No longer nice-to-haves, CRM systems today are essential tools helping organizations create the high-touch, personalized interactions their customers demand. While most people equate customer ...

Abstract: Customer Relationship Management (CRM) systems have come a long way in their evolutionary life cycle. From being used as a mere Rolodex of customer information, they have transformed into ...

Editor's Note: This article was updated on July 12, 2024 to include new data and information. Customer relationship management (CRM) platforms have been around since the '90s. Back then they were ...

A CRM (customer relationship management) is a single software platform that allows businesses to manage and monitor customer relationships with both current and potential customers. With a good CRM, ...

In today’s digital financial system, organizations that prioritize consumer relationships have a massive competitive advantage. At the core of this method lies Customer Relationship Management (CRM) ...

Tech tools can make your life as a financial advisor easier, helping you run your practice more efficiently. Building a tech stack begins with identifying your organization's needs. Client management ...

Ernie Smith is a former contributor to BizTech, an old-school blogger who specializes in side projects, and a tech history nut who researches vintage operating systems for fun. Although they don’t ...

Zurich Insurance Group has over 55 million customers around the world. The insurer built an AI tool into its agents' workflow to increase customer loyalty. This article is part of "Build IT: ...