Financial services companies have been among the leaders in implementing customer relationship management software, and now many of these firms are looking for ways to best use their applications in ...

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, ...

Finding the best CRM for financial advisors is critical if you want to run and grow a successful advisory business. Yet there are many customer relationship management (CRM) software choices, and ...

PROVIDENCE, R.I., March 5, 2025 /PRNewswire/ -- Wealthbox, the highest-rated CRM software for financial advisors, today announced a new enterprise CRM agreement with Perennial Financial Services, one ...

Financial advisors at the entrepreneurial level consistently face challenges in managing client relationships, growing their book of business, and ensuring operational efficiency. In a service-driven ...

This recognition in the Financial Services CRM report also builds on Creatio’s continued momentum as a leader in no-code. In The Forrester Wave™: Low-Code Platforms For Citizen Developers, Q1 2024, ...

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 ...

PROVIDENCE, R.I., Sept. 4, 2024 /PRNewswire/ -- Wealthbox, the highest-rated CRM software for financial advisors, today announces a new enterprise CRM agreement with Stonebridge Financial Group, a ...

NEW YORK--(BUSINESS WIRE)--A solid and cohesive CRM system is critically important to financial institutions in today’s challenging competitive and regulatory environment. The competitive landscape ...

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 ...