Opinion: Partners should weigh their firm management's prioritization of billing metrics against the importance of protecting ...

We list the best client management software, to make it simple and easy to organize your sales, quickly come to professional resolutions with clients and better manage your customer base. Client ...

Clients look to their financial services professionals as a resource for their financial needs. Whether it is a broad based conversation about their long-term financial needs, narrowly focused ...

The global customer relationship management (CRM) market reached a value of US$ 51.4 Billion in 2021. Looking forward, the publisher expects the market to reach a value of US$ 103.1 Billion by 2027 ...

PALO ALTO, Calif., March 26, 2024 (GLOBE NEWSWIRE) -- Intapp (NASDAQ: INTA), a leading global provider of AI-powered solutions for professionals at advisory, capital markets, and legal firms, today ...

Rocket CRM has announced the release of expanded automation tools designed to advance customer relationship management and support Marketing Automation initiatives. These developments aim to help ...

Rocket CRM has introduced new advancements to its platform designed to transform the way organizations approach Marketing Automation. The updates focus on enhancing automation, improving data accuracy ...

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 ...

Customer loyalty is an essential source of revenue for any business. Use these four tips to create a customer loyalty program that will give you the highest return on your investment. Strong customer ...