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 ...

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 ...

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 ...

Financial planning and analysis software firm Conquest Planning has a new CEO; Brad Joudrie will succeed Mark Evans on Jan. 1. Joudrie joined Conquest in 2019 and was previously the chief revenue ...

Salesforce, Inc. (NYSE:CRM) is a customer relationship management software provider. Its shares are down 18% over the past ...

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 ...

No longer nice-to-haves, CRM systems today are essential tools helping organizations create the high-touch, personalized interactions their customers demand. While most people equate customer ...

As the craze of earnings season draws to a close, here’s a look back at some of the most exciting (and some less so) results ...

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 ...

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 ...

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.

As someone who has conversations with businesses about digital transformation every day, I hear one question come up more than any other: Where do we start? It’s a deceptively difficult question to ...