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 ...

NEW YORK--(BUSINESS WIRE)--A solid and cohesive CRM system is critically important to financial institutions in today’s challenging competitive and regulatory environment. The competitive landscape ...

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 ...

This content is provided by an external author without editing by Finextra. It expresses the views and opinions of the author. Born from a partnership with fintech solutions provider Performance ...

Those financial services firms that were among the first to implement CRM systems have achieved an edge over their competition. But a new report from the GartnerG2 division says that investment in new ...

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 ...

Forbes contributors publish independent expert analyses and insights. I write about tech that impacts my small business - and yours. This article is more than 7 years old. When our CRM clients ask if ...

FOSTER CITY, Calif.--(BUSINESS WIRE)--Guidewire Software, Inc. (NYSE: GWRE), a provider of software products to Property and Casualty (P&C) insurers, today announced its first two digital applications ...

AI-powered data intelligence is reshaping financial services, enabling smarter advisor targeting, compliant outreach, and growth.

Cloud computing consulting firm GlobalOne Wednesday released the first of three CRM packages that aim to help financial services firms and banks transition to cloud computing with Salesforce.com. G1 ...