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 ...

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, ...

As financial institutions invest in their technology platforms, here are six key principles for modernizing systems without ...

Every year, software providers shake up the adviser market by offering a new platform or new tool for their clients. Salesforce Financial Services Cloud recently sent a shockwave through the industry ...

Courtney Reilly-Larke is the deputy editor of Forbes Advisor Canada. Previously, she was the associate editor of personal finance at MoneySense. She was also managing editor of Best Health Magazine ...

While customer relationship management software often has a role in handling client data at financial advisory firms, advisors don't always take full advantage of CRM's capabilities. A CRM system can ...

With the 2024 election cycle now in full swing, the economy is a major factor on voter’s minds as they consider their candidates. Inflation, interest rates, and higher prices for everything from eggs ...

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 ...

Customers are vital to any business, and customer relation management (CRM) systems can help you maximize every interaction. We help you choose the best CRM for your business among our top-tested ...

Imagine waking up one day and realizing your entire brokerage platform has been hacked. Client data? Gone. Trust? Broken. That’s the nightmare no broker wants. Having even one small loophole in your ...

What are the best tax planning tools for financial advisors? Bloomg How to choose the right tax planning software for your advisory firm Tax planning software helps advisors integrate tax strategies ...

“Alex has tremendous, highly relevant experience that will help Hearsay continue to innovate for our customers,” said Clara Shih, Hearsay CEO and founder. “At Guidewire, he led the financial ...