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Financial CRM tool which provides outreach scalability and promotion of customer retention through cross-selling techniques.
Financial CRM tool which provides outreach scalability and promotion of customer retention through cross-selling techniques. Erfahre mehr über 360 View CRM

Funktionen

  • Kostenverfolgung
  • Leadmanagement
  • Marketing-Automatisierung
  • Beziehungs-Nachverfolgung
  • Pipeline-Management
  • Kundendatenbank
  • Kontaktmanagement
  • Aktivitäts-Dashboard
  • Kundenmanagement
  • Dokumentenmanagement
A solution for customer relationship management through scoring and analysis.
Scorto Behavia is a solution for customer relationship management through scoring and analysis. The system is capable of predicting customer behavior on macro and micro levels. Scorto Behavia allows banks to automate reporting for portfolio analysis and Basel II/III requirements, spot trends in customers' behavior, monitor product performance and proactively address churn. Erfahre mehr über Behavia

Funktionen

  • Kostenverfolgung
  • Leadmanagement
  • Marketing-Automatisierung
  • Beziehungs-Nachverfolgung
  • Pipeline-Management
  • Kundendatenbank
  • Kontaktmanagement
  • Aktivitäts-Dashboard
  • Kundenmanagement
  • Dokumentenmanagement
It provides vital financial information and key financial indicators of your business whenever you want them.
The #1 financial diagnostic and plan tool that begins where your traditional financial accounting stops. It provides vital financial information and key financial indicators of your business whenever you need them. Fully automated business financials with lots of unique features and state-of-the-art financial analysis tools. Erfahre mehr über PlanMagic Finance Pro

Funktionen

  • Kostenverfolgung
  • Leadmanagement
  • Marketing-Automatisierung
  • Beziehungs-Nachverfolgung
  • Pipeline-Management
  • Kundendatenbank
  • Kontaktmanagement
  • Aktivitäts-Dashboard
  • Kundenmanagement
  • Dokumentenmanagement
A software platform that serves the specialist accounting and administration requirements of trust companies.
Jobstream 9 is a highly configurable software platform built to suit the individual requirements of the offshore financial services industry. It enables trust companies, family offices, and similar organisations to efficiently manage their business by providing a single integrated source of role-based, actionable information supporting client and office: - Administration - Accounting - Practice management - Reporting - Regulatory compliance. Erfahre mehr über Jobstream 9

Funktionen

  • Kostenverfolgung
  • Leadmanagement
  • Marketing-Automatisierung
  • Beziehungs-Nachverfolgung
  • Pipeline-Management
  • Kundendatenbank
  • Kontaktmanagement
  • Aktivitäts-Dashboard
  • Kundenmanagement
  • Dokumentenmanagement
CRM solution for multiple products, office locations, call centers, lead gen, underwriting and processing functions.
CRM solution for multiple products, office locations, call centers, lead gen, underwriting and processing functions. Erfahre mehr über Engaged CRM

Funktionen

  • Kostenverfolgung
  • Leadmanagement
  • Marketing-Automatisierung
  • Beziehungs-Nachverfolgung
  • Pipeline-Management
  • Kundendatenbank
  • Kontaktmanagement
  • Aktivitäts-Dashboard
  • Kundenmanagement
  • Dokumentenmanagement
Scale your financial planning practice easily through this instant client engagement system.
Scale your financial planning practice easily through this instant client engagement system. Erfahre mehr über MyPlanMap

Funktionen

  • Kostenverfolgung
  • Leadmanagement
  • Marketing-Automatisierung
  • Beziehungs-Nachverfolgung
  • Pipeline-Management
  • Kundendatenbank
  • Kontaktmanagement
  • Aktivitäts-Dashboard
  • Kundenmanagement
  • Dokumentenmanagement
Online, Mobile and Web tools that make it easy to engage clients, help them understand your product and purchase it.
Online, Mobile and Web tools that make it easy to engage clients, help them understand your product and purchase it. Customise for a specific requirement; scale at minimum cost and adapt quickly as conditions change. Benefits include increased reach, deeper client relationships and corporate agility. Erfahre mehr über Union.digital

