Reimbursement Model (Crm) Code
Virgin Money, the UK’s sixth largest bank, is the latest firm to become fully registered to the Contingent Reimbursement Model Code (the CRM Code) – a voluntary standard overseen by the primary self-regulatory body of the financial services industry, the Lending Standards Board (LSB). The CRM Code sets out protections to prevent, detect and mitigate Authorised Push Payment (APP) scams. It also stipulates that firms should reimburse customers who... more
Tier1 Appoints Compliance Software Sales Expert Megan Howe to Expand North America Footprint
- 2 years 10 months ago
- Compliance, AML and KYC, CRM
Tier1 Financial Solutions (“Tier1”), a leading provider of client relationship management (“CRM”) solutions, AML compliance and fraud prevention solutions, has appointed Megan Howe as Managing Director, North America Sales. Howe will be responsible for driving compliance software and buy-side CRM sales in North America, delivering a range of client lifecycle management solutions.
How is CRM essential for an FX broker?
- 2 years 11 months ago
- Foreign Exchange, CRM
Н1: Why is it essential for your FX brokerage to integrate a CRM? It is well known that thousands of private traders enter the Forex market every year. Earlier, only a few understood all features of the FX solutions, but now anyone can learn about it on Youtube or specific websites. When analyzing what is Forex management, various aspects need to be reviewed. You can learn more about it and benefit from valuable tools like CRM for Forex as... more
Luther Burbank Savings Becomes Creatio Customer
- 2 years 11 months ago
- CRM
Luther Burbank Savings invests in Creatio’s one platform for workflow automation and CRM Creatio, a global vendor of one platform to automate industry workflows and CRM with no-code and a maximum degree of freedom, today announced that Luther Burbank Savings, an FDIC insured, California-chartered commercial bank, is now a customer.
Creatio Customers Launch 10M Digital Workflows Daily
- 2 years 12 months ago
- IT Innovations, CRM
The company enables commercial and operations teams to automate and launch millions of workflows on its platform with no-code Creatio, a global vendor of one platform to automate industry workflows and CRM with no-code and a maximum degree of freedom, today announced that it has reached a milestone of 10 million digital workflows launched daily by its customers on the Creatio platform.
Creatio’s Founder and CEO, Katherine Kostereva, has Been Listed as #1 in 2021 Top 50 Women Leaders in SaaS
- 3 years 1 week ago
- SaaS, CRM, People Moves
The annual award by The Software Report recognizes women that demonstrate admirable leadership across a variety of roles within the software industry
Creatio Recognized in Now Tech Report for Marketing Automation Platforms, Q3 2021 by Independent Research Firm
- 3 years 2 weeks ago
- Management, CRM
Creatio, a global software company that provides a leading no-code platform for process management and CRM, has been named in the Now Tech: Marketing Platforms, Q3 2021 published by Forrester Research, Inc. The recent report from Forrester is designed to help readers understand, identify and acquaint themselves with the vendors that best align with their business technology needs. Creatio is one of 28 vendors included in the report.
Petroleum Service Corporation Selects OneStream Software to Unify Complex Financial Operations in the Cloud
- 3 years 3 weeks ago
- Management, Logistics, Consultancy, CRM
Petroleum Service Corporation (PSC), the North American leader in product handling, site logistics and sustainability services for the petrochemical and refining industries, has selected corporate performance management (CPM) vendor OneStream Software to streamline and unify the company’s fi
How to Find the Best CRM Solution for Your Forex Brokerage
- 3 years 1 month ago
- Trading Systems, CRM
If you are running a forex brokerage, it is important to know that your trader’s room (CRM) is one of the most crucial aspects of your business operation.
