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 ...

PROVIDENCE, R.I., Aug. 6, 2024 /PRNewswire/ -- Wealthbox, the highest-rated CRM software for financial advisors, today announces a new enterprise CRM agreement with Community Bank, N.A., a diversified ...

Illinois’ multi-branch MidAmerica National Bank joins with 360 View to bring an advanced set of customer relationship tools to complement their already community-focused banking approach. 360 View ...

Rachel Williams has been an editor for nearly two decades. She has spent the last five years working on small business content to help entrepreneurs start and grow their businesses. She’s well-versed ...

Hibernia Corp. says its corporate and private bankers have begun logging in to easy-to-use new software, developed partly in-house, to share records of their interactions with customers. Largely ...

Heritage Bank rewrites Prosper CRM with Timestar Australian software development company Timestar has partnered with Heritage Bank to pioneer a significant upgrade of its Prosper CRM software, which ...

The chastening effect of the recession has many financial services firms taking a cautious view of future CRM investments. One reason is that these firms are husbanding their resources. Another is a ...

Social media is driving product development at Deutsche Bank. The banking giant is using web 2.0 technologies to engage with 1,000 of its corporate customers, to find out how it can make corporate ...

Pointing to major potential in the industry despite recent gains, Bank of America lists Salesforce (NYSE:CRM), HubSpot (NYSE:HUBS), Microsoft (NASDAQ:MSFT), and ServiceNow (NYSE:NOW) as top software ...

Metro Bank is a digitally-enabled challenger brand in financial services, but one built on a CRM success factor that's escaped its bigger rivals - it's OK to treat your customers as human beings ...

The Bank of East Asia (BEA) is expecting its new customer relationship management (CRM) system to spur significant economic gains from its branches, which could pave the way for other Hong Kong banks ...

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 ...