Funktionen

  • Kostenverfolgung
  • Leadmanagement
  • Marketing-Automatisierung
  • Beziehungs-Nachverfolgung
  • Pipeline-Management
  • Kundendatenbank
  • Kontaktmanagement
  • Aktivitäts-Dashboard
  • Kundenmanagement
  • Dokumentenmanagement
Our products can meet all of your vertical CRM needs in a single package. This includes Sales, Service and Marketing capabilities.
NexJ Systems (TSX: NXJ), the pioneer of Intelligent Customer Management, is the trusted partner for CRM products by global financial services institutions due to their deep domain expertise, next-generation technology, strategic investment in innovation, and strong commitment to customer success. Erfahre mehr über Intelligent Customer Management

Funktionen

  • Kostenverfolgung
  • Leadmanagement
  • Marketing-Automatisierung
  • Beziehungs-Nachverfolgung
  • Pipeline-Management
  • Kundendatenbank
  • Kontaktmanagement
  • Aktivitäts-Dashboard
  • Kundenmanagement
  • Dokumentenmanagement
SeedRM institutionalizes Relationship Management, Allocation Pipeline, and Document and Activity Management for Investment Mangers.
SeedRM is a powerful tool for Investment Managers seeking to institutionalize Relationship Management, Allocation Pipeline, Document Management, and Activity Management needs. Leveraging Force.com's world-class security and cloud-based platform, SeedRM's provides Users a collaborative, centralized technology solution for the Investment Management industry. Erfahre mehr über SeedRM

Funktionen

  • Kostenverfolgung
  • Leadmanagement
  • Marketing-Automatisierung
  • Beziehungs-Nachverfolgung
  • Pipeline-Management
  • Kundendatenbank
  • Kontaktmanagement
  • Aktivitäts-Dashboard
  • Kundenmanagement
  • Dokumentenmanagement
Ninjodo helps agencies and service professionals scale, automate and retain clients longer. Capture and convert leads, onboard clients
Ninjodo helps agencies and service professionals scale, automate and retain clients longer. Capture and convert leads, onboard clients, accept payments, answer emails, excellent high-touch support. Erfahre mehr über Ninjodo

Funktionen

  • Kostenverfolgung
  • Leadmanagement
  • Marketing-Automatisierung
  • Beziehungs-Nachverfolgung
  • Pipeline-Management
  • Kundendatenbank
  • Kontaktmanagement
  • Aktivitäts-Dashboard
  • Kundenmanagement
  • Dokumentenmanagement
Magnifinance is a finance management software that makes certified invoices for users and provides a data analytics dashboard
MagniFinance is a financial management platform for businesses. We want managers to be able to run their business' money in just 5 daily minutes. MagniFinance automates 90% of all financial management tasks and does all the heavy lifting so you can manage your finances with no typing. MagniFinance supports the entire financial management process, from invoicing; payable and receivable control, expense management; and from this information cashflow prediction. Erfahre mehr über Magnifinance

Funktionen

  • Kostenverfolgung
  • Leadmanagement
  • Marketing-Automatisierung
  • Beziehungs-Nachverfolgung
  • Pipeline-Management
  • Kundendatenbank
  • Kontaktmanagement
  • Aktivitäts-Dashboard
  • Kundenmanagement
  • Dokumentenmanagement
Instant cloud based platform for operating your financial brokerage business, with back-end, client-facing, and advisor features.
Instant cloud based platform for operating your financial brokerage business, with back-end, client-facing, and advisor features. Erfahre mehr über Bricknode Broker

Funktionen

  • Kostenverfolgung
  • Leadmanagement
  • Marketing-Automatisierung
  • Beziehungs-Nachverfolgung
  • Pipeline-Management
  • Kundendatenbank
  • Kontaktmanagement
  • Aktivitäts-Dashboard
  • Kundenmanagement
  • Dokumentenmanagement
The Smarter, Simpler Investor Portal for Asset and Investment Managers
InvestorFlow is a leading provider of investor experience applications for asset and investment managers. Global asset managers, real estate investors, and alternative fund managers use InvestorFlow to increase distribution and to simplify investor services. Erfahre mehr über InvestorFlow

