Remove Finance Remove Financial Services Remove Shareholders Remove Software
article thumbnail

Best CRM For Financial Services – Finance CRM

Apptivo

One of the prime sectors or departments in most organizations is financial services. Financial services, in general, refers to financial management which in broader terms refers to banking, investment, and insurance. To achieve this, one of the emerging trends in financial services is Finance CRM.

article thumbnail

56 Strategic Objective Examples for Your Company to Copy

ClearPoint Strategy

Once you have your list of objectives, you may want to consider choosing a software tool to help you track your progress. Think of two financial services companies: Goldman Sachs and E*TRADE. You obviously want great health outcomes, but where do finances fit in? In this article. 56 Strategic Objective Examples.

article thumbnail

@Seismic Raises $92M in Series F Funding Led by the Permira Funds, Valuing Company at ~$1.6B

SBI

In addition to its primary capital investment, the Permira funds have also made a significant secondary investment in Seismic, becoming Seismic’s single largest shareholder. “We We are also thrilled to have Ameriprise Financial, a valued Seismic customer, expand their relationship with us as a strategic investor.