Financial services companies have been among the leaders in implementing customer relationship management software, and now many of these firms are looking for ways to best use their applications in ...

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, ...

Financial advisors at the entrepreneurial level consistently face challenges in managing client relationships, growing their book of business, and ensuring operational efficiency. In a service-driven ...

Dublin-headquartered Xtremepush has secured €12 million in new funding from its long-term investment partner AshGrove Capital ...

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 ...

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 ...

Wealthbox, the highest-rated CRM software for financial advisors, today announces a new enterprise CRM agreement with Alden Investment Group, an independent financial services firm headquartered in ...

Forbes contributors publish independent expert analyses and insights. I write about tech that impacts my small business - and yours. This article is more than 6 years old. When our CRM clients ask if ...

DUBLIN, Oct. 14, 2025 /PRNewswire/ -- Xtremepush, a market leader of CRM and gamification powered by AI, has announced today ...

DALLAS--(BUSINESS WIRE)--DealerSocket, Inc., a leading software provider to the automotive industry, today announced that VW Credit, Inc. selected its award-winning customer relationship management ...

Built for Life Financial Agency highlights the evolving role of financial strategists as essential guides helping families navigate mounting economic challenges while building meaningful legacies. The ...