PARIS — Social distancing may be the new norm, but so, too, is getting up close and personal. While shopkeepers diligently apply bright, new floor markings to regulate store traffic, brands are also ...

Los Angeles, California - March 24, 2026 - PRESSADVANTAGE - Rocket CRM has released an announcement outlining the ...

HubSpot first introduced its Breeze in September 2024, pitching the offering as an embedded AI layer across its customer ...

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 ...

The customer is always right. It’s a phrase that has been ingrained in everyone that has worked in any client-facing environment. Is it always true? No. Is it always wrong? Also, no. Maintaining a ...

Abstract: Customer Relationship Management (CRM) systems have come a long way in their evolutionary life cycle. From being used as a mere Rolodex of customer information, they have transformed into ...

New survey data show acquiring new clients is the top growth priority for firms, but many still manage high-ROI referral ...

The financial industry's accelerating digital transformation has culminated in the adoption of new technologies and processes by financial services firms to remain competitive and meet clients' ...

In this age of instant communications and frenetic multitasking, financial advisors shouldn’t overlook an old-school respite from the daily grind: the client event. In fact, with spring in bloom, this ...

The firms that win will not just run better meetings, they will connect every advice moment into one intelligent story.

Head of Marketing at CRMNEXT, a specialist CRM solutions company serving some of the world's largest and fastest-growing brands. What has happened to CRM? The purpose of customer relationship ...