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 ...

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 ...

Discover how a CRM can enhance business relationships. Learn about the benefits of CRM and how to optimize CRM strategy for better customer management. Customer relationship management software is a ...

When you consider the last five years in the financial planning industry, what are the big topics that come to mind? What about the last 10 years? For me, technology is at the top of the list. We’re ...

AI-powered customer relationship management systems (CRMs) are creating a transformative shift for the sales industry, taking them from nice-to-have organizational tools to powerful growth and ...

The banking industry has been transformed radically— it is no longer only about regular transactions but the building of mutually desirable relationships, delivery of extremely customized interactions ...