The Customer Relationship Management Software Market [2023-2030] Latest report a comprehensive analysis of the Customer Relationship Management Software market is presented in the latest report, with ...

Tech tools can make your life as a financial advisor easier, helping you run your practice more efficiently. Building a tech stack begins with identifying your organization's needs. Client management ...

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 ...

If your organization isn’t tapping into the benefits of customer relationship management, it could fall behind the competition. Many business owners are already aware of Customer Relationship ...

ZDNET experts put every product through rigorous testing and research to curate the best options for you. If you buy through our links, we may earn a commission. Learn Our Process 'ZDNET Recommends': ...

Toronto-based financial planning and analysis software company Friedmann AI launched in December. The company is trying to ...

Customer-relationship-management startups are finding niches to compete with giants like Salesforce. Analysts see a growing demand for industry-specific firms that target small-to-midsize companies.

Wylie Wong is a freelance journalist who specializes in business, technology and sports. He is a regular contributor to the CDW family of technology magazines. The organization that operates the ...

Abstract: Customer Relationship Management (CRM) systems have come a long way in their evolutionary life cycle. From being used as a mere Rolodex of customer information, they have transformed into ...

Carahsoft Technology Corp., Reston, Virginia, was awarded a $23,751,296 firm-fixed-price task order (FA701423F0070) for sales force and third-party licenses and support. This task order provides for ...

Relationships are the cornerstone of any successful business, underpinning everything from consumer loyalty to strategic partnerships. With the rapid advancement in technology, companies now have ...

Back in 1940 when the first RIAs were established, there was no such thing as computers, or account management software, much less an RIA tech stack. These days, companies like RIAs are fortunate to ...