Funktionen

  • Kostenverfolgung
  • Leadmanagement
  • Marketing-Automatisierung
  • Beziehungs-Nachverfolgung
  • Pipeline-Management
  • Kundendatenbank
  • Kontaktmanagement
  • Aktivitäts-Dashboard
  • Kundenmanagement
  • Dokumentenmanagement
CRM solution with OCR for roofing and restoration industries. Use it on the computer or through a mobile app.
CRM solution with OCR for roofing and restoration industries. Use it on the computer or through a mobile app. Erfahre mehr über Beanstalk Roofing & Restorations Contractor CRM

Funktionen

  • Kostenverfolgung
  • Leadmanagement
  • Marketing-Automatisierung
  • Beziehungs-Nachverfolgung
  • Pipeline-Management
  • Kundendatenbank
  • Kontaktmanagement
  • Aktivitäts-Dashboard
  • Kundenmanagement
  • Dokumentenmanagement
Intelligent Banking CRM that helps bankers never miss opportunities to proactively engage with their customers.
BankSight enables retail and business bankers to deliver meaningful experiences to their customers through timely, intelligent and actionable customer insights and a single view of the customer. The results are increased NPS scores, higher cross-sell/service and referral ratios that increase revenues, and more committed customers with less customer attrition. Bankers never miss opportunities to proactively engage with their customers. Erfahre mehr über BankSight

Funktionen

  • Kostenverfolgung
  • Leadmanagement
  • Marketing-Automatisierung
  • Beziehungs-Nachverfolgung
  • Pipeline-Management
  • Kundendatenbank
  • Kontaktmanagement
  • Aktivitäts-Dashboard
  • Kundenmanagement
  • Dokumentenmanagement
Aufbau der Beziehung zwischen Einzelhändlern und ihren Kunden
Aufbau der Beziehung zwischen Einzelhändlern und ihren Kunden Erfahre mehr über Yoyo Wallet

Funktionen

  • Kostenverfolgung
  • Leadmanagement
  • Marketing-Automatisierung
  • Beziehungs-Nachverfolgung
  • Pipeline-Management
  • Kundendatenbank
  • Kontaktmanagement
  • Aktivitäts-Dashboard
  • Kundenmanagement
  • Dokumentenmanagement
The Relationship Management System supports the entire customer relationship, from contact to sale to onboarding and case management.
The Relationship Management System supports the entire customer relationship, from contact to sale to onboarding and case management. Erfahre mehr über FMR Systems Relationship Management System

Funktionen

  • Kostenverfolgung
  • Leadmanagement
  • Marketing-Automatisierung
  • Beziehungs-Nachverfolgung
  • Pipeline-Management
  • Kundendatenbank
  • Kontaktmanagement
  • Aktivitäts-Dashboard
  • Kundenmanagement
  • Dokumentenmanagement
With Optimizer, items on your agenda that usually take days can now be done in minutes. Your prospects and clients will see your value
Your most precious resource is your time. Top investment advisors with growing practice need effective and efficient ways to help their clients and differentiate their values. With Optimizer, items on your agenda that usually take days can now be done in minutes. Your prospects and clients will see your value propositions, right from the very beginning. Erfahre mehr über Synertree Optimizer

Funktionen

  • Kostenverfolgung
  • Leadmanagement
  • Marketing-Automatisierung
  • Beziehungs-Nachverfolgung
  • Pipeline-Management
  • Kundendatenbank
  • Kontaktmanagement
  • Aktivitäts-Dashboard
  • Kundenmanagement
  • Dokumentenmanagement
Powered by Salesforce, Practifi is an enterprise business management platform designed for high-performing financial advice firms.
Powered by Salesforce and built for the wealth management industry, Practifi is the single, unified workplace for every role in an advisory firm. With rich client views, intelligent automation and sophisticated analytics, our innovative product suite helps advisory firms scale sustainably and build better client relationships. We work with leading technology providers and the Salesforce AppExchange to help wealth management firms unify their client data and create the perfect tech stack. Erfahre mehr über Practifi

