Tag: CRM

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.

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

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

Wealth managers might not be aware, but there is a revolution underway in how they handle customer journeys. Traditionally a firm has used a customer relationship management (CRM) solution to track engagements, but this is being made redundant by the better equipped client lifecycle management (CLM) solutions.

Irwin, a software developer for the capital markets, has closed its Series A round on $20m, which will support the expansion of its services.

Creatio, a low-code software for process management and CRM, has netted $68m in a growth funding round.

Cere Network, a blockchain-based CRM ecosystem platform, has collected $3.5m in its seed round to fund growth of the platform.

Hireology, a CRM solution provider, has secured $27m in its Series B which was led by Blue Cloud Ventures.

Whiteboard Technologies, a CRM tool for the mortgage industry, has netted $2.5m in its Series A round.