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 ...

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, ...

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 ...

Salesforce this week announced Financial Services Cloud Einstein, an artificial intelligence-based CRM tool for financial advisors. Financial Services Cloud Einstein gives users a holistic view of ...

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 ...

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 ...

Fidelity Introduces Web-Based CRM and Financial Planning Offerings Through relationships with Oracle and Emerging Information Systems Inc. (EISI), Fidelity Investments will introduce customized and ...

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 ...

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 ...

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 ...