Funktionen

  • Kostenverfolgung
  • Leadmanagement
  • Marketing-Automatisierung
  • Beziehungs-Nachverfolgung
  • Pipeline-Management
  • Kundendatenbank
  • Kontaktmanagement
  • Aktivitäts-Dashboard
  • Kundenmanagement
  • Dokumentenmanagement
This software allows you to collect all the information relating to your customers and prospects and to set up commercial actions.
This software allows you to collect all the information relating to your customers and prospects and to set up commercial actions. Erfahre mehr über EBP CRM

Funktionen

  • Kostenverfolgung
  • Leadmanagement
  • Marketing-Automatisierung
  • Beziehungs-Nachverfolgung
  • Pipeline-Management
  • Kundendatenbank
  • Kontaktmanagement
  • Aktivitäts-Dashboard
  • Kundenmanagement
  • Dokumentenmanagement
Comprehensive CRM for financial advisors, RIAs and broker-dealers.
Comprehensive CRM for financial advisors, RIAs and broker-dealers. Erfahre mehr über EquinoxCRM

Funktionen

  • Kostenverfolgung
  • Leadmanagement
  • Marketing-Automatisierung
  • Beziehungs-Nachverfolgung
  • Pipeline-Management
  • Kundendatenbank
  • Kontaktmanagement
  • Aktivitäts-Dashboard
  • Kundenmanagement
  • Dokumentenmanagement
DigiFi is an all-in-one platform that streamlines the lending journey from application to funding, powering a best-in-class experience
DigiFi is the next-gen platform for automated digital lending. Our all-in-one platform streamlines the lending journey from application to funding, powering a best-in-class experience for your borrowers and your team. We offer an unparalleled level of flexibility to allow lenders to launch new digital products and deliver amazing borrower experiences – for any product, anywhere. We work with lenders in the consumer, residential, automotive, small business and commercial lending industries. Erfahre mehr über DigiFi

Funktionen

  • Kostenverfolgung
  • Leadmanagement
  • Marketing-Automatisierung
  • Beziehungs-Nachverfolgung
  • Pipeline-Management
  • Kundendatenbank
  • Kontaktmanagement
  • Aktivitäts-Dashboard
  • Kundenmanagement
  • Dokumentenmanagement
A comprehensive and intuitive investor CRM and targeting platform for corporate investor relations teams to optimise.
IR.Manager is a comprehensive and intuitive investor relationship management and targeting platform. With IR.Manager, you can optimise your IR team workflow and efficiently manage relationships with institutional investors, analysts and other stakeholders; better understand your shareholder base; profile and target institutional investors with greater accuracy; and advise your management with value-adding briefing notes and reports. Erfahre mehr über IR.Manager

Funktionen

  • Kostenverfolgung
  • Leadmanagement
  • Marketing-Automatisierung
  • Beziehungs-Nachverfolgung
  • Pipeline-Management
  • Kundendatenbank
  • Kontaktmanagement
  • Aktivitäts-Dashboard
  • Kundenmanagement
  • Dokumentenmanagement
Die Q4 Desktop-Plattform für Investor-Relations vereint IR-CRM- und -Marktanalysetools in einem vereinfachten und optimierten Workflow.
Q4 Desktop ist eine vollintegrierte Investor-Relations-Plattform, die das CRM mit modernen Marktintelligenz-Tools kombiniert, um den gesamten IR-Workflow zu vereinfachen und zu rationalisieren. Q4 Desktop bietet Aktivitätsprotokollierung und Pipeline-Lösungen, intuitives Targeting auf Kontaktebene, Berichterstellungsfunktionen, Reiseplanerstellung, Roadshow-Planungstools, eine Datenbank mit validierten Finanzdaten sowie umsetzbare Informationen wie Handelsanalysen, relative Leistung und Aktivismus-Alarme. Erfahre mehr über Q4 Desktop

Funktionen

  • Kostenverfolgung
  • Leadmanagement
  • Marketing-Automatisierung
  • Beziehungs-Nachverfolgung
  • Pipeline-Management
  • Kundendatenbank
  • Kontaktmanagement
  • Aktivitäts-Dashboard
  • Kundenmanagement
  • Dokumentenmanagement
Credito Pratico eanbles you to manage appointments, phone calls, marketing systems, lead control, and integrated reporting.
Credito Pratico eanbles you to manage appointments, phone calls, marketing systems, lead control, and integrated reporting. Erfahre mehr über Credito Pratico

