Abstract: Customer Relationship Management (CRM) systems have come a long way in their evolutionary life cycle. From being used as a mere Rolodex of customer information, they have transformed into ...

Tech tools can make your life as a financial advisor easier, helping you run your practice more efficiently. Building a tech stack begins with identifying your organization's needs. Client management ...

Earnings results often indicate what direction a company will take in the months ahead. With Q3 behind us, let’s have a look ...

With over 1.6 million contributions, FeaturedCustomers provides authenticated customer references to help digital leaders make the right purchasing decisions White Paper How to Outsmart the AI Bot ...

eWeek content and product recommendations are editorially independent. We may make money when you click on links to our partners. Learn More Artificial intelligence (AI) customer relationship ...

Discover the four types of CRM software available and learn how to choose the right one for your business needs. Explore key considerations and features to make an informed decision. All customer ...

Customer relationship management (CRM) software is a critical tool for driving sales and interacting with potential or current customers. The best CRMs help you organize and store all of the data that ...

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 ...

Marketing, sales, and customer service teams require accurate, up-to-date information for effective interactions with leads and clients. However, updating records is challenging and time-consuming if ...

Discover the best small business CRM for your team. Compare pricing and features to find the right fit for customer relationship management. Customer relationship management software that caters to ...

Client management platforms have become an essential part of an RIA’s tech stack as these tools make it easier to access and update customer information. The Financial Industry Regulatory Authority ...