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 ...

Corporate banking is China Citic Bank's flagship business, which boasts a solid customer base of large-scale state-owned enterprises. This is underpinned by its strong connection with its parent China ...

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

Let’s explore each service line and the challenges of integrating their "proven processes" into a unified strategy.

After two years of development, Twenty is ready for productive use. The open source CRM has already won many advance praises.

From staffing to CRM integration, here’s how to run a high-performing call center that drives real business outcomes.

The University Musical Society is welcoming four new Board members who were elected at the organization's annual meeting.

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

Salesforce, Inc. (NYSE:CRM) ranks among the best FAANG stocks to buy according to hedge funds. On June 26, Cantor Fitzgerald ...