With over 100 years of combined knowledge, WealthHub brings together the industry’s best and brightest to deliver an exceptional, cohesive system that can’t be found elsewhere. Our team consists of internationally renowned experts offering insight garnered from the world of technology, trust... Read More
The Doxim Customer Engagement Platform is designed to help financial institutions transform their client experience, from automated client onboarding, through improved, personalized communications to anytime, anywhere content access. Read More
UNAPEN, Inc. is a nationally recognized consulting and software development firm that provides CRM, Client Reporting, Power BI DashBoards and Custom Software solutions as well as IT Support & Services, Business Continuity, Disaster Recovery, Cyber Security & Cloud Migration services to the... Read More
As the financial services industry continues to consolidate and expand, banks and investment firms require new and innovative strategies to remain competitive, create growth opportunities, and contribute to the bottom line. You can gain greater insight into your customers' needs by: * Offering... Read more »
Green Beacon Solutions offers business technology consulting services to help companies successfully select, implement, and manage enterprise resource planning (ERP), customer relationship management (CRM), and business intelligence (BI) solutions. Combined with their deep technical knowledge,... Read more »
Green Beacon Solutions Managed Services is an integrated offering portfolio for organizations requiring on-demand and cost-effective management services for their CRM and ERP applications. Our offerings keep our client’s critical applications running and their business secure. As a trusted... Read more »