Tag: CRM

November 25, 2020 David Gemma

Financial Services & Technology News for November 2020
Video – Good Cyber Hygiene: Keeping Your Cyber Hands Clean
CRM – Telephony Integration Resurgence to Boost Client Service
Webinar – Refinitiv Labs: Shaping the Future of Finance
Space Tech – 20 yrs of Discoveries on the International Space Station
Slideshow – Top 50 Thanksgiving Recipes with Yummy Looking Photos!
Cyber Attacks – Hackers Rely on Psychology More than Technology
MS Teams – Multi-Account Sign-In Support Coming in December
Product Spotlight – Personalized Client Reporting Designed to Exceed Expectations
Featured Service – Custom Software & Consulting Extends the Reach of Your Firm
Monthly Trivia – Some Fun Stats on the International Space Station

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

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?

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.

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.

May 13, 2014 David Gemma

ClientLogix CRM – the enterprise CRM solution for investment and wealth management – is now inside Microsoft Outlook. The new Xbar from SalesLogix instantly displays key information, activities and opportunities for that contact stored in ClientLogix. – See more at: http://social.swiftpage.com/press-release/xbar#sthash.lk7JI2G9.dpuf

May 10, 2013 Joan Walker No comments exist

Over the last decade, CRMs have become an integral part of core RIA infrastructure. Its uses, look and usability vary widely with each CRM and RIA. If your company is thinking of changing CRMs or optimizing the use of your current CRM, then I highly recommend delving into the 5 components that have been outlined in this article. They will be the key to the future success of your CRM and your business.

February 6, 2012 UPAdmin

UNAPEN products help you work smarter to drive growth, foster teamwork, increase profitability and ensure client satisfaction.

– ClientLogix – CRM & Mobility for Investment Advisors
– ClientRep – Client & Mgmt Reporting
– Business Automation

February 2, 2012 UPAdmin

A thorough understanding of the Financial Services Industry and our absolute commitment to client satisfaction sets us apart.

– Strategic Data Management Solutions
– Systems Integration & Data Synchronization

January 20, 2012 UPAdmin

UNAPEN is offering discounts on upgrades from basic contact management systems such as Act®, Qube®, Goldmine®, Outlook® or Excel® to its enterprise client relationship management (CRM) system—ClientLogix™