Tag: ClientLogix CRM blog

February 29, 2020 David Gemma

Press 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

August 29, 2019 David Gemma

Financial Services & Technology News
Google Study – Laziness Leading to Data Breach
Solution – ClientLogix CRM for HNWI, INSTIT, SMA/UMA
Technology – Microsoft Announces End-of-Life on Product Lines
Breach Report – Baseball Hall of Fame
Learning – Defend Your Digital Self Against Phishing Attacks/Scams
Tip – How to Make All Employees a Critical Line in Cyber Defense
Tip – Reducing the Risk of Data Exposure for Traveling Employees Accessing Public Wi-Fi
Monthly Trivia Question – 900 Million People Flew Last Year, Which Airline Came Out on Top?

February 27, 2019 David Gemma

How can Advisers Grow AND Increase Profitability? Grow AUM without Increasing Staff!!
See how savvy firms accomplish this with ClientLogix!
Solutions – Business Automation, Business Intelligence & Business Management…All in One!
Win, Win, Win! – The Magic of ClientLogix CRM!
Operations, Compliance, Client Service, etc. – Serving More Clients AND Doing a Better Job at It!
Business Intelligence Disguised as CRM for Asset Managers
Malware Alert! – Bank of America Look-Alike
Massive Tech IPO – Koch and Golden Gate Capital Announce Infor Investment & IPO for 2020
Watch Out! – Hackers Personalizing the Scam
Data Breaches – 21 Scariest of 2018!
SpotLight ID – Advanced Identity Theft & Fraud Protection
Monthly Trivia Question – Groundhogs, Valentines & Presidents?

August 23, 2018 David Gemma

Check out the UNAPEN Newsletter – August 2018
Summer is Over – Making “Back to Work” Easier
CyberSecurity Guidance – Avoid Unnecessary Business Disruptions & Headaches
UNAPEN Solution – ClientLogix: CRM, Business Mgmt & Business Intelligence for Asset Mgmt Firms
Productivity – Windows 10 Tips & Tricks
Technology – Smart Devices: Convenience vs. Security Exposure
Technology Guidance – How Can RIA Firms Afford CyberSecurity?
Monthly Trivia Question – Labor Day in Europe

June 27, 2018 David Gemma

Check out the UNAPEN Newsletter – June 2018
Solutions – Common Problem Areas in Asset Management Firms
CyberSecurity – Steps to Protect Your Firm from Malware
Client Reporting – Endless Challenges with Content, Processing & Overhead?
CRM – Tired of Sub-Standard CRM Bundled with Your Portfolio Accounting System?
Technology Advances – 3D Printing to Create Free Prosthetic Limbs for Children
CyberSecurity – Losing Time & Overspending on Security & Data Protection?
World Cup – Thomson Reuters Labs Crunch World Cup Data
Monthly Trivia Question – Hottest Place in the United States?

January 25, 2018 David Gemma

Check out the UNAPEN Newsletter – January 2018
CRM Industry Study – 871% Realized Gains from CRM?
UNAPEN Solution – Strengthen, Grow and Renew Client Relationships in 2018 with ClientLogix CRM
Virtual Reality – Meet the Ford GT via HoloLens, an Immersive VR Experience from Microsoft
CyberSecurity – Security Awareness Tip of The Day
Monthly Trivia Question – SuperBowl Winners

May 3, 2017 David Gemma

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.

April 25, 2017 David Gemma

Birst provides Infor a single, elegant platform to render insights, discovery, correlations, and predictive analytics in a highly consumable user interface.

November 8, 2016 David Gemma

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…

May 15, 2014 David Gemma

Saleslogix, the CRM foundation for the ClientLogix CRM solution for wealth management, is proud to sponsor this year’s Gartner Customer 360 Summit in Orlando, FL May 19–21, 2014! Saleslogix is the CRM foundation that makes the ClientLogix CRM & Business Intelligence solution for wealth management possible! ClientLogix blends the Saleslogix CRM data with portfolio accounting(Advent Axys® and APX®, SchwabPT PortfolioCenter®, SS&C Portia®, SunGard Asset Arena®, Fiserv/CheckFree APL® etc.), billing, trading(Advent Moxy®) and other key systems to create an enterprise solution specifically for financial services, brought to you by UNAPEN.