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, ...

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 ...

According to a recent survey, financial advisory firms and professionals value customer relationship management solutions the ...

PROVIDENCE, R.I., June 22, 2023 /PRNewswire/ -- Wealthbox, the fastest-growing CRM platform for financial advisors, today announces its No. 1 ranking for Financial Services CRM Software in nine G2 ...

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 ...

Efficient customer billing isn’t just about keeping the books in order—it plays an essential role in customer satisfaction, retention, and overall business intelligence. When billing systems work ...

What is financial analysis software? Nowadays, financial advisors and RIAs rely heavily on technology to manage data and support smarter client decisions. As regulations become stricter, financial ...

Financial advisors need to expand their use of customer relationship management technology to improve their practices, according to a new survey from financial services research firm Aite Group. Of ...