Customers are vital to any business, and customer relation management (CRM) software enables you to maximize every ...

The customer is king in this hyper-competitive market. That means they deserve more than the best products or services. Building strong client relationships is also crucial for any business. Clients ...

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 ...

Since its earliest days, the goal of CRM technology has always been to help companies better address customer needs. Over the decades, companies have spent trillions on software, hardware, and ...

A small team of Utah entrepreneurs and developers launched Slant this week. They contend that the AI-driven platform they have built will be a modern (well, for now) reinvention and replacement of ...

Most organizations at this point have at least attempted to implement or had some experience with a CRM platform. Yet in some professions, like accounting, there are still many firms that have never ...

Your Customer Relationship Management (CRM) tool is by far the most important part of your RIA firm’s tech stack. A recent study showed out of several hundred RIA firms surveyed, 94% of respondents ...

Cyberlobe Technologies is observing a growing pattern among professional services firms in Saskatoon, Regina, and Quebec City: as consulting, accounting, and legal firms scale client engagements, ...

FinTurk, an AI-first CRM built specifically for financial advisors, today announced its official launch and a partnership with Chicago Partners Wealth Advisors ("Chicago Partners"), a registered ...

Headquartered in San Francisco, Salesforce, Inc. (CRM) is the market leader in providing on-demand CRM software for sales, marketing, customer service, and custom application development. With a ...

New York-based Courier Health, a health tech company for life sciences manufacturers, has raised $50 million in Series B funding. Oak HC/FT led the round, with participation from existing investors ...