client

Travefy Significantly Expands Capabilities With New Client Management Tools

These tools significantly enhance the value Travefy delivers to our users.

LINCOLN, Neb. (PRWEB) January 23, 2020
Travefy unveiled a new suite of client management tools to further streamline proposal and itinerary creation for Travel Advisors.
With these new tools – called “Contacts” – Travel Advisors can manage key client details and contact information within the Travefy platform to create a seamless daily workflow. Additionally, Advisors can view clients’ past trips and link contacts with any itinerary or proposal.
“These tools significantly enhance the value Travefy delivers to our users,” notes Travefy Chief Technology Officer Chris Davis. “With these new client management tools, Advisors can now manage all client information in the same place they build client proposals and itineraries.”
Additional client management features in the coming months include notes, bulk imports, and more.
ABOUT TRAVEFYTravefy’s mission is to power the success of travel professionals. Our award-winning proposal, itinerary, and client management tools help Travel Advisors and professionals save time, impress clients, and sell more.
Travefy powers thousands of travel businesses ranging from small, independent travel advisors to the largest travel agencies, consortia, and organizations. Travefy has been featured in The New York Times, The Wall Street Journal, and Forbes among other publications and has won numerous industry honors including the ASTA Entrepreneur of the Year Award.
For more information, please see: https://travefy.com.
For press assets, please see: https://travefy.com/press.

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Appway Announces Client Lifecycle Management for Wealth & Private Banking on Salesforce AppExchange, the World's Leading Enterprise Apps Marketplace

Salesforce customers can now benefit from efficient onboarding and compliance processes
Press Release – updated: Jan 22, 2020 14:00 CET

ZURICH, January 22, 2020 (Newswire.com) – Today, Appway announced it has launched Client Lifecycle Management for Wealth & Private Banking (abbreviated as CLM for Wealth) on Salesforce AppExchange. CLM for Wealth speeds up the conversion of prospects into satisfied and loyal clients and enables an optimal customer experience through 360-degree orchestration of client processes and interactions in full compliance.
Appway is a leader in orchestrating complex client lifecycle management processes for the financial services industry involving multiple systems across departmental silos; these include front- and middle-office functions as well as compliance.
Built on the Salesforce Platform, CLM for Wealth is currently available on the AppExchange at https://appexchange.salesforce.com.
CLM for WealthThe new app empowers relationship managers to offer their customers a connected customer journey: From the first meeting with a prospect, they can manage the full client lifecycle out of Salesforce. CLM for Wealth can reduce the time to onboard new customers, provide relationship managers with complete transparency where a given process stands, and enable collaboration with middle-office staff and compliance.
Salesforce users can access Appway functionality directly through widgets on the Salesforce homepage and on the ‘Account’ view, enabling full transparency and collaboration via integration with Salesforce Chatter.
“For financial services institutions, Appway combines sales productivity and analytical insight with the process efficiency and regulatory experience of an industry insider,” stated Valérie Bauloye, Head of Channels and Partner Management at Appway. “Through this app, we can offer financial institutions a higher conversion rate, more satisfied customers, and a scalable model for attracting more business.”
“Appway is a welcome addition to AppExchange, as they power digital transformation for private banks and wealth management firms,” said Woodson Martin, GM of Salesforce AppExchange. ​“AppExchange is constantly evolving to enable our partners to build cutting-edge solutions to drive customer success.”
Press contact:Sarah RobinsMarketing and Communicationspress@appway.com
Appway AGLessingstrasse 58002 ZurichSwitzerlandappway.com/clm-wealth-salesforce
About AppwayWith over 15 years of industry experience, Appway enables financial institutions to reach their goal of becoming truly client-centric and operating efficiently, while remaining compliant across jurisdictions. Our scalable software solutions cover the entire client lifecycle: prospecting, onboarding, KYC and customer due diligence, client update and maintenance, and regulatory and periodic reviews. Our award-winning software is trusted by 10 of the top 25 wealth managers.
About Salesforce AppExchangeSalesforce AppExchange, the world’s leading enterprise cloud marketplace, empowers companies to sell, service, market and engage in entirely new ways. With more than 5,000 listings, 7 million customer installs and 90,000 peer reviews, it is the most comprehensive source of cloud, mobile, social, IoT, analytics and artificial intelligence technologies for businesses.
Salesforce, AppExchange, Chatter and others are among the trademarks of salesforce.com, inc.
Source: Appway AG

Paladion Announces New Client Win with a Top Financial Services Company

Paladion’s AI-Driven MDR

Our MDR solution stands out from the competition by utilizing key AI-Driven insights to detect threats before they become a breach.

