Element451, a leading student engagement CRM for higheducation, announced the appointment of Jaime Moquin as the new senior vice president of customer success. Moquin’s extensive background in education, EdTech, and customer-centric strategies...
In a market environment dominated by passively indexed solutions and starved for gross investment returns, U.S. wealth managers are now receptive to the concept of “direct indexing” their client portfolios...
The “Healthcare CRM Market: Global Market Size, Forecast, Insights, and Competitive Landscape” report has been added to ResearchAndMarkets.com’s offering. The global healthcare CRM market is expected to grow at a CAGR of around 12.3%...
Vymo has been recognized among notable vendors by Forrester, one of the most influential research and advisory firms in the world, in ‘The Financial Services CRM Landscape, Q2 2023′ report. The financial services industry...
Intapp (NASDAQ: INTA), a leading provider of cloud software for the global professional and financial services industry, today announced that the DealCloud platform has been awarded a 2023 CRM Excellence Award. The 24th annual...
Pipedrive, the easy and effective sales CRM for small businesses, announced today the launch of two new advanced integrations with CloudTalk and JustCall to streamline sales communication and make business calls more efficient. Integrations...
Web.com, the one-stop website solutions provider, today announced the launch of two new AI-powered features aimed at easing the domain creation and content generation processes, two of the first major...
Orion Advisor Solutions, the premier provider of transformative wealthtech solutions for fiduciary advisors, today announced the connection to Orion’s client portal within Redtail CRM, creating a premier client experience to transform...
B2Core, the premier CRM solution trusted by brokers and exchanges around the globe, continues to push the boundaries of innovation with its most recent significant update. This update introduces several...
HubSpot, the customer relationship management (CRM) platform for scaling companies, today announced the release of its 2023 Sustainability Report. The report highlights HubSpot’s ESG (Environmental, Social, Governance) progress, key milestones, and...
