The customer is always right. It’s a phrase that has been ingrained in everyone that has worked in any client-facing environment. Is it always true? No. Is it always wrong? Also, no. Maintaining a ...

TORONTO, Aug. 5, 2020 /CNW/ - CIBC (TSX: CM) (NYSE: CM) today announced it has selected Salesforce as its enterprise platform for customer relationship management (CRM) as it continues to transform ...

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' ...

Will Kenton is an expert on the economy and investing laws and regulations. He previously held senior editorial roles at Investopedia and Kapitall Wire and holds a MA in Economics from The New School ...

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 ...

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 ...

ServiceNow Inc. today introduced a new customer relationship management platform and two tools that will make it easier for customers to use artificial intelligence agents. The software maker detailed ...

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 ...

When you consider the last five years in the financial planning industry, what are the big topics that come to mind? What about the last 10 years? For me, technology is at the top of the list. We’re ...

Head of Marketing at CRMNEXT, a specialist CRM solutions company serving some of the world's largest and fastest-growing brands. What has happened to CRM? The purpose of customer relationship ...

Managing investments can become a large part of a day’s work. Between meetings, marketing and figuring out best-in-class asset allocations, advisors can be hard-pressed to deal with the rest of their ...

The Defense Contact Management Agency is looking to move quickly in fielding a system to modernize its analytics capabilities. DCMA has described several features it wants, mostly that the system be ...