Showing 1-10 of 36 Results Worldwide

iPipeline CRM for Insurance and Financial Services (0 Reviews)
Customer relationship management tools created just for the wealth manager and financial advisor: A revolutionary idea, right? Well, dream no further. iPipeline CRM for Financial Services-Wealth Entry...
Release Date: 29/04/2011
Version: 2011
AlfaPeople Global Assignment (0 Reviews)
Build stronger, faster customer relationships around the world with the Global Assignment solution for Dynamics CRM 2011. AlfaPeople designed Global Assignment to provide quick sharing of information by...
Release Date: 14/03/2012
Version: 1
Cantata Vantage (0 Reviews)
Cantata Vantage for financial services offers “out of box” business functionality supporting the CRM needs of Wealth Management, Asset/Investment management, Capital Markets, Treasury, Private Equity,...
Contract Lifecycle Management with self service creation: ContractExpress for SharePoint from Business Integrity (0 Reviews)
Our company, Business Integrity works to solve the needs of enterprise–sized businesses that work in the area of high tech, professional services and healthcare. Our company’s product, ContractExpress for...
CRM Progress Board (0 Reviews)
The Progress Board is a tool to visualise multiple CRM entities in a business process. It is similar to Scrum or Kanban boards in that each record can be progressed through the swim lanes to completion,...
Release Date: 17/12/2013
Version: 2.6.01
Financial Services CRM (0 Reviews)
Caltech CRM is working with many financial services clients to ensure that CRM solutions are working for them. Microsoft Dynamics CRM offers a single view of the customer in a user-friendly system to...
Release Date: 17/01/2011
Version: 2011V1
Hosted Futures Trading Software (0 Reviews)
FFastFill is the leading Application Services Provider for trading and risk management serving the electronic trading community. FastFill plc is quoted on the London Stock Exchange (FFA:AIM UK) and...
Integrated SharePoint/CRM solution improves Customer Management, Sales & Business Insight (0 Reviews)
Brightwire worked closely with our client to design and develop an innovative and impactful solution based on CRM and SharePoint. The web-based solution enables front-line sales personnel to access,...
Internet Portal for Financial Advisors (IPFA) (0 Reviews)
The IPFA launch for a Financial Services organisation replaced a number of existing solutions and integrated with a number of existing applications and back-end databases and systems. The main purpose for...
Kynetix Private Client Platform (0 Reviews)
The Private Client Platform from Kynetix is a highly tailored client information system designed specifically to meet the unique requirements of managing high net-worth and emerging affluent private...