This content is provided by an external author without editing by Finextra. It expresses the views and opinions of the author. Tandem has selected Financial Cloud's Financial CRM Platform to ...

CRM technologies are the most valued in the finance function, followed by cloud enterprise resource planning (ERP) and analytics and business intelligence tools, with all three expected to see high ...

Portfolio management software is an essential tool for RIAs who want to manage and monitor client assets efficiently. Think of it as your firm’s command center where you keep track of client ...

Kelly is a former Editor, SMB at Forbes Advisor, specializing in starting and marketing new ventures. Before joining the team, she was a Content Producer at Fit Small Business where she served as an ...

The accounting software market is expanding as businesses increasingly adopt cloud-based and AI-enabled platforms for real-time financial tracking, automation of accounting tasks, and enhanced ...

Financial planning software firm RightCapital's market share has tripled since 2020, with 15% of advisors who use the technology choosing its platform, according to a recent Advisor Software Survey ...

Lead generation plays a vital role in growing your practice, and you can employ a variety of techniques to attract new ...

That said, finding the top CRM tools can feel overwhelming at first glance. Narrowing it down, there are five worth reviewing ...

For hospitals to fully understand the patient experience, integration of the clinical, financial and communications sides of the patient journey is needed, according to Kelly Arduino, Healthcare ...