#SSNCBlackDiamond is proud to be a finalist in the Unified (all-in-one), CRM, and Client Portal categories in the WealthManagement.com 2024 Industry Awards! https://lnkd.in/dgJMPx_m #fintech #wealthmanagement #wealthies
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Exciting News! Vixo Link - Integrated Intelligence for Open Banking is revolutionizing how businesses operate. Our powerful and seamless plug-and-play financial solutions bring your customers' financials right into your CRM system. From powerful analytics to predictive analyses, we turn complicated data into actionable insights, enabling you to make informed decisions, optimize operations, and identify growth opportunities. Looking to speed up your underwriting process? We leverage advanced data analytics to provide accurate and reliable risk assessments in seconds, not days. Learn more about how we can transform your financial ecosystem at www.vixolink.com. #VixoLink #OpenBanking #FinancialSolutions #AdvancedAnalytics #Fintech #mca #funders #mcafunder #techlandscape #merchantcashadvance #businessfunding #lending #smallbusiness #cashadvance #supportsmallbusiness #fintech #crm #underwriter #underwriting #businessanalyst #businessanalytics #iso
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😤 Feeling frustrated with your #CRM? You're not alone. While things are slightly better than 2022, our new research shows #wealthmanagement firms still aren't getting the full value out of this foundational tool. By not fully utilizing functionalities like tracking wallet share, firms are missing opportunities to bolster their organic growth. Read the full trend report: https://lnkd.in/eBXAMK_Z #wealthtech #fintech
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Communication is key in finance. A Fintech CRM streamlines communication processes, allowing financial professionals to connect with clients effortlessly. From personalized messages to timely updates, strengthen client relationships with effective communication tools. 📱🤝 Check out our CRM www.t-teck.com #exchangetechnologyservices #exchangetechnique #technologythesedays #technologysolutions #fintech #businesstechnology #technologyinnovation #fintechinnovation #tteck #bankingtechnology #whitelabel #tradingplatform
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Here's how #SSNCSalentica provided Wealthquest with powerful, end-to-end workflow automation capabilities to streamline operational and compliance tasks with Engage CRM. https://hubs.li/Q02s9_V80 #fintech #wealthmanagement #SSNCSalentica
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This is how today’s successful RIA’s grow their firm!! This is a testament to the hard work that the Wealthquest folks put into their CRM to ensure growth, efficiency and a darn good firm to attract future hires! Technology for the win! #crm #crmforwealthmanagement #Dynamics365 #wealthmanagement #salesforce #ssncsalentica #microsoft #workflow #efficiency
Here's how #SSNCSalentica provided Wealthquest with powerful, end-to-end workflow automation capabilities to streamline operational and compliance tasks with Engage CRM. https://hubs.li/Q02s9_V80 #fintech #wealthmanagement #SSNCSalentica
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🚀 Automate your Deposits & Withdrawals with ease! Introducing “Perfect Money” integrated into our CRM Solution, alongside 30+ other payment methods. Enhance your operational efficiency and provide seamless financial transactions for your clients. Switch to Brokeret CRM and streamline your payment processes today. #Fintech #BrokerSolutions #PaymentAutomation #Brokeret #CRM #Forex #Broker
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Elevate your advisor experience with the #SSNCBlackDiamond CRM – a game-changer in managed services. From eliminating internal admin needs to fostering client growth, we help advisors streamline workflows, unify teams, and scale their business. https://lnkd.in/gj6JaGvg #fintech #wealthmanagement
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As younger generations prepare to inherit trillions, financial advisors must adapt and connect with these digital natives using modern technology. Our whitepaper explores how a robust CRM platform can help advisors attract and retain these new clients. https://lnkd.in/exaZ9-d5 #fintech #wealthmanagement
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Senior Business Development Specialist @Intellifloltd. Passionate about fintech, helping advisory firms exceed in technology.
The intelliflo personal finance portal (PFP) is a secure online platform designed to enhance communication between financial advisors and their clients, while offering a comprehensive view of their financial information. Here are the key features and benefits: 1) Secure Communication: PFP provides a secure space for advisors and clients to communicate anytime, anywhere, ensuring compliance with regulatory standards like GDPR and MiFID II. 2) Holistic Financial Overview: Advisors can aggregate clients' data from various sources, including intelliflo office and Open Banking, to provide a complete picture of their finances. 3) Client Engagement: PFP allows clients to access their financial information, update their details, and interact with advisors easily, fostering a more engaged relationship. 4) Time and Cost Savings: By streamlining processes such as document submission and portfolio reporting, PFP helps advisors save time and cut costs. 5) Compliance and Security: PFP ensures compliance with data security regulations and mitigates risks associated with identity fraud and document interception. 6) Business Growth: The platform enables advisors to market their services effectively, communicate with clients, and reinforce their brand, ultimately supporting business growth. Overall, intelliflo's personal finance portal offers a modern and efficient solution for advisors to deliver personalized financial services while meeting regulatory requirements and enhancing client satisfaction. Book a demo to explore PFP'S capabilities. intelliflo #saas #clientportal #fintech #securemessaging #onlinefactfind https://lnkd.in/ev5TDMzF
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🔗 Discover the crucial role of integration capabilities in debt collection software: 1️⃣ Seamless Data Flow: Integrate with your existing CRM systems to consolidate customer information, enhancing efficiency in debt recovery processes. 2️⃣ Automated Workflows: Connect payment gateways and communication channels for streamlined operations, reducing manual tasks and improving response times. 3️⃣ Enhanced Customer Experience: Provide a unified experience across platforms, ensuring consistent communication and transparent interactions with clients. 4️⃣ Real-Time Insights: Access timely data from integrated systems for informed decision-making and proactive debt management strategies. At TRAQ Software Solutions, we prioritise seamless integration to optimise your debt collection efforts. Explore how our advanced software can elevate your collections process today! Book a demo today at https://lnkd.in/dmmQpmCp 📊💼 #DebtCollection #Integration #CustomerExperience #TRAQSoftwareSolutions
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