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, ...
Katherine Haan, MBA, is a Senior Staff Writer for Forbes Advisor and a former financial advisor turned international bestselling author and business coach. For more than a decade, she’s helped small ...
PROVIDENCE, R.I., March 5, 2025 /PRNewswire/ -- Wealthbox, the highest-rated CRM software for financial advisors, today announced a new enterprise CRM agreement with Perennial Financial Services, one ...
ORMOND BEACH, Fla.--(BUSINESS WIRE)--Snappy Kraken, the MarTech innovator serving financial services professionals, today announced it has initiated two-way data synchronization from three of the ...
InvestmentNews' inaugural 5-Star Financial Planning Softwares and 5-Star CRM Platforms is now open. Rate your financial planning softwares and CRM platforms by taking a few minutes to complete the ...
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How to boost financial services employee satisfaction by fixing invisible technology inefficiencies
Sustain improvements through embedded workflows One-time fixes aren’t enough - sustaining employee satisfaction and ...
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