The funding points to a shift away from bloated systems toward faster, AI-driven CRM platforms built for execution.
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Client management software for financial advisors
Tech tools can make your life as a financial advisor easier, helping you run your practice more efficiently. Building a tech ...
Data shows a majority of entrepreneurs plan to increase headcounts next year, and invest more in salary and benefit budgets.
The way in which well-known music streaming platform Spotify can hold on to users depends less on headline-grabbing technical ...
Grant Blair, Bloomfield, Connecticut Former educator and tech professional urges businesses to rethink customer care as a ...
Despite a rocky year for Salesforce shares, Mizuho remains bullish on the stock, naming it a top software pick for 2026.
Combine website building, CRM, marketing automation, invoicing and project management without subscription fees.
Welcome back to Reputation Management! We are again revealing the underbelly of local automotive retailers—places like car ...
In the latest in our series identifying market opportunities for the channel, the spotlight falls on getting customers in the right place to adopt artificial intelligence.
On December 9, Morgan Stanley reduced the price target on the company’s stock to $398 from $405 while keeping an “Overweight” ...
I worked in federal housing agencies after 2008 and I often wonder if agentic AI could have mitigated some aspects of that mortgage-based calamity.
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