In the case of investment companies, integrating customer relationship management (CRM) systems with portfolio management ...

AI can transform relationships throughout the client lifecycle, allowing humans to focus on deeper connections and sustained ...

Switching your business bank account might seem annoying or even unnecessary, but it often represents a growth step for companies. Many founders and small business owners regularly consider trying a ...

As the financial climate is becoming more competitive and has become fast paced, investment companies are in need of smart ...

Moroccan-founded global outsourcing and customer relationship management company Intelcia has won the Silver trophy at the ...

In the G2 Summer 2025 Grid Reports, SAP Sales Cloud received top rankings among enterprise CRM and mid-market CRM vendors.

The University Musical Society is welcoming four new Board members who were elected at the organization's annual meeting.

That’s where product management comes in—not as a buzzword, but as the organizational function most capable of aligning technology with customer value and business strategy. Without understanding the ...

Synaptic Era will use a $5 million seed round to better position its health care and government AI agents and chatbots.

After two years of development, Twenty is ready for productive use. The open source CRM has already won many advance praises.

Financial technology company introduces virtual AI agents to automate workflows and provide real-time insights for QuickBooks ...