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 ...
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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 ...
SAP's business practices may have improperly hindered its rivals, according to an EU antitrust investigation launched on ...
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