Tag: CRM

Relcu, an AI-powered unified CRM and agent co-pilot for financial services, has announced it has raised new funding. The undisclosed capital injection will accelerate Relcu’s...

Meridian, an AI-driven deal management platform for private market investors, has raised $7m in a Series Seed funding round. The round was led by 645...

Wealth management firms are grappling with rising pressures to deliver fast, personalised, and insightful advice to clients. But while expectations grow, many advisors are weighed down by inefficiencies, particularly the mounting problem known as "toggle tax."

Qount, a developer of AI-powered practice management software for public accounting firms, has secured a significant investment to further its growth. The company, which specializes...

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.