Nutshell reports that integrating AI into CRM systems boosts sales by 29%, enabling teams to streamline tasks like data entry ...

An effective customer relationship management platform is increasingly becoming a key contributor to business success as we head into 2024, according to Joe Gallick, SVP of national accounts for ...

As someone who has conversations with businesses about digital transformation every day, I hear one question come up more than any other: Where do we start? It’s a deceptively difficult question to ...

As a growing number of the Am Law 200 finally begin to invest seriously in their client relationship management strategy, the focus falls all too often on technology at the expense of real client ...

The financial industry's accelerating digital transformation has culminated in the adoption of new technologies and processes by financial services firms to remain competitive and meet clients' ...

Nutshell reports that small businesses benefit from CRM systems, improving customer retention and sales, while starkly ...

Fuentes Zapata LLC launches CRM For Kids, a software game that introduces children ages 6 and older to CRM and business ...

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 ...

No longer nice-to-haves, CRM systems today are essential tools helping organizations create the high-touch, personalized interactions their customers demand. While most people equate customer ...

When you consider the last five years in the financial planning industry, what are the big topics that come to mind? What about the last 10 years? For me, technology is at the top of the list. We’re ...

Visa and passport service provider CIBT has hired former Amazon immigration advisor Elizabeth Kumbhari as VP for client relationship management for Americas immigration, the company announced.