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 ...

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 ...

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 ...

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, ...

While customer relationship management software often has a role in handling client data at financial advisory firms, advisors don't always take full advantage of CRM's capabilities. A CRM system can ...

In today’s dynamic insurance environment, the integration of Customer Relationship Management (CRM) systems with claims management software is transforming operational efficiency. This synergy not ...

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 ...

In a perfect world, advisors would purchase client relationship management, or CRM, software from any one of the well-known market leaders and — voila! — all of the data would be imported and the ...

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 ...

What are the best tax planning tools for financial advisors? Bloomg How to choose the right tax planning software for your advisory firm Tax planning software helps advisors integrate tax strategies ...

With the 2024 election cycle now in full swing, the economy is a major factor on voter’s minds as they consider their candidates. Inflation, interest rates, and higher prices for everything from eggs ...