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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 ...

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 ...

There is no shortage of predictions as to how AI will benefit advisors in coming years. CogniCor founder and CEO Sindhu ...

New CRM integration eliminates data silos and keeps advisors’ CRM and marketing aligned—driving faster follow-up, cleaner compliance and smarter growth Snappy Kraken, the martech innovator dedicated ...

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 ...

Advisor360 survey finds RIA, broker-dealer, and bank advisors leaning on AI for meetings and CRM updates, but remain wary of ...

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, ...