How well do you manage the client management process?It's a question I often ask clients I work with. While most firms pay attention to various aspects of the process, many firms fail to understand ...

When a customer relationship management (CRM) strategy is integrated with a firm’s overall strategic plan, it helps the firm perceive and respond to business and economic trends. CRM strategy starts ...

If you ask many accountants about customer or client relationship management software, many of the answers will be something like, “We don’t need CRM, we have practice management.” However, practice ...

LONDON--(BUSINESS WIRE)--Quantzig, a leading analytics advisory firm that offers customized analytics solutions, has announced the completion of their new article on customer relationship management.

If your organization isn’t tapping into the benefits of customer relationship management, it could fall behind the competition. Many business owners are already aware of Customer Relationship ...

Discover how a CRM can enhance business relationships. Learn about the benefits of CRM and how to optimize CRM strategy for better customer management. Customer relationship management software is a ...

Client management platforms have become an essential part of an RIA’s tech stack as these tools make it easier to access and update customer information. The Financial Industry Regulatory Authority ...

Achieving true (a.k.a. strategic) maturity in business relationship management (BRM - versus tactical account management) is the cornerstone strategy in achieving CIOs' current top priority: ...

AuraPortal, a global provider of Business Process Management, announced the introduction of the following modules in its Business Process Management Suite: Content Management (CMS/ECM), an online ...