Weekly News: Week of 3/21/22

This Week’s Vendor News

HIRING & PERSONNEL

Colmore has welcomed Jennifer Priest as Principle Product Owner, Accounting and Operations, and Linda Agor FCCA, as Vice President, Fund Accounting.

See more vacancies at Colmore here.

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Altvia welcomes five new hires: Christian Riley, Customer Support, Recardo Mercado, Customer Support, Will Hale, Customer Support, Matt Lowerre, Area Vice President, and Kayla Fessler, Implementation Specialist.

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Delio is currently hiring for an Engineering Manager to contribute to technical and product vision in Cardiff.

Learn more here.

VENDOR WHITEPAPERS

Affinity has released an article on investment bankers’ switch to CRMs from spreadsheets.

From the piece: “Spreadsheets are the dated-yet-still-dominant tool for contact and deal data management at investment banks. Though they have long been the standard, leading teams are making the transition from a tool designed for number crunching to a new breed of purpose-built customer relationship management (CRM) platform.”

Learn more here.

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Cyndx has been featured in Middle Market Growth, in a piece on the future of AI-driven deal origination.

From the piece: “A typical market intelligence platform uses keywords or standard industry classifications to categorize companies. When a user performs a search, the platform matches their input to its list of static categories, then spits out results accordingly. For example, if you search for “artificial intelligence” and “finance,” companies must be explicitly tagged “artificial intelligence” and/or “finance” to show up in results.”

Read it here.

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Altvia has released a piece on tools used by VCs.

The core components listed are traditional data, alternative data, research, portfolio management, and dealflow CRM.

Learn more here.

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Diligend’s CEO Wissem Souissi has been featured in the Alternative Investment Management Association’s (AIMA) journal today.

He outlined how hedge fund managers and GPs can improve investor relations with a digital DDQ/RFP response platform.

Learn more here.

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Dealcloud has released an article on three capital markets technology trends to watch in 2022.

Read it here.

AWARDS

Canoe has been named the winner of the Business Infrastructure category of the 2022 WealthBriefing WealthTech Americas Awards 2022 Program.

Learn more here.


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