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 ...

Katherine Haan, MBA, is a Senior Staff Writer for Forbes Advisor and a former financial advisor turned international bestselling author and business coach. For more than a decade, she’s helped small ...

Enterprise CRM software is a customer relationship management platform specifically designed for midsize to large organizations that need a solution that can handle the bandwidth of a large-volume ...

Jennifer Simonson is a business journalist with a decade of experience covering entrepreneurship and small business. Drawing on her background as a founder of multiple startups, she writes for Forbes ...

Call center representatives use CRM software specifically designed for contact or help centers. These platforms host all customer information, including contact information, interaction history, ...

A new market intelligence report from Credence Research reveals that the Global Email Client Software Market is on a path of consistent growth, driven by the enduring centrality of email in ...

As the financial climate is becoming more competitive and has become fast paced, investment companies are in need of smart methods of delivering results and sustaining good client relations. Customer ...

With non-profits evolving to meet the demands of highly bespoke ‘customer’ experiences, what tools are available to help the third sector thrive and deliver a unique offering that is truly donor and ...