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Articles tagged 'Client Relationship Management (CRM)'

1-10 of 35 results

Mortgage News

The precision paradox: Why AI in regulated finance is a high-stakes tightrope walk – Sugar

Mortgage Magic integrates credit reporting into platform

January 18, 2023

Better Business

Know Your BDM: Tom Hale, SortRefer

September 2, 2022

Better Business

FCA turns up the heat on dealing with vulnerable customers – MorganAsh

June 24, 2022

Mortgage News

TRM and Mortgage Brain confirm five-year contract and CRM development

May 9, 2022

Mortgage News

Mortgage Intelligence collaborates with Mortgage Brain on sourcing platform

April 26, 2022

Mortgage News

Equifinance hails introduction of broker portal

Coadjute adds OnTheMarket firm Teclet to blockchain network

February 4, 2022

Mortgage News

electronic circuit to illustrae

Sesame Network enters CRM partnership with Smartr365

February 1, 2022

Marketwatch

Equifinance hails introduction of broker portal

Ease of use beats cost in the hunt for broker technology – Marketwatch

October 13, 2021

Marketwatch

an image of two people having a meeting to denote a story about quantum mortgages

Clients are in charge of where they place business if an adviser leaves – Marketwatch

September 29, 2021

Mortgage News

SPF Private Clients integrates with Yourkeys

August 31, 2021
1-10 of 35 results