RESTON, Va. (PRWEB) January 22, 2020
Paladion, a global leader in AI-Driven Managed Detection and Response, today announced that it has been selected as the cybersecurity provider of choice by a leading financial services company in the Caribbean. Paladion was chosen to implement its Managed Detection and Response (MDR) solution for the company, which provides many financial services to its members, including loans, mortgages, credit cards, merchant services, and more.
For companies in the financial services industry, cybersecurity is a top priority. As security threats become more advanced and challenging to detect, more companies are looking for better solutions to keep their data secure.
“Our focus at Paladion is to provide the best possible cybersecurity for our clients,” said Rajat Mohanty, CEO at Paladion. “Our MDR solution stands out from the competition by utilizing key AI-Driven insights to detect threats before they become a breach. This proactive model allows companies to investigate, auto-contain threats, and orchestrate a response before a catastrophic security breach can occur.”
Paladion’s MDR solution provides threat intelligence, threat hunting, security monitoring, incident analysis, auto containment, and incident response. It goes beyond traditional security monitoring to analyze critical data, including endpoints, user behavior, application, and network.
The benefits of this next-generation solution include:
    Threat anticipation: Anticipate potential threats in advance using contextualized data
    Threat hunting: Identify and hunt stealth attack campaigns before they can cause a breach using AI-driven insights
    Security monitoring: Monitor and protect your systems in real-time from known and current attacks.
    Incident analysis: React to individual needs of a company based on high-level insights and industry trends
    Auto containment: Machine learning algorithms allow you to contain attacks in minutes, not days.
    Response orchestration: Evict attackers, eradicate threats, and advance your defenses faster.
“Our AI-Driven MDR solutions enable businesses to stay one step ahead of security threats,” said Mohanty. “We value each of our clients and continue to work to ensure that they can avoid security breaches and can instead focus on the services they provide without worrying about security threats.”
For more information about Paladion’s client partnerships and its Managed Detection and Response solution, contact us here.
About Paladion:Paladion is a next-generation cybersecurity provider to technology, manufacturing, and cloud-first companies across the United States. They are consistently recognized and rated by independent technology advisory firms for their Managed Detection and Response Services, Cloud security, and Vulnerability Management & Response services, which is anchored by their patented Artificial Intelligence platform – AI.saac.
For more information, please visit https://www.paladion.net.

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Keypoint Intelligence New Multi-Client Study Measures Demand for Print as a Subscription

Converting users from a transactional mode of acquiring printing products and services to a subscription includes many advantages for OEMs who are able to find the right offering for the market.

WEYMOUTH, Mass. (PRWEB) January 21, 2020
Keypoint Intelligence is pleased to announce the completion of the US Micro-MPS/Subscription Print for SMB study. This study identifies the mix of products and services that SMB buyers want most in a micro-MPS/subscription print offering. The research also looks at the likelihood of adoption given the correct plan and price.
The findings suggest that almost 25% of smaller users up to 99 employees currently use some type of subscription service. However, results show that when looking at small users who currently do not use a subscription program, they generally want additional features besides low cost and automatic supplies fulfillment.
“Converting users from a transactional mode of acquiring printing products and services to a subscription includes many advantages for OEMs who are able to find the right offering for the market,” said John Shane, Director of Communication Supplies at Keypoint Intelligence. “We expect that vendors will increase their efforts to provide print subscription services for smaller organizations under a model where a core set of benefits are offered as a baseline service and other services added as organization size increases.”
For more information on US Micro-MPS/Subscription Print for SMB, please visit our website or contact sales@keypointintelligence.com.
About InfoTrendsInfoTrends is the leading worldwide market research and strategic consulting firm for the imaging, document solutions, production print, and digital media industries. We provide insights and advice to help clients understand market trends, identify opportunities, and grow their business. For media inquiries contact Donna O’Malley at donna.omalley@keypointintelligence.com or +1 781.616.2116.
About Keypoint IntelligenceKeypoint Intelligence is a global data and market intelligence leader for the digital imaging industry. The company has over 125 professionals around the world who provide critical planning and go-to-market services, including in-depth market research, competitive intelligence, sales training, product testing, content creation, and customer engagement. For more information, contact Mike Fergus at mike.fergus@keypointintelligence.com or +1 973.797.2150.

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ezbob appoints new CFO as it seeks to double client base

LONDON (PRWEB) January 20, 2020
ezbob, a leader in the ‘Lending as a service’ (LaaS) sector, has today announced that Ben Feldman has been appointed as CFO as the company seeks to double its client base in 2020.
Feldman has worked at the intersection of finance and technology for nearly 20 years. He has a wealth of experience with both private and public companies, such as Endymed, U-TX, and Walla! Communications. Prior to joining ezbob, he was CFO at iDigital, which owns all Apple Premium Reseller stores in Israel as well as operating import and distribution of all Apple’ products in Israel. Feldman is a CPA and holds a MBA from Tel Aviv University.
Tomer Guriel, Founder & CEO, ezbob, said: “Ben is a very experienced CFO bringing a wealth of financial expertise in private and public entities across many industries. We’re proud to have him as part of our management team.”
Ben Feldman, CFO, ezbob, added: “I’m proud to join ezbob, which is widely seen as a market leader in the lending space. The company is very ambitious and looking to completely transform the lending experience for both financial institutions and their customers across the world.”
Ends
About ezbob
ezbob is a pioneer in the rapidly-growing ‘lending-as-a-service’ (LaaS) sector. We offer a best-in-class modular and end-to-end lending solution and guide banks and financial institutions through complex digital transformation.
In 2019, ezbob won ‘Best Fintech Partnership’ in The Banker’s Tech Projects Awards for the company’s Smart Onboarding Engine and was also a winner in the Banking Technology Awards, organised by FinTech Futures.
For further information, please visit http://www.ezbob.com.

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Capture Kicking Off New Decade with Innovate 2020; Three-City Client Summit Tour Starts in Louisville with Attendees from 10 States Representing Over 15 Universities

Capture’s Innovate 2020 in Louisville — Thursday, Jan. 16, at the Omni Hotel — will bring together higher education leaders for sessions and workshops covering topics like modern recruitment, the latest in enrollment technology, Capture’s Behavioral Intelligence Platform and more.(PRWeb January 14, 2020)Read the full story at https://www.prweb.com/releases/capture_kicking_off_new_decade_with_innovate_2020_three_city_client_summit_tour_starts_in_louisville_with_attendees_from_10_states_representing_over_15_universities/prweb16822262.htm