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, ...

NEW YORK--(BUSINESS WIRE)--A solid and cohesive CRM system is critically important to financial institutions in today’s challenging competitive and regulatory environment. The competitive landscape ...

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 ...

"This partnership represents a meaningful step forward in how Gradient supports its advisors," added Jeff Mello, President and CFO of Wealthbox. "Streamlined onboarding, reduced administrative load, ...

Those financial services firms that were among the first to implement CRM systems have achieved an edge over their competition. But a new report from the GartnerG2 division says that investment in new ...

This recognition in the Financial Services CRM report also builds on Creatio’s continued momentum as a leader in no-code. In The Forrester Wave™: Low-Code Platforms For Citizen Developers, Q1 2024, ...

This content is provided by an external author without editing by Finextra. It expresses the views and opinions of the author. Born from a partnership with fintech solutions provider Performance ...

Meridien Research Inc. announced Wednesday that spending on CRM software in the financial industry should remain flat for the next two years, sure to be bad news for the many struggling software ...

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 ...