In the case of investment companies, integrating customer relationship management (CRM) systems with portfolio management ...

The program offers agents the option to select one of three CRM platforms as part of their standard monthly fee.

In the G2 Summer 2025 Grid Reports, SAP Sales Cloud received top rankings among enterprise CRM and mid-market CRM vendors.

As the financial climate is becoming more competitive and has become fast paced, investment companies are in need of smart ...

According to BlackRock's Tony Kim, head of fundamental equities for the global technology team, the next big stage in AI's development will be the exploding use cases that come from the software ...

Portland General faces several environmental, social, and governance risks. It is investing in and contracting with renewable energy projects to reduce its fossil fuel emissions. Oregon legislation ...

Intelligent document capture, automated KYC verification, and configurable workflows can reduce banking onboarding times ...

Since he succeeded Paolo Ferrari as the top executive in the Americas on Nov. 1, 2024, Damon has been talking with both ...

Moroccan-founded global outsourcing and customer relationship management company Intelcia has won the Silver trophy at the ...

AI can transform relationships throughout the client lifecycle, allowing humans to focus on deeper connections and sustained ...

In the pursuit of growth, companies often strive to attract new kinds of customers. But if those new segments have needs, ...

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