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, ...
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 ...
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CRM an optimal solution for financial services
A modern CRM helps advisors build long-lasting relationships. (Image: Camsoft) For financial advisors and financial services professionals, success is built on relationships, trust and the ability to ...
Nutshell reports that choosing a simple CRM involves matching industry needs, prioritizing core features, and testing user ...
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 ...
Financial advisors need to expand their use of customer relationship management technology to improve their practices, according to a new survey from financial services research firm Aite Group. Of ...
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 ...
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