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, ...

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 ...

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 ...

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 ...

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 ...

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 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 ...

Efficient customer billing isn’t just about keeping the books in order—it plays an essential role in customer satisfaction, retention, and overall business intelligence. When billing systems work ...