Relationship management systems are the traditional hub of financial advisors' technology stacks, but new AI tools may ...

Customer Relationship Management (CRM) systems were designed to be the operational core of advisory firms; the hub in the hub-and-spoke model. The goal was clear: centralize client data, enable follow ...

Dozens of new tech providers have entered the wealth management space in the past few years largely thanks to rapid developments in artificial intelligence that promise advisors greater workflow ...

It's helpful, then, for financial advisors to establish and maintain written workflows to help them stay organized. At the very least, solo and small ensemble advisors can use checklists to stay on ...

There is no shortage of predictions as to how AI will benefit advisors in coming years. CogniCor founder and CEO Sindhu ...

The MarketWatch News Department was not involved in the creation of this content. New CRM integration eliminates data silos and keeps advisors' CRM and marketing aligned--driving faster follow-up, ...

GReminders, providers of a meeting and automation management platform for financial advisors, has integrated with top customer relationship management (CRM) providers serving the financial advisor ...

Find out if Jump is right for your business ...