Apptivo

DECEMBER 10, 2021

One of the prime sectors or departments in most organizations is financial services. Financial services, in general, refers to financial management which in broader terms refers to banking, investment, and insurance. To achieve this, one of the emerging trends in financial services is Finance CRM.

Financial Services 98

Financial Services Finance CRM Software 98

Red Star Kim

JUNE 7, 2023

Sixty-one UK-based professional investors and developers in UK real estate assets were surveyed and another four leading developers and investors were interviewed about their experiences in competing for land, investment and occupiers while adapting to the shifts taking place in uses, formats, locations and policy.

Artificial Intelligence 130

Artificial Intelligence Transportation Digital Transformation Innovation 130

Outbound Engine

MARCH 24, 2019

CRM software options for financial advisors continue to grow in number. And according to CRM software statistics , global spending on CRM technology is predicted to exceed $80 billion by 2025. CRM software is here to stay. Either way, these 10 CRM software options for financial advisors are a great starting point.

CRM 46

CRM Software Software Investors 46

Openview

FEBRUARY 4, 2019

With his promotion to Partner, McCullough will also join OpenView’s Investment Committee and take a leadership role in Investor Relations. Prior to joining OpenView, John was Director of Corporate Development at Rocket Software, a global enterprise software company, where he drove acquisition execution. About OpenView.

Leadership 60

Leadership Finance Investors Financial Services 60

Arpedio

OCTOBER 7, 2024

The ARPEDIO Advisory Board consists of: Chair, Sander Daniels: Investor/Advisor at Quality Clouds, Former Regional VP for Salesforce Financial Services EMEA and CEO of Client Intelligence Dashboard LTD. Anne Slough: Executive Director, Revenue Enablement at Trinet and former Senior Analyst at Forrester.

Financial Services 52

Financial Services Telecommunications Innovation Investors 52

Nutshell

JULY 24, 2019

Investors buy houses at the end of the year, and when summer rolls around they turn around and resell.” For some B2B businesses like financial services, the peaks and valleys can come a lot more frequently than once a year. Having a down-season game plan is absolutely essential, ” Chappell told Nutshell.

Retail 120

Retail Sales Insurance B2B 120

SBI

SEPTEMBER 29, 2020

Additional new strategic investors include Ameriprise Financial and EDBI. Existing investors participating in the round include Jackson Square Ventures, Lightspeed Venture Partners, and T. We are also thrilled to have Ameriprise Financial, a valued Seismic customer, expand their relationship with us as a strategic investor.

Investors 38

Investors Shareholders Innovation Financial Services 38