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 ...

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, ...

Online banking presents a real mix of opportunities and obstacles for financial service providers. Customers in this market are intelligent and tech savvy and are 50 percent more likely to stay with ...

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 ...

Salesforce has updated its Financial Services Cloud client relationship management (CRM) service with Einstein, the San Francisco company’s artificial intelligence engine. The idea is to help advisors ...

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, ...

For financial advisors and financial services professionals, success is built on relationships, trust and the ability to provide personalised service at scale. As client expectations evolve, ...

Maximizer Services, a leader in Customer Relationship Management (CRM) solutions for 30 years, today released Maximizer CRM Wealth Manager 2017, a CRM solution tailor-made for financial advisors and ...

Forbes contributors publish independent expert analyses and insights. I write about tech that impacts my small business - and yours. This article is more than 7 years old. When our CRM clients ask if ...

Head of Marketing at CRMNEXT, a specialist CRM solutions company serving some of the world's largest and fastest-growing brands. Even before the Covid-19 pandemic, fintech companies were giving banks ...