Funktionen

  • Kostenverfolgung
  • Leadmanagement
  • Marketing-Automatisierung
  • Beziehungs-Nachverfolgung
  • Pipeline-Management
  • Kundendatenbank
  • Kontaktmanagement
  • Aktivitäts-Dashboard
  • Kundenmanagement
  • Dokumentenmanagement
Financial and digital software for banking.
Financial and digital software for banking. Erfahre mehr über ObjectWay

Funktionen

  • Kostenverfolgung
  • Leadmanagement
  • Marketing-Automatisierung
  • Beziehungs-Nachverfolgung
  • Pipeline-Management
  • Kundendatenbank
  • Kontaktmanagement
  • Aktivitäts-Dashboard
  • Kundenmanagement
  • Dokumentenmanagement
CRM system for the accountant or administration office with the most complete library of textual data.
CRM system for the accountant or administration office with the most complete library of textual data. Erfahre mehr über PM-RECORD CRM

Funktionen

  • Kostenverfolgung
  • Leadmanagement
  • Marketing-Automatisierung
  • Beziehungs-Nachverfolgung
  • Pipeline-Management
  • Kundendatenbank
  • Kontaktmanagement
  • Aktivitäts-Dashboard
  • Kundenmanagement
  • Dokumentenmanagement
Find, engage and build relationships with the right investors at the right time.
Find, engage and build relationships with the right investors at the right time so that you can focus on doing what you do best - building your business. Irwin has the most accurate and comprehensive shareholder monitoring capabilities by combining unique data sets to give you the full picture. Identify and connect with high-quality investors, keep track of all your IR activity in one place, and access research, estimates and transcripts. Erfahre mehr über Irwin

Funktionen

  • Kostenverfolgung
  • Leadmanagement
  • Marketing-Automatisierung
  • Beziehungs-Nachverfolgung
  • Pipeline-Management
  • Kundendatenbank
  • Kontaktmanagement
  • Aktivitäts-Dashboard
  • Kundenmanagement
  • Dokumentenmanagement
Elements is a financial software that regroups business activities, such as CRM, workflows, product and document management or reports.
Elements is a financial software that regroups business activities, such as CRM, workflows, product and document management or reports. Erfahre mehr über Elements

Funktionen

  • Kostenverfolgung
  • Leadmanagement
  • Marketing-Automatisierung
  • Beziehungs-Nachverfolgung
  • Pipeline-Management
  • Kundendatenbank
  • Kontaktmanagement
  • Aktivitäts-Dashboard
  • Kundenmanagement
  • Dokumentenmanagement
Financial CRM solution that helps users with practice management, RMD calculations, marketing, tasks tracking, reporting, and more.
We are early pioneers of Client Relationship Management - built by financial planners for financial planners. Since 1997, ProTracker Advantage has provided the full-featured, easy-to-use solutions that have received rave reviews over the last two decades. It is the relationship and practice management solution for busy professionals who espouse comprehensive personal financial planning. ProTracker Advantage has the most comprehensive Required Minimum Distribution (RMD) Calculator available. Erfahre mehr über ProTracker Advantage

Funktionen

  • Kostenverfolgung
  • Leadmanagement
  • Marketing-Automatisierung
  • Beziehungs-Nachverfolgung
  • Pipeline-Management
  • Kundendatenbank
  • Kontaktmanagement
  • Aktivitäts-Dashboard
  • Kundenmanagement
  • Dokumentenmanagement
Wealth CRM solution that helps financial service professionals manage workflows across trust accounts, sales, referrals & more.
Wealth CRM solution that helps financial service professionals manage workflows across trust accounts, sales, referrals & more. Erfahre mehr über CapitalBase

Funktionen

  • Kostenverfolgung
  • Leadmanagement
  • Marketing-Automatisierung
  • Beziehungs-Nachverfolgung
  • Pipeline-Management
  • Kundendatenbank
  • Kontaktmanagement
  • Aktivitäts-Dashboard
  • Kundenmanagement
  • Dokumentenmanagement
Asklogix is an industry software powered by salesforce. Our solutions for your business will help you achieve your financial goals.
Asklogix is an industry-specific software suite powered by salesforce. Our goal is to help financial services companies achieve CRM success by bringing together the ideal combination of the market-leading CRM platform, industry-focused software solutions and financial industry consulting expertise. Our group will ensure that the solutions for your business are seamless and help you meet your goals. By combining the value of the Salesforce platform with our industry focus, success is assured. Erfahre mehr über AskLogix

