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, ...

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 ...

ORMOND BEACH, Fla.--(BUSINESS WIRE)--Snappy Kraken, the MarTech innovator serving financial services professionals, today announced it has initiated two-way data synchronization from three of the ...

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 ...

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 ...

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 ...

DALLAS--(BUSINESS WIRE)--DealerSocket, Inc., a leading software provider to the automotive industry, today announced that VW Credit, Inc. selected its award-winning customer relationship management ...

Salesforce newest software update, designed to streamline operations, took a page right out of Apple’s playbook. The world’s largest customer relationship management platform announced upgrades to its ...

The fintech revolution is transforming the banking and financial sectors through AI, Agile methodologies and embedded finance. This transformation is significantly enhancing customer experience (CX), ...

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 ...

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 ...