Financial services firms are increasingly integrating CRM platforms with portfolio management, scheduling, and compliance systems to streamline operations and improve client engagement. Documented ...

New messaging and notification center eliminates the gap between where caterers manage events and where they talk to ...

If you ask many accountants about customer or client relationship management software, many of the answers will be something like, “We don’t need CRM, we have practice management.” Processing Content ...

The customer is king in this hyper-competitive market. That means they deserve more than the best products or services. Building strong client relationships is also crucial for any business. Clients ...

Salesforce CRM and Automatic Data Processing ADP have announced an ambitious collaboration to reshape the landscape of client experiences. Leveraging Salesforce's Customer 360 platform, ADP aims to ...

The first generation of advisor-specific AI notetakers was relatively narrow in focus. They transcribed advisors' meetings ...

Customer Relationship Management (CRM) systems were designed to be the operational core of advisory firms; the hub in the hub-and-spoke model. The goal was clear: centralize client data, enable follow ...

Salesforce is advancing its real estate CRM capabilities with AI-powered Agentforce, deeper marketplace integrations, and customizable workflows, aiming to unify property, client, and transaction data ...

Software giant Microsoft will release in the second quarter a high-profile productivity tool for Android-toting business professionals. Accompanying Microsoft’s CRM Dynamics 2012 platform update is a ...