Tag: CRM

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

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

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

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.