Funktionen

  • Kostenverfolgung
  • Leadmanagement
  • Marketing-Automatisierung
  • Beziehungs-Nachverfolgung
  • Pipeline-Management
  • Kundendatenbank
  • Kontaktmanagement
  • Aktivitäts-Dashboard
  • Kundenmanagement
  • Dokumentenmanagement
Financial CRM solution that helps businesses analyze customers' behavior to identify lead generation and retention opportunities.
CRM for community banks and credit unions. Made for both retail and commercial financial institutions. Erfahre mehr über IQ Suite

Funktionen

  • Kostenverfolgung
  • Leadmanagement
  • Marketing-Automatisierung
  • Beziehungs-Nachverfolgung
  • Pipeline-Management
  • Kundendatenbank
  • Kontaktmanagement
  • Aktivitäts-Dashboard
  • Kundenmanagement
  • Dokumentenmanagement
CRM solution built on top of Dynamics 365 for Banks and Insurance companies.
VeriTouch is a vertical solution built on top of Dynamics 365 that enables banks and insurance companies to place customer relationship management at the core of their digital transformation journeys. It consolidates data from the organizations back- end systems and digital channels to provide a unified front end with standardized processes. The solution provides acquisition, development, retention and loyalty capabilities in an omnichannel architecture. Erfahre mehr über Veritouch

Funktionen

  • Kostenverfolgung
  • Leadmanagement
  • Marketing-Automatisierung
  • Beziehungs-Nachverfolgung
  • Pipeline-Management
  • Kundendatenbank
  • Kontaktmanagement
  • Aktivitäts-Dashboard
  • Kundenmanagement
  • Dokumentenmanagement
Management software (CRM) for the Finance and Gaming industries. Enables customer relationship with the most affordable solution
Management software (CRM) for the Finance and Gaming industries. Enables customer relationship with the most affordable solution Erfahre mehr über Profit CRM

Funktionen

  • Kostenverfolgung
  • Leadmanagement
  • Marketing-Automatisierung
  • Beziehungs-Nachverfolgung
  • Pipeline-Management
  • Kundendatenbank
  • Kontaktmanagement
  • Aktivitäts-Dashboard
  • Kundenmanagement
  • Dokumentenmanagement
Sleek, self-hosted, on premise admin panel for transactional businesses.
Sleek, self-hosted, on premise admin panel for transactional businesses. Erfahre mehr über MissionKontrol

Funktionen

  • Kostenverfolgung
  • Leadmanagement
  • Marketing-Automatisierung
  • Beziehungs-Nachverfolgung
  • Pipeline-Management
  • Kundendatenbank
  • Kontaktmanagement
  • Aktivitäts-Dashboard
  • Kundenmanagement
  • Dokumentenmanagement
Helps unify all stages of the customer lifecycle.
Helps unify all stages of the customer lifecycle. Erfahre mehr über AddACCION

Funktionen

  • Kostenverfolgung
  • Leadmanagement
  • Marketing-Automatisierung
  • Beziehungs-Nachverfolgung
  • Pipeline-Management
  • Kundendatenbank
  • Kontaktmanagement
  • Aktivitäts-Dashboard
  • Kundenmanagement
  • Dokumentenmanagement
AdviceOS is a cloud-based financial advice modelling and CRM platform for AFSLs, financial planners, paraplanners and accountants.
AdviceOS is a cloud-based financial advice modelling and CRM platform for AFSLs, financial planners, paraplanners and accountants. Erfahre mehr über AdviceOS

