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., March 5, 2025 /PRNewswire/ -- Wealthbox, the highest-rated CRM software for financial advisors, today announced a new enterprise CRM agreement with Perennial Financial Services, one ...

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, ...

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 ...

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 ...

Online banking presents a real mix of opportunities and obstacles for financial service providers. Customers in this market are intelligent and tech savvy and are 50 percent more likely to stay with ...

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 ...

For financial advisors and financial services professionals, success is built on relationships, trust and the ability to provide personalised service at scale. As client expectations evolve, ...

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 ...

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 ...