Tag: CRM

Bolt announces a strategic partnership with Salesforce, an industry leader in customer relationship management (CRM).

Client relationship management (CRM) has always been the cornerstone of success in wealth management, driving personalised support and client retention.

In a significant move to enhance Know Your Business (KYB) processes, GBG, a leader in global identity and location, has launched GBG Detected.

In the financial sector, the spotlight has recently intensified on non-financial misconduct, spurred by the Financial Conduct Authority's (FCA) focused initiatives and investigations into issues like sexism, bullying, and discrimination.

Aidium, a trailblazer in the mortgage technology sector, has proudly announced a significant milestone with the completion of its $19m Series A funding round, spearheaded by PeakSpan Capital.

Over the past few years, WealthArc, which helps automate workflows for wealth managers,  has spoken to many prospects about Portfolio Management Systems (PMS). Far too many have responded with interest in PMS, but stated they don't need a solution for client relationship management. 

Comvest Credit Partners, a leader in providing flexible direct financing solutions to mid-market entities, has recently declared its role as the Administrative Agent and Sole Lender in a senior secured credit facility for Billhighway.

Myko AI, a pioneering conversational artificial intelligence (AI) startup, has successfully raised $2.7m in seed funding. The investment round was led by Khosla Ventures, with...

WealthManagement.com’s survey included 371 respondents from advisors, c-suite executives and others across RIAs, Insurance firms, Regional investment firms, Wirehouse firms and Bank brokerages from...

Veruna, the pioneering agency management system developed natively on Salesforce's eminent CRM platform, has unveiled a triumphant Series B fundraising round.