Funktionen

  • Kostenverfolgung
  • Leadmanagement
  • Marketing-Automatisierung
  • Beziehungs-Nachverfolgung
  • Pipeline-Management
  • Kundendatenbank
  • Kontaktmanagement
  • Aktivitäts-Dashboard
  • Kundenmanagement
  • Dokumentenmanagement
Chelmer is a New Zealand wealth technology company providing software solutions to financial services firms across Asia Pacific.
Chelmer is a New Zealand wealth technology company and has been providing software solutions to financial services firms across Asia Pacific for over 30 years. Myriad - Chelmer's integrated software suite provides a fully automated, highly-scalable end-to-end solution for wealth management. The platform currently manages over USD 30B of investor assets transacting hundreds of millions of dollars every day. Erfahre mehr über Chelmer

Funktionen

  • Kostenverfolgung
  • Leadmanagement
  • Marketing-Automatisierung
  • Beziehungs-Nachverfolgung
  • Pipeline-Management
  • Kundendatenbank
  • Kontaktmanagement
  • Aktivitäts-Dashboard
  • Kundenmanagement
  • Dokumentenmanagement
Investment relations solution that offers benchmarking, peer intelligence, meeting scheduling, communication, and more.
Partner with Nasdaq to learn how your company can maximize the effectiveness and value for your IR Program with Nasdaq IR Insights integrated workflow solution. Erfahre mehr über Nasdaq IR Insight

Funktionen

  • Kostenverfolgung
  • Leadmanagement
  • Marketing-Automatisierung
  • Beziehungs-Nachverfolgung
  • Pipeline-Management
  • Kundendatenbank
  • Kontaktmanagement
  • Aktivitäts-Dashboard
  • Kundenmanagement
  • Dokumentenmanagement
Web-based accounting software to automate and manage the daily tasks of Brazil-based accounting companies and professionals.
Solution for the automation of accounting departments. In this platform, it is possible to automate document collections, centralize routines for the whole year and monitor the activities of the office in real time. This software also helps to improve the service and the relationship between customers and accountants through a dashboard that sorts e-mails according to their urgency and facilitates the resolution of problems. Erfahre mehr über CRM Contábil

Funktionen

  • Kostenverfolgung
  • Leadmanagement
  • Marketing-Automatisierung
  • Beziehungs-Nachverfolgung
  • Pipeline-Management
  • Kundendatenbank
  • Kontaktmanagement
  • Aktivitäts-Dashboard
  • Kundenmanagement
  • Dokumentenmanagement
A powerful unified platform and highly customizable customer-focused solution based on CRM Microsoft Dynamics 365.
Path Solutions' CRMPlus is a powerful unified platform and highly customizable customer-focused solution based on CRM Microsoft Dynamics 365. It empowers banks to provide frictionless Omnichannel customer experience, helping them to increase revenue, profitability, and customer loyalty. Erfahre mehr über CRMPlus

Funktionen

  • Kostenverfolgung
  • Leadmanagement
  • Marketing-Automatisierung
  • Beziehungs-Nachverfolgung
  • Pipeline-Management
  • Kundendatenbank
  • Kontaktmanagement
  • Aktivitäts-Dashboard
  • Kundenmanagement
  • Dokumentenmanagement
All-in-one Sacco and microfinance CRM software built for small and large organizations.
All-in-one Sacco and microfinance CRM software built for small and large organizations. Erfahre mehr über S&B

Funktionen

  • Kostenverfolgung
  • Leadmanagement
  • Marketing-Automatisierung
  • Beziehungs-Nachverfolgung
  • Pipeline-Management
  • Kundendatenbank
  • Kontaktmanagement
  • Aktivitäts-Dashboard
  • Kundenmanagement
  • Dokumentenmanagement
Funden is the leading AI-powered platform that helps startups search investors and VC firms.
Funden is the leading AI-powered platform that helps startups search investors and VC firms. Funden AI is the world’s first tool that will automatically suggest investors for your startup. Enter your startup’s details and it will automatically generate a list of investors that have invested in companies like yours. Want to go old school and do your own search-and-filter-ing? No problem, you can do that, too. Erfahre mehr über Funden

