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 ...

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 ...

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 ...

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

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

Growing organizations can capitalize on emerging technologies even more than enterprises, says Verizon’s Aparna Khurjekar.