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 ...

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, ...

This content has been created by the Finextra editorial team with inputs from subject matter experts at the funding sponsor. Customer relationship management (CRM) is an evolving field in the ...

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 ...

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 ...

Kelly is a former Editor, SMB at Forbes Advisor, specializing in starting and marketing new ventures. Before joining the team, she was a Content Producer at Fit Small Business where she served as an ...

Sustain improvements through embedded workflows One-time fixes aren’t enough - sustaining employee satisfaction and ...