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, ...

ARDEN HILLS, Minn. and PROVIDENCE, R.I., Jan. 6, 2026 /PRNewswire/ -- Wealthbox, the highest-rated CRM platform for financial advisors, today announced that Gradient Financial Group, a financial ...

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 ...

Entries are still being accepted for InvestmentNews' 5-Star Financial Planning Softwares and 5-Star CRM Platforms. Click here to rate the softwares and platforms you worked with. As an added incentive ...

The smart CIBIL adapter tool is beneficial in securing credit scores in real-time within the CRM solution on a single click, helping the field sales team to provide instant quotations to the customers ...

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 ...

DALLAS--(BUSINESS WIRE)--Advisor360°, a leading provider of integrated technology for wealth management firms, is launching its first customer relationship management (CRM) solution for independent ...

Readers have until Friday to let InvestmentNews know how well their financial planning software and CRM platforms are doing. Take the survey now. As an added incentive, you will be entered for 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 ...

This is Part 2 of the Retail TouchPoints SMB report. Part 1 of the report appeared in the Nov. 26 th newsletter. CRM, personalized email strategies and financial management tools are among the smart ...