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 ...

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 ...

Customer relationship management (CRM) software can help businesses connect with customers and manage their sales pipeline more effectively. But with so many options on the market, finding the best ...

Katherine Haan, MBA, is a Senior Staff Writer for Forbes Advisor and a former financial advisor turned international bestselling author and business coach. For more than a decade, she’s helped small ...

In a perfect world, advisors would purchase client relationship management, or CRM, software from any one of the well-known market leaders and — voila! — all of the data would be imported and the ...

The annual T3/Inside Information Technology Survey by industry experts Joel Bruckenstein and Bob Veres is likely the industry’s most comprehensive view of advisors’ use of software. This year’s ...

CRMnext, Asia’s leading financial CRM software, introduces advance version of its knowledge management functionality, which enables quick and convenient sharing of information and documents. The new ...

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 ...

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 ...

Finpace unveils a groundbreaking AI-powered platform designed to automate and streamline client onboarding for financial advisory firms, enhancing operational efficiency and compliance.