Financial advisors at the entrepreneurial level consistently face challenges in managing client relationships, growing their book of business, and ensuring operational efficiency. In a service-driven ...

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Alden Investment Group selected Wealthbox for its intuitive interface, ease of adoption, and modern workflows that improve productivity across teams. The firm was also drawn to the advanced reporting ...

The program’s aim is to help advisers streamline their practices. LPL Financial has selected Wealthbox, a provider of customer relationship management (CRM) software for advisers, to be included in ...

One of the best ways for a business to keep track of communications with customers and potential customers is by using a Customer Relationship Manager (CRM) program. This type of software, available ...

Sanofi-Aventis partnered with Cegedim Dendrite to launch a CRM mobile platform for its managed market managers. The three-year agreement spans 28 countries, including the US, France and Japan.

Let’s get one thing straight: if you still think CRM is just a marketing tool, you’re playing checkers while your competitors ...

eXp Realty has rolled out a new initiative that allows its agents to choose from multiple customer relationship management (CRM) systems, marking a shift in the company’s approach to technology ...

Salesforce, Inc. (NYSE:CRM) is one of the 15 Best American Tech Stocks to Buy Right Now. On September 16, Salesforce, Inc.

The use of customer relationship management is commonplace in both business-to-consumer and business-to-business companies. BuyerZone, an online B2B lead generation company, reports that 56 percent of ...