April 7, 2020 David GemmaPRESS RELEASE NEW YORK – April 6, 2020 – Koch Industries, Inc. announced that it has completed the acquisition of the remaining portion of Infor from Golden Gate Capital. Infor, a global leader in business cloud software specialized by industry, has been a key component of Koch’s technological transformation. Koch companies have made more than…
February 29, 2020 David GemmaPress Release – Koch Industries Agrees to Acquire All of Infor
NEW YORK – February 4, 2020 – Infor, a global leader in business cloud software specialized by industry, announced today that an affiliate of Koch Equity Development LLC has entered into a definitive agreement to acquire the remaining equity stake in Infor held by Golden Gate Capital.
Koch intends to quickly position Infor as one of the most well-capitalized companies in technology.
“Koch’s decision to acquire Infor is a strong endorsement of our product strategy…” said Kevin Samuelson, CEO of Infor.
See the entire release here http://tiny.cc/koch-acquires-infor
Note: UNAPEN’s ClientLogix CRM is built upon the Infor CRM Platform
CRM solutions in Financial Services typically focus on Institutional or PrivateClient but leave out the Wrap/SMA needs. ClientLogix is unique in that it handles all 3 complex types of business relationships out of the box.
Check out the March 2017 UNAPEN Newsletter!
Check out the February 2017 UNAPEN Newsletter!
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Check out the January 2017 UNAPEN Newsletter!
Infor Customer Experience Suite Acknowledged for Usability, Ease of Integration and Industry-Specific Capabilities. Nucleus Research placed vendors in the Leader category by looking at advances in usability and functionality in three core pillars of CRM: sales, marketing and customer service. Leaders in the Matrix are not only delivering mobile and analytics capabilities, but advancing usability…
Check out the UNAPEN October 2016 Newsletter
Institutional & wealth managers, hedge funds & family offices fall into 3 categories of data maturity, see how they gain an edge against their peers.
The right CRM in Investment Advisory firms can foster human collaboration in tandem with automated Compliance monitoring to significantly benefit the firm and its clients.
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Infor CRM, the foundation for ClientLogix CRM for Investment/Wealth Mgmt, was rated as a Leader in the CRM industry for the 2nd Half of 2014 by Nucleus Research vendor report.
Infor’s acquisition of Saleslogix means renewed focus and growth of the enterprise CRM product with special attention to vertical markets.
ClientLogix integrates portfolio acounting data with SalesLogix to create an investment management CRM and Business Intelligence platform that is powerful and easy to use. New dashboards, created without any coding required, extend these benefits to the entire firm.
UNAPEN’s ClientLogix™ CRM integrates client service and sales activities as part of the new overall technology strategy at The Washington Trust Company.
UNAPEN hosting the Advent Users Group meeting in San Francisco, showing members how to get the most value from their Advent Axys and APX products.