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Showing 1-10 of 39 Results Worldwide

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iPipeline CRM for Insurance and Financial Services (0 Reviews)
On-Premises and/or Online Application by: iPipeline
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
Application Details
Microsoft Dynamics CRM for Financial Services (1)
Add-in/Add-on by: Outsourcery
From Retail Banking and Wealth Management to Insurance and Capital Markets, Microsoft Dynamics CRM can give you a comprehensive view of your customer, so you can: - Deliver consistent, high-level...
Application Details
2sms Corporate Text Messaging Software Solution for Windows Mobile Devices (0 Reviews)
On-premises Application by: 2sms.com
The 2sms Text Messaging solution for Windows Mobile allows customers to send text messages from a Windows Mobile / CE device to mobile cellphones, using the 2sms text messaging service. The plug and go...
Application Details
Boomerang Intelligent SMS MS CRM 2011 for Professional Services/Financial Sectors (0 Reviews)
On-Premises and/or Online Application by: Boomerang
Extend your Microsoft CRM 2011 platform by integrating ANY mobile device into your automated CRM processes whilst reducing communication costs and driving great customer experience. The Boomerang...
Release Date: 01/03/2012
Version: V0.1
Application Details
Cantata Vantage (0 Reviews)
On-premises Application by: Cantata Limited
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,...
Application Details
Contract Lifecycle Management with self service creation: ContractExpress for SharePoint from Business Integrity (0 Reviews)
On-premises Application by: Business Integrity
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...
Application Details
Financial Services CRM (0 Reviews)
Template by: Caltech IT Ltd
Caltech is working with many financial services clients to ensure that CRM solutions are working for them. Microsoft CRM offers a single view of the customer in a user-friendly system to develop a...
Release Date: 17/01/2011
Version: 2011V1
Application Details
Hosted Futures Trading Software (0 Reviews)
Online Application by: Ffastfill Europe Limited
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...
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Integrated SharePoint/CRM solution improves Customer Management, Sales & Business Insight (0 Reviews)
Online Application by: Brightwire
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,...
Application Details
Internet Portal for Financial Advisors (IPFA) (0 Reviews)
On-premises Application by: ICS Solutions Ltd
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...
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