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 ...

Award-winning CRM Products to offer greater value to customers by leveraging IBM's industry-specific cloud infrastructure TORONTO, June 22, 2021 /CNW/ - NexJ Systems Inc. (TSX: NXJ), delivering ...

"The future of finance is built on the ability to scale and adapt, and cloud-based systems are the key to unlocking that potential," says Koushik Sundar, a renowned technical architect in financial ...

Financial advisors at the entrepreneurial level consistently face challenges in managing client relationships, growing their book of business, and ensuring operational efficiency. In a service-driven ...

The decade of digital dominance in finance is upon us, and cloud-native, intelligent banking is the new expectation for financial institutions of all sizes. The customer experience is the battleground ...

The midmarket CRM vendor wasn’t explicit about the reason for the layoffs, but suggested that some roles were duplicative while others needed different skills. With the new capabilities coming in ...

Imagine waking up one day and realizing your entire brokerage platform has been hacked. Client data? Gone. Trust? Broken. That’s the nightmare no broker wants. Having even one small loophole in your ...

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 ...

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 ...

Managing your business finances can feel overwhelming, especially when you're just starting or if your business is growing fast. However, if you want your business to thrive long-term, establishing ...

Many businesses undervalue the planning that must go into CRM selection and overlook the importance of defining the capabilities and results that will matter most to their organization. Don't be one ...