Los Angeles, California – October 17, 2025 – PRESSADVANTAGE – Rocket CRM has announced the deployment of a new automation ...

Customer relationship management consultants provide independent advice on solutions for managing customer service and customer relationships. Their aim is to help clients improve customer ...

If you are analyzing the performance of your business, then keeping track of key metrics is essential. Client Relationship Management (CRM) software is a tool used to integrate data from various ...

A customer relationship management, or CRM, system uses a database to accumulate information about business prospects and customers, including product needs and purchasing history. Various businesses ...

The Customer Relationship Management Software Market [2023-2030] Latest report a comprehensive analysis of the Customer Relationship Management Software market is presented in the latest report, with ...

As someone who has conversations with businesses about digital transformation every day, I hear one question come up more than any other: Where do we start? It’s a deceptively difficult question to ...

This means building trust by underscoring that they are acting in the client’s best interest and also getting to know them personally. As advisers have moved away from commissions to favor fee-based ...

The financial industry's accelerating digital transformation has culminated in the adoption of new technologies and processes by financial services firms to remain competitive and meet clients' ...

Client management platforms have become an essential part of an RIA’s tech stack as these tools make it easier to access and update customer information. The Financial Industry Regulatory Authority ...

Salesforce shares advanced after the company shared new financial targets. The stock rose 3.9%, to $245.88, in after-hours trading Wednesday. Through the close, shares were down 29% this year.

Portfolio management software is an essential tool for RIAs who want to manage and monitor client assets efficiently. Think of it as your firm’s command center where you keep track of client ...