AI is a top-to-bottom shift in how we serve clients and manage wealth. Offices that build secure, integrated platforms and invest in flexible AI agents will save time, cut costs and keep their clients ...

VEEV's Vault CRM is gaining traction with top biopharma firms like Merck, Gilead, and BMS, signaling its rise as the industry's commercial standard.

CRMs predicting which lead might convert, support platforms embedding chatbots for FAQs, analytics dashboards surfacing churn predictions. Useful, but never transformative. These were bolt-ons, ...

As generative AI continues to gain widespread acceptance across various verticals, Smartly Digital Solutions has launched a new program for ...

Wealthbox, the highest-rated CRM software for financial advisors, today announces a new enterprise CRM agreement with Alden Investment Group, an independent financial services firm headquartered in ...

SALT LAKE CITY, UT, ROCHESTER, NY, MONTREAL, QC, LONDON, Oct. 01, 2025 (GLOBE NEWSWIRE) -- CallTower, a global leader in cloud-based unified communications and contact center solutions, announced ...

Salesforce today unveiled the next evolution of its Slack collaboration platform with tools to connect artificial intelligence with the rich corpus of conversational data in Slack, a real-time search ...

The new Braze AI, including BrazeAI Decisioning Studio, BrazeAI Operator, and BrazeAI Agent Console, puts intelligent agents to work, enabling marketers to personalize every customer interaction, ...

Marshall brings industry software-as-a-service (SaaS) and integration experience to the ProjX360 role following tenures at Portal.io and Kiwi Audio Visual. Scottsdale, AZ (October 1, 2025) — ProjX360, ...

ProjX360, the end-to-end business management platform built for custom integration and pro AV companies, announced the hiring of Kristina Marshall as onboarding director. Marshall will lead ...

Salesforce opens up Slack for AI: API and Model Context Protocol give developers access to chat data to create context-sensitive agents.