As financial institutions gear up for 2010, many companies are still on the long road to recovery after facing some of the most difficult challenges in years. Mortgage defaults and foreclosures, new ...

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, ...

ARDEN HILLS, Minn. and PROVIDENCE, R.I., Jan. 6, 2026 /PRNewswire/ -- Wealthbox, the highest-rated CRM platform for financial advisors, today announced that Gradient Financial Group, a financial ...

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., Sept. 4, 2024 /PRNewswire/ -- Wealthbox, the highest-rated CRM software for financial advisors, today announces a new enterprise CRM agreement with Stonebridge Financial Group, a ...

Entries are still being accepted for InvestmentNews' 5-Star Financial Planning Softwares and 5-Star CRM Platforms. Click here to rate the softwares and platforms you worked with. As an added incentive ...

Head of Marketing at CRMNEXT, a specialist CRM solutions company serving some of the world's largest and fastest-growing brands. Even before the Covid-19 pandemic, fintech companies were giving banks ...

Tier1 Financial Solutions, a provider of client relationship management software for banks and Wall Street firms, is broadening its reach. The company announced Friday that it had acquired Alessa, a ...

The smart CIBIL adapter tool is beneficial in securing credit scores in real-time within the CRM solution on a single click, helping the field sales team to provide instant quotations to the customers ...

During most of my 19 years here, we were using Junxure. About three years ago, we began transitioning to Salesforce. Three years in technology time mixed with COVID does not feel that long. Salesforce ...