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, ...

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 ...

Tech tools can make your life as a financial advisor easier, helping you run your practice more efficiently. Building a tech ...

Orion Advisor Solutions is adding one of the most popular client relationship management (CRM) programs among advisors to its growing ecosystem of technology. The Omaha, Nebraska-based provider of ...

In today’s dynamic insurance environment, the integration of Customer Relationship Management (CRM) systems with claims management software is transforming operational efficiency. This synergy not ...

While customer relationship management software often has a role in handling client data at financial advisory firms, advisors don't always take full advantage of CRM's capabilities. A CRM system can ...

Kelly Main is a Marketing Editor and Writer specializing in digital marketing, online advertising and web design and development. Before joining the team, she was a Content Producer at Fit Small ...

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 ...

NEWTON CENTRE, Mass.--(BUSINESS WIRE)--IRIS CRM (“IRIS”), the premier business management and CRM software provider for the payments industry, has been acquired by full commerce enablement platform, ...

What are the best tax planning tools for financial advisors? Bloomg How to choose the right tax planning software for your advisory firm Tax planning software helps advisors integrate tax strategies ...