Why Broker-Centric CRMs Outperform Generic Platforms
Brokers who switch from generic CRM platforms to purpose-built solutions report fewer manual process...
ValerieSalesforce
What Is a Forex CRM and Why Do Brokers Need One?
A Forex CRM is purpose-built software that enables FX/CFD brokers to manage client accounts, automat...
Valerie
nCino and Salesforce Expand Partnership to Drive Financial Services Industry Modernization
nCino, Inc. (nCino), a pioneer in cloud banking for the global financial services industry, announce...
Gin
Fidelity Institutional Integrates with Salesforce
Fidelity Institutional, the division of Fidelity Investments dedicated to providing technology, solu...
Chloe
Exclusive: Revolut Selects Salesforce to Grow Revolut Business
Salesforce, the global leader in CRM, announced it is working with Revolut, the global financial sup...
Fanny
Stripe partners with Salesforce to power the firm’s cloud payment system
Under the new partnership, Stripe will enable Salesforce customers to transform their payment proces...
AltFi
Edwin Herrie named Head of KPMG's Dutch Advisory division
The Dutch wing of KPMG has appointed Edwin Herrie as the new Head of its Advisory division. In the r...
Consultancy
Wipro buys Belgian Salesforce partner 4C for €68 million
Belgian Salesforce partner 4C has been acquired by Wipro for a total consideration of €68 million. T...
Consultancy
Finastra appoints Margaret Franco as Chief Marketing Officer
Finastra has appointed Margaret Franco as Chief Marketing Officer (CMO). Joining from Dell Technolog...
IBS Intelligence
Goldfinch Partners acquires payments fintech Vesta
Goldfinch Partners, a Washington-based private equity firm, has invested $125 million in Vesta in a ...
Fintech Futures
