Customer Relationship Management (CRM) systems were designed to be the operational core of advisory firms; the hub in the hub-and-spoke model. The goal was clear: centralize client data, enable follow ...

Relationship management systems are the traditional hub of financial advisors' technology stacks, but new AI tools may ...

Dozens of new tech providers have entered the wealth management space in the past few years largely thanks to rapid developments in artificial intelligence that promise advisors greater workflow ...

The field of competition in the wealthtech space has just gotten a little bit more crowded as a challenger CRM platform developed for advisors, by advisors enters the fray. A team of former advisors ...

There is no shortage of predictions as to how AI will benefit advisors in coming years. CogniCor founder and CEO Sindhu Joseph explains how AI can help wealth managers in 2026.

In the Information Age, people are hungry for data. But when does robust data become too much data? That’s become a critical question for client relationship management systems. Brett Nielsen, a ...

GReminders, providers of a meeting and automation management platform for financial advisors, has integrated with top customer relationship management (CRM) providers serving the financial advisor ...

The MarketWatch News Department was not involved in the creation of this content. New CRM integration eliminates data silos and keeps advisors' CRM and marketing aligned--driving faster follow-up, ...

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