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 ...

Tech tools can make your life as a financial advisor easier, helping you run your practice more efficiently. Building a tech ...

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, ...

This content has been created by the Finextra editorial team with inputs from subject matter experts at the funding sponsor. Customer relationship management (CRM) is an evolving field in the ...

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 ...

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 ...

NEWTON CENTRE, Mass.--(BUSINESS WIRE)--IRIS CRM (“IRIS”), the premier business management and CRM software provider for the payments industry, has been acquired by full commerce enablement platform, ...