Category : CRM

CRM

StratiFi & CRM Provider Redtail Announce Integration Partnership

Business Wire
The integration will provide shared users access to StratiFi’s PRISM Rating™ technology via single sign-on through their Redtail credentials StratiFi, developer of award-winning PRISM Rating™ technology...
CRM

Digital Experience Provider ON24 Joins Veeva CRM Events Management

Business Wire
Integration of leading digital event solutions provides full visibility into healthcare professional engagement to drive deeper, personalized interactions ON24 (NYSE: ONTF) today announced the company will integrate ON24...
CRM

Tier1 Acquires Satuit Technologies to Enhance CRM Capabilities

PR Newswire
Tier1 Financial Solutions, a leading provider of client relationship management (“CRM”), AML compliance and fraud prevention solutions, has acquired Satuit Technologies, Inc., a global leader in...
CRM

CRM for Sales Leader Pipedrive Introduces Smart Docs

Business Wire
Pipedrive, the leading CRM for sales and marketing teams, today introduced two new sales documentation features: Smart Docs Basics and Smart Docs Pro. Helping users streamline and automate...
CRM

Integration Provider for CRM AppCrown Names Vantage Point FSC Partner

Business Wire
Vantage Point Scales Salesforce Financial Services Cloud Integration Needs with AppCrown’s Managed Turnkey Industry Integrations for Wealth Management AppCrown, the pioneer and a leading managed...
CRM

StratiFi & CRM Wealthbox Announce Integration Partnership

Business Wire
StratiFi, developer of award-winning PRISM Rating™ technology for RIAs, Investment Managers, and BDs, has announced a new partnership with Wealthbox. The two firms are working...