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 ...

CRM systems should indeed contain the basics, he said: including a client's name, contact information, the opportunities they’re looking for, as well as their financial data and recent activity and ...

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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

What are the best tax planning tools for financial advisors? Bloomg How to choose the right tax planning software for your advisory firm Tax planning software helps advisors integrate tax strategies ...

I have been writing for newspapers, magazines and online publications for over 10 years. My passion is providing, in a way that is easily accessible and digestible to all, the knowledge needed for ...