Financial services firms bank on new CRM Rather than turning to vendors like Siebel Systems, they're building their own customer relationship management software, according to researchers at Gartner.

Though most financial services firms have adapted to the changes and have procured CRM platforms to capture data stored and managed by various stakeholders, ensuring the integrity and credibility of ...

Finding the best CRM for financial advisors is critical if you want to run and grow a successful advisory business. Yet there are many customer relationship management (CRM) software choices, and ...

Under the recompete contract, Tria Federal CEO Tim Borchert said the company will use AI and automation to streamline VA's ...

This content is contributed or sourced from third parties but has been subject to Finextra editorial review. Customer relationship management (CRM) is an evolving field in the financial services ...

Selecting the best CRM for financial advisors involves navigating a complex market of software designed to facilitate client relationships, manage assets and automate marketing. The objective is ...

New tech entrants are aging CRM systems even faster, causing financial advisors to reevaluate their traditional systems.

Redtail's switch to a per-user subscription fee system is set to affect half of all financial advisory firms using CRM software.

Salesforce (CRM) is doubling down on its strategy to expand Agentforce presence with the launch of ‘Agentforce for Financial Services.’ This new offering aims to help firms quickly deploy AI ...

A 2022 financial services research reveals that consumers expect financial services institutions (FSIs) to provide easy, transparent experiences and concern for both their financial health and ...

Through deep integration with DealerSocket’s CRM, the captive finance arms of Volkswagen and Audi will funnel more than 40 critical data points on prospective buyers, including contract rates ...

Financial services firms bank on new CRM Rather than turning to vendors like Siebel Systems, they're building their own customer relationship management software, according to researchers at Gartner.