With this rollout, ZRS Management joins a growing group of NMHC top owners and managers using Funnel as the foundation for a more flexible operating model, one that supports portfolio-wide consistency ...

NEW YORK, Aug. 27, 2025 /PRNewswire/ -- Artificial intelligence is changing the foundation of customer relationship management, making data-driven engagement central to how companies operate.

Client management platforms have become an essential part of an RIA’s tech stack as these tools make it easier to access and update customer information. The Financial Industry Regulatory Authority ...

The best CRM software is generalized sales tools that allow businesses of all sizes to manage and track customer interactions and streamline processes. The software offers a mix of core and advanced ...

If you ask many accountants about customer or client relationship management software, many of the answers will be something like, “We don’t need CRM, we have practice management.” However, practice ...

InvestCloud, a global Fintech company that designs and creates financial software for established banks, wealth managers and asset managers, has been chosen by BNP Paribas Wealth Management to offer ...

As the artificial intelligence (AI) arms race gathers pace, wealth managers across Asia are shifting from curiosity to ...

It is becoming increasingly difficult to function in the modern digital economy without some form of automated customer management. Not only has ecommerce turned even the smallest business into a ...

American Airlines is in the midst of revamping the customer relationship management tools used by its sales force, including a CRM solution developed with software provider Salesforce.com. AA vice ...