Dozens of new tech providers have entered the wealth management space in the past few years largely thanks to rapid developments in artificial intelligence that promise advisors greater workflow ...

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 ...

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, ...

Every year, software providers shake up the adviser market by offering a new platform or new tool for their clients. Salesforce Financial Services Cloud recently sent a shockwave through the industry ...

In today’s dynamic insurance environment, the integration of Customer Relationship Management (CRM) systems with claims management software is transforming operational efficiency. This synergy not ...

Salesforce officially launched their new CRM specifically tailored to financial advisors, touting it as the only all-in-one solution "that is a client-centric platform, not a product-centric one." ...

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 ...

Salesforce has updated its Financial Services Cloud client relationship management (CRM) service with Einstein, the San Francisco company’s artificial intelligence engine. The idea is to help advisors ...

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With the 2024 election cycle now in full swing, the economy is a major factor on voter’s minds as they consider their candidates. Inflation, interest rates, and higher prices for everything from eggs ...