In the case of investment companies, integrating customer relationship management (CRM) systems with portfolio management ...

As the financial climate is becoming more competitive and has become fast paced, investment companies are in need of smart ...

Financial technology company introduces virtual AI agents to automate workflows and provide real-time insights for QuickBooks ...

Diamond Hill Capital, an investment management company, released its “Long-Short Strategy” first-quarter 2025 investor letter ...

Tools like ServiceTitan and Jobber give your team the ability to operate in real time, without the handoff friction. And here ...

Creatio said it won’t charge separately for AI capabilities but will include all agents and features in the core platform.

Force Motors partners with Zoho for end-to-end digital transformation across its dealer network using CRM, DMS, and AI-powered applications. This collaboration aims to enhance customer experience and ...

According to BlackRock's Tony Kim, head of fundamental equities for the global technology team, the next big stage in AI's development will be the exploding use cases that come from the software ...

The department went out to tender for a customer relationship management (CRM) system in April 2025, worth up to £1bn excluding VAT, as well as a contact centre as a service (CCaS) provider, with ...

The Singapore-based company launches in the Bay Area, aiming to help early-stage U.S. startups navigate global ownership, ...