Financial services companies have been among the leaders in implementing customer relationship management software, and now many of these firms are looking for ways to best use their applications in ...

While customer relationship management software often has a role in handling client data at financial advisory firms, advisors don't always take full advantage of CRM's capabilities. A CRM system can ...

Kelly Main is a Marketing Editor and Writer specializing in digital marketing, online advertising and web design and development. Before joining the team, she was a Content Producer at Fit Small ...

The global market for banking CRM software generated $9.5 billion in sales in 2021 and is expected to grow at a compound annual rate of 15.7 percent through 2031, when it will reach $39.2 billion, ...

CRMnext, Asia’s leading financial CRM software, introduces advance version of its knowledge management functionality, which enables quick and convenient sharing of information and documents. The new ...

The annual T3/Inside Information Technology Survey by industry experts Joel Bruckenstein and Bob Veres is likely the industry’s most comprehensive view of advisors’ use of software. This year’s ...

PROVIDENCE, R.I., June 22, 2023 /PRNewswire/ -- Wealthbox, the fastest-growing CRM platform for financial advisors, today announces its No. 1 ranking for Financial Services CRM Software in nine G2 ...

Software programs can help registered investment advisors and financial advisors run their businesses more efficiently. From tracking and analyzing data to generating reports to financial planning, ...

In a perfect world, advisors would purchase client relationship management, or CRM, software from any one of the well-known market leaders and — voila! — all of the data would be imported and the ...

Rate your financial planning software and CRM platforms for a chance to win one of five $50 Amazon gift cards. Take the survey now. Winners will receive a five-star rating for their excellent ...