Category: FinTech

How to Automate Sales Meeting Logs using Backstop Excel Toolkit

It is no secret that I’m a big fan of leveraging Backstop Excel Toolkit (ETK) and Report Builder to extract actionable insight out of Backstop CRM. Fresh data…

How to Always be Closing with Backstop and Preqin Integration

“Always be closing!”, I screamed. A handful of BUC 2018 attendees (who hadn’t fallen asleep yet) burst out laughing at my amateurish onstage attempt to impersonate Alec Baldwin…

Backstop CRM: How to Sweep Notes and Spark Joy

Mergers and acquisitions happen. As do good and bad exits. More favorable exit ratio intuitively sparks more joy. When such events take place, how do you keep your…

Backstop CRM: Identity Search II

First of all, many congrats to Backstop who was recently awarded the 2018 Best Data and Technology Provider by CIO Magazine, while everybody was busy at holiday parties….

The Rise of the Robo Advisors

How Robo Advisors Can Help Clean Up Oil Spills: The Marriage of AI and Ecologically Conscientious Investment Platforms

Guest Post By Dr. Samar Habib While quantum computing may be some way away from having an evident industrial impact, AI algorithms are already changing the face of…

Fintech through Financial APIs are changing future of money

The Future is Seamless: The Rise of Fintech APIs and the Dawn of Virtual Money

Guest Post By Dr. Samar Habib Imagine a future where applying for a mortgage is as easy as ordering take out on your Yelp app. And in fact,…