Funktionen

  • Kostenverfolgung
  • Leadmanagement
  • Marketing-Automatisierung
  • Beziehungs-Nachverfolgung
  • Pipeline-Management
  • Kundendatenbank
  • Kontaktmanagement
  • Aktivitäts-Dashboard
  • Kundenmanagement
  • Dokumentenmanagement
A cloud-based investment management platform that helps businesses track and analyze deals, investments, valuations, data, and more.
Investment management is complicated. Pepper solves the enterprise complexities of data, speed, insight, and action for asset managers, enabling the best investment decisions. Pepper is the only System of Engagement (SOE) with a cloud-based platform adaptable to the types of investment needs, strategies, complexities, and imagination asset managers require. The pace of change in asset management is increasing globally, with a fundamental shift to more alternative asset class investment. Erfahre mehr über Pepper

Funktionen

  • Kostenverfolgung
  • Leadmanagement
  • Marketing-Automatisierung
  • Beziehungs-Nachverfolgung
  • Pipeline-Management
  • Kundendatenbank
  • Kontaktmanagement
  • Aktivitäts-Dashboard
  • Kundenmanagement
  • Dokumentenmanagement
Antelope offer CRM solutions, unique lead management tools, Ninja, Financials, KYC, Communication, and PSP integrations all in one.
Antelope Systems offer innovative systems & solutions in the Customer Relationship Management area. We offer additional services to the CRM, such as a Client Portal, Affiliate Portal, Leaderboard, Affiliate Environment, and Partnership Environment. Erfahre mehr über Antelope Systems

Funktionen

  • Kostenverfolgung
  • Leadmanagement
  • Marketing-Automatisierung
  • Beziehungs-Nachverfolgung
  • Pipeline-Management
  • Kundendatenbank
  • Kontaktmanagement
  • Aktivitäts-Dashboard
  • Kundenmanagement
  • Dokumentenmanagement
Amplify is a bespoke, SaaS-based, mobile-optimized CRM platform developed from the “economic developers’ point of view
Amplify helps economic development organizations to enhance their productivity with a complete focus on the specific requirements for the users. Incorporated with the best global practices of economic development life cycle, it ensures seamless user experience from onboarding to adoption with proper training and guidance from the experts as required. Erfahre mehr über Amplify

Funktionen

  • Kostenverfolgung
  • Leadmanagement
  • Marketing-Automatisierung
  • Beziehungs-Nachverfolgung
  • Pipeline-Management
  • Kundendatenbank
  • Kontaktmanagement
  • Aktivitäts-Dashboard
  • Kundenmanagement
  • Dokumentenmanagement
AI powered digital office for financial advisors that includes built-in security for compliance, and an interactive client portal.
AI powered digital office for financial advisors that includes built-in security for compliance, and an interactive client portal. Erfahre mehr über BlueMind

Funktionen

  • Kostenverfolgung
  • Leadmanagement
  • Marketing-Automatisierung
  • Beziehungs-Nachverfolgung
  • Pipeline-Management
  • Kundendatenbank
  • Kontaktmanagement
  • Aktivitäts-Dashboard
  • Kundenmanagement
  • Dokumentenmanagement
Innovative Front-to-Back platform for Investment Management with a true modular approach.
JUMP Technology is a software company that is 100% dedicated to the investment management industry: investment management companies, private banks, family offices, insurers, institutional investors, etc. While addressing the specificities of each industry group, the JUMP solution covers the entire investment management value chain, for all types of financial instruments, in a single software platform combining data management, Front-Middle-Back, and reporting capabilities. Erfahre mehr über JUMP Front-to-Back

Funktionen

  • Kostenverfolgung
  • Leadmanagement
  • Marketing-Automatisierung
  • Beziehungs-Nachverfolgung
  • Pipeline-Management
  • Kundendatenbank
  • Kontaktmanagement
  • Aktivitäts-Dashboard
  • Kundenmanagement
  • Dokumentenmanagement
Panda Web Trader, next generation trading software that provides the same great trading experience across all platforms and devices
Panda Web Trader, next generation trading software that provides the same great trading experience across all platforms and devices Erfahre mehr über Panda CRM

Funktionen

  • Kostenverfolgung
  • Leadmanagement
  • Marketing-Automatisierung
  • Beziehungs-Nachverfolgung
  • Pipeline-Management
  • Kundendatenbank
  • Kontaktmanagement
  • Aktivitäts-Dashboard
  • Kundenmanagement
  • Dokumentenmanagement