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, ...

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 ...

BOSTON, MA, UNITED STATES, April 14, 2025 / EINPresswire.com / -- Creatio, a global vendor of an AI-native platform to automate workflows and CRM with no-code, today announced it has been named a ...

CRMnext, Asia’s leading financial CRM software, introduces advance version of its knowledge management functionality, which enables quick and convenient sharing of information and documents. The new ...

PROVIDENCE, R.I., June 22, 2023 /PRNewswire/ -- Wealthbox, the fastest-growing CRM platform for financial advisors, today announces its No. 1 ranking for Financial Services CRM Software in nine G2 ...

Financial advisors need to expand their use of customer relationship management technology to improve their practices, according to a new survey from financial services research firm Aite Group. Of ...

Nutshell reports that choosing a simple CRM involves matching industry needs, prioritizing core features, and testing user ...