Since its earliest days, the goal of CRM technology has always been to help companies better address customer needs. Over the decades, companies have spent trillions on software, hardware, and ...

The customer is king in this hyper-competitive market. That means they deserve more than the best products or services. Building strong client relationships is also crucial for any business. Clients ...

With today’s hectic startup landscape, entrepreneurs always seek technologies that improve operations efficiency and bring ...

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 ...

Pipelinersales Corporation today announced that its flagship platform, Pipeliner CRM, is relaunching as Coevera, a new category of sales technology that combines AI-native CRM with a comprehensive ...

Most organizations at this point have at least attempted to implement or had some experience with a CRM platform. Yet in some professions, like accounting, there are still many firms that have never ...

In his role as International Managing Director, Peter oversees Bullhorn’s international operations across EMEA and APAC. Prior to taking on the launch of Bullhorn in the UK, Peter spent 20 years ...

Oakmark Funds, advised by Harris Associates, released its “Oakmark Fund” first-quarter 2026 investor letter. The objective of ...

Your Customer Relationship Management (CRM) tool is by far the most important part of your RIA firm’s tech stack. A recent study showed out of several hundred RIA firms surveyed, 94% of respondents ...

Xerox Corp. is investing in two new customer relationship management (CRM) applications as part of its effort to boost sales after two years of big losses. The Stamford, Conn.-based